cloud industry
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 2, 2025 by David George · across every show →
Everything said about cloud industry, oldest first
Dec 2, 2025 bullish
George: AI model industry will support multiple players like cloud computing
“On the model side so far, the way it looks like it's played out is It will be more like the cloud industry. Like it's not going to be a winner take all. Certain technical advantages seem limited in timeframe, right? Like there's kind of, you know, always this …”