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cloud

also referred to as: the cloud

5 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Oct 30, 2024 by Aidan Gomez · across every show →

Everything said about cloud, oldest first

Oct 30, 2024 positive
Disclosure
Gomez: Cohere Targets On-Premises Deployments for Regulated Industries
“So Cohere has had a long time focus on, on-prem as well, because for a lot of regulated industries, like finance and healthcare, a lot of that data doesn't actually go on the cloud.”
Aidan Gomez Oct 30, 2024 ▶ 46:36 The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
Dec 5, 2024 bullish
Prediction Not checkable as stated
Garman: Enterprise cloud adoption will flip from 20% today to over 80%
“But I do think, and I actually think that at a minimum I think that, that percentage could flip, and it could be eighty-twenty versus 28 where it is today, or even less.”
Matt Garman Dec 5, 2024 ▶ 39:17 AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
Apr 9, 2025 bullish
Prediction Held up
Kurian: Cloud adoption will definitely surpass 50% of IT workloads
“We definitely see it getting north of 50%.”
Thomas Kurian Apr 9, 2025 ▶ 52:34 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Dec 15, 2025 negative
Assertion Not checkable as stated
Cloud GPUs lack elasticity and availability remains a persistent challenge
“GPUs, as you know, are still not elastic. In fact, they're often, you know, availability itself is, can be a challenge.”
Prem Natarajan Dec 15, 2025 ▶ 5:52 Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up
Jul 15, 2026 bullish
Prediction Not checkable as stated
Schmidhuber: AI Will Soon Run Locally Without Internet or Cloud
“Soon AI will not be in the cloud, you know. No, it will be local, on your local computer, a small little computer, it will be as powerful as what's now in the cloud, but you won't have to connect it to the internet”
Jürgen Schmidhuber Jul 15, 2026 ▶ 24:02 AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware
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