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NeoCloud

also referred to as: neoclouds

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 14, 2025 by Dylan Patel · across every show →

Everything said about NeoCloud, oldest first

Aug 14, 2025 bearish
Prediction Not checkable as stated
Patel: Many VC-backed NeoClouds will fail from low utilization
“So a lot of these companies will fail, either because it no longer makes sense for them to continue to get venture funding, or they end up getting out-competed because they just can't get their utilization up, unlike, you know, some other clouds, right?”
Dylan Patel Aug 14, 2025 ▶ 12:17 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 14, 2025 positive
Assertion Not checkable as stated
Patel: Some NeoClouds beat AWS, Google, and Azure on software performance
“Actually some of these NeoClouds are better than Amazon and Google and Microsoft in terms of software.”
Dylan Patel Aug 14, 2025 ▶ 13:18 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
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