Cloud demand will outpace compute supply
From AWS to Akash: Greg Osuri on Building a Decentralized Compute Marketplace (Smart Economy Network)
“There will come a point where cloud consumption outpaces the supply for the compute… at the rate at which the data was growing, there is no single company in the world that can catch up and scale. So the obvious answer is a grid model… in a peer-to-peer manner where there is compute everywhere.” — 00:26:13
Context: His founding conviction for Akash; he says the thesis was first proven in 2024 when clouds literally ran out of GPUs while people had GPUs in their data centers and homes.