coops • b300 maxi

philosophy. confidential compute. distributed go to market.
technology as a means to make real world impact.
2x B300 HGX

[coops • b300 maxi @wujir0]

@Sterling_Hooten I think people want to treat GPUs like luxury watches and flip them. And all this talk about brokers is hustle to normalize it.

[coops • b300 maxi @wujir0]

@Beth_Kindig GPU and rental prices must continue to rise to keep the economic wheel turning. The cost of oil / diesel increases power costs as well, which is the raw cost of inference.

[coops • b300 maxi @wujir0]

@pequityresearch if this is true the b300 crunch is only starting. what's the direct source link?

[coops • b300 maxi @wujir0]

@AnjneyMidha @Natl_Compute nice!

[coops • b300 maxi @wujir0]

@Underbok imagine learning english from claude, and speaking like AI

[coops • b300 maxi @wujir0]

i REFUSE to believe there is such thing as an "oxford comma". you cannot make up a terminology to describe THE PROPER WAY to speak clearly. And then to not only imply whether the correctness of ambiguity for no reason other than missing a comma is open to interpretation but also to label the correct way of writing like it's some form of wrong but socially acceptable dialect like "ain't".

rant brought to you by claude slopcannon

[coops • b300 maxi @wujir0]

@BehemothBtc let it sink in

[coops • b300 maxi @wujir0]

@S1Y4HS4NC4KS @hrojantorse exactly

[coops • b300 maxi @wujir0]

really interesting analysis by @hrojantorse on hyperscaler vs neocloud compute markets. The tldr outcome is that margin is in short term sales, but those are the most crowded. Startups can't afford to own their own servers or take on 6 figures of capital commitments for long term leases.

I want to explore two other markets. Oil and Real Estate.

Oil powers the world. Everything physical. Including compute. GPU Servers are the means of production of the digital world. I believe they will become a necessity to remain competitive, just like the internet is for businesses today.

Oil is oligarchical but still democratized. It fuels your car. Your electricity. And many business services that clearly benefit you. Compute is being monopolized and hoarded by hyperscalers. Anyone who believes in technology ought to be stacking as much hardware as they can. And while models are available for anyone to run and build with, the underlying economic units are centralized and have the best margins from the bottom of the totem pole.

Sounds like real estate? You can't opt out of having a place to live. If there aren't new homes added, the price of existing homes skyrocket. New economic entrants are locked out. And capital owners will charge increasingly excessive monthly prices.

The renter pays for the equity and margin and has nothing to show for it except what they make of the time they have access.

[Vishwa Naik @hrojantorse]

Just like with oil, the market outside the majors is the true marginal market for compute. https://t.co/64LaI1LghN

[coops • b300 maxi @wujir0]

@thuyhatcl sign me up!!

[coops • b300 maxi @wujir0]

@hrojantorse I like the oil analogy. GPUs drive the digital economy.

[coops • b300 maxi @wujir0]

The headline also needs taken with a grain of salt when you consider the extreme API upcharge.

Anyone sophisticated enough to use an API will migrate from closed source to OpenRouter / GLM on their first bill.

Anthropic and OpenAI will enter the enterprise business charging ungodly markups to S&P 500 companies for private enterprise AI solutions / organizational AI.

Like how with NVIDIA, their customers were everyday people (gamers) until they got plugged in to the S&P bizspend funnel and now have larger and more consistent cashflow.

[coops • b300 maxi @wujir0]

@snbafana I think the west has already been long financialized. I see innovation taking a lot more capital now, i.e. GPU servers. What do you mean by increase of financial innovation in new capex heavy businesses?

[coops • b300 maxi @wujir0]

@wayne_nelmz the winner will emerge from whoever has the best UI. Muse, Instinct, GrokBot, etc are essentially task routers for specialized agents (the app layer, like recraft, seeddance, eleven labs, etc).

[coops • b300 maxi @wujir0]

@jiahanjimliu why is this driving B200 / B300 prices when Meta and Microsoft can buy VR Ultras?

[coops • b300 maxi @wujir0]

@wayne_nelmz the crunch is just beginning. every business wanting to run their own frontier local models will have no choice but the B300.

[coops • b300 maxi @wujir0]

@tommerkle as more companies run their own servers I think colos will get squeezed. air cooling is just so much more versatile.

[coops • b300 maxi @wujir0]

@ronitrjain this is dope. it also better aligns investor capital to go to scaling instead of GPU hardware owned by the company.