① 他说过的话

13 条

支撑 AI 的基础设施不会是集中式的,它会分布在能源低成本且充沛的地方。
The infrastructure to support AI wasn’t going to be centralized. It was going to be distributed where energy was low cost and abundant.
—— Chase Lochmiller · [00:09]

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能源价格实际上在下降,这其实与人们所讲的叙事完全相反。
Energy prices actually come down. It’s actually the opposite of the narrative that’s being told.
—— Chase Lochmiller · [00:17]

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我们最终卖给客户并从中赚钱的产品其实有三种:我们可以卖数据中心,可以卖 GPU,还可以卖 token。
There’s really like three products that we ultimately sell to customers where we’re making money. We can sell data centers, we can sell GPUs, and we can sell tokens.
—— Chase Lochmiller · [00:23]

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大多数护城河都是一种幻觉,大多数护城河并不存在。
Most moats are an illusion. Most moats don’t exist.
—— Chase Lochmiller · [00:36]

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我们不需要五个九的可靠性来挖比特币,三个九就能做到。
We don’t need five nines of reliability to mine Bitcoin. We can do it with three nines.
—— Chase Lochmiller · [15:36]

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而他们得以消除大约 98% 的数据中心总成本。
And they were able to eliminate something like 98% of the total data center cost.
—— Chase Lochmiller · [15:45]

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供应约束真正的表现是:没有地方可以插上 GPU。那才是最终意义上的约束。
Where it’s actually manifesting is there are not places to plug in GPUs. So that’s ultimately the supply constraint.
—— Chase Lochmiller · [17:54]

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这是智能体的时代、推理的时代。而为此,你并不需要一台 1 吉瓦规模的计算机来服务这些模型。
It’s the era of the agent, the era of inference. And for that, you don’t need a gigawatt scale computer to serve these models.
—— Chase Lochmiller · [21:44]

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当人们思考这些模型和这类基础设施的效用时,对人类未来的余下时间而言,现在是有史以来最糟糕的时候。
When people think about the utility of these models and of this type of infrastructure, it’s the worst it’s ever gonna be for the rest of the future of humanity.
—— Chase Lochmiller · [38:03]

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三年过去了,今天使用 Hopper 收取的价格,比三年前它们全新时的费率还要高。
Here we are three years later and the prices being charged for utilizing hoppers is higher than the rates that were being charged three years ago when they were brand new.
—— Chase Lochmiller · [40:17]

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我认为人们低估了应用和应用开发者把算力容量转化为价值、转化为对经济有价值的服务的聪明才智。
So I think people underestimate the ingenuity of applications and application developers of turning compute capacity into value and into valuable services for the economy.
—— Chase Lochmiller · [40:34]

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人们花在闭源前沿模型上的钱确实比开源多,但他们在开源上生成的 token 比闭源多。
I do think that people are spending more money on closed source frontier models than they are on open source, but they are generating more tokens on open source than closed source.
—— Chase Lochmiller · [49:15]

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我改变的想法是:大多数护城河都是幻觉,大多数护城河并不存在,它们大多转瞬即逝。
I think what I’ve changed my mind on is like most moats are a illusion. Most moats don’t exist. Most of them are ephemeral.
—— Chase Lochmiller · [55:00]

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② 出现在这些集

1 集

• 《卖数据中心、卖 GPU、再卖 token:Crusoe 的 AI 算力生意经》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Harry Stebbings · Crusoe · NVIDIA · ChatGPT · Cognition · Harvey · Fireworks · 数据中心 · AI 工厂 · 能源

④ 也在聊「创业与行业」的人