# Clouds are picking AI's winners and losers - **Speaker:** Greg Osuri - **Attribution:** attributed - **Said:** 2026-04-11 - **Theme:** Cloud Decentralization β€” https://www.gregosuri.com/predictions/cloud-decentralization/ - **Source:** πŸ”΄LIVE: WLFI In Trouble? Winter Is Over. Brian Armstrong Pushing DC HARD, FTDA then Lighter & Akash (The Rollup) - **Watch at:** 02:20:14 β€” https://www.youtube.com/watch?v=JJunRCzatkE&t=8414s - **Canonical:** https://www.gregosuri.com/predictions/cloud-decentralization/2026-04-11-clouds-are-picking-ai-s-winners-and-losers-lxw3/ - **Cite as:** Greg Osuri, "Clouds are picking AI's winners and losers," πŸ”΄LIVE: WLFI In Trouble? Winter Is Over. Brian Armstrong Pushing DC HARD, FTDA then Lighter & Akash (The Rollup), 11 Apr 2026, 02:20:14. https://www.youtube.com/watch?v=JJunRCzatkE&t=8414s ## Quote β€” verbatim > 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 β€” this is speculation β€” Amazon overwhelmingly supporting Anthropic might have resulted in their success. So who's to say cloud companies are not picking winners and losers? ## Context β€” site annotation, not spoken His case for decentralizing the compute layer, recalling the 2023–24 GPU squeeze when startups couldn't get quota.