Why You Can't Just Rent 1,000 GPUs | Charles Frye (Modal)

Charles Frye of Modal examines the infrastructure constraints behind large-scale AI research. With Ravid Shwartz Ziv and Allen Roush, he discusses underused hardware, saturated resources, sharing GPU capacity and deciding when to train a model. The conversation also covers inference and speculative decoding, hardware economics, virtualization and the security boundaries around agents and open models. Hosted by Ravid Shwartz Ziv and Allen Roush. Watch the full conversation on the publisher’s YouTube channel.