Zeitpunkt Nutzer Delta Tröts TNR Titel Version maxTL So 28.07.2024 00:00:43 20.799 -1 1.192.091 57,3 Newsie 4.2.10 500 Sa 27.07.2024 00:00:15 20.800 0 1.191.046 57,3 Newsie 4.2.10 500 Fr 26.07.2024 00:02:04 20.800 0 1.189.344 57,2 Newsie 4.2.10 500 Do 25.07.2024 00:00:02 20.800 0 1.187.419 57,1 Newsie 4.2.10 500 Mi 24.07.2024 00:00:53 20.800 0 1.185.718 57,0 Newsie 4.2.10 500 Di 23.07.2024 00:00:23 20.800 0 1.183.719 56,9 Newsie 4.2.10 500 Mo 22.07.2024 00:02:28 20.800 +1 1.181.470 56,8 Newsie 4.2.10 500 So 21.07.2024 00:00:41 20.799 -1 1.179.920 56,7 Newsie 4.2.10 500 Sa 20.07.2024 00:04:58 20.800 0 1.178.877 56,7 Newsie 4.2.10 500 Fr 19.07.2024 13:57:33 20.800 0 1.178.059 56,6 Newsie 4.2.10 500
Johannes Klingebiel (@klingebeil) · 11/2022 · Tröts: 743 · Folger: 452
So 28.07.2024 11:24
*looks straight into the camera* https://www.sequoiacap.com/article/ai-optimism-vs-ai-arms-race/
The key to understanding the pace of today’s infrastructure buildout is to recognize that while Al optimism is certainly a driver of Al CapEx, it is not the only one. The cloud players exist in a ruthless oligopoly with intense competition. This is no small prize to defend—the cloud business today is a $250B market, roughly the same size as the entire SaaS sector, combined. The cloud giants see Al as both a threat and an opportunity and do not have the luxury to wait and see how the technology evolves. They must act now. The arms race between Microsoft, Amazon and Google is thus game theoretic. Every time Microsoft escalates, Amazon is motivated to escalate to keep up. And vice versa. We are now in a cycle of competitive escalation between three of the biggest companies in the history of the world, collectively worth more than $7T. At each cycle of the escalation, there is an easy justification—we have plenty of money to afford this. With more commitment comes more confidence, and this loop becomes self-reinforcing. Supply constraints turbocharge this dynamic: If you don’t acquire land, power and labor now, someone else will.
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