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.
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