Erik Bernhardsson

Mentioned in 1 episode

"I spent some time in March at GTC, Nvidia's big conference in San Jose. I would describe that as like an open air drug market, but GPUs instead of drugs."

Mentioned in 1 episode

"We thought it would be kind of a race to the bottom, just a commodity space, and then DeepSeek came out. We're like, we got to move very fast."

Mentioned in 1 episode

"I invested in OpenRouter personally, and they had a great outcome. I actually think they could have done even better on a standalone basis."

Mentioned in 1 episode

"There's also going to be Cerebras and Etched and all these other ones shipping specialized chips, and they're also going to grow."

Mentioned in 1 episode

"We don't use Kubernetes and Docker and things like that. We built our own container files. We built our own file system. We built our own container runtime."

Mentioned in 1 episode

"We built a lot of our infrastructure ourselves. We don't use Kubernetes and Docker and things like that. We built our own file system, our own container runtime, our own scheduler."

Mentioned in 1 episode

"Some of the top neoclouds, Nebius included, are trying to move up the stack. I'm personally somewhat skeptical."

Mentioned in 1 episode

"Moat to me is like, you go read Seven Powers or one of those things. It's a good book, but I think people read that and they get delusional."

Mentioned in 1 episode

"I don't think CUDA itself is the moat. CUDA is actually kind of annoying to work with. It's like a pretty annoying programming model."