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Enterprise Software Providers

topic on 1 show · 1 statements across 1 episodes

the a16z Podcast

1 statements about Enterprise Software Providers, every show

a16z Insight
Enterprise AI Providers Must Vertically Integrate Compute to Be Low-Cost
“You're just simply not going to be the low cost provider. If you're not vertically integrated, if you don't own your own compute over the very long. Long-term.”
Gavin Baker Aug 31, 2026 ▶ 59:53 Why AI Demand Is Outrunning Compute Supply

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