lucas (onchainlu)
research @ Delphi
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recast:farcaster://casts/0xfa1f5106af15645cd5fd903ba2333259fae44cac7605ca5b99b7b39bf04b745b
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https://x.com/tbpn/status/1927818545733456030?s=46 pretty crazy a partner at a top vc is saying this it may be easier to train sota models in co-located clusters, but there's a physical ceiling here. u literally can't fit infinite gpus into one spot or bring enough power to a single location. demand for compute is and will continue to grow much faster than the supply -- DCNs (distributed compute networks) are the way to get around this bottleneck.
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