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SF Compute: Commoditizing Compute
01:12:01
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2025/4/11
Latent Space: The AI Engineer Podcast (private feed for
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Chapters
Introduction and Background
CoreWeave Business Model: A Real Estate Analogy?
Interest Rate Risk and GPU Market Strategy
Why Together and DigitalOcean Will Lose Money on Their Clusters?
SF Compute's AI Lab Origins
Utilization Rates and Benefits of SF Compute Market Model
H100 GPU Glut and Future Demand Forecast
P2P GPU Networks: The Future of Compute?
Customer Stories and Successes
VC-Provided GPU Clusters and Credit Risk Arbitrage
Market Pricing Dynamics and Preemptible GPU Pricing Model
Future Plans for Financialization of GPU Markets?
Cluster Auditing and Quality Control
Futures Contracts for GPUs: Stabilizing the Market?
Branding and Aesthetic Choices Behind SF Compute
Lessons from Previous Startups
Hiring at SF Compute: Systems and Financial Engineering Roles
Shownotes
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