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I think it's referencing only the IPv4 block, but it is a bit confusing. It doesn't make sense to be ref'ing the GPUs because their value is definitely not dura
by thundergolfer 2y ago
I think it's referencing only the IPv4 block, but it is a bit confusing. It doesn't make sense to be ref'ing the GPUs because their value is definitely not durable.
- tptacek 2y agoI don't know about "durable", but they're not written off. There is absolutely a market for all this hardware.
- Aeolun 2y agoThere’s certainly more retained value in the physical stuff than in developer time.
- thundergolfer 2y agoYeah fair enough. I think it's just the subjectivity of "durable" at play here. The value of the GPUs may halve in a single year (e.g. H100s), but they'll never* drop to zero in a month. That's at least some kind of durability, because you can get a transaction done in a month. * never say never
- jonathanlei 2y agoAbsolutely - GPUs are definitely not a very liquid asset. As someone who works at a GPU neocloud provider (Voltage Park), server assets at scale definitely face a huge slippage, you can buy for $1 and get quotes for $1.50 but only be able to sell for $0.60