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The data jobs to be done (w/ Erik Bernhardsson)

The Analytics Engineering Podcast

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Navigating the GPU Landscape

This chapter explores the complexities of managing cloud resources, particularly focusing on GPU utilization and its economic implications. The discussion highlights strategies for optimizing resource allocation amidst dynamic pricing and capacity challenges, while examining the evolving competitive landscape dominated by NVIDIA. Additionally, it reflects on the impact of supply and demand dynamics in the semiconductor market, especially how they shape the opportunities and challenges for AI startups.

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