you can’t talk about AI takeoff without talking about compute fascinating chat with evan conrad > the upcoming compute bottleneck > San Francisco Compute as the chill GPU cloud co > overseas clusters & global instability

@evanjconrad @sfcompute obsessed with these

@evanjconrad @sfcompute 🤍 ty for watching!

@evanjconrad @sfcompute Always wanted to see Aubrey Plaza do interviews about the state of AI infrastructure in the current age.

@evanjconrad @sfcompute good

@evanjconrad @sfcompute how are you releasing a new episode every day..!! it is great to see..

@evanjconrad @sfcompute ty! I aim to consistently throw paint on the canvas

@evanjconrad @sfcompute Fear mongering a shortage is weird. In 6 months, there will be 6 more months of compute deployed.

The way the law works today is very opaque around export controls. You can’t ship an H100 to China, but there is no specific law stopping someone from renting one remotely from SFCompute. There is something called a deemed export, but it does not exactly cover this case. We aren’t exporting software either. It is all remote usage. Ask GPT, it will go in circles around it. Trying to give its opinion on the interpretation. But it can’t pin down a specific answer. Not that we have any customers in China, that we know of, nor do we promote such a thing (and I would actively block it if it happened), it would be nearly impossible to fully lock this out from happening. I guarantee that all the major clouds are not perfect in this behavior. Public blockchain networks like Akash, which have zero kyc, are also relatively tiny, so it appears that the demand is actually quite low. In other words, the physical hardware is more important than the access to it. China can just buy and store it, driving up prices. That to me is a bigger issue than them using it to do anything nefarious with it.

@evanjconrad @sfcompute I find this all very interesting

@evanjconrad @sfcompute Hopefully it means they start making smarter AI I mean making AI in a smarter way.

@evanjconrad @sfcompute Dm?

@evanjconrad @sfcompute Are you posting these on YouTube yet?

@evanjconrad @sfcompute yep!

@evanjconrad @sfcompute Evan seems like a complete nerd... he's probably scared because he's within 10 feet of a vagina that isn't plastic or a fleshlight.