PERSON DIRECTORY
Chase Lochmiller
Chase Lochmiller appears in 3 indexed conversations across All-In, 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Crusoe CEO: Why Everyone Gets GPU Depreciation & AI Energy Costs Wrong
Harry StebbingsChase Lochmiller
Crusoe says AI infrastructure will follow cheap, available power, targeting roughly 200 MW in Abilene within one year versus 2.5 years elsewhere.Vertical integration cut medium-voltage delivery to 28 weeks from a 100-week quote, while five-year GPU contracts and managed services diversify cash flow.Rising Hoppers usage prices challenge simple depreciation assumptions, but labor, community disruption, and uncertain IPO timing remain risks.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
James LitinskyLisa SuChase LochmillerJensen Huang
MP Materials is positioning rare-earth magnets as “the feedstock to physical AI,” building a vertically integrated US chain from Mountain Pass ore through Texas magnet production.The Department of Defense partnership provides a commodity price floor, 100% offtake from a planned 10x-capacity facility, and shared upside, while MP retains cost, schedule, and operating risk.Lisa Su cited a low-double-digit Arizona fabrication premium, while Crusoe’s 1.2-GW Abilene project and 400,000 NVIDIA GPUs show that energy, construction, and labor are becoming binding constraints.