AI cloud

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 5, 2024 by David Cahn · across every show →

Everything said about AI cloud, oldest first

Aug 5, 2024
Insight
Cahn: Massive AI cloud capital requirements create significant barriers to entry
“Now, in order to be an AI cloud, you need to be willing to light a bunch of money on fire, right? And so I think that that is a pretty significant barrier to entry for new entrants.”
David Cahn Aug 5, 2024 ▶ 11:26 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
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