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Todays show:

Brannin McBee joins Jason to discuss CoreWeave’s transition from cryptocurrency to AI (3:36 ), the energy dynamics of GPUs (14:04 ), innovations in data center cooling (19:28 ), and the future challenges and impacts of AI infrastructure on industries like search, advertising, and e-commerce (45:36 ).

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Timestamps:

(00:00 ) CoreWeave’s Brannin McBee joins Jason

(3:36 ) The founding story of CoreWeave and the transition from the cryptocurrency market to AI

(12:49 ) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist

(14:04 ) Energy reliance of GPUs, the future of data centers, and the cost and efficiency of GPU cloud infrastructure

(19:28 ) Direct-to-chip liquid cooling and other cooling solutions for GPUs

(24:52 ) Demand trends for GPU capacity and the growth of inference linked to user growth

(29:06 ) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

(30:28 ) LPUs Vs. GPUs

(34:13 ) Dominance of Nvidia in training models, implications of open source chips and chip architecture

(39:01 ) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist⁠ today.

(40:00 ) Challenges in training large language models and the use of infrastructure as a weapon by big tech

(45:36 ) The potential impact of AI on search engines, advertising sector, and ecommerce

(52:46 ) Timeline for supply-demand balance in AI infrastructure and the operational feat of running multiple data centers

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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(12:49 ) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist

(29:06 ) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

(39:01 ) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠⁠https://www.northwestregisteredagent.com/twist⁠⁠ today.|

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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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