Crusoe is now the most backed private neocloud in terms of equity, enabling it to get significant debt for expansion. They are a vertically integrated company independent from grid readiness that has overcome early reliance in customer concentration with OpenAI, now serving Microsoft, Meta, Oracle and Jane Street.
Azure had a real competitive advantage thanks to being the only hyperscaler able to offer OpenAI models, but this also hindered OpenAI, particularly once it became clear that many enterprises cared first and foremost about accessing models on their current cloud of choice; I've been noting for a while that this was a real competitive advantage for Anthropic.
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.
8mo ago
Underscored — save the words that stop you in your tracks.
