cloud

also referred to as: clouds

6 statements across 6 episodes · 1 bullish · 2 bearish · 6 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →

Everything said about cloud, oldest first

Dec 5, 2023 bearish

Prediction Didn’t hold up

Patel: Google will avoid deploying local laptop models to retain control

“I don't think Google is going to deploy a model that I can run on my laptop to help me with code or help me with, you know, XYZ. They're always going to want to run it on the cloud for control.”

Dylan Patel Dec 5, 2023 ▶ 26:44 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis

Jun 25, 2024 neutral

Disclosure

Frankle: Databricks runs across six or seven different cloud providers

“Think we're running on like six or seven different clouds right now.”

Jonathan Frankle Jun 25, 2024 ▶ 36:15 State of the Art: Training 70B LLMs on 10,000 H100 clusters

Jul 23, 2024

Assertion Supported

Scialom: Meta had to reinvent scaling RLHF without published frontier research

“You have just the basics, but then when it comes to, like, ChatGPT or GPT Instruct or Cloud, No one published the details there. And so we had to reinvent the wheel there in a very short amount of time.”

Thomas Scialom Jul 23, 2024 ▶ 7:53 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI

Dec 23, 2024 negative

Assertion Supported

Soldani: Content owners blanket block crawling due to closed AI models

“What they found is, as a reaction to, like, the close like, of the existence of closed models, like OpenAI or Cloud GPT or Cloud a lot of content owners have blanket blocked any type of crawling to their website.”

Luca Soldani Dec 23, 2024 ▶ 18:34 Best of 2024: Open Models [LS LIVE! at NeurIPS 2024]

Mar 17, 2026 neutral

Assertion Supported

Rieseberg: Claude's VM takes less than 10 gigabytes on macOS disk

“A lot of people write me like, hey, how, how come Cloud is taking up 10 gigabytes? I could say on that point, it's not actually taking up 10 gigabytes. It's just like a way that Mac OS displays bytes is like wrong, but the way we actually write it to disk is b…”

Felix Rieseberg Mar 17, 2026 ▶ 1:03:27 Anthropic’s Felix Rieseberg on AI Coworkers, Local-First Agents, and the Future of Knowledge Work

May 20, 2026 bullish

Assertion Not checkable as stated

Cooper: Three-month payback buying bare-metal versus renting cloud

“Our payback period when we go to metal if we rent it in the cloud, our payback period is about three months.”

Jake Cooper May 20, 2026 ▶ 17:02 The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway

cloud

Everything said about cloud, oldest first

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