Guillaume Couturas @GCouturas

Founder @lampi_ai 🇫🇷 | Proactive AI agents | Insitutionnals Funds(PE/HF/LPs) + M&A. 🧭 grid-actuators-litho-memo-Asic-NRJ lampi.ai San Francisco, CA Joined December 2020

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Met a German founder this week and asked him if all the stories one reads about the challenges of startups in Germany are exaggerated. "No, they're understated." Proceeded to describe spending a full day having a 90-page investment contract read to him (mandatory under German

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Guillaume Couturas @GCouturas

4 days ago

@rexsalisbury And churned

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Guillaume Couturas @GCouturas

4 days ago

@BetterCallMedhi + il hedge son risk & propagation de l'offre de nv sur l'ensemble de la verticale de l'applicatif, l'api hyperscale de location des models & cg, l'os marketplace , l'os building via HF, cuda for training, + poolside finetuning at scale+GPU & TPUs cerebras. Les

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Guillaume Couturas @GCouturas

4 days ago

@BetterCallMedhi nv maintiendra l'os approche, ils sont pro OS car cela bénéficie la demande hardware (GPU/bots/physicalAI). Jensen renforce son écosystème, sa distrib, ses cross-sellings, sa défensabilité ainsi que l'accès pour les utilisateurs finaux

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Guillaume Couturas @GCouturas

5 days ago

@andrewchen Let's even moove to agent task per watt ;)

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Guillaume Couturas @GCouturas

6 days ago

@andrewchen Let's switch to a per seconds agents usage

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Guillaume Couturas @GCouturas

a week ago

@AutismCapital Dataset was over fitted W local mangas

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Guillaume Couturas @GCouturas

a week ago

Interesting prediction of David sacks of regulatory capture of the opensource. This would jeopardize the OS ecosystem and innovation

The All-In Podcast @theallinpod

a week ago

David Sacks Predicts the Regulatory Capture Playbook to Ban Open Source AI, Step by Step: @DavidSacks: “I got bad news for you, Chamath, an open source ban is coming. They're not going to call it that. They're going to say that we simply have to apply the same standards to

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Guillaume Couturas @GCouturas

a week ago

@paulbonnet Relevant analogy, petroleum extraction too, electricity condensation in batteries too.

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Guillaume Couturas @GCouturas

a week ago

The real AI bottleneck just got priced. Bloomberg AI-chip scenario: ~325 GW of global data-center power demand by 2033 (+1,100% from 2025) = equivalent of ~325 large nuclear plants !! US alone takes 207 GW (64%). Already a 63 GW gap vs what grids can actually deliver

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dalibali @dalibali2

a week ago

How to look at software multiples over time

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Guillaume Couturas @GCouturas

a week ago

@joshelman Direct optic /telecom tower/ starlink / 10k per month for upfront direct signals agents to Api... Tickets Dark pool then tranches AAA split into partial ticket for VR / stream / physical ... All is already solved with temporary FIFO lockup in bucket

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Guillaume Couturas @GCouturas

a week ago

@amir Oof capturing distrib canal today, yesterday more on os model with poolside, what's tomorrow

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Guillaume Couturas @GCouturas

a week ago

@TurnerNovak Cac ltv ratio exploding

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Guillaume Couturas @GCouturas

a week ago

In 🇨🇳 "Did you know that a single Huawei AI SuperPod will soon connect over 15,000 AI chips to function as a single, massive brain? While the broader market fixates on the impact of US export controls; the dragon is rapidly building its own moat." - Goldman FICC Jerry Shen

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Guillaume Couturas @GCouturas

a week ago

@Natlevywesthead Great papper! Would have added vram Regarding depreciations & still in business a100s + explosion of efficient OS + quantization and parameters. A100s were supposed to depreciate in 2 years, they're now >6yo & still heavily asked & priced. Old GPUs might be fooling debt ratios

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Guillaume Couturas @GCouturas

a week ago

@PalmyrPar New kid in the block, doing god's work leveraging to help Ken Griffin become a stronger Philanthropist, really rare to see a HF manager being so socialist dowing some of its LPs return for Griffin

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Guillaume Couturas @GCouturas

a week ago

@Cyborg2045 @FutureJurvetson Super interesting, a retreatment related to : +estimated compute power per country +per model AVG training would be interesting. If let's say China has 30% less compute (AMD,nvidia, asic,Huawei, rental estimate) & is performing 5% under. Then it's a curves ratio swap.👀0xalpha