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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

All-In with Chamath, Jason, Sacks & Friedberg · Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter · 26 Jun 2026 podcast

in that second class, what some very smart people are doing are like, wow, well, here's a shipping container that you can just drop on a concrete pad somewhere, plug in the power and let it rip.

And so Jason, what you're seeing is that level of investment that's happening.

So there are companies, you know, like Dell makes these racks, companies like Vertiv makes these modules.

And I think if Tesla can make them available,

Folks like us, for my data center project, we would be enormous buyers of these things because we would just literally prefab them in a warehouse, right?

Get the chips, prefab them, truck them to the place, crane them in, turn it on, off to the races you go.

You have like a 90-day build cycle, which is unheard of.

So that's where these megapods are coming from.

I hope it's not entirely consumed by Tesla and SpaceX internally.

There are other requirements.

The problem with some of these things is that you need to have certain levels of access.

There are certain infosec requirements.

There are certain liquid cooling requirements that make many of the workload applications unfeasible at a place like a supercharger center where random bumble f***s are like traipsing around.

Compute kitchens.

You're going to be able to buy small...

modular let's put data center in a quote but it doesn't it doesn't matter like i i just go buy the gpus and i'll just i just set it up in a kitchen right it's called it's not it's not that you know hold on it's not like a bitcoin miner no no hold on hold on hold on it's not that easy okay like if you guys want to build a cloud and contribute it to a pool you're gonna have to sign up for liquidated damages and you're not gonna sign up to these sls i'm not a hyperscaler i'm just using it for myself

Yeah, rack and stack.

Oh, okay.

Sure, you can use it for yourself.

I'm saying the more interesting opportunity is when... Whatever Travis says, let's talk about the interesting stuff.

Showing 161–180 of 238 · page 9 of 12