Clouds are picking AI's winners and losers
🔴LIVE: WLFI In Trouble? Winter Is Over. Brian Armstrong Pushing DC HARD, FTDA then Lighter & Akash (The Rollup)
“For the first time, we saw cloud no longer works in your best interest, but rather gives compute to people they think are going to be successful… one might say — this is speculation — Amazon overwhelmingly supporting Anthropic might have resulted in their success. So who’s to say cloud companies are not picking winners and losers?” — 02:20:14
Context: His case for decentralizing the compute layer, recalling the 2023–24 GPU squeeze when startups couldn’t get quota.