legacy cloud business

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Stephen Balaban · across every show →

Everything said about legacy cloud business, oldest first

Jun 18, 2026
Insight
Balaban: Modern AI applications are far less latency-sensitive than legacy cloud apps
“The old school traditional legacy cloud business was so latency focused because of some of the applications, but this new fleet of AI applications are far less latency sensitive.”
Stephen Balaban Jun 18, 2026 ▶ 38:03 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
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