Ariel Deschapell (b/acc)

Co-Founder & CTO @get_hydrahost NVIDIA Cloud Partner | Miami Tech | b/acc | Building distributed AI infrastructure & compute markets

[Ariel Deschapell (b/acc) @NotASithLord]

Entire Hydra team is excited to support El Salvador in its Sovereign compute initiative!

Bitcoin + AI Accelerators is the new playbook.

[The Bitcoin Office @bitcoinofficesv]

🇸🇻 BREAKING: EL SALVADOR MAKES HISTORY WITH NVIDIA B300 CHIP ORDER

President Bukele just secured the WORLD'S FIRST SOVEREIGN quote for cutting-edge B300 chips following a meeting yesterday with Aaron Ginn, CEO and Co-founder of Hydra Host!

These aren't just any chips - they're the most advanced artificial intelligence processors on the planet, and they're headed straight to El Salvador's National AI Lab.

🔥 All eyes on San Salvador - the future isn't just coming, it's being BUILT right now.

[Cassandra Unchained @michaeljburry]

This is obvious to most with a working brain cell.

[Ariel Deschapell (b/acc) @NotASithLord]

@blockdyor @BAcct8 @FoundationHQ Weird because I bought around the same time and don’t have anything.

[Ariel Deschapell (b/acc) @NotASithLord]

@zherbert No email, which supports this was only recent customers/support.

[bernie @berniebiased]

@barestmetal @NotASithLord @agupta I understand there’s a slowdown in the public credit market because midterms are undecided and people want to see the new policy appetite for data centers.

But you’re right, the private side of the market is still as booming ever with maybe a slight uptick in interest rates only

[Ariel Deschapell (b/acc) @NotASithLord]

@zectrillionaire Loading up as we speak

[AISavvy @AISavvyCapital]

If Elon is trying to fight $nbis $iren and the other neo clouds, that actually confirms how important the Neo clouds are

[Ariel Deschapell (b/acc) @NotASithLord]

@gustofied A fraction of the size but yes same pattern

[Ariel Deschapell (b/acc) @NotASithLord]

Obvious when the biggest one already did, it’s called SpaceX.

Lots of companies that imagined they will train capable models or run capable inference services will end up “just” renting bare metal.

[Erik Bernhardsson @bernhardsson]

We’re going to see a bunch of neolab to neocloud pivots next year

[Kai Golden @barestmetal]

I finance brand new neoclouds for a living and am having no issues placing capital. Elon is universalizing his own problem, which is that investors constrained to the crowded rated markets are repositioning. Demand for GPUs expressed as financeable rental contracts outstrips supply by many orders of magnitude and private credit is all over it.

[Ariel Deschapell (b/acc) @NotASithLord]

The large spread between GPU hours and inference revenue has been making the rounds. If you own the GPUs and are on the hook for the debt, inference is high risk high reward. Is that token pricing going to last long term as competition continues to increase? Are you going to be able to keep up with other token providers innovation? Maybe.

Long term bare metal GPU contracts are conversely the lowest risk play. Lock in a contract or two, and comfortably pay back the hardware in 2-3 years. Exceptionally healthy returns, but upside is completely capped. The security is also arguably illusory.

On-demand bare metal GPU hours are in the middle and being slept on. Risk is not materially increased from long term contracts unless you think a massive crash is coming (in which case your long term counterparty is just as at risk and why are you in the business anyway), and your upside is uncapped.

[Ariel Deschapell (b/acc) @NotASithLord]

The SF group think issue is real.

Hydra Host had zero SF engineers and was the first company to correctly identify bare metal as the most critical part of the Neocloud stack, especially when it comes to standardizing deployments for functional compute marketplaces. It just wasn’t hot or buzzy at first.

Now all the SF neoclouds and compute marketplaces care, including customers and former customers of ours that originally dismissed it.

Independent, first principle thinking always wins.

[Julian Togelius @togelius]

Why is every "lab" shipping the same thing? Is it because Silicon Valley is full of people who think the same because they've all worked at the same places on the same things and are surrounded by people who care about the same things?

[Ariel Deschapell (b/acc) @NotASithLord]

It’s pretty obvious Apple will meaningfully compete with NVIDIA before AMD and Google do.

[Sonnet Xu @sonnet_xu]

A neocloud's perspective: how are @AMD chips + @Google TPUs?

word on the street:
> amd is hard to debug, without a mature software ecosystem, wouldn't use amd for production system
> AMD engs often trying to solicit open-source contributions
> TPU for a long time was only in @googlecloud so they're not aware of industry standard and everything is proprietary and custom features, hard for neoclouds to use

[Ariel Deschapell (b/acc) @NotASithLord]

@IntoPitt Ruiz is not even remotely a major player

[Ariel Deschapell (b/acc) @NotASithLord]

@bobbybluechip32 @Romancane 😂

[Ariel Deschapell (b/acc) @NotASithLord]

@thdxr Next you’ll discover Midorie

[Ariel Deschapell (b/acc) @NotASithLord]

@thdxr I could have told you without boiling the oceans that sushi depends on

[Ariel Deschapell (b/acc) @NotASithLord]

@XWnHIST It’s not good, but the battle for winterfell might be the worst major action scene put to film.

[Ariel Deschapell (b/acc) @NotASithLord]

@AllVentured @it_IS_a_star >”Start following real on demand pricing”
>Refrence interruptible spot prices instead
>The CEOs are dishonest

[Ariel Deschapell (b/acc) @NotASithLord]

@mr_sunglow @getpeerd is an agent, in the browser. It has every app and 30 years of sandbox hardening.

[Ariel Deschapell (b/acc) @NotASithLord]

@AllVentured @it_IS_a_star Yes there’s totally a grand conspiracy going on. It can’t just be that you don’t understand the difference between on demand and spot pricing.