transcript
show notes
Evan Conrad joins MTS to discuss compute market liquidity, the transition of Fortune 500 companies into frontier labs, and why auto research changes the capital bottleneck in AI infrastructure. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
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Timestamps:
(00:00) Introduction
(01:34) What Is San Francisco Compute?
(03:09) Will Neo Labs Become Neo Clouds?
(06:28) Will Compute Get 10x More Expensive?
(08:11) Will Big Labs Own All Compute?
(09:37) Is Talent Less Important Than Compute?
(17:35) How SF Compute Solves Risk
(23:25) Trades To Make On Compute
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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.
