Musk on a16z GPU rental data: like hiring talent
a16z points out that GPU rental prices remain above the standard 6-year depreciation curve, with H200 at 143% above and B200 at 111% above, and most of the gap opened up after token demand took off in April. Musk reposted and commented: You can think of it this way—how many extremely smart and dedicated people do you want to hire? And they keep getting stronger.
View original postZooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule Rental price vs. schedule: - H200: +143% - B200: +111% - RTX PRO 6000: +73% - H100: +54% - A100: +9% Most of the gap opened up after April, when token demand took off Charts of the Week: https://t.co/KJWFSaIGCd
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Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule Rental price vs. schedule: - H200: +143% - B200: +111% - RTX PRO 6000: +73% - H100: +54% - A100: +9% Most of the gap opened up after April, when token demand took off Charts of the Week: https://t.co/KJWFSaIGCd
Body
The way to think about this is:
How many super smart and dedicated people do you want to hire? And they keep getting better.