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Todays show:

Brannin McBee joins Jason to discuss CoreWeave’s transition from cryptocurrency to AI (3:36), the energy dynamics of GPUs (14:04), innovations in data center cooling (19:28), and the future challenges and impacts of AI infrastructure on industries like search, advertising, and e-commerce (45:36).

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Timestamps:

(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 http://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 http://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 - For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist⁠ today.

(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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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist

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*Gusto pricing shown in ad is based on pricing prior to March 2025

(39:01) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠⁠https://www.northwestregisteredagent.com/twist⁠⁠ today.|

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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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