CoreWeave’s Brannin McBee on the future of AI infrastructure, GPU economics, & data centers | E1925

This Week in Startups is brought to you by… OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist . *Gusto pricing shown in ad is based on pricing prior to March 2025 Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist⁠ today. * Todays show: Brannin McBee joins Jason to discuss CoreWeave’s transition from cryptocurrency to AI (3:36), the energy dynamics of GPUs (14:04), innovations in data center cooling (19:28), and the future challenges and impacts of AI infrastructure on industries like search, advertising, and e-commerce (45:36). * Timestamps: (00:00) CoreWeave’s Brannin McBee joins Jason (3:36) The founding story of CoreWeave and the transition from the cryptocurrency market to AI (12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist (14:04) Energy reliance of GPUs, the future of data centers, and the cost and efficiency of GPU cloud infrastructure (19:28) Direct-to-chip liquid cooling and other cooling solutions for GPUs (24:52) Demand trends for GPU capacity and the growth of inference linked to user growth (29:06) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist (30:28) LPUs Vs. GPUs (34:13) Dominance of Nvidia in training models, implications of open source chips and chip architecture (39:01) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠ https://www.northwestregisteredagent.com/twist⁠ today. (40:00) Challenges in training large language models and the use of infrastructure as a weapon by big tech (45:36) The potential impact of AI on search engines, advertising sector, and ecommerce (52:46) Timeline for supply-demand balance in AI infrastructure and the operational feat of running multiple data centers * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Follow Brannin: X: https://twitter.com/branninmcbee LinkedIn: https://www.linkedin.com/in/branninmcbee * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist (29:06) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist *Gusto pricing shown in ad is based on pricing prior to March 2025 (39:01) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠ ⁠https://www.northwestregisteredagent.com/twist⁠⁠ today.| * Great 2023 interviews: Steve Huffman , Brian Chesky , Aaron Levie , Sophia Amoruso , Reid Hoffman , Frank Slootman , Billy McFarland * Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups * Subscribe to the Founder University Podcast: https://www.founder.university/podcast