cloud infrastructure business
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 15, 2025 by Bret Taylor · across every show →
Everything said about cloud infrastructure business, oldest first
Apr 15, 2025 neutral
Taylor: AI model market will consolidate into a few massive capex players
“I think we have probably have too many people building models right now. There's already been some consolidation actually of companies being folded into Amazon and Microsoft and others. But I do think it will play out a bit like the cloud infrastructure busine…”