Big Clouds

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Big Clouds, every show

20VC Prediction Not checkable as stated
Luan: Developer-focused model sellers must align with clouds or face commoditization
“Companies that sell models to developers will either need to effectively be the like first party effort of one of these big clouds, or they have a short window between now and commoditization to build such a big economic flywheel that they can afford to stay i…”
David Luan Jun 24, 2024 ▶ 32:41 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings

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