GPU

also referred to as: gpus

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 10, 2025 by Dane Knecht · across every show →

Everything said about GPU, oldest first

Jan 10, 2025 bullish

Assertion Supported

Cloudflare SVP: 170 Data Centers Retrofitted With GPUs in One Year

“So yeah, in the past year we've retrofitted our 300 cities, 500, over 500 data centers with GPUs. Over a 170 of them have them today and pushing out more bigger, faster inference every day.”

Dane Knecht Jan 10, 2025 ▶ 12:40 Adding AI to SaaS: Inside the AI Product Strategies of Figma, Cloudflare, GitHub and Ramp

Sep 5, 2025 bearish

Prediction Not checkable as stated

Jackson: GPUs Will Remain Expensive with Real Energy Footprints

“These GPUs are expensive and they have a real footprint in electricity and heat, and that's not going to change.”

Jacob Jackson Sep 5, 2025 ▶ 7:15 Anthropic, Cursor, FaL & Bessemer Venture Partners: The Realities of Scaling AI

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GPU

Everything said about GPU, oldest first

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