AI hardware
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 18, 2024 by Drew Houston · across every show →
Everything said about AI hardware, oldest first
Oct 18, 2024 neutral
Drew Houston: AI hardware is currently in a 'rent, not buy' phase
“The simplest way I think about it is like, this is sort of a rent, not buy phase. Cause you know, I wouldn't want to be, we were still so early in the maturity. I, you know, I wouldn't want to be buying like pallets of over, like of Two eighty-sixes at a five …”