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Dwarkesh Patel

๐Ÿ‘ค Speaker
15267 total appearances

Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Hyperscalers are spending... This is shocking.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Dylan said they're spending 50%.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

of their CapEx this year.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

On memory?

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

On memory.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

That's believable.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

What is hyperscaler CapEx?

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

It's like high hundreds of billions, maybe a trillion.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

And they're spending half of that on memory.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Okay, so that is a huge constraint.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

That's why we're not going to get new laptops and phones this year.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

But at the same time, we have too much memory.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

People are willing to put too much memory into these systems.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Right.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Why is JetSense shoving all this memory into these racks?

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

if you don't need it.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

This is how big the train that takes up every 20 milliseconds is.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Yeah, and sorry, a very basic question.

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

This is what is actually done?

Dwarkesh Podcast
Reiner Pope โ€“ The math behind how LLMs are trained and served

Mm-hmm.