Chase Lochmiller: The Future of Datacentres | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist

Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners.

In Today's Show:

• What Does Climbing Everest Teach You About Building a Company?

• What's Really Stopping Us From Building Enough AI Data Centres?

• Are Data Centres Really Driving Up Your Energy Bills?

• Will Half of Planned AI Data Centres Never Get Built?

• How Quickly Can a GPU Pay for Itself?

• Will Your GPUs Become Obsolete Before You've Paid Them Off?

• What Does It Take to Produce the Cheapest Intelligence?

• Will Companies Building Their Own Models Eat Into OpenAI's Business?

• Can You Build a $30B Company and Still Be a Great Dad?