PERSON DIRECTORY
Evan Conrad
Evan Conrad appears in 1 indexed conversation across Latent Space. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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.