Yet Another Infra Podcast - Episode 1 - Vitaly Gordon, Alex Clemmer, Moin Nadeem, and Jamin Ball discuss the commercial opportunities of AI, how startups should approach training AI models, pricing models, and more.
Yet Another Infra Podcast
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Is It a Good Idea to Invest in GPUs?
It seems like the fundamentals of the space are not settled yet. We're cautiously optimistic trying to figure out which layers of the stack will generate the most value, while being incredibly excited about the potential at the same time. In my early implication looking at how much compute people are using leans to BS. Anyone who owns the hardware is in a good spot. And anyone who is getting whatever new visual, new whatever, they're gonna make some money too.
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