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.

[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]

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

[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.

[Ariel Deschapell (b/acc) @NotASithLord]

And it looks like it'll be able to run on 4x M5 Ultras.

[Beni @beniduboss]

This is utterly insane

[Ariel Deschapell (b/acc) @NotASithLord]

That's the inherent problem with Anthropic's paternalistic stance on blocking "offensive" capabilities.

Offense is the best defense. You're either sitting around waiting for officially disclosed CVEs and patches, until which you are just completely helpless. Or you can pen test the hell out of your own systems and find the exploits first.

[Jake Mintz @jakemintz]

I’ve heard several OAI people say there are unfixable bugs in hardware that are exploitable by AI models directly speaking machine code so even if we could solve software that’s not enough. We need defense to move faster than offense if that’s even possible we may just have a new normal that requires adapting to insecure software (bank transfers require going into a branch and taking a dna test 🤣😬)

[Ariel Deschapell (b/acc) @NotASithLord]

@arkobuilds It’s pretty different

[Ariel Deschapell (b/acc) @NotASithLord]

@usr_bin_roygbiv @gootecks Railway has been using their own bare metal servers for awhile

[Ariel Deschapell (b/acc) @NotASithLord]

Been waiting for them to drop this for some time! Congrats to the team!

[Heatbit @heatbit_com]

Introducing Bitwater: the water heater element that mines Bitcoin.

It screws into the electric tank you already have.

Physically decentralized mining that runs no matter what 🧵

Heat water. Mine Bitcoin. Same tank.

[Ariel Deschapell (b/acc) @NotASithLord]

@jawwwn_ @PalmerLuckey Perfect for the Hunger Games.

[Compute Desk @ComputeDesk]

The last thing you see before compute becomes a commodity @NotASithLord @andrawesbahou

Willing compute markets into reality at GTC Berlin
@ComputeDesk x @get_hydrahost