Cloud Provider

“And I look at products from other companies like big cloud providers, and they call it a sandbox. They think that they're competing with E to B, but they like lack the ability to resume or like their sandboxes have no network access or something like that.”

“We've built this capacity pool that spans 17 cloud providers. So we're very good at running on various kinds of cloud capacity across the world.”

“They probably won't because they'll stick to their own stack. And they'll always get limited to what they can do for their stack. They will never do a cross stack. Plus they will never go downstream to solve the problem.”

“We're at a point where your cloud revenues are 100% dependent upon how many chips you get.”

“The problem is I can't get one person to agree with the other person's definition of an agent.”

“Our thought was that this was the time where you can actually start a you know, a generational frontier lab that does not need to be coupled to a, you know, to a big cloud provider because if you do it right, you'll actually be able to generate you know, suffi…”

“The DDoS problem is still there, but it's just almost handled as a commodity these days. The network provider, your cloud provider, They'll just deal with it. And so when you're deploying an application, most of the time you just don't have to think about it.”

“So I think ultimately your, the analogy to cloud providers is not accurate right now. They don't have the same properties. It's not the same kind of business right now.”

“So I think that that is part of what really helped lock in this oligopoly structure early is you had enormous capital scale going to a handful of the best players through these cloud providers. And so the venture capitalists would put hundreds of millions of d…”

“We're one of the largest customers of most of cloud providers at this point. We're hitting the limits of every GPU LLM infrastructure out there in the planet.”

“Why would they try and smuggle in GPUs when all they'd have to do is log into any cloud provider and rent GPUs? This is like the biggest gaping hole in the whole way that export control is done. You can literally log in. You can swipe credit card, whatever, an…”

“I can switch models readily. Like, I think there's even entire businesses now There will be an entire industry of being able to switch models from OpenAI to Anthropic when OpenAI goes down, but just to switch clouds is like, you know, for any, like, substantia…”

“I think that the idea that there's some product revolution coming I'm skeptical of, but, you know, knocking out some customer service workers, shaving, making EBITDA a little better, You know, pumping some cloud, pumping some ads, that's like bread and butter.”

“It's really dangerous when you make yourself a subsidiary of your cloud provider.”

“With the rise of corporate investing with Amazon investing with Google investing with Your largest cloud providers investing. They are no longer purely incentivized by the price of the deal. They're incentivized by the partnership, by the cloud credits. That's…”

“So I do think that every cloud provider and frankly every scale software company Is going to need to have a serious provision within like they'll want to have some internal teams and some internal talent doing things. It doesn't necessarily need to be everyone…”

“NVIDIA is, at that point. The cloud providers are pretty much at cost LLM providers, we're not at cost hopefully, but the margin that, Are known to be lower than the typical software margins.”

“It's like a race to the bottom on pricing for basic commoditizing services in the cloud, like data storage, right? And then whoever has the better, higher level services, whoever has access to better models or has a lower price on running models or on running …”

“It takes about one dollar or 80 rupees per DAU per year just to serve the audience. So when you're serving the audience, they're essentially coming to share chat, fetching a feed, consuming videos, commenting, whatever, right? Whatever activity they're doing. …”

“One of the things with the cloud providers too, is because you have sort of default customer demand, you launch one of these services using the open source. In many cases, you'll, you'll have existing customers that want to use it. And so then you're immediate…”

“I bet the way it plays out is that where you landed in cloud one point O strongly dictates where you will land in this AI cloud era.”

“For charity, let's just run a short video platform. Okay. It's prohibitively expensive because all your money is going to your cloud providers, right? It's just really expensive.”

“And it became very clear to me that companies are not going to stop anytime soon with their desire to collect more data more often, and cloud providers are just allowing them to make that happen more quickly.”

“And if you're up competing against some entrenched Very expensive on-prem software, and you are sort of the lean, slightly cheaper, or even much cheaper, although not too cheap, obviously, cloud provider, that might be the, that might be a great, great time to…”

“Can you name a single example of a company that's been fully displaced by a cloud provider? And the answer is no. And so I think that our concerns around large cloud vendors coming in and just co-opting an open source project and putting you out of business, t…”

“In order for that transformation to happen, I think the cloud providers, Are gonna have a hard time trying to figure out the multi-tenancy, ah, part of the equation, but that's certainly where the world is headed, and in functions, you can already begin to see…”

“In 10 years, everybody is going to be on a professionally run cloud that takes care of all of your security needs.”

“We think all the major cloud providers are going to be providing AI as a service, and they're going to really radically reduce the amount of technical knowledge you need to apply AI, and so that plays very well to the startups.”

“It's just that they've chosen to do a job that's basically impossible, that, that no one can really do. Relative to all the threats that are lined up against them.”

“So, we're actually the fastest growing cloud provider on the planet today, and that's because we've built an experience that looks like nothing else that's out there.”

“What you tend to get from cloud scale is they're not there to build the best version of a thing. They're there to build, you know, the cheap thing that goes to scale.”

“All of these clouds are going to build infrastructure that are tailored for Their own platforms.”

“For every dollar that we you know, that we make, the infrastructure provider under us is making more than that dollar.”

“Every single cloud provider was, you know, a bit clunky. It wasn't really elegant. It wasn't something that you enjoyed using”