Twitter/X

@boyuan_chen: "Cloud compute is not a commodity service. It is a highly vertically integrated service that spans e...

"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.

🎙️ app.podwise.ai/dashboard/epi…