Chasing Silicon: The Race for GPUs
a16z Podcast
The Costs and Benefits of Owning Infrastructure
Owning the infrastructure comes with additional costs such as hiring personnel and obtaining funding./nRenting capacity or using cloud services may be more beneficial for early stage founders./nExceptions to renting capacity include having specialized needs or geopolitical concerns./nRunning your own data center may be feasible at a certain scale, typically spending $100 million or more per year./nAccess to differentiated data can serve as a competitive advantage or moat in the field of computing./nAreas with limited public training data, such as finance, may provide opportunities for differentiation.
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