Soroush Ghodsi

Nerd in search of Thumos

[Soroush Ghodsi @SoroushG_]

I think it is now Huawei.

[Soroush Ghodsi @SoroushG_]

The most important company in the world is TSMC. It will decide the cold war.

[Soroush Ghodsi @SoroushG_]

@typesfaster @doingalrighty wtf is shepards bush? huh

[Soroush Ghodsi @SoroushG_]

@_clarktang Ohh understood, yes that makes sense.

Curious what you think it is from a GW perspective. Colossus 1 is 300MW at market 3mo rates that's $5-6B/yr.

[Soroush Ghodsi @SoroushG_]

Generally, for short timelines. Neo-clouds can be thought of as commodity producers, like oil producers.

Curious on any pushback.

[Soroush Ghodsi @SoroushG_]

Assuming RSI <5yr most important factor for neo-clouds is their "term structure". Most are not exposed to GPU pricing since capacity is locked up in 5 year deals.

[Soroush Ghodsi @SoroushG_]

FWIW, Anthropic is also bringing a lot online this year, this deal is unlikely to be more than 5-10% of total flops either bring online this year.

[Soroush Ghodsi @SoroushG_]

For comparison's sake, OAI will bring more than 10x that online in '26 of which most will be GB200s/GB300s while Colossus 1 is mostly 150k H100s with some H200s and a few GB200s.

[Lake Cornelia Research Management @CorneliaLake]

4/23: Dylan Patel spends a big piece of podcast talking about how Anthropic is short compute but otherwise taking over the world.

5/6: Anthropic takes 300 MW from XAI (for a price of who knows how much).

https://t.co/ZjAuWBuinu

[Soroush Ghodsi @SoroushG_]

@kellyjgreer Where’s the graph from?

[Soroush Ghodsi @SoroushG_]

@abcampbell These companies are running open source software in the US. It's not on a Chinese cloud, nothing is going to china.

[Soroush Ghodsi @SoroushG_]

Looking for a college student who interned at a pod shop or quant fund and is interested in AI for a short term special project.

Paying $20k/mo, DM me.

[Soroush Ghodsi @SoroushG_]

@hsu_steve Enjoyable listen but didn’t seem like the interviewer was very knowledgeable.

At one point the employee is talking about bytedance procuring B200s and the interviewer asks if they have access to the “best chips, H100s”

[Soroush Ghodsi @SoroushG_]

@zagrebbi Wow, only 150 ish kids a year with 1600 applying to Columbia, feels low.

[Soroush Ghodsi @SoroushG_]

Congrats to @ShaneBarratt & team!

[Optimal Intellect @opt_intellect]

We're Optimal Intellect, a research lab from the team behind CVXPY. Today we're introducing Moreau: a GPU-native solver that's orders of magnitude faster than the best existing tools.

[Soroush Ghodsi @SoroushG_]

@matthew_sigel Here's Bryd's model for every deal. I think it's quite optimistic though.

[Soroush Ghodsi @SoroushG_]

@matthew_sigel I'm bullish on these pivots but this is using the CIPHER transaction at $10M/MW build cost. Think that's low for D2C or liquid cooled powered shells. Most recent IREN was closer to $15M/MW.

[Soroush Ghodsi @SoroushG_]

@0xVarano Where are you tracking numbers?

[Soroush Ghodsi @SoroushG_]

The software re-rate feels quite reasonable.

Not sure anyone can value earnings of these companies in 5 years let alone 10+.

- Yes, more competition from ability to replicate
- More importantly, a lot of the customer relationships will be mediated by AI once browser use works(12mo max)

[Soroush Ghodsi @SoroushG_]

I don't think "everyone will build competitors" is the real threat, the threat from my view is if a majority of commerce is mediated by personal agents, what's the pricing power of these different companies?

I think Doordash is particularly resilient but given it's trading at 50x fwd earnings, the question is what's your discount rate on earnings in year 10+ given the amount of change that's coming on the quality of their relationship with their end user.