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Cloud Guys

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Cloud Guys, every show

20VC Insight
Cahn: Cloud Providers Are Trapped in an AI Capex Prisoner's Dilemma
“The cloud guys are stuck in more of a prisoner's dilemma. They have to keep investing. If they do not invest, they risk losing market share in one of the greatest businesses of all time.”
David Cahn Aug 5, 2024 ▶ 24:52 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings

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