hyperscaler

also referred to as: hyperscalers

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 31, 2025 by Sam Lessin · across every show →

Everything said about hyperscaler, oldest first

Jan 31, 2025 bearish

Opinion

Sam Lessin: DeepSeek indicates AI commoditization, destroying hyperscaler capital moats

“The problem with DeepSeek is it indicates a direction towards total commoditization, which means that your flaming money defense does not work, right? And it will just be everywhere.”

Sam Lessin Jan 31, 2025 ▶ 48:55 #84: China's DeepSeek Shakes the Tech World · More or Less Podcast

Oct 10, 2025 bearish

Assertion Contradicted

Dave Morin: Hyperscalers are moving all data center spend off-balance sheet

“Good timing as all of these hyperscalers are moving all of the data center spend off of their balance sheets.”

Dave Morin Oct 10, 2025 ▶ 16:19 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

hyperscaler

Everything said about hyperscaler, oldest first

Turn any episode into a week of clips.