Checkpoint
company on 2 shows · 2 statements across 2 episodes
2 statements about Checkpoint, every show
Frontier AI Lab Revenue Is Determined by Internal Compute Allocation
“A lot of the revenue is kind of under their control based on what checkpoint they release. Yeah. Where they price along this, you know, kind of Pareto curve, and then how much they allocate between training and inference.”
Rothrock: RedSeal faces churn playing catch-up with vendor updates
“Literally, so sometimes configuration information for all the routing equipment, those routing equipment guys, Cisco, Palo Alto, Checkpoint, Fortinet, Juniper, all of them, they change their stuff all the time. And occasionally we get So they upgrade our softw…”