Dermot O'Riordan and Nelson Ryan
January 16, 2023

Investment Thesis for Gensyn

Six minutes
Those running ML research outside of the major tech giants are left with few good options, relying on expensive cloud providers such as AWS for spot cloud compute or racking GPUs themselves to complete this work. Such ever-increasing computing demands for ML projects is the reason why established global tech giants run most large scale AI projects. When you look closer, it becomes clear that much of the problems we see with AI compute boil down to a coordination problem as the supply is artificially constrained.
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