model inference
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 3, 2026 by David Friedberg · across every show →
Everything said about model inference, oldest first
Jul 3, 2026 neutral
Friedberg: Enterprise AI inference will split 70% major cloud, 20% local, 10% other
“I think you're going to end up being like, 70, 20, 10 in how you're going to allocate your resources for model inference and running models. You're going to probably be 70% in some big cloud. Maybe you'll do 20% local, 10% you'll try other clouds.”