hyperscaler
also referred to as: hyperscalers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 9, 2026 by Jon McNeill · across every show →
Everything said about hyperscaler, oldest first
Apr 9, 2026 neutral
AI hyperscalers are building a commodity tooling layer, not capturing ultimate value
“I think they're creating the tooling layer. That then a lot of us are now using to create real businesses on top of. So I kind of go back to the internet breakthrough and internet revolution and think about, okay, like the browsers, everybody was super excited…”