CoreWeave's Brian Venturo (CTO) and Brannin McBee (CSO) return to On The Brink for a discussion of their journey through the merge and beyond. In this episode:
- Are they relieved that the merge finally happened?
- Will there be some form of non-Bitcoin PoW in the future?
- Could Ethereum conceivably return to PoW?
- The effect of PoS on ETH’s censor resistance
- What quantity of ETH miners shifted to other PoW chains and what portion went elsewhere?
- What is the best use of capital for former ETH miners now?
- Did the merge really reduce global electricity consumption by 0.2%?
- Brannin’s estimate for precise electricity reduction from the merge
- How feasible is it for former ETH miners to get into GPU clouds?
- How Core Weave built their cloud product
- What it takes to be competitive in the high performance computing sector
- Why the generalized providers of cloud can’t just win when it comes to rendering and ML/AI
- Why the HPC market is exploding right now
- How open source communities behind text and image models contributed to the explosion in use cases
- The importance of Stable Diffusion versus Open AI
- The explosive growth of Stable Diffusion and Stability AI
- How the growth in infrastructure contributed to the emergence of these newer image models
- New directions in AI models like video creation
- Will generative AI be attacked by environmentalists?
- Can cloud data centers handle interruptible loads like Bitcoin miners can?
- How industrial compute will play a role in emerging metaverses
- Use cases Brannin and Brian are excited about
- Why hardware is actually a constraint to the number of metaverse users today
Learn more about CoreWeave here.
