Prince: Cloudflare's network peering makes bandwidth effectively free
“Bandwidth for us is effectively free.”
Polosukhin: Decentralized AI training is unrealistic due to GPU bandwidth requirements
“And the reality right now that the requirements on bandwidth, right? Like people who are training these models right now, they have like a, you know, 800 gigabit connect right between the GPUs, right? So Maybe you have a hundred megabits on between this, usual…”
Bandwidth bootstrapped for 17 years before 2017 NASDAQ IPO
“We were bootstrapped for the first 17 years of the company. And in 2017, we took the company public on NASDAQ.”
Allen: Entering crowded markets only requires capturing a differentiated slice
“If you're entering a crowded market, you just want to be able to show what your differentiated position is within that market. You can show that, Hey, here's the whole pie. For email marketing and here's where it's growing to, and then the trends that are impa…”
Allen: Startups should anchor their pitch against established competitors
“The next important piece is when you're describing your company, don't be afraid to describe your company relative to competitors.”
Bhatia: Startups often succeed with identical ideas once infrastructure matures
“I've seen so many companies that were kind of ahead of their time. And five years later, or 10 years later, you know not those companies, but other companies that were doing exactly the same thing, just because bandwidth became more available you know, just bl…”
Benet: Shipping physical storage to consumers may become cheaper than internet bandwidth
“Eventually we're going to get to a point where it might actually be cheaper to ship around stuff to consumers.”