The Twenty Minute VC (20VC) · Saturday, September 5, 2026
Cliff Weitzman, CEO of Speechify, discussed the company's strategy of purchasing Nvidia GPUs, even at a premium of $100,000 per unit for early access. He explained that this investment is driven by the economics of training large language models and the need for dedicated, high-memory infrastructure that is not readily available through cloud providers.
“So in 2022, we bought a huge rack of GPUs from Nvidia. And the reason we bought them is for training, right? We have a bunch of models.”
“And we're like, okay, ha. One, every class of GPU is more affordable per trillion FLOPS, right?”
“So the math just math where it makes way more sense to buy them. The other big part is actually if you want to do large scale training like we do. You need the memory to be co-located with a large cluster of GPUs.”