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For LLM stuff, one upside to “stealth” is you might obfuscate your GPU demand. Now that the GPU market knows there’s another player with over $200m to burn, th
by choppaface 2y ago
For LLM stuff, one upside to “stealth” is you might obfuscate your GPU demand. Now that the GPU market knows there’s another player with over $200m to burn, the market is going to want to take every last penny of that funding.
- hwinh 2y agoGood point
- zaphirplane 2y agoWho cares what a startup is doing, they want to rent cloud GPU or buy GPU it’s volume discounts They aren’t getting a better or worse deal because they are in the autocomplete business or the avocado business
- zaphar 2y agoThat isn't how markets work, like at all. Will another buyer with money to spend help drive the price up? Maybe, Maybe not. It depends on where that buyer spends their money and whether the supply forces that buyer to compete against other buyers for the same gpu. Supply and Demand curves drive the price.
- probably_a_gpt 2y agothe investments in GPUs and datacenters is in the hundreds of billions, if the market even worked like this, that 200m would be a drop in the bucket