Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
“@thetimmorgan All clouds are very infantile relative to the hyperscalers. Doesn’t mean they can’t win over time but the road will be bumpy. Most neoclouds are mostly just directional bets on LPS rn. No real tech and uptime to speak of…”
post Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
https://x.com/chamath/status/2083484074048360846
post Palihapitiya places Tao and Venice in distributed cloud layer when asked about AI stack positioning
https://x.com/chamath/status/2083536384577384681
post Palihapitiya places Tao and Venice in distributed cloud layer when asked about AI stack positioning
https://x.com/chamath/status/2083536384577384681