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cloud infrastructure

3 statements across 2 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Aug 9, 2024 by Sam Lessin · across every show →

Everything said about cloud infrastructure, oldest first

Aug 9, 2024 bearish
Opinion
Lessin: AI infrastructure economics are worse than traditional cloud models
“I just don't think there's any, like, it's not a great business. It's just like cloud infrastructure, but worse, right? From a business model perspective.”
Sam Lessin Aug 9, 2024 ▶ 32:37 #59: Google: Can it Outrun Regulation? · More or Less Podcast
Apr 10, 2026 bearish
Prediction Not checkable as stated
Rauch: Cloud infrastructure will increasingly become a physical target in conflicts
“I think we're going to continue to see how our cloud infrastructure becomes a target because the most valuable thing will be the computers being online and doing number crunching and processing and disseminating intelligence.”
Guillermo Rauch Apr 10, 2026 ▶ 45:30 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Apr 10, 2026 bearish
Prediction Not checkable as stated
Rauch: Bewildering agent demand will spark battles over CPU and GPU allocation
“One thing I also predict is that the stress on infrastructure is going to be bewildering. Who gets allocation of hardware is going to become a big battle. Again, it's not just GPUs, by the way, it's also CPUs. Who gets access to raw metal to satisfy the endles…”
Guillermo Rauch Apr 10, 2026 ▶ 44:19 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
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