independent players
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 11, 2024 by Sarah Guo · across every show →
Everything said about independent players, oldest first
Apr 11, 2024 bearish
Guo: Next-Gen AI Model Spend Requires Hyperscaler-Level Sponsorship
“The spend required at the perhaps not even this generation, but the next generation really requires a certain level of sponsorship that is challenging for most independent players, but it's a directly opposing view to the, for example, the Databricks narrative…”