SemiAnalysis Weekly · episode page

Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos

▶ 49:53

I know companies who have spent literally 100% of their seed round on compute because it's a couple of guys that have equity in the business and they're not taking a salary yet. So they just get the check from the VCs and they turn it around and spend it directly on Neocloud capacity.

▶ 59:36