Gokul Rajaram
@gokulr
investor ( and builder (
Joined January 2009
699 Following 123.2K Followers
Superb article by @gpugene on buying compute.
Eugene works at @wafer_ai, and this depth and clarity of thinking is illustrative of how stacked and cracked the team is and why we at @MarathonMP are so excited to be an investor.
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The biggest bottleneck in the GPU industry at the moment is not chips, CoWoS, or even power. It's credit.
Sharing some thoughts on compute markets, residual value, and where compute financing is heading.
Substack link in the comments.
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