The Minutes of David Sacks on compute https://minutesof.com/david-sacks/on/compute/ Everything David Sacks has said on compute: 2 verbatim quotes from January 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:23:13 +0000 Sacks cites Dylan Patel's estimate that DeepSeek has 50,000 Hopper chips across different models. https://minutesof.com/q/a4ede3f9-51af-4927-b48a-d925bdf7fed7/ https://minutesof.com/q/a4ede3f9-51af-4927-b48a-d925bdf7fed7/ “Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds, They have 10,000 h eight hundreds and 30,000 h twenties.” — All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 compute Sacks says DeepSeek's compute cluster costs over $1 billion, contradicting the $6 million narrative. https://minutesof.com/q/c35e5045-0094-4d11-8d15-94e56f582513/ https://minutesof.com/q/c35e5045-0094-4d11-8d15-94e56f582513/ “you add up the the cost of a compute cluster with 50,000 plus hoppers and it's gonna be over $1,000,000,000.” — All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 compute