GPU cloud providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 15, 2026 by Aravind Srinivas · across every show →
Everything said about GPU cloud providers, oldest first
Jun 15, 2026 negative
GPU cloud providers depend heavily on competitive open-source AI models
“If open source models stopped to actually be good, where the gap between them, the frontier is like more than 12 months or like 15 months, 18 months, then I don't think these companies really have a business model because they're not going to be able to host. …”