PERSON DIRECTORY
Alessio Fanelli
Host of Latent Space. Alessio Fanelli appears in 22 indexed conversations across Latent Space. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
Alessio FanelliswyxJake Cooper
Railway is betting agents will dominate software building, using bare metal and a versioned, forkable application layer to turn deployment into continuous, reversible evolution.Hardware reportedly pays back in about three months with roughly 70% margins, but CI/CD may melt under parallel workloads; autonomous remediation, eventual GPUs, and disciplined capacity financing remain key watchpoints.
SF Compute: Commoditizing Compute to solve the GPU Bubble forever
Alessio FanelliswyxEvan Conrad
SF Compute treats GPUs as tradeable, financeable capacity rather than software infrastructure, turning unused commitments into a spot market and separating hardware ownership from higher-margin software businesses.Long-term contracts with creditworthy customers can make GPU ownership resemble real estate, while hourly resale improves utilization and flexibility; a future cash-settled GPU index could reduce financing risk, but standardization, chip supply and physical cluster reliability remain unresolved.