cloud provider

“Every single cloud provider was, you know, a bit clunky. It wasn't really elegant. It wasn't something that you enjoyed using”

“What you tend to get from cloud scale is they're not there to build the best version of a thing. They're there to build, you know, the cheap thing that goes to scale.”

“All of these clouds are going to build infrastructure that are tailored for Their own platforms.”

“NVIDIA is, at that point. The cloud providers are pretty much at cost LLM providers, we're not at cost hopefully, but the margin that, Are known to be lower than the typical software margins.”

“So I do think that every cloud provider and frankly every scale software company Is going to need to have a serious provision within like they'll want to have some internal teams and some internal talent doing things. It doesn't necessarily need to be everyone…”

“With the rise of corporate investing with Amazon investing with Google investing with Your largest cloud providers investing. They are no longer purely incentivized by the price of the deal. They're incentivized by the partnership, by the cloud credits. That's…”

“It's really dangerous when you make yourself a subsidiary of your cloud provider.”

“I can switch models readily. Like, I think there's even entire businesses now There will be an entire industry of being able to switch models from OpenAI to Anthropic when OpenAI goes down, but just to switch clouds is like, you know, for any, like, substantia…”

“Why would they try and smuggle in GPUs when all they'd have to do is log into any cloud provider and rent GPUs? This is like the biggest gaping hole in the whole way that export control is done. You can literally log in. You can swipe credit card, whatever, an…”

“So I think ultimately your, the analogy to cloud providers is not accurate right now. They don't have the same properties. It's not the same kind of business right now.”