if the frontier models are commoditized, compute concentration matters even more

if you can train better models for fewer flops, compute concentration matters even more

compute is the primary means of production of the future and owning more will always be good

roon

strategic gpu reserve

https://x.com/tszzl/status/1883076766232936730

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

On the serious side, these three words don't make much sense together.

Dad, geek, conversation liquidity provider. vrypan.net (home), @l--o--l (fun).

You can't really have a reserve of a fast depreciating asset. It's easy to have an oil reserve, you can build it over decades, and wait to use it even longer. But you can't do this with GPUs that will be worthless in a couple of years.