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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
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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. AGENDA: 04:40 What Does Climbing Everest Teach You About Building a Company? 17:40 What's Really Stopping Us From Building Enough AI Data Centres? 25:50 Are Data Centres Really Driving Up Your Energy Bills? 28:05 Will Half of Planned AI Data Centres Never Get Built? 32:10 How Quickly Can a GPU Pay for Itself? 38:35…