Rich Lamelleau

speaker
238 appearances 7 recordings 5 series first heard Dec 2025 last heard 7 Jul

Rich Lamelleau’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
4 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in Jun 2026 with 4.

Appearances

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I'll be on the top and the bottom.
You have a couple of issues right now to turn on compute terrestrially.
So assume you have land, that's relatively straightforward.
Assuming you can get it zoned, less straightforward.
Assuming you can get power, very difficult.
Then you have a very critical design decision.
So all of these folks publish these things called the basis of design.
And your BODs essentially tell you, here's the Anthropic spec, here's the OpenAI spec, here's the CoreWeave spec, here's the AWS spec, here's GCP, and you get these...
50 and upwards of 500 page documents of all these technical details.
The issue that we have is, I don't know if you guys have used OpenAI or Anthropic recently, where you get the whole thing of like, come back later, right?
That come back later is completely unacceptable.
It just means that they have no compute.
So in trying to find- Surge pricing is coming.
Yeah, let's go.
So in trying to find this solution, what is happening is these basis of design, the restrictions, the specificity is being relaxed.
And one of the key constraints is we've moved to an architectural model.
from Google and Nvidia that has said, look, we have to liquid cool these racks.
These are very complicated, big girth supercomputer racks, essentially.
And now we're also going back and saying, you know what, maybe some of these older stuff that's a little bit less proficient and a little bit less useful, but we can air cool them is useful.
And everybody's like, yeah, you know what, we should try to use everything that's available.
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