The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside
Eiso Kant
you are taking that margin of that chip, right, the H100, the H200, the Blackwell generation coming up, and that has to be baked into your costs. The way that I think about this is that at the extreme end of it, Amazon and Google and Microsoft, as well as they come out with their own silicon, have a lot more margin to play with. And now then it comes down to business decisions.
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