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The GPU Pricing Paradox – Alex Imas and Phil Trammell

Dwarkesh Podcast / YOUTUBE / Jun 15

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the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though we have much superior technology. And we have much more compute in the world because as models get smarter, the opportunity cost of compute gets higher.

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2:47longdirectional thesisNVDA

An H100 costs more to rent today than three years ago even with better chips, because AI keeps inventing new uses for compute faster than we run out of them.

the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though we have much superior technology. And we have much more compute in the world because as models get smarter, the opportunity cost of compute gets higher.

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