Romi Phadte

follow me if you want to understand how ai infra affects the economy. San Francisco compute. ~Meta, Tesla AI, X transition team. Aquired by Tesla ~

[Romi Phadte @romiphadte]

Eyy

[Robin @xdNiBoR]

Tesla just trademarked MEGAPOD

Summary:
"Modular data center hardware systems for artificial intelligence computing, comprised of computer servers, computer hardware for artificial intelligence processing, computer networking hardware, electrical power distribution units, and cooling systems, sold as a unit; self-contained modular computing hardware systems for artificial intelligence workloads; integrated computer hardware platforms for artificial intelligence computing, namely, enclosures containing computer hardware, power distribution hardware, and cooling hardware, sold as a unit; downloadable software for monitoring, managing, optimizing, and regulating modular artificial intelligence computing hardware systems."

I think this is related to the dedicated Digital Optimus units running at Superchargers. What do you guys think?

[Romi Phadte @romiphadte]

@danxtao cooking

[Romi Phadte @romiphadte]

@ekzhang1 We are a bit scrappy, building with rust, and doing some infra at sfc if you want to compare notes or complain sometime 😋

[San Francisco Compute @sfcompute]

https://t.co/8cUvWDclZT

[Romi Phadte @romiphadte]

A lot of volatility in the tech stocks last few weeks, some reasons I’ve heard:
- OpenAI and their trillion dollar obligations
- Unwrapping of cheap Japanese debt due to a positive interest rate
- Concerns around us debt ceiling.

Anyone hear any others?

[Romi Phadte @romiphadte]

I love billionaires too. Unfortunately the LP fundraise dynamic can create perverse incentives when you aren’t rich yourself

[Sebastian Caliri @SebastianCaliri]

Some people want to ban billionaires. I love billionaires.

They’re the last irrational actors left in capitalism. People don’t appreciate how difficult it would be to fund projects in longevity, space, fusion, etc without family offices and HNWs that can take crazy risks and have permission to be illiquid for decades.

New venture funds themselves also rely on HNW checks to anchor before they develop a track record and institutions can come in.

Venture funds underwrite legible risks, HNWs can invest on faith. I’d be happy if we had more of them, provided they use their wealth to invest. It’s certainly more valuable to society than funneling wealth to a bevy of variously-corrupted charitable foundations.

[Romi Phadte @romiphadte]

I don’t think people realize this but as far as I know a gigawatt datacenter hasn’t been built yet

[Romi Phadte @romiphadte]

Since when did VC get in the business of highly funding businesses that can easily be bootstrapped and ignoring ones that could be generational but require a hurdle

[Romi Phadte @romiphadte]

Large scale inference is important for a world where autonomy is as common as water

[Nic Cruz Patane @niccruzpatane]

Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about.

His words: “Actually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually have a giant distributed inference fleet and say, if they're not actively driving, let's just have a giant distributed inference fleet.
At some point, if you've got tens of millions of cars in the fleet, or maybe at some point 100 million cars in the fleet, and let's say they had at that point, I don't know, a kilowatt of inference capability, of high-performance inference capability, that's 100 gigawatts of inference distributed with power and cooling taken, with cooling and power conversion taken care of. That seems like a pretty significant asset.”

So basically, each car has ~1 kilowatt of high-performance AI inference capability, Tesla wouldn’t need to build giant data centers — the fleet is the data center.

Tesla could turn their entire fleet into a giant distributed inference network, spread across the world, powered by the batteries and AI in the car already.

Mind blown.

[Romi Phadte @romiphadte]

@craigzLiszt Hundred percent

[Romi Phadte @romiphadte]

Okay wow…

[The Kobeissi Letter @KobeissiLetter]

BREAKING: OpenAI has asked the US government to massively expand its energy capacity to stay ahead in artificial intelligence.

In a filing to the White House, OpenAI called for 100 gigawatts of new power each year to close the “electron gap” with China.

We need more power.

[Romi Phadte @romiphadte]

No one will save you. You have to save yourself

[Romi Phadte @romiphadte]

@elonmusk Excited that Deepscale was one of them

[Romi Phadte @romiphadte]

How you know you have PMF: you actively recommend your customers to use other options because you are too overloaded with customers but they still want to use you

[Romi Phadte @romiphadte]

@AnjneyMidha I don’t think people realize how compute constrained the world is

[Romi Phadte @romiphadte]

People are now deploying modular datacenters at multibillion dollar scale

[Romi Phadte @romiphadte]

Overhead in Silicon Valley, people are running data centers on 747 jet engines