I get the sense they're priced to generate some kind of contribution margin but idk what it is
I get the sense that with autonomy and connectivity they can get there. I think the degree of vertical integration will help a lot.
This is hardly the primary issue, but I guess Khamenei isn't going to respond to my Twitter DMs asking if he liked anime.
FWIW I am buying one.
some of the details have been leaked. Pricing and packaging looks extremely compelling for dual motor models (which I imagine 110% of likely Rivian buyers and 50% of all EV buyers would take).
Honestly in an italy themed setting this would be great
This is a great idea for a poll.
On the other hand not sure involvement in kids' lives is super great in context
It's shocking that we have to keep learning that people just want (other) people to be relatively polite and act fuckin normal
I think the idea is a lot of single rack scale 1 shots that just go. It would probably just be inference which takes a lot of the cost out but it's still very material.
Given the whole truthiness challenge with that ecosystem I used records of external prices. I am willing to believe $750/kg though note that doesn't change a ton (rimshot)
youtu.be/L3LbxDZRgA4?...
China does Tesla a dirty.
@bloomberg.com $TSLA
www.bloomberg.com/news/article...
No...there is another
Extremely
Trying to counter the influence by having my computer read nathan tankus to me while I sleep so I can still generate alpha
Don't much care for him (a shock, a bluesky poster feels that way!) but his networking team and eng team are really good and he's not that power constrained.
Isn't the boom in southern colleges just the impact of demographics plus in-state tuition and some sort of adjacency effect (people look at privates near them/their public options often)?
Depends but you need a radiator since you don't have convection. My GUESS is you'd use a liquid cooling system hooked up to the radiator because the TDP of the GB300 is just too high otherwise.
My dude is building DCs extremely quickly. I don't think he's run into permitting issues yet. I think this is all a boondoggle vs his existing options which are quite good.
The challenge is that at $1500/kg a 16.4K QP DC which is equivalent to 228 GB300s. Let's be super generous and assume 200kW/rack including overhead, that's a 45MW DC, akin to the "starter DCs" using 100% infiniband and CX-7s of yesteryear. So hundreds of MW price for tens of MW load.
Cooling adds some kg per kg of computing mass and the radiators get physically large. You can use super advanced materials to drive the cost down and maybe get some scale on volume. But it's still nontrivial. At $1.5K JUST the GB300 mass lift (no rads) costs the neighborhood of a ~250-500MW DC shell
I have an ex dot com thread on it but the math is pretty shit unless you can figure out how to do an rad hard model which is nahgonnahappen
Just the rack system for a GB300 is 1500 kg. Expected life time is going to go to the bad place due to radiation w/o going rad hard and going to n12 which would be nerfing the shit out of perf or you blow a ton of money rad shielding a sat. A 16.4K QP DC would have 341,000 kg of GB300 mass.
That depends, right now it's like $1.5K per kg optimistically. If everything goes PERFECTLY with starship and it's reused and and and and, it's $20/kg not accounting for the likely significant depreciation. Starship if everything goes right (not perfectly) is prob around mid hundreds per kg.
He probably figured Trump would successfully bury them or something once he put him on the back foot with the demand which is incredibly naive.
I need everyone to know I did this from memory without referencing the source image.
Izanagi. A forbidden ARM processor that isn’t very good but if produced for no margin, provides cheap flops. One can only master this technique if one holds the power of both the American and the Japanese grifters
Definitely seems like they destroyed the country on purpose.
