Theory Ventures
@Theoryvc
Theory Ventures is an early-stage venture capital firm based in SF. We invest $1-40m in software companies that leverage technology discontinuities.
Joined August 2022
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More tokens per megawatt -> higher revenue per megawatt -> more profit into the next training run.
Model companies buy electricity by the megawatt and resell it as cognitive work.
Anthropic's revenue has run as high as $50m per megawatt, against $10-15m of compute.
