OM DENNE EPISODE
Jordan (@JordanNanos) and Abhilash (@AbhilashJain17) discuss the clients SemiAnalysis consulting serves, custom projects like the inference simulator, how client work turns into research products, neocloud due diligence, and why SLAs decide who gets funded. They also discuss Feynman specs, de-specced memory, and a 20-trillion-parameter OpenAI model.
0:00 Intro and Overview
2:27 Client Types
5:24 Custom Projects
9:47 Strategy Work
12:27 Consulting to Products
14:33 Neocloud Due Diligence
18:40 SLAs and Insurance
22:32 Risk Assessments
26:45 Build vs Buy
29:19 Favorites and Outlook
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USA
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ANDRE EPISODE I DENNE PODKAST
The InferenceX team is back after two months. Jordan Nanos (@JordanNanos) is joined by Cam Quilici (@noslawextratost), Bryan Shan, and Alec Ibarra to discuss Engram and DRAM offloading, the AgentX benchmark and its profit calculator, TPU v7 on InferenceX, Vera Rubin vs Blackwell, fast tokens, and T…
Emergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the responses from Sam Altman and David Sacks. Does pacing actually mean less compute, or a lot…
ClusterMAX 3.0 is here. Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) join Jordan Nanos (@jordannanos) after months of testing 77 GPU clouds. Some moved up, some moved down.
Health checks, cache hit rates, NCCL recipes, agentic coding on clusters, a Linux kernel bug, neocloud security…
More than 300 towns, cities, and counties have voted to pause data centers in the past 18 months. Maya Barkin (@mayabarkin) and Reyk Knühtsen (@robotknower) from the SemiAnalysis Data Center, Energy, and Industrials team join Jordan Nanos (@jordannanos) to explain what a moratorium actually is, how…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Jordan Nanos, Doug O'Laughlin, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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