Prakash Narayanan

speaker

1,048 appearances 4 recordings 1 series first heard Aug 2026 last heard yesterday

Prakash Narayanan’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 — 4 in all, peaking in Sep 2026 with 3.

Appearances

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"The Cognitive Revolution" · AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · 27 Sep 2026 podcast

How do you think the index assists or will assist in the future on this end-of-life kind of depreciation issue, which is like four years out, three to four years out?

But the issue is going to be if there's non-systematic basis risk,

And one of the issues with GPUs is this introduction of new technology, which obsoletes the old, and which is what I think the non-systematic basis risk that I think is pretty scary for financiers.

What I've heard is that your price of compute is dependent on whether you have financing or not.

So if someone needs to use their balance sheet, they get to dictate the terms.

So if they don't, if you don't have to use a balance sheet, then all of a sudden, like, you have high pricing.

So Elon, for example, Elon had already used his own balance sheet to build out the clusters, and he had the clusters available.

Available, you can take it tomorrow, right?

and they didn't need to provide him a long-term contract.

They could do a month-to-month contract and they can walk out at any time.

Which meant that this is not financeable.

A bank cannot come and give Elon a loan based on this contract from Anthropic because a bank wants to see if you're going to pay back in four years, I need to see that you're going to have cash flows for four years.

I need to see that upfront.

So Elon's able to charge high prices because he's using his own credit capacity.

He's using unsecured credit at the holding company.

And he can say, look, you're getting paid $80, $90 million a megawatt.

You give me the $50, and you're still making money, right?

So that's a good deal.

And so Elon got $50 million a megawatt, right?

So I think it starts to change when you need the other guy to give you support.

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