Andrawes
@andrawesbahou
"Once upon a time there used to be hyperscalers".
I cover @ComputeDesk, our compute indexes (incl. $DESKH100), the wheeler dealer compute traders making millions, and the inevitable consequences of compute capital markets. Along with my friend @BrettHarrison of @Architect_Fi .
I cover @ComputeDesk, our compute indexes (incl. $DESKH100), the wheeler dealer compute traders making millions, and the inevitable consequences of compute capital markets. Along with my friend @BrettHarrison of @Architect_Fi .
Empire 🟪@theempirepod · Oct 5NEW POD
We Cover
– Compute still trades in group chats
– Why finding GPUs takes so long
– Paying 2x to skip the queue
– Why compute futures > perps
– What’s really bottlenecking AI?
@BrettHarrison @andrawesbahou @JasonYanowitz
TIMESTAMPS:
00:00 Intro
00:59 Why Does Compute
We Cover
– Compute still trades in group chats
– Why finding GPUs takes so long
– Paying 2x to skip the queue
– Why compute futures > perps
– What’s really bottlenecking AI?
@BrettHarrison @andrawesbahou @JasonYanowitz
TIMESTAMPS:
00:00 Intro
00:59 Why Does Compute
65:38 3 39