compute infrastructure
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 13, 2026 by Krishna Rao · across every show →
Everything said about compute infrastructure, oldest first
May 13, 2026 positive
Rao: Compute fungibility separates AI economics from traditional software and manufacturing
“That paradigm does not exist in a company like a software company or a factory, right? If you can't repurpose, if you have a bunch of people doing R&D and that's your R&D expense, they can't go and become cogs, right? And vice versa in most traditional compani…”