cloud
also referred to as: the clouds
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 11, 2024 by Elad Gil · across every show →
Everything said about cloud, oldest first
Apr 11, 2024 bullish
Gil: Cloud providers will capture substantial value by hosting diverse AI models
“And one could argue part of what that's going to do is just kind of flip some of the value capture, the revenue, the margin, the people, whatever metric you want to use over to the clouds, because they're going to be hosting all these things, right? So whether…”