PERSON DIRECTORY
Sam Harshe
Sam Harshe appears in 2 indexed conversations across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs)
Sam HarshePratt BhattJordan Nanos
ClusterMAX 3.0 reshuffles 77 providers: Nebius joins CoreWeave in Platinum, Google Cloud joins Oracle in Gold, while Azure, AWS, Crusoe, and Together fall.Endpoint X finds 75% versus 99% cache hit rates can double an identical bill, while NVIDIA’s backstop universe forecast above $2T by end-2031 leaves SLA discipline, security, and hosted RL’s unproven market as risks.
Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security)
Doug O'LaughlinSam HarsheJordan Nanos
Neocloud security is counterparty risk as AI startups spend “60, 70, 80% of their venture capital” on GPUs.Hugging Face reached cluster-admin in 13 hours through a malicious README and missing Kubernetes admission controls, making basic isolation the decisive defense.CMAX Audit Security is actionable, but audit-as-a-service depends on closed models maintaining a lead over GLM, while unchanged CVE-to-patch ratios leave impact unresolved.