AI infrastructure providers

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 27, 2026 by Gavin Baker · across every show →

Everything said about AI infrastructure providers, oldest first

Jun 27, 2026 positive
Insight
Gavin Baker: Open-source AI shifts economic value to infrastructure providers
“They're awesome for the AI infrastructure providers. They just shift economic value from the margins of the frontier labs to the infrastructure.”
Gavin Baker Jun 27, 2026 ▶ 49:44 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
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