PERSON DIRECTORY
Evan Conrad
Evan Conrad appears in 3 indexed conversations across Latent Space, The Cognitive Revolution. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
Nathan LabenzPrakash NarayananZvi MowshowitzEvan ConradLonis Hamaili
Zvi Mowshowitz sketches a conditional weekly-release path; contacts call 2027 “completely crazy” and say 2028 “might be unrecognizable.”Evan Conrad says GPU financing is constrained “entirely” by credit; three-to-five-year commitments and sometimes 100% upfront payments could force lab sales within one or two years.Cambrian sees memory rerating from five-to-six times earnings to 10–12 times if demand keeps outrunning supply.
SF Compute: Commoditizing Compute to solve the GPU Bubble forever
Alessio FanelliswyxEvan Conrad
SF Compute treats GPUs as tradeable, financeable capacity rather than software infrastructure, turning unused commitments into a spot market and separating hardware ownership from higher-margin software businesses.Long-term contracts with creditworthy customers can make GPU ownership resemble real estate, while hourly resale improves utilization and flexibility; a future cash-settled GPU index could reduce financing risk, but standardization, chip supply and physical cluster reliability remain unresolved.