Sakthi Sankarraman

Building... @fluidstack | ex - @tryramp, @meta, @microsoft

[Sakthi Sankarraman @ASankarraman]

@Jason please state yoru reasoning on your exact number

[Slash @slashapp]

Happy 250 to the land of the builders 🇺🇸

[Sakthi Sankarraman @ASankarraman]

@slashapp What an epic video, so sick!

[Sakthi Sankarraman @ASankarraman]

Happy Birthday @america

[Sakthi Sankarraman @ASankarraman]

@MxMnr @XMoney How do I get one?

[Sakthi Sankarraman @ASankarraman]

Please come work with @ArjChi and I. We’re building the future and we need help 🙏

[arjun @ArjChi]

we are hiring for many engineering roles

electrical, mechanical, SWE, MTS, TPM, and more

apply below or dm me.

if you don't see a role that fits you exactly, still dm me.

we make roles for exceptional talent.

https://t.co/UVGMRXtfak

[Sakthi Sankarraman @ASankarraman]

@Jason You need a neocloud provider like @fluidstack to help you out!

[Sakthi Sankarraman @ASankarraman]

This is really well said. Getting the whole orchestra together to play music is difficult and if anyone backs out the whole symphony falls out of rhythm.

I also think this calls out there needs more competition for chips and different kinds of chips!

[Patrick Doyle @Pat_D_Doyle]

I've seen people on X talk about how this is a signal that demand is not as unconstrained as analysts make the market out to be - but I believe this is a backwards read

Building a NeoCloud, especially a GPUaaS one, is a lot like baking a cake where you need all of the ingredients to come together at once:
1. A viable site with power
2. A customer to offtake the capacity or a backstop agreement to provide contractual support
3. Financing for said equipment
4. Equipment delivery dates that meets customer and site timelines

Financing is the ingredient people underrate. Lenders want a collateral base, and they treat these offtake contracts as something they can securitize (think SaaS ARR-based lending). No contracted demand, no financing

Arrangements like this enable NeoClouds to meet insatiable demand by accessing more financing - this article speaks to that supply-side challenge, not demand weakness
https://t.co/EBiG2MpFOT

[Sakthi Sankarraman @ASankarraman]

@Jessicalessin What do you think is causing number 2?

[Sakthi Sankarraman @ASankarraman]

@quxiaoyin Couldn't agree more 👏👏

[Sakthi Sankarraman @ASankarraman]

@FoxNews come throughhhhh

[Sakthi Sankarraman @ASankarraman]

Selling compute capacity has become an entirely new business line for many companies

We see that @Meta has declared they're going to sell their compute capacity, allow customers to use models on their platform, and charge per token.

We have @awscloud @Azure @googlecloud @OracleCloud selling a variety of GPU compute, with #awsbedrock offering a bring your own model approach.

We also have the #neocloud @CoreWeave @crusoe
@fluidstack @nebiusai @nscale who are building out and selling compute capacity.

The most important thing to notice is that, is that there is competition in the market place. Customers will have options. Innovation will push all the players to become more energy efficient, work with multiple chip manufacturers like @Broadcom, @nvidia, @AMD, and custom silicon like @amazon Trainium and @Google TPUs.

[Sakthi Sankarraman @ASankarraman]

@Liam_McDaniel3 hi 👋

[Sakthi Sankarraman @ASankarraman]

@yuzu_jpg @X hi 👋

[Sakthi Sankarraman @ASankarraman]

@SajalDhiman2 hi 👋

[Sakthi Sankarraman @ASankarraman]

we at @fluidstack are hiring for:

- Production Engineer
- Member of Technical Staff
- Software Engineer
- Product Engineer
- Product Manager
- Community Engagement Lead
- Strategic Transactions

My dms are open and I will respond to every single one of them. Our interview process moves quick. If you think you're the right fit, we'd love to chat!

https://t.co/TrEneQobZS

[Sakthi Sankarraman @ASankarraman]

@quxiaoyin I ask you this. Why are some of the best xAI talent leaving and joining the Neoclouds? Did Elon win?

[Sakthi Sankarraman @ASankarraman]

@quxiaoyin @AnthropicAI It's a great day to be a neocloud! We're hiring!!!

[Sakthi Sankarraman @ASankarraman]

@jaigulati_ @ArjChi @jaigulati_ hoops? we're gonna need to run some pickup