Cloud Infrastructure

“A huge part of making these agents useful and achieving some of these futures are on the intelligence side, certainly, but a lot of it is also just really tactical, like data access, like cloud infrastructure and reliability pieces that feel yeah, they feel mu…”

“One thing I also predict is that the stress on infrastructure is going to be bewildering. Who gets allocation of hardware is going to become a big battle. Again, it's not just GPUs, by the way, it's also CPUs. Who gets access to raw metal to satisfy the endles…”

“I think we're going to continue to see how our cloud infrastructure becomes a target because the most valuable thing will be the computers being online and doing number crunching and processing and disseminating intelligence.”

“When we think about AI, it's not all new. It's new software. It's existing infrastructure. And when we think about securing it, the basics apply. And it's very important to remember it. The fundamentals apply. The fundamentals of patching vulnerabilities, secu…”

“Actually, when we look at AI related incidents, the majority of them is within this layer of Using the infrastructure in an insecure manner that allows threat actors to just do what they are used to do in cloud in the past.”

“I just don't think there's any, like, it's not a great business. It's just like cloud infrastructure, but worse, right? From a business model perspective.”

“So my guess is that most early stage founders and probably even most mid-stage and late-stage founders you know, are better off by renting capacity, renting a cloud or using, consuming a SaaS service, right?”

“It started At General Magic. How crazy is that? The Apple spin out that invented the iPhone, 20 years before the iPhone, as part of what they were doing, they also wanted to have, you know, the internet sort of barely existed, so I don't think they thought of …”

“First big decision we took, it was in the very early days of the company, we were only two, we have not even fundraise, we have no salaries, so very, very early days of the company, we decided to use bare metal infrastructure and not use cloud infrastructure, …”

“Like search engines are very intensive in terms of CPU, SSD, memory, so we had to pretty much select a very specific machine, very specific hardware, to make sure we have the best performance of the market. None of that was available on cloud infrastructure at…”

“But I think it could be like Amazon has 60% of the market, Google has 30% of the market, and Microsoft has 10% of the market. I think it's gonna be a three player game in that business, and that's good.”

“Things which are now done in the cloud is going to migrate some of the functionality for on the edge. Also, on, in, on the other side, things which are now done only at the edge, like self-driving cars will migrate, some of the functionality will migrate to th…”

“Of course, it's the automated storage place, and it's also the place where 99% of the computation is done for map creation and map updates.”

“What we found is, is almost a bigger requirement for a lot of these people is that they've got old contracts back before sort of cloud infrastructure was a big thing that required them to keep all of their data on premises. So they actually have legal obligati…”