20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller

Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners.

AGENDA:

04:40 What Does Climbing Everest Teach You About Building a Company?
17:40 What's Really Stopping Us From Building Enough AI Data Centres?
25:50 Are Data Centres Really Driving Up Your Energy Bills?
28:05 Will Half of Planned AI Data Centres Never Get Built?
32:10 How Quickly Can a GPU Pay for Itself?
38:35 Will Your GPUs Become Obsolete Before You've Paid Them Off?
44:20 What Does It Take to Produce the Cheapest Intelligence?
49:50 Will Companies Building Their Own Models Eat Into OpenAI's Business?
51:55 Can You Build a $30B Company and Still Be a Great Dad?