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Mario Souto
328 posts
Mario Souto
@mariohsouto
CTO and Co-Founder @ Soma Energy
Katılım Kasım 2013
369 Takip Edilen242 Takipçiler
@LindseyLi_'s roadmap is the kind of thing I'll send to people asking about AI infra. Good map of the space.
English
I think the $/token economics of the inference era will be set by tokens per joule, and tokens per joule will depend as much on the software that coordinates energy and compute as on the hardware that produces them. That is what we are building at Soma.
Lindsey Li@LindseyLi_
Our newest roadmap on the AI data center stack is live! Here @BessemerVP, we often have 5-10 main themes (aka roadmaps) running through the fund. They almost always stem from a founder's unique insight accompanied by an indisputable "why now". We would be hard pressed to find a "why now" more obvious than the current infrastructure buildout needed to support token demand. As we dove into this new world, Brie, Josh, and I wanted to be humble and honest about what we didn't know - which was a lot! We're now excited to open source our research detailing the six main areas of opportunity we see in the space: 1/ Permitting and site selection 2/ Power generation 3/ Transmission, power conversion, and the middle mile of power 4/ Software and orchestration 5/ Construction, maintenance, and labor 6/ Cooling Please reach out to us [lli@bvp.com] if you're building in the space! We also can't wait to announce some of our early investments on this roadmap soon. Thanks so much to @davidcowan, Olivia Wang (Research @ Sightline Climate), Karly Wentz (Partner, Energy Tech @ B Capital), and Megan Cain (Westly Group) for your thought partnership and feedback!
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Mario Souto retweetledi
And stop calling "𝚎𝚡𝚙(𝚡) / 𝚜𝚞𝚖(𝚎𝚡𝚙(𝚡))" 𝑠𝑜𝑓𝑡𝑚𝑎𝑥. It's 𝑠𝑜𝑓𝑡𝒂𝒓𝒈𝑚𝑎𝑥.
Artur Chakhvadze@norpadon
Can people please stop calling arbitrary multidimensional arrays “tensors”?
Deutsch
Mario Souto retweetledi
Two former @awscloud leaders (Ath Caramanolis and @mariohsouto) have brought a new startup out of stealth to tackle one of AI’s biggest bottlenecks: power.
Vancouver’s Soma Energy has raised $7 million to help data centres optimize electricity use.
betakit.com/ex-aws-leaders…
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@opt_intellect Congratulations on the launch of @opt_intellect! Excited to try Moreau on some large OPF problems.
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We're Optimal Intellect, a research lab from the team behind CVXPY. Today we're introducing Moreau: a GPU-native solver that's orders of magnitude faster than the best existing tools.
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Ivan Sorokin and I are the official winners on the Arc Prize competition, with a significant lead over other teams.
Thanks to @kaggle and @arcprize for hosting the competition.
NVIDIA tech blog summarizing what we did: developer.nvidia.com/blog/nvidia-ka…
Our writeup: kaggle.com/competitions/a…
Our code: github.com/1ytic/NVARC
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@francoisfleuret He stole SGD and gave to engineers. That’s what happens…
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@peterjliu @saranormous "As long as there were no machines, programming was no problem at all; when we had a few weak computers, programming became a mild problem, and now that we have gigantic computers, programming has become a gigantic problem." — Dijkstra, 1972
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@rmcentush Sounds like the final boss of open-cycle gas plants. Supersonic or not, can’t outrun the second law of thermodynamics.
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there’s around 4k aircraft and another 6k engines at the boneyard. if we assume an average of 2.5 engines per plane at 20 MW, then we’re looking at around 320 GW of power capacity.
for context, as of writing this, the entire US grid is using 400 GW. wild
Sam@SlBrandin
The easiest casual description of a gas power plant is “a jet engine strapped to the ground that spins a generator instead of producing thrust” because it describes the working principle despite different *exact* designs But now that’s just literally what we are doing
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@y0b1byte The meta-heuristics bestiary is something to behold:
fcampelo.github.io/EC-Bestiary/
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@CSProfKGD "Your scientists were so preoccupied with whether or not they could, they didn't stop to think if they should." — Dr. Ian Malcolm, Jurassic Park
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@y0b1byte I can only think of Wolfram as a programming language that would return undefined.
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@NC_Renic Same as in Umberto Eco’s “antilibrary”: large selection of unread books, seen as a valuable resource of untapped knowledge.
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“It is foolish to think that you have to read all the books you buy, as it is foolish to criticize those who buy more books than they will ever be able to read”
Umberto Eco
Edmund@Kulambq
'What a pity I can’t buy that book, for I already have a copy at home.' JL Borges
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@zetalyrae Not exactly true for Borges. The Zahir is the obvious one but also The Interloper and Gospel According to Mark
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A commonality between Borges and Lovecraft: money and sex are almost completely absent from their fiction.
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@SlBrandin I hope so. They are at almost half the way at the moment!
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@mariohsouto They are going to be competing with petrobras’ market cap by the time the AI build rush is over
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