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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller

Harry Stebbings 1h 1m 1 month ago
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
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Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners.
AGENDA:
What Does Climbing Everest Teach You About Building a Company?
What's Really Stopping Us From Building Enough AI Data Centres?
Are Data Centres Really Driving Up Your Energy Bills?
Will Half of Planned AI Data Centres Never Get Built?
How Quickly Can a GPU Pay for Itself?
Will Your GPUs Become Obsolete Before You've Paid Them Off?
What Does It Take to Produce the Cheapest Intelligence?
Will Companies Building Their Own Models Eat Into OpenAI's Business?
Can You Build a $30B Company and Still Be a Great Dad?
 

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