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Gavin Baker (Gavin Baker) says the disaggregation of inference can extend GPU useful lives from 3-4 years to 10-15. That may single-handedly save private credit and reduce the financing rates for GPUs, which will drive demand and help finance the build-out. "The disaggregation of prefill and inference is going... to be amazing for the useful lives of GPU and may single-handedly save private credit. Private credit is in pain from these SaaS loans. But there's a lot of private credit in GPUs too. They were underwriting that to 3-4. The disaggregation of inference means that these GPUs are going to have 10 or 15-year lives. The AI skeptics are like, "Oh, these companies are all cooking their books. The useful life of a GPU is only a year or two. The useful life of a CPU is only four years because the rapid technological change." No. What rapid technological change has done with the disaggregation of prefill and inference is you can put a Cerebras system or Groq LPUs effectively in front of a Hopper or even an Ampere, use that Hopper and Ampere for prefill, and extend the useful life of that GPU until it melts. This is going to be really good for the whole private credit industry. It's gonna help finance the AI build-out. Because if you can start to finance GPUs at 5% or 6% instead of – I think CoreWeave's lowest financing was low sevens – that actually mathematically changes the cost to finance this build-out."show more

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Jensen - "We know that every single GPU that Nvidia has in the cloud, across aws and gcp, is rented out. They’re all fully utilized. Demand for gpus is so high that even the spot prices of gpus sold a couple of years ago are going up."

Jensen - "We know that every single GPU that Nvidia has in the cloud, across aws and gcp, is rented out. They’re all fully utilized. Demand for gpus is so high that even the spot prices of gpus sold a couple of years ago are going up."

The AI Investor

69,299 Aufrufe • vor 5 Monaten

CoreWeave $CRWV CEO Michael Intrator, on the Big Technology Podcast, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not. "The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."

CoreWeave $CRWV CEO Michael Intrator, on the Big Technology Podcast, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not. "The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."

Rittenhouse Research

161,641 Aufrufe • vor 5 Monaten

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

TBPN

31,256 Aufrufe • vor 3 Monaten

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

TBPN

36,474 Aufrufe • vor 1 Monat

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

a16z

79,935 Aufrufe • vor 8 Monaten

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 Aufrufe • vor 7 Monaten

IN NEWS: Baseten raises a $150M series D round. Tuhin Srivastava (Founder & CEO, Baseten) on the future of inference: “I think the token price goes down and inference should get cheaper over time. And that really just means there is going to be more inference.” “Every time we lower prices or optimize models to make it cheaper, four months later customers are spending more anyway.” “Inference prices will go down, but if the world is run by AI in 10 years, there is going to be a lot of inference. It better be cheap.”

IN NEWS: Baseten raises a $150M series D round. Tuhin Srivastava (Founder & CEO, Baseten) on the future of inference: “I think the token price goes down and inference should get cheaper over time. And that really just means there is going to be more inference.” “Every time we lower prices or optimize models to make it cheaper, four months later customers are spending more anyway.” “Inference prices will go down, but if the world is run by AI in 10 years, there is going to be a lot of inference. It better be cheap.”

TBPN

17,057 Aufrufe • vor 10 Monaten

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

Fireside Alpha

38,370 Aufrufe • vor 5 Tagen

The Way Forward & A New Chapter For AI powered by GamerHash AI & $GHX. Welcome to the future of bleeding edge connectivity and cloud infrastructure ⚡ GamerHash AI is the answer to the billion dollar question on how to offset the GPU scarcity, enable exponential growth of AI through utilizing consumer-level GPUs and establishing a powerful sharing economy by sourcing a global network of gamers. The synergy of our GPU #DePIN and blockchain for #AI #inference is the technology of the future that already works today. See you in the network!

The Way Forward & A New Chapter For AI powered by GamerHash AI & $GHX. Welcome to the future of bleeding edge connectivity and cloud infrastructure ⚡ GamerHash AI is the answer to the billion dollar question on how to offset the GPU scarcity, enable exponential growth of AI through utilizing consumer-level GPUs and establishing a powerful sharing economy by sourcing a global network of gamers. The synergy of our GPU #DePIN and blockchain for #AI #inference is the technology of the future that already works today. See you in the network!

GamerHash AI

1,866,164 Aufrufe • vor 1 Jahr

Bessent: "These 2008, 2009, 2010 financial rules were too tight. They hamstrung the American financial system. It was time for a change. We're gonna be safe, smart, and sound in terms of our deregulation. But we have to take the financial system out of this straitjacket. This substantial increase in private credit which is outside of the regulated banking system -- that tells me that the regulated system is too constrained."

Bessent: "These 2008, 2009, 2010 financial rules were too tight. They hamstrung the American financial system. It was time for a change. We're gonna be safe, smart, and sound in terms of our deregulation. But we have to take the financial system out of this straitjacket. This substantial increase in private credit which is outside of the regulated banking system -- that tells me that the regulated system is too constrained."

Aaron Rupar

706,566 Aufrufe • vor 6 Monaten

AI inference is already live on UOMI Router. Access frontier open-source models through a decentralized inference network with: • Low-cost inference • OpenAI-compatible APIs • Verifiable compute • On-chain settlement Start building: And if you have idle GPUs, there's now a second way to participate. The UOMI Provider whitelist is officially open. Instead of letting your hardware sit unused, you can contribute GPU power to the UOMI Inference Network and earn from real AI demand. Join the Provider whitelist:

AI inference is already live on UOMI Router. Access frontier open-source models through a decentralized inference network with: • Low-cost inference • OpenAI-compatible APIs • Verifiable compute • On-chain settlement Start building: And if you have idle GPUs, there's now a second way to participate. The UOMI Provider whitelist is officially open. Instead of letting your hardware sit unused, you can contribute GPU power to the UOMI Inference Network and earn from real AI demand. Join the Provider whitelist:

Uomi

18,795 Aufrufe • vor 13 Tagen

In just 3 minutes, Ken Griffin (Citadel) & Larry Fink (BlackRock) explain the current state of government overspending, AI hype, & 2026 $600B data center CapEx "The world needs a savior, & the hope is that AI is the savior that we need for productivity." "The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means." Big issue: "Will AI create the productivity acceleration that is honestly just hoped for in Washington & in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in?" Citadel BlackRock World Economic Forum . . . Ken Griffin "Let's take a step back and and talk about where we are right here right now. The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means. That's the recklessness of this moment in history. This is not a parallel to the 1920s in terms of the recklessness of the of the private capital markets. It's a story of the recklessness of government spending. Within the private sector there's a huge question as to where AI will take us. And I, I was carefully taking notes and listening to what Larry has to say, or to what Madame Lagarde has to say, because this is one of the big issues of our moment. Will AI create the productivity acceleration that is honestly just hoped for in Washington and in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in? The world, the world needs a savior, and the hope is that AI is the savior that we need for productivity. And the challenge with this is it is, it may or may not be. We just don't know yet. Now there's a tremendous amount of hype around AI, and in some sense the large AI companies need to create that hype to raise the tens — or actually 100, hundreds of billions, right — of billions of dollars of investment that are going into the field. Like you wouldn't be able to raise hundreds of billions of dollars. We'll spend — and Larry can probably correct me on this — but roughly $600 billion this year in cap ex for data centers in the United States. Larry Fink "I think it could be larger." Andrew Ross Sorkin "But does that mean that it's getting hyped up too much, or it's just the the hype is required as a sales mechanism?" Larry Fink "First of all, so much of the data centers are being built for cloud, right? And and the big issue is gonna be in terms of monetization of of of the spend. The data centers are being built for AI requires more advanced chips. The question is what is the lifetime of that chip. If we have new technological changes in the lifetime of the chip in one year, then that spend is gonna be really a bad spend. If the lifetime as they expect it to be is 4 or 5 years and then those chips can be used for cloud, then then I think these investments are gonna prove to be good investments. So I think it's it's gonna be — you know, if the speed of technology changes and all these investments now, they're gonna be — it's gonna be a challenge. But I agree with Ken. I think we don't know enough, but I'm personally very optimistic on how AI is gonna affect the world economy."

In just 3 minutes, Ken Griffin (Citadel) & Larry Fink (BlackRock) explain the current state of government overspending, AI hype, & 2026 $600B data center CapEx "The world needs a savior, & the hope is that AI is the savior that we need for productivity." "The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means." Big issue: "Will AI create the productivity acceleration that is honestly just hoped for in Washington & in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in?" Citadel BlackRock World Economic Forum . . . Ken Griffin "Let's take a step back and and talk about where we are right here right now. The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means. That's the recklessness of this moment in history. This is not a parallel to the 1920s in terms of the recklessness of the of the private capital markets. It's a story of the recklessness of government spending. Within the private sector there's a huge question as to where AI will take us. And I, I was carefully taking notes and listening to what Larry has to say, or to what Madame Lagarde has to say, because this is one of the big issues of our moment. Will AI create the productivity acceleration that is honestly just hoped for in Washington and in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in? The world, the world needs a savior, and the hope is that AI is the savior that we need for productivity. And the challenge with this is it is, it may or may not be. We just don't know yet. Now there's a tremendous amount of hype around AI, and in some sense the large AI companies need to create that hype to raise the tens — or actually 100, hundreds of billions, right — of billions of dollars of investment that are going into the field. Like you wouldn't be able to raise hundreds of billions of dollars. We'll spend — and Larry can probably correct me on this — but roughly $600 billion this year in cap ex for data centers in the United States. Larry Fink "I think it could be larger." Andrew Ross Sorkin "But does that mean that it's getting hyped up too much, or it's just the the hype is required as a sales mechanism?" Larry Fink "First of all, so much of the data centers are being built for cloud, right? And and the big issue is gonna be in terms of monetization of of of the spend. The data centers are being built for AI requires more advanced chips. The question is what is the lifetime of that chip. If we have new technological changes in the lifetime of the chip in one year, then that spend is gonna be really a bad spend. If the lifetime as they expect it to be is 4 or 5 years and then those chips can be used for cloud, then then I think these investments are gonna prove to be good investments. So I think it's it's gonna be — you know, if the speed of technology changes and all these investments now, they're gonna be — it's gonna be a challenge. But I agree with Ken. I think we don't know enough, but I'm personally very optimistic on how AI is gonna affect the world economy."

Molly O’Shea

33,210 Aufrufe • vor 5 Monaten

One of the largest markets in the world is broken. There are trillions of dollars of loans held outside of traditional banks. These loans are known as private credit, and the system is outdated. A lot of it is still run on spreadsheets and once-per-week manual reconciliation. Blockchain makes this process instant and efficient. Private Credit, ready to be tokenized on Avalanche. 🔺

One of the largest markets in the world is broken. There are trillions of dollars of loans held outside of traditional banks. These loans are known as private credit, and the system is outdated. A lot of it is still run on spreadsheets and once-per-week manual reconciliation. Blockchain makes this process instant and efficient. Private Credit, ready to be tokenized on Avalanche. 🔺

Avalanche🔺

44,571 Aufrufe • vor 3 Monaten

Demis Hassabis: "Ten years from now, I think we will realize that we were standing in the foothills of the singularity now... I believe that we're only a few years away from [AGI], maybe 2030 plus or minus a year... I think [AGI] will be an enormous transformative technology, it's going to effectively be a new human era... We can feel this year, I would say, even though I've been working towards this for 30 years, I think this year with the way the agents are working and tool use, it started to become really useful, still early days of it, but genuinely useful in people's workflows... And it's not any one thing, it's several different technologies, several use cases, several things that I thought were maybe a bit further out, turned out to be now, that are coming together that make me feel that in aggregate. I think society needs to hear that because we don't have long to prepare for what that means."

Demis Hassabis: "Ten years from now, I think we will realize that we were standing in the foothills of the singularity now... I believe that we're only a few years away from [AGI], maybe 2030 plus or minus a year... I think [AGI] will be an enormous transformative technology, it's going to effectively be a new human era... We can feel this year, I would say, even though I've been working towards this for 30 years, I think this year with the way the agents are working and tool use, it started to become really useful, still early days of it, but genuinely useful in people's workflows... And it's not any one thing, it's several different technologies, several use cases, several things that I thought were maybe a bit further out, turned out to be now, that are coming together that make me feel that in aggregate. I think society needs to hear that because we don't have long to prepare for what that means."

prinz

48,843 Aufrufe • vor 1 Monat

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

Exabits

13,895 Aufrufe • vor 1 Jahr

We keep hearing that retail Indians are borrowing too much, but despite all the noise, credit penetration in India remains relatively low and a significant population remains credit-starved. That said, to the extent that individual Indians do have credit, I think Bajaj Finance has done more to improve access than even many of the bigger banks. In a lot of ways, they've been pioneers. They took loan approvals from 3–5 days to 3 hours to, eventually, 3 minutes. They are also great at leveraging data. They track how old your appliances are and figure out your refrigerator is about to need replacing before you've even thought about it, and walking into Croma or Vijay Sales with a list of 50,000 customers ready to buy. Bajaj Finance knew you better than your retailer did. Having said that, businesses like Bajaj Finance and even Zerodha have had it relatively easy over the past decade. As India went online and consumers got access to easy credit and the ability to invest easily, we kind of rode that wave. But as the saying goes, success attracts competition. With all the new players now wanting to be lenders, including us (Zerodha Capital ) with our secured business, the future will be interesting, to say the least. Almost done with Episode 2 of The Ken's Intermission, and this one is on the giant that is Bajaj Finance, what it took to build that machine, and what it means for the future of credit in India. It’s free to watch. Link in comments. Disclosure: Zerodha had a small part in the making of Intermission.

We keep hearing that retail Indians are borrowing too much, but despite all the noise, credit penetration in India remains relatively low and a significant population remains credit-starved. That said, to the extent that individual Indians do have credit, I think Bajaj Finance has done more to improve access than even many of the bigger banks. In a lot of ways, they've been pioneers. They took loan approvals from 3–5 days to 3 hours to, eventually, 3 minutes. They are also great at leveraging data. They track how old your appliances are and figure out your refrigerator is about to need replacing before you've even thought about it, and walking into Croma or Vijay Sales with a list of 50,000 customers ready to buy. Bajaj Finance knew you better than your retailer did. Having said that, businesses like Bajaj Finance and even Zerodha have had it relatively easy over the past decade. As India went online and consumers got access to easy credit and the ability to invest easily, we kind of rode that wave. But as the saying goes, success attracts competition. With all the new players now wanting to be lenders, including us (Zerodha Capital ) with our secured business, the future will be interesting, to say the least. Almost done with Episode 2 of The Ken's Intermission, and this one is on the giant that is Bajaj Finance, what it took to build that machine, and what it means for the future of credit in India. It’s free to watch. Link in comments. Disclosure: Zerodha had a small part in the making of Intermission.

Nithin Kamath

52,895 Aufrufe • vor 1 Monat

ELON: UNIVERSITIES OFTEN PROPAGANDIZE KIDS INSTEAD OF TEACHING THEM USEFUL THINGS “I do think that too often, people do a university or college thing for 4 years, and it's unnecessary. They accrue a lot of debt, and it's hard to pay off the debt. And they often don't learn skills that are very useful. I think we should really reconsider whether going to college actually makes sense. I think it doesn't always. People also forget, what's the point of going to school in general? You're supposed to learn useful things, improve your understanding of the world, and learn skills that can help you contribute to your fellow human beings. But very often, a university does the opposite. It will propagandize kids and not teach them anything useful, and just saddle them with a lot of debt. So, I think, what really matters is, are you doing something useful to help your fellow human beings? Are you contributing more than you take? If you are, that's a great thing.” Source: Lancaster, Pennsylvania October 26, 2024, Elon Musk

ELON: UNIVERSITIES OFTEN PROPAGANDIZE KIDS INSTEAD OF TEACHING THEM USEFUL THINGS “I do think that too often, people do a university or college thing for 4 years, and it's unnecessary. They accrue a lot of debt, and it's hard to pay off the debt. And they often don't learn skills that are very useful. I think we should really reconsider whether going to college actually makes sense. I think it doesn't always. People also forget, what's the point of going to school in general? You're supposed to learn useful things, improve your understanding of the world, and learn skills that can help you contribute to your fellow human beings. But very often, a university does the opposite. It will propagandize kids and not teach them anything useful, and just saddle them with a lot of debt. So, I think, what really matters is, are you doing something useful to help your fellow human beings? Are you contributing more than you take? If you are, that's a great thing.” Source: Lancaster, Pennsylvania October 26, 2024, Elon Musk

Mario Nawfal

177,545 Aufrufe • vor 1 Jahr

Elon Musk reveals why he believes phones, apps, and operating systems will be extinct within 5-6 years "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, for AI video inference" "There won't be operating systems. There won't be apps in the future. It'll just be a device that is there for the screen and audio" "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you might want, it'll show you" "Most of what people consume in 5 or 6 years, maybe sooner than that, will be AI-generated content. Music, videos" "There are people who have made AI videos using Grok Imagine that are several minutes long, 10 or 15 minutes, and it's pretty coherent" "The phone will just display the pixels and make the sounds that it anticipates you would most like to receive"

Elon Musk reveals why he believes phones, apps, and operating systems will be extinct within 5-6 years "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, for AI video inference" "There won't be operating systems. There won't be apps in the future. It'll just be a device that is there for the screen and audio" "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you might want, it'll show you" "Most of what people consume in 5 or 6 years, maybe sooner than that, will be AI-generated content. Music, videos" "There are people who have made AI videos using Grok Imagine that are several minutes long, 10 or 15 minutes, and it's pretty coherent" "The phone will just display the pixels and make the sounds that it anticipates you would most like to receive"

Jaynit

550,146 Aufrufe • vor 3 Tagen

“There are only two religions on earth” Interesting take.. In both scenarios the true essence of ascending from oneself or one’s life is through the process of becoming closer to that which is greater than self. Either by mirroring God through your life or by removing the ego in the present moment to shift your consciousness in such a way that you share the same space with the Creator. In both of these scenarios there starts with the belief or faith that there is a something greater than “I” or self. It is a way of being, a path taken. It is not “religion” or “books” that save us, these are only guides or guardrails. But it is within our own being the ability to ascend, or create that relationship. Not through good deeds and donating to charity or receipting every Bible verse, but an internal alignment of values, a perspective that seeks Truth, Life and wholeness in ALL things, not for profit or personal gain but because it IS the way of the universe. Humans have free will, the ability to choose, and it is this choice that gives us the power, the power to change or stay the same. It all starts within.

“There are only two religions on earth” Interesting take.. In both scenarios the true essence of ascending from oneself or one’s life is through the process of becoming closer to that which is greater than self. Either by mirroring God through your life or by removing the ego in the present moment to shift your consciousness in such a way that you share the same space with the Creator. In both of these scenarios there starts with the belief or faith that there is a something greater than “I” or self. It is a way of being, a path taken. It is not “religion” or “books” that save us, these are only guides or guardrails. But it is within our own being the ability to ascend, or create that relationship. Not through good deeds and donating to charity or receipting every Bible verse, but an internal alignment of values, a perspective that seeks Truth, Life and wholeness in ALL things, not for profit or personal gain but because it IS the way of the universe. Humans have free will, the ability to choose, and it is this choice that gives us the power, the power to change or stay the same. It all starts within.

Drewski

12,976 Aufrufe • vor 6 Monaten

Former BlackRock fund manager Ed Dowd on the AI bubble: "This is all fugazi. It's going to burst" "It's all happening. And credit is effectively frozen. Private credit and private equity are on life support" "I've been here before. The only thing that's working in the stock market is AI. And if you strip out AI, stocks have gone nowhere since the rally that came out of the ceasefire" "Housing's rolling over. Housing starts [have] plummeted" "[Yet] the AI bubble is the only thing that's making people feel super complacent... It's now 45% of the S&P 500 market cap" "Semiconductors are 19% of the S&P 500... and they're 30% of the NASDAQ" "I know that people think that if the stock market's doing fine, everything's fine. It's not fine. We all know that" "Trump's poll numbers are in the tank. The average consumer is continuing to experience credit stress on their credit cards, their auto loans, and housing, and mortgage stress is starting to rise" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion posted to the CDM (CDM) Rumble channel on June 25, 2026.

Former BlackRock fund manager Ed Dowd on the AI bubble: "This is all fugazi. It's going to burst" "It's all happening. And credit is effectively frozen. Private credit and private equity are on life support" "I've been here before. The only thing that's working in the stock market is AI. And if you strip out AI, stocks have gone nowhere since the rally that came out of the ceasefire" "Housing's rolling over. Housing starts [have] plummeted" "[Yet] the AI bubble is the only thing that's making people feel super complacent... It's now 45% of the S&P 500 market cap" "Semiconductors are 19% of the S&P 500... and they're 30% of the NASDAQ" "I know that people think that if the stock market's doing fine, everything's fine. It's not fine. We all know that" "Trump's poll numbers are in the tank. The average consumer is continuing to experience credit stress on their credit cards, their auto loans, and housing, and mortgage stress is starting to rise" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion posted to the CDM (CDM) Rumble channel on June 25, 2026.

Sense Receptor

50,837 Aufrufe • vor 9 Tagen