Results for "Compute limits"
Keyword scan across titles, descriptions, summaries, and tags. For interview listings, try Guest appearances.
3 results
Episodes
Intelligent Report20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Nov 2, 2026
Modal's CEO Erik Bernhardsson on hitting $1B ARR, why inference margins can reach 50-60%, the GPU market chaos, and why the demand for compute is bigger than anyone imagined.
llmagentsinferenceinvesting
Intelligent ReportBrad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
All-In with Chamath, Jason, Sacks & Friedberg· Brad Gerstner· Sep 17, 2026
Brad Gerstner breaks down the AI revenue race, why $180B in lab revenue is the market's make-or-break number, and why 2026 demands facts over conviction trades.
ai-regulationinference
StandardSummaries onlyChetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling
Invest Like the Best with Patrick O'Shaughnessy· Dec 6, 2024
My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Bot…
aiinvesting