Speaker 1: All zo media. You know what time it is. It's
Speaker 1: your better offline monologue for the week, and I'm ed
Speaker 1: z Tron. Now. Today's monologue is an attempt to bring
Speaker 1: you further into my work, which I've kind of already
Speaker 1: been doing with multiple listeners materially contributing to the reporting
Speaker 1: behind this show. So many of you are eager to help,
Speaker 1: and if you want to help, well, reach out to
Speaker 1: me with information and do so on signal ez itron
Speaker 1: dot seventy six. That's ez it r o N or
Speaker 1: e z it r o N if you're Canadian or
Speaker 1: British dot seventy six on signal. Also, before I go
Speaker 1: any further, I've had a lot of emails and reddits
Speaker 1: and as such, if you're wondering about my thoughts on
Speaker 1: the Open Ai Disney deal, they are as followers. Wow,
Speaker 1: Disney invested a billion dollars in open Ai. That's about
Speaker 1: month's worth of inference. This only delays the inevitable. No
Speaker 1: one cares. They're threatening Google with legal action. Google will
Speaker 1: settle and they'll do exactly the same crap with VO.
Speaker 1: Nothing will happen, a bunch of money will get lost. Similarly,
Speaker 1: if you've heard about time naming AI executives as its
Speaker 1: Person of the Year. Remember that Mark Bennioff of Salesforce
Speaker 1: Huji Booster owns the publication and literally ran advertorial for
Speaker 1: Salesforce's agent Force. Wank. It's nothing, nothing's happening. It's just
Speaker 1: more money being passed around, so we can all get
Speaker 1: blown on nothing. But back to the rest of the monologue.
Speaker 1: I'm going to tell you about the things I need
Speaker 1: to do a better job. Not don't literally mean the research.
Speaker 1: I mean, if you know this stuff, I need your help.
Speaker 1: Let's start with a big one. If you have first
Speaker 1: hand knowledge of GPUs being warehouse, this is Nvidia AI GPUs.
Speaker 1: Please God, if you reach out with this about gaming GPUs,
Speaker 1: I'll be genuinely pissed off of you. But I need
Speaker 1: to know about this. I want pictures if you can
Speaker 1: get them. I want numbers. No, I want to know
Speaker 1: whose GPUs they are and ideally what models A one
Speaker 1: hundreds eight one hundred's probably not going to be that,
Speaker 1: it's going to be those blackweld GPUs if you see them. Similarly,
Speaker 1: if you've heard anything about Nvidia's aigpus that might not
Speaker 1: be well known, reach out especially if it pertains to
Speaker 1: how much they cost to run. Similarly, if you know
Speaker 1: anything about Nvidia's blackweld GPUs that you suspect I don't,
Speaker 1: please do reach out. I had somebody recently tell me
Speaker 1: about remarkable failure rates and I want to know more. Similarly, costs.
Speaker 1: I cannot ask for costs enough. Help me. Please, if
Speaker 1: you have any information pretending to the revenues behind open Ai,
Speaker 1: Anthropic or any major AI company, please get in touch. Similarly,
Speaker 1: I want to hear from you if you work at
Speaker 1: any of the large cloud companies and know anything about
Speaker 1: the AI revenues or indeed the associated costs of running
Speaker 1: AI on Google Cloud, Amazon Web Services and Microsoft Asure.
Speaker 1: And yeah, if you have anything from open ai or
Speaker 1: Anthropic about what they might be paying show as your
Speaker 1: Google Cloud or Amazon Web services, please please please reach
Speaker 1: out to me. Similarly, if you have anything of the
Speaker 1: same from Corweave or Lambda or Nebius or any of those,
Speaker 1: please reach out. Also, if you work at an AI startup,
Speaker 1: one that pays open ai or Anthropic to use their
Speaker 1: services or models, please tell me about those costs. We
Speaker 1: don't know very much about them at all, and your
Speaker 1: thoughts and your help, well, it'd be very much respected
Speaker 1: and loved, and you'll be the better offline legend of
Speaker 1: the week if you can help me out here, maybe
Speaker 1: even the legend of the year. I'm also looking at
Speaker 1: any and all information related to data center costs. I
Speaker 1: want to know the total cost of ownership of any AIGP,
Speaker 1: and that includes the A one hundred, the H one hundred,
Speaker 1: h two hundred, B one hundred, B two hundred, B
Speaker 1: three hundred and so on. Blackwell obviously my biggest priority.
Speaker 1: I want to know how many GPUs hyperscalers have too,
Speaker 1: So if you work at Amazon, Microsoft or Google and
Speaker 1: you know how many of the goddamn GPUs they've got,
Speaker 1: please reach out. And I want to know the hourly
Speaker 1: cost of running these GPUs, ideally on a per GPU basis.
Speaker 1: I'm trying to work out how much it actually costs
Speaker 1: to run these goddamn things, and it's in the same
Speaker 1: we don't know now my Grail data. The things that
Speaker 1: would materially change my reporting other than everything I just
Speaker 1: mentioned would be the underlying cost of running large language models,
Speaker 1: which means understanding both how many GPUs are used for
Speaker 1: inference in training and the actual costs of running said GPUs.
Speaker 1: The costs of running GPUs are at the center of
Speaker 1: the bubble, and I believe that truth will be what
Speaker 1: bursts in. Though I'm repeating myself a little. My other
Speaker 1: grail data is the underlying cost of running CHET, GPT, Google,
Speaker 1: Gemini or any other major popular LLLM service such as
Speaker 1: Cursor or rep them the same gohoest for Microsoft, Meta, Amazon, Google, Oracle,
Speaker 1: or really any other major cloud provider. Look together, I
Speaker 1: believe we can make the world better by providing the
Speaker 1: public with the truth. And this era is one steeped
Speaker 1: in outright lines and stal selfishness that deprives good companies
Speaker 1: of funding and shoves dysfunctional software on millions of people
Speaker 1: that just wish it would go the fuck away. Now,
Speaker 1: so many of you have already been so helpful, and
Speaker 1: I hope I can I can hear from more of you.
Speaker 1: The show continues to grow. It's been a crazy year.
Speaker 1: I'm insanely grateful to have all of you. And next
Speaker 1: week we have a three part in video podcast that
Speaker 1: tells you all about the largest we'd just weirdest. I'm
Speaker 1: not fixing it. I'm not fixing that you want the
Speaker 1: raw stuff anyway. In video, it's the weirdest company in
Speaker 1: stock market history. Oh God, I'm gonna hear from you
Speaker 1: all about that one. I really do love hearing from
Speaker 1: you though it's been really crazy. Twenty twenty five has
Speaker 1: been crazy and bad and good in many different ways.
Speaker 1: And I'm sure I'm gonna I'm gonna hear fun stories
Speaker 1: from you all because a bunch of you reach out
Speaker 1: and no matter what I say, to reach out about or
Speaker 1: not reach out about, and I kind of love it.
Speaker 1: I love how chatty you all are. So yeah, look
Speaker 1: forward to hearing from you, and I hope you enjoy
Speaker 1: the podcast about the Weirdest company on the stock market.