cloud provider
also referred to as: cloud providers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 12, 2024 by David Friedberg · across every show →
Everything said about cloud provider, oldest first
Apr 12, 2024 neutral
Friedberg: Enterprise cloud profits come from AI models and inference, not storage
“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 …”