# Supply is solved by incentives; demand-side onboarding is the real bottleneck

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-07-29
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** More than Decentralised Compute \| Converge @ EthCC 2024 (Caladan)
- **Watch at:** 00:14:25 — https://www.youtube.com/watch?v=mPy-ZVjNU4U&t=865s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-07-29-supply-is-solved-by-incentives-demand-side-onboard-r3jp/
- **Cite as:** Greg Osuri, "Supply is solved by incentives; demand-side onboarding is the real bottleneck," More than Decentralised Compute \| Converge @ EthCC 2024 (Caladan), 29 Jul 2024, 00:14:25. https://www.youtube.com/watch?v=mPy-ZVjNU4U&t=865s

## Quote — verbatim

> It was supply before, but supply is actually getting better... supply is getting better for training — H100s — but not so for inference, like A100s or 4090s; it's getting tighter... but incentivization can go far — if you give money to people, they will supply. That's not a big of a problem. But it's really on the demand side... delivering demand in a non-custodial permissionless manner is very challenging... the majority of the machine learning researchers have no idea what crypto is and don't really care about crypto — they don't even own Bitcoin.

## Context — site annotation, not spoken

Asked which marketplace side is harder to grow over the next 1–2 years. He admits onboarding takes him personally 30 minutes per user and notes widespread GPU-host fraud (providers advertising H100s/A100s that don't exist).