Palihapitiya predicts enterprises will face a critical decision between cloud convenience and on-prem data security due to AI.
“When they realize that that is a problem, the enterprise will have to decide, do I just give up and keep running all of this stuff in the cloud in a shared experience, or do I bear the incremental cost of running this stuff in a more coordinated manner that I control on prem?”
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…”
Palihapitiya places Tao and Venice in distributed cloud layer when asked about AI stack positioning
“@heider891 @grok It would sit in the cloud part. But in their case, a distributed cloud.”
Palihapitiya places Tao and Venice in distributed cloud layer when asked about AI stack positioning
“@heider891 @grok It would sit in the cloud part. But in their case, a distributed cloud.”
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…”