AI’s $600B Question

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AI-first infrastructure companies like Coreweave, Lambda Labs, Foundry, Replicate and Modal are unbundling the public clouds and providing what AI companies need most: plentiful GPUs at a reasonable cost, available on-demand and highly scalable, with a nice PaaS developer experience.

Sonya Huang • Generative AI’s Act Two

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Lower gross margins due to heavy cloud infrastructure usage and ongoing human support;

Matt Bornstein • The New Business of AI (and How It's Different From Traditional Software) | Andreessen Horowitz

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Been receiving lots of questions about this from folks who expect AI engineers to result in a wave of mass unemployment. I think the crux of the question is whether there can be such a thing as "too much code" in the world. As farming productivity skyrocketed in the last few… Show more

Flo Crivello

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