It's opportunity costs, not marginal costs, that are the challenge facing hyperscalers. How much compute should go to customers, and which ones? How much should be reserved for internal workloads?
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His own firm has gone from tens of thousands of dollars in AI spend last year to seven million this year.
Invest Like the Best with Patrick O'Shaughnessy
The thing that started as like Elon sort of being like I want to buy Twitter is now like a Neol with a massive supercomputer data center and a coding agent and code review for the age of AI because don't forget they own graphite now or potentially will uh and and and a social the space review
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Many pilots rely on self selected enthusiasts, vendor methodologies, and rough time saved calculations rather than robust measures of service quality or error rates.
Cecil Meyer — The Business of Tech