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Rohan Paul@rohanpaul_ai
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.
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Full video on "All-In Podcast" YouTube channel, (link in comment)
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Full video on "All-In Podcast" YouTube channel
https://t.co/GSHwjxbabr
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Chamath explains why credit default swap spreads on neocloud like CoreWeave have jumped.
in short, US interest rates are rising, and CoreWeave borrows heavily while selling its capacity at fixed prices.
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Full video on "All-In Podcast" YouTube channel, (link in comment) https://t.co/Pp0cjmRYvu
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