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

Chase Lochmiller, co-founder and CEO of Crusoe, discusses the future of AI data center infrastructure on the Twenty Minute VC. He explains the real bottlenecks to building enough capacity, debunks myths about energy costs, and breaks down GPU payback periods and obsolescence risk. The conversation also covers the competitive dynamics of AI model providers and whether in-house models threaten OpenAI. Lochmiller shares lessons from climbing Mount Everest and reflects on balancing a $30B company with fatherhood.