telcos
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 18, 2025 by Richard Socher · across every show →
Everything said about telcos, oldest first
Apr 18, 2025 bearish
Socher: Thin-Layer LLM Providers Will Function Like High-Capex Telcos
“I think LLM companies, especially just the pure thin infrastructure layer of LLMs are going to look, I think, more and more like telcos in the sense that it's high capex, huge, you know, expenditure to build it, especially if you want to build it from scratch.…”