"Cloud compute is not a commodity service. It is a highly vertically integrated service that spans everything from land entitlement and construction to high-performance computing design and software."
— Stephen Balaban, Co-founder and CTO of Lambda (The MAD Podcast)
The trap for builders is buying GPUs as if the only variable is $/hr. In serious AI systems, the cloud is part of the architecture: power, utilization, networking, scheduling, and the amount of failed work it absorbs before the model ever sees a token.
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