Worldbuilders: The Largest Infrastructure Project in History with Evan Conrad (SF Compute)

About this episode

Evan Conrad discusses the evolution of SF Compute and the economics of GPU computing in the inaugural episode of the Worldbuilders series.

This is the first episode of Worldbuilders, a new series on the Village Global Podcast guest-hosted by Sumeet Singh, Founder & Managing Partner of Worldbuild. Sumeet sits down with Evan Conrad, Founder & CEO of the San Francisco Compute Company, to talk about the real economics of GPU compute, how SF Compute went from an accidental GPU cloud to building supercomputers, where the actual AI bubble is, and why the future of supercomputing should be calm. Topics covered include: the origin story of SF Compute, why GPU contracts require multi-year commitments, the difference between GPU and CPU economics, what "offtake" means and why it matters, the Marriott model for supercomputing, and how SF Compute is working to reduce the risk of an AI bubble. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at www.villageglobal.com or get in touch with us on X @villageglobal. Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.com/signup

People in this episode

Guest: Evan Conrad

Topics covered

• GPU compute
• supercomputers
• AI bubble
• economics
• infrastructure

Keywords

• SF Compute
• GPU contracts
• CPU economics
• Marriott model

Mentioned in this episode

Products: SF Compute, supercomputers

Books & works: Worldbuilders

Places: Silicon Valley

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