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Chris Zeoli
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@chriszeoli

Chris Zeoli

@chriszeoli
Partner @wing_vc | Writing Data Gravity
Palo Alto, CA
datagravity.dev
Joined May 2010
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  • @chriszeoli
    Chris Zeoli
    @chriszeoli
    Sep 1
    The @wafer_ai team has moved incredibly fast to build dramatically faster, more efficient AI inference. Emilio is a one-of-a-kind talent, and we’re thrilled to be working with him and the team. Proud to be part of the journey as Wafer announces its $40M Series A!
    @gpusteve
    steve
    wafer
    @gpusteve
    Sep 1
    i'm sad to announce that our recent fundraising round did not go according to plan... we initially planned to raise $18m. we didn't end up getting that number. we ended up raising a $40m series a instead. co-led by @MarathonMP and @chemistry, with participation from
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  • @chriszeoli
    Chris Zeoli
    @chriszeoli
    Aug 13
    Pro tip: if you know a company is entirely sold out, you should probably buy their stock
    1
  • @chriszeoli
    Chris Zeoli
    @chriszeoli
    Aug 4
    Every AI system touches a handful of very different kinds of data, and each one belongs on a different tier of memory. Model weights get read on every forward pass, so they have to sit in HBM, the fastest and most expensive memory next to the GPU. The KV cache, a model's
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  • @chriszeoli
    Chris Zeoli
    @chriszeoli
    Jul 30
    If this is not confirmation AI capex is working, not sure what is.
    @jaminball
    Jamin Ball
    Altimeter Capital
    @jaminball
    Jul 30
    Cloud Giants Update: AWS (Amazon): $169B run rate growing 37% YoY (last Q grew 28%) Azure (Microsoft): ~$124B run rate (estimate) growing 43% YoY (last Q grew 39%) Google Cloud (includes GSuite): $99B run rate growing 82% YoY (last Q grew 63%, neither are cc)
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  • @chriszeoli
    Chris Zeoli
    @chriszeoli
    Jul 30
    Three GPU clouds have now bought inference software instead of building it: CoreWeave → Weights & Biases (~$1.7B) Nebius → Eigen AI (~$643M) Nscale → Anyscale (today) FLOPs are a commodity. Tokens per dollar are not. The margin between them is software. Here's why 🧵
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    2
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