Jon EavesJun 5, 2023
tante
"AI" is a mechanism for turning VC money and research grants into AWS profits.
Jun 4, 2023 at 10:58pmWeb
Show threadNicolas HolzschuchJun 5, 2023
@tante @clementd illustrating the old adage: "if you want to make money in a gold rush, sell shovels"
Show threadjonny (nonvenomous)Jun 5, 2023
@tante
YEP. and according to the last shareholder report I read, gcp is also staking its profitability on expanding GPU capacity and integrating "AI" more tightly into its cloud products. the platforms are the weapons, the infra is the war.
Show threadzenkatJun 5, 2023
@tante I think you misspelled "NVIDIA".
Show threadLars Marowsky-Brée 😷Jun 5, 2023
@zenkat @tante I came here to say just this. (Which is just a continuation of the crypto hype.)
Show threadAlper Çuğun-GscheidelJun 5, 2023
@tante Just like a lot of VC money ends up in commercial and private real estate anyway?