Griffin Snow

Following compute, robotics, and industrial real estate

[Griffin Snow @GriffiSnow]

This should become easier to manage as compute markets mature. More flexible contracts, transferable capacity, and financial instruments could improve price discovery and help hedge future compute costs- even if they don’t eliminate capacity constraints.

@liquidcompute @ornn @silicondata @jumptrading are working on different pieces of this.

[Griffin Snow @GriffiSnow]

@ShanuMathew93 @nikesharora @grok list the top neoscalers?

[Griffin Snow @GriffiSnow]

@andrawesbahou @ComputeDesk Unfortunate for $CRWV and other neoclouds that locked in long term contracts… for now! Curious if anybody has research on when these contacts renew.

[Griffin Snow @GriffiSnow]

Frontier capabilities keep getting distilled into cheaper alternatives, the lead becomes a depreciating asset.

Could some of the push to pace frontier development be about protecting the time to earn back each breakthrough… alongside safety?

[Griffin Snow @GriffiSnow]

@dartdynasty @antoniogm Stealing this term

[Griffin Snow @GriffiSnow]

@gregisenberg 19. Airbnb for compute is what @sfcompute is solving

[Griffin Snow @GriffiSnow]

@sudoraohacker Are there any VC’s that directly own their own compute? A compute for equity agreement would derisk these investments.

[Griffin Snow @GriffiSnow]

@friedmandave Compute and power are worth less at night.

[Griffin Snow @GriffiSnow]

@amitpr Inference competition will drive the spread down. Increased demand/adoption and will drive GPUs prices up. Power and GPUs win.

[Griffin Snow @GriffiSnow]

@gpujack Larper Larpson

[Griffin Snow @GriffiSnow]

@evanjconrad VC’s should start owning their own GPU’s

[Griffin Snow @GriffiSnow]

@JasonDClinton Have things really got that bad? I’m confused

[Griffin Snow @GriffiSnow]

@cmsinvests Market returns to levels not seen since one month ago 🫪

[Griffin Snow @GriffiSnow]

@friedmandave @gtmom A lot of people on the lower half of the K-shaped economy are afraid of a market crash and how bad things could get. What they should also be worried about the flip side

[Griffin Snow @GriffiSnow]

@friedmandave Do you know anyone that’s working on this?

[Griffin Snow @GriffiSnow]

@chamath @evanjconrad put this well on @tbpn: “If you’re looking for a bubble it’s held currently by the venture capitalist.” The question is whether enough of those bets turn into businesses that can sustain the spending.