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 warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
https://x.com/chamath/status/2083484074048360846
post Palihapitiya expects hyperscalers to monetize services like KYC around models not tokens, holding 6GW through 2029
https://x.com/chamath/status/2083652839704858807