Venture with Grace
00:16:21 · Lance Matthews
[00:16:21] S3: Yeah. Again, I think we're gonna have the least hot take hot take round, but, so there's gonna be more. And again, like, you know, old is new again. Like, we went through this in 2015 to 2018 with edge networking, and it didn't work. There was a bunch of investments into the category and why it didn't work? There was no use cases. Like, you know, robot assisted surgery wasn't happening or like flying cars did not happen in which you needed real time inference. Is AI that reason? Potentially. Like a bunch more reasons and use cases are kind of coming out for that, but there are other issues like and this is kind of the request to all the builders in the audience like the stack that goes in the telecom data center doesn't have a GPU in it, it's not water cooled and it's not built to kind of do this type of work, so like need help there, need application and control plane and governance associated with orchestrating that workload over time, orchestrating the data from all of these different sort of small substations. Like I think, we had talked to, the CRO of Nebius last night, and I was kind of talking to him about this, and like, basically the smaller the data center, the less valuable it is, the less economically valuable it is, right? And so that has to flip, and so there just definitely have some stuff out there that needs to change, and again, request of the builders to go build it because I think it is a fundable, strong idea because the market will be big once these use cases come about.
00:17:38 · Debajyoti Datta, Grace Gong
[00:17:38] S1: I don't think... I don't even know if their percentages will change, but the thing that I'm very certain is more and more, all these cloud vendors will go entirely vertical. Like instead of leasing their rack, leasing their space, they will try to own much of the land, the power. This just means more reliability, more control. So, yep. I think, I don't know, power companies will probably get into this or like people who have lots of real estate, they should probably get into data center. This this is going to drastically change the unit economics of GPUs, vendors, cost of inference, cost of tokens. And if you own the whole stack, you own most of the margins. [00:18:19] S0: I love the hot take, around this panel. Well, thank you all for joining this panel today. Thank you, thank you to audience. We're we're not we're not taking a break. We have a fire