PERSON DIRECTORY
Thomas Sohmers
Thomas Sohmers appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Positron's Sohmers: anti-data-center sentiment is a Chinese psyop
Positron co-founder Thomas Sohmers frames inference as a memory-wall problem: GPU FLOPS rose 120x from 2014–2024, versus 17x for memory bandwidth.Positron targets cutting a 500-megawatt Nvidia deployment to 100 megawatts, while cached tokens cost roughly one-thousandth of recomputation and support reported 80-point Anthropic API gross margins.Planned capacity may shift locations rather than disappear, but debt, regulation, and concentration remain risks to monitor.