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
Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore news and deals in the public blockchain space and talk to some of the leading experts in the industry. Learn more and stay up to date at CastleIsland.vc and follow on twitter @CastleIslandVC