Discussion

• @benedictevans Benedict Evans on threads

  Welcome to the entrepreneur service business

• @carnage4life Dare Obasanjo on x

  How can we help? A16Z has added a new weapon to VC arsenal by buying thousands of Nvidia H100 GPUs and renting them out to portfolio companies to use in building AI products. Nvidia shareholders are eating good. https://www.theinformation.com/ ...

• @benbajarin Ben Bajarin on x

  VC value add being GPUaaS is pretty clever.

• @anissagardizy8 Anissa Gardizy on x

  As if this @KateClarkTweets scoop wasn't juicy enough... Andreessen Horowitz isn't renting its 20k Nvidia GPUs from a cloud computing provider. It's not clear whether a16z purchased the chips or is renting them from another type of firm. Thoughts? https://www.theinformation.com/ …

• @amir Amir Efrati on x

  new: One of OpenAI's next supercomputing clusters will have 100,000 Nvidia GB200s. It will be rather powerful. more here: https://www.theinformation.com/ ... @anissagardizy8 [image]

• @basedbeffjezos @basedbeffjezos on x

  Compute is the new capital.

• @dickcheneyavi @dickcheneyavi on x

  It's interesting to do this as a service for portcos (i'm assuming) and explicitly not do it for email, HR, performance marketing etc

• @triviatroy Troy on x

  @sundeep a16z is just a GPU wrapper

• @davidclinchnews David Clinch on x

  It used to be companies leasing airplanes to airlines, now it's GPU capacity for lease. The choice of the name “Oxygen” may be ironic given the potential environmental impact.