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bottom up, infra to applications

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2025 by Steeve Morin · across every show →

Everything said about bottom up, infra to applications, oldest first

Feb 24, 2025 negative
Insight
Morin: Bottom-up AI infrastructure strategies fail because developers do not care
“I think that if you are doing it bottom up, infra to applications, you will lose because nobody will care. As they don't today, right? If you look at TPUs, they're available, they're great. Nobody cares.”
Steeve Morin Feb 24, 2025 ▶ 43:37 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
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