PERSON DIRECTORY
Chase Lochmiller
Chase Lochmiller appears in 3 indexed conversations across All-In, 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
3 EPISODES2 SHOWS
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Crusoe CEO: Why Everyone Gets GPU Depreciation & AI Energy Costs Wrong
Harry StebbingsChase Lochmiller
Crusoe says AI infrastructure will follow cheap, available power, targeting roughly 200 MW in Abilene within one year versus 2.5 years elsewhere.Vertical integration cut medium-voltage delivery to 28 weeks from a 100-week quote, while five-year GPU contracts and managed services diversify cash flow.Rising Hoppers usage prices challenge simple depreciation assumptions, but labor, community disruption, and uncertain IPO timing remain risks.