This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www,northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
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).
*
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 - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(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
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Brannin:
X: https://twitter.com/branninmcbee
LinkedIn: https://www.linkedin.com/in/branninmcbee
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(29:06) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(39:01) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast