infrastructure

“This new era, this golden era of infrastructure that we're moving into and why I think it is Bias towards new startups, which I believe actually have an unfair advantage.”

“70% of all venture capital goes into enterprise companies, which, you know, more than half of which are infrastructure.”

“It's not that every single process and piece of software and piece of infrastructure has to move to the cloud or become mobile. It's that there's a net new area of work that's happening or opportunity that will align to more of these principles”

“If you want to see where the really magic happens and a lot of the big technical innovations happen to get the infrastructure level.”

“And once every 500 years, we have this kind of systemic transformation in how human society is organized. And so, you know, we're moving from the world of nations and borders to what I call the world of flow and friction in which infrastructure and supply chai…”

“Not just the roads, the bridges, those physical things that immediately come to mind, but also those physical assets that help make modern society possible and connectivity, like, as something that should be viewed as a utility and as infrastructure to a moder…”

“You know, if you look at the history of how infrastructure has been built, and Robert Moses is a good example of this, the autocratic style that was prevalent at a certain part of our history resulted in essentially using infrastructure as a way of creating ba…”

“It's also infrastructure in the sense that it's used continuously on an ongoing basis. Whereas the traditional forms of simulation were typically used sort of for this big bang moment, which is the, it's the creation of this final hardware specification, which…”

“We for a long time really focused on building our own infrastructure. We have hundreds of thousands of servers, many, many edge data centers, terabits of connectivity that we've traditionally used for three D simulation.”

“Infrastructure never goes away. It just gets layered.”

“I think actually infra from a market size as well as a scale perspective is more like a hundred to a thousand X, not 10 X in in infrastructure scale. Like you will find probably two to three orders of magnitude.”

“My view is, is the infrastructure is where the value is. Every time you have a platform shift, you'll get a new set of infrastructure companies, and then a bunch of apps get built on top of those. But like the value is going to accrue largely to the infrastruc…”

“NVIDIA has like, you know, the best position probably anybody's ever had in chips, but notwithstanding that, I find it hard to believe that there's going to be this level of pressure on infrastructure in five years.”

“What we have seen over the last three years is the steady increase of the capabilities of the models. Where the model is no longer the bottleneck. And in fact, using AI, these models are getting better faster and faster and faster. Now the bottleneck is all wh…”