CoreWeave’s Brannin McBee on the future of AI infrastructure, GPU economics, & data centers | E1925

(00:00) CoreWeave’s Brannin McBee joins Jason
(3:36) The founding story of CoreWeave and the transition from the cryptocurrency market to AI
(12:49) OpenPhone - Get 20% off your first six months at www.openphone.com/twist
(14:04) Energy reliance of GPUs, the future of data centers, and the cost and efficiency of GPU cloud infrastructure
(19:28) Direct-to-chip liquid cooling and other cooling solutions for GPUs
(24:52) Demand trends for GPU capacity and the growth of inference linked to user growth
(29:06) Gusto - Get three months free when you run your first payroll at gusto.com/twist
(30:28) LPUs Vs. GPUs
(34:13) Dominance of Nvidia in training models, implications of open source chips and chip architecture
(39:01) Northwest Registered Agent - Get a 60% discount on your next LLC at www.northwestregisteredagent.c...
(40:00) Challenges in training large language models and the use of infrastructure as a weapon by big tech
(45:36) The potential impact of AI on search engines, advertising sector, and ecommerce
(52:46) Timeline for supply-demand balance in AI infrastructure and the operational feat of running multiple data centers
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[@dumpsterdiverdetector]

what do i do with my hands

[@Sam-ne9ns]

I wish you much success Brannin and the CoreWeave's team!

[@adamerickson]

Would be very interested for JCal and Sunny on TWIST pod to estimate demo cost of AI solutions and extrapolate actual run cost vs pricing models to market

[@antman7673]

It would be cool, if there were distributed GPU heaters. Instead of a gas Boiler you have a GPU, that can be throttled up. Maybe in the future it is a viable idea.

[@mdummy]

Nice leg bro

[@NickEllis-nr6ot]

🤣🤣😂😂

[@cccc-zz8cy]

lmao hearing JCal say "do gamers buy AlienWare of a Dell". Gamers are building their own machines, even the teenagers, all the parts have gotten so cheap, and the ROI is massive. Latency and resolution just cant compare when local vs streaming. Not yet at least. TBH one could imagine a future where all these gamers and their juiced up systems in the future contribute their excess compute to some distributed system.... The compute contained in the "gamer cloud" , i'd bet, is massive

[@cccc-zz8cy]

o to finish my roast, no gamer has ever bought a Dell. Most are building from Asus mother boards if they care

[@elba_magellan]

Funny Dc gal. Funnier if one got the dc references

[@kyleh6391]

coreweaves leadership team somehow has 0 experience in AI, software or anything technical. Theyre literally all former traders and hedge fund guys..... LOL.. what am I missing here?