Ed Zitron

speaker
12,892 appearances 64 recordings 10 series first heard Dec 2024 last heard yesterday

Ed Zitron’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
11 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 57 in all, peaking in Jul 2026 with 11.

Appearances

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So you mentioned do you do you have any idea around what the payoff now needs to be on a data center?
To make it worth it?
Like I'm what Well yeah, so the I'm surprised I haven't sat down and done the math yeah.
Yeah.
So it's like you need to earn seven percent on the investment a year.
Sorry.
That's
Yeah.
So how much so you have to so you basically for a hyperscaler you need to make about seven percent per annum.
Right.
Which continues
Which people will say is oh
Which people will say is,
So, but that's the thing.
Even with standing up inference, because inferen is inference profitable, is like the Wario is a libertarian conversation online when it comes to this stuff.
It's like and no one can really I think it's unprofitable.
But the reason I do is is because inference isn't just oh I turned on the inference machine.
It's you buy an allocation of GPUs and you need a certain level of saturation and a certain amount of
Customers.
to make it viable and if you miss that demand calculation, it's horribly unprofitable.
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