Molly O’Shea@MollySOShea
Naveen Rao gets real about the 'trillions' in GPU spend..
"Where the f*ck are you gonna get the power for that?"
Naveen Rao (@NaveenGRao), Co-Founder & CEO, Unconventional AI (@unconvAI)
"I mean, you know, everybody here I'm sure has heard all the hype, right? Everything about, "Oh, we're gonna do all this buildout in data centers. We're gonna have this giant advantage."
I'm not gonna name company names, but you probably know who I'm talking about.
None of this is physically realizable, right? That's what's really kind of annoying to me.
I'm like, "Okay, you're talking about a trillion dollars of GPUs. Where the f*ck are you gonna get the power for that? I'm sorry," right? Like, you're just not gonna be able to build these things physically.
And the things that have been realized, I mean like the xAI clusters and stuff like that, you know, valiant efforts, no doubt about it.
And it's amazing to push through and get it done, but it broke a lot of rules and is doing a lot of stuff very inefficiently. So it's not really something you can do over and over again.
To me, you really start changing the world when you make something that's repeatable and you can sustain it.
When I say sustain, I don't necessarily mean from any ideological standpoint. I mean just economically. Like, can you do this thing over and over again? Does it get cheaper? You know, can you keep scaling it?
And so that's important. You have to have this.
So doing something as a one-off is not super to me.
Doing something where I can now go from that one-off to something that's scalable, repeatable, will continue to scale, and will kinda hit these Jevons paradox sort of dynamics — that's interesting to me."