hyperscaler

“The hyperscalers, they're great at kind of managing within their ecosystem, right? If you're purely technical metadata within BigQuery or Snowflake or Databricks and so on. But then how do you tie it to the business? That's not something that they do.”

“I know for a fact they're looking at it. I know for a fact they will have something.”

“When you talk to the folks at the hyperscalers, they will say, we are, we're like making sure that our solution is like covers all these different areas, but it's mostly not. Because we want to compete in these areas. It's mostly because people come to us with…”

“The consultancies and the strategic advisory firms and every hyperscaler can literally throw more innovation dollars at the enterprise than you will raise in three years from venture capital, right?”

“Hyperscalers capex is going to be like five hundred billion dollars this year or something like this.”

“Hyperscalers are paying for transmission grid upgrades, which people will benefit from.”

“No, I think there is definitely a shortage of electricians, plumbers, all kinds of trades, you name it. So anything we can do to train more folks to be able to do those, there are very well-paying jobs that a lot of us, all of the hyperscalers, all of the labs…”