Eric W. Tramel(@fujikanaeda):if I knew I could make my own model on my own data at the frontier and own all of it on a rapidly decreasing cost, and if all my other peers realize it too, why on earth would this reduce capex in the market? Increased datacenter rental demand for both training and inference.

Eric W. Tramel

@fujikanaeda

Building @ Arcee. Ex: Principal Scientist @ Nvidia. AI Startups (Gretel, Unlearn, Owkin) and Big Co (Nvidia & Amazon). Views my own.

Joined January 2009

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Eric W. Tramel@fujikanaeda

2026.07.18 13:03

if I knew I could make my own model on my own data at the frontier and own all of it on a rapidly decreasing cost, and if all my other peers realize it too, why on earth would this reduce capex in the market? Increased datacenter rental demand for both training and inference.