Venture with Grace
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