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VZTCMCSACHTRBULLISHIn depth · 4/5

AI as the 'upload' killer app for infrastructure

The discussion presented a thesis, via an article and Claude's summary, that AI is the 'killer app' for the next internet era because it demands massive upload bandwidth, flipping the historical dynamic driven by download-centric streaming.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
VZ: AI as the 'upload' killer app for infrastructure · Zortix