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AI cloud infrastructure providers

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 26, 2023 by Chamath Palihapitiya · across every show →

Everything said about AI cloud infrastructure providers, oldest first

Aug 26, 2023 bearish
Prediction Not checkable as stated
Chamath: Dedicated AI cloud GPU providers won't exist in five years
“None of these companies will really be allowed to exist in this exact way four or five years from now, because ultimately what people want is massive throughput, right? Tokens per second.”
Chamath Palihapitiya Aug 26, 2023 ▶ 33:17 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
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