Yuri Milyutin

partner @ ModulEdge | Modular data centers for AI and edge compute

[Yuri Milyutin @beshbarmacho]

Hi, I run ModulEdge. Modular data centers for AI and edge compute. Basically we build top-notch data centers for weird cool locations

[Yuri Milyutin @beshbarmacho]

@Treki33 @madladshad

[Yuri Milyutin @beshbarmacho]

@__tinygrad__ 1 MW of IT is the easy part.
you still need cooling, heat rejection, fire suppression, power losses.
in practice add 30-40% overhead, another ~300-400 kW.
The real product is the infrastructure around the GPUs

[Laude Institute @LaudeInstitute]

At @NeurIPSConf last week, @AndyKonwinski sat down with researchers and system builders for unscripted conversations about the frontier of AI for a very special Laudecast.

This supercut brings together discussions with
@JeffDean
@YejinChoinka
@istoica05
@Yoshua_Bengio
@ml_angelopoulos
@HannaHajishirzi
@Thom_Wolf
@aza
@robertnishihara
@lateinteraction
and so many others from three days across the street and above the conference.

Here is the full release.

What’s missing from the conversation?

[Patrick OShaughnessy @patrick_oshag]

This is my fifth conversation with @GavinSBaker.

Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance.

We discuss:
- Nvidia vs Google (GPUs + TPUs)
- Scaling laws and reasoning models
- The economics of AI compute
- Why Blackwell's delay mattered
- The bear case on the AI capex buildout
- Data centers in space
- The mistake SaaS companies are making

Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before.

Enjoy!

Timestamps:
0:00 Intro
5:03 The Blackwell Transition
23:15 The Prisoner's Dilemma
27:12 The Bear Case: Edge AI
37:19 Meta, Open Source, and Model Depreciation
43:08 Geopolitics and Rare Earths
50:42 Data Centers in Space
56:06 Power Constraints as a Governor
1:11:31 The SaaS Mistake
1:16:17 Nuclear and Quantum
1:22:25 Gavin’s Investing Origins

[Yuri Milyutin @beshbarmacho]

@onchainind does this work? website is down. would love to chat

[GREG ISENBERG @gregisenberg]

okay, let me get this straight…

1/ you can use sora 2 to create hollywood level videos in seconds to build audiences of millions

2/ you can deploy donotpay style ai agents that call comcast, cancel subscriptions, and renegotiate bills automatically

3/ you can clone your voice with elevenlabs in under 10 seconds and layer it on heygen avatars to create talking head videos without ever filming

4/ you can run open-source models like llama-3 or kimi k2 on your laptop using ollama or lm studio, no gpu cluster required

5/ you can spin up code agents on cursor or claude code that debug, write tests, and push to github while you’re offline

6/ you can record a loom and drop it into chatgpt to automatically research context, extract insights, prioritize the top ideas, and turn it into a polished blog post

7/ you can drag-and-drop zapier workflows and instantly plug in lindy agents to automate outreach, reporting, research, even legal docs

8/ you can drop a 300-page pdf into perplexity or chatgpt with code interpreter and get a structured memo in under a minute

9/ you can find validated startup ideas someone should build right now with @ideabrowser and then chat with agents to help you build it (i built this for you)

10/ you can spin up interactive mobile funnels in 5 mins with perspective

11/ you can generate personalized landing pages per visitor with mutiny ai or replo, tied to real-time crm data

12/ you can run nano banana (google flash 2.5 in google ai studio) or sora 2 to create 100 ad variations and a/b test them in meta ads manager before you spend a dollar

13/ you can query your data warehouse with chatgpt connected to bigquery or snowflake like it’s imessage

14/ you can use fyxer ai to respond to your emails for you

15/ you can train a custom gpt on your intercom or zendesk docs and have it resolve 70 percent of tickets without human touch

16/ you can scrape competitors with apify or bright data and generate GTM strategies in claude in hours instead of months

17/ you can deepfake yourself into 20 languages using heygen’s dubbing and synthesize global content libraries overnight

18/ you can run AI audits on quickbooks from your ai native brex with tools like flowcog and instantly surface tax write-offs your accountant missed

19/ you can auto-generate a week of social posts with notion ai or typefully that match brand tone, visuals, and cadence

20/ you can upload a csv to shopify magic and spin up a full e-commerce storefront with product descriptions, images, and ads pre-baked

21/ you can deploy voice agents through vapi that call leads, qualify them, update your crm, and hand you a booked call calendar

22/ you can build any personal software you’d like. don’t like your crm? no worries, build your own

23/ you can spin up entire media pipelines in runway, sora 2 and pika labs, from raw text to cinematic short-form content

24/ and way more. this just scratches the surface to get your creative juices flowing this weekend.

This is the greatest unlock for solo builders since the App Store.

Enjoy it.

[Yuri Milyutin @beshbarmacho]

@uper_max blame weed

[Yuri Milyutin @beshbarmacho]

@uper_max its sunday in portugal, everyone is drunk

[Yuri Milyutin @beshbarmacho]

@edumooreblog Hey @edumooreblog your posts about LATAM are insightful. Any chance to get in touch with you for a paid consultation?

[GREG ISENBERG @gregisenberg]

apps worth testing over the holiday season 2024-2025

[joseph.eth @josephdelong]

Believing memecoins are a new paradigm is like falling in love with the stripper

[Yuri Milyutin @beshbarmacho]

@uper_max i wonder how u’d figure out whats of benefit to others. Its hard to benefit even yourself most of the time

[edmond @nstlgiaxpress]

The New Luxury Pyramid: In the time of the 'Oat Milk Elite', status signifiers can be difficult to decode. What once might have been a universal signal of wealth like a Rolex or a Chanel Bag, now can under certain circumstances instead ironically communicate the lack thereof. These days, it seems like we prefer signs that are harder to fake. Taking a photo with a Birkin? Easy. Maintaining your yuppie deluxe lifestyle with two kids and a mortgage? A little harder. Think caseless iPhones, 10.30am fitness classes, not having roommates.

[Yuri Milyutin @beshbarmacho]

@uper_max blasphemy

[Bells @Crypt0bells]

So i got couple of DM’s yesterday to make a video guide on how to engage with @Artemisfinance on @web3davincis.

💰Potential $ART reward

🪙 $0 interaction

Here is the guide below ⬇️

Link: https://t.co/vGUhAmaeVr

Do not bookmark for later, Do it now 😒

[Yuri Milyutin @beshbarmacho]

@mert PUT $BLIMP ON A BLIMP ttps://quests.blimp.zone

[Yuri Milyutin @beshbarmacho]

@tickerisblimp blimp you mfkers

[Yuri Milyutin @beshbarmacho]

@tickerisblimp blimpin tonight

[Yuri Milyutin @beshbarmacho]

@uper_max ... as a copytrade strategy