Andrawes
@andrawesbahou
This was true up until ~9 months ago. The reality is that everyone has converged a lot more, and the capital stack and financials of all these companies have collapsed into something more uniform, because they are selling a commodity, and there is no differentiation in
Jessie Dong@jessiedong_ · Sep 6all paths lead to becoming a neocloud
neolab, some AI product company, RL service, etc. we saw this again this week with Gimlet !!
"neocloud" means lots of things now:
- rent out their own gpus: @CoreWeave, @nebiusai , @LambdaAPI
- started closer to power and data centers:
neolab, some AI product company, RL service, etc. we saw this again this week with Gimlet !!
"neocloud" means lots of things now:
- rent out their own gpus: @CoreWeave, @nebiusai , @LambdaAPI
- started closer to power and data centers:
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