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cloud computing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 26, 2026 by Dan Wright · across every show →

Everything said about cloud computing, oldest first

Jan 26, 2026 bearish
Assertion Not checkable as stated
Wright: Running large AI models in cloud costs twice as much
“It's about twice as expensive to do that running, you know, the latest large AI models in the cloud versus at the edge.”
Dan Wright Jan 26, 2026 ▶ 16:03 Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
May 11, 2026 neutral
Prediction Not checkable as stated
Enterprise AI spending will eventually hit a customer-driven optimization phase
“One prediction that I think that I'll see with, that you'll see with AI is, You're seeing a lot of spend happening, and it needs to, you know, both with the model development and also just with customers adoption, they're spending and they're using a lot of to…”
Teresa Carlson May 11, 2026 ▶ 38:40 How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
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