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9 JUL3W AGOTHE TWENTY MINUTE VC · 35:09
1 JUL4W AGOMARKETPLACE · 15:59
15 JUN15 JUNTHE TWENTY MINUTE VC
Neoclouds require vertical software for sustainability
“The argument presented: specialized GPU cloud providers (Neoclouds) cannot survive long-term solely by renting compute capacity, but must build software orchestration and inference layers to achieve software-like margins.”
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