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Pantera Capital
@PanteraCapital
First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter:
加入 January 2014
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We've accepted that LLMs will be ubiquitous. What comes next is direct control and access: an LLM in your pocket. Today's accessible hardware is still at early-iPhone levels. The goal is to deliver modern capability so teams can run powerful open-source models without needing multi-GPU setups that cost hundreds of thousands of dollars. @b3labs's rent-to-own model changes the economics: lower the initial outlay, own the machine in two years, and avoid the burden of hosting it yourself. Secure, managed facilities handle the infrastructure. For long-term AI workloads, the math favors ownership over renting. @darylX24 and @viktoriya0x (B3) and @yorkerhodes (Microsoft/NYU) join Stateful, hosted by @FranklinBi, to discuss why the next wave of AI builders is buying instead of renting:
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