Cliff Weitzman

speaker

4,305 appearances 3 recordings 2 series first heard May 2026 last heard 5 Sep

Cliff Weitzman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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For example, more people use Speatrify in September because everybody goes back to school.

So I need to like level out the load.

And so the parts of that load that I know for sure I'm always going to use, whether it be training or it be inference, I might as well just own it.

And then on top of that is also the case that I have so many other friends who are running training and running inference.

I can always rent it out to other people.

People if I have excess capacity, which I don't expect to have, but like every once in a while you have an interesting situation.

So for all those reasons, it just makes mathematical financial sense.

Lastly, if you have excess capital, really you either stick it on the bank or you buy a bond.

But the best bond you can buy, long tail, will yield you like five percent, or you can buy a GPU.

And because renting it would cost me 1.5 X buying it for the year, the return is like way higher.

So how many GPUs do you

Let's talk about Rubens, for example.

So Rubens come in the form of 72 cards in one rack.

So we'll buy multiple racks of Rubens.

And then on top of that, we'll buy B300s, which are like the newest form of Blackwells, because we can get them earlier.

And then the same thing, like when we bought our first instances of DGX H100 GPUs, we bought just like a bunch of racks of those.

And then those get delivered in a truck to the data center.

We rent the data center.

And so the data center provides the data.

Provides the networking capability.

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