korrents

Our readingWhat is a korrent?

Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched.

Drawn from what Dylan Patel said

SubjectsLLMsthe cloudsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Mental modelCheaper means more, not less

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    But the funniest thing I think that comes out of this is Jevons paradox is true. AWS pricing for H100s has gone up over the last couple of weeks, since a little bit after Christmas, since V3 was launched, AWS H100 pricing has gone up.

    Where this was said

    Watch from 3:17:11 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    3 Feb 2025 · video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 26th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

Do you hold this korrent?Do you also believe this?

I hold this too

Related korrents

Shared subject first, then similar wording. They may agree or disagree.

See this claim on the map