Chamath Says Investors Will Demand Neoclouds Ramp Energized Compute
VCs Chamath Palihapitiya and Shaun Maguire exchange views on neoclouds and SpaceX datacenters.
Chamath Palihapitiya replied that people will measure neoclouds on energized compute and demand they act more aggressively or risk tanking their stocks. Shaun Maguire replied that he thinks that is true while adding that many on Wall Street under-appreciate how differentiated SpaceX datacenter execution is. Maguire stated the advantage is not only speed but also on the design level. Both posts were made in reply to @aaronburnett. The packet contains only these two statements from the investors.
@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.
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Chamath Says Investors Will Demand Neoclouds Ramp Energized Compute
VCs Chamath Palihapitiya and Shaun Maguire exchange views on neoclouds and SpaceX datacenters.
Chamath Palihapitiya replied that people will measure neoclouds on energized compute and demand they act more aggressively or risk tanking their stocks. Shaun Maguire replied that he thinks that is true while adding that many on Wall Street under-appreciate how differentiated SpaceX datacenter execution is. Maguire stated the advantage is not only speed but also on the design level. Both posts were made in reply to @aaronburnett. The packet contains only these two statements from the investors.
@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.
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Shaun Maguire@shaunmmaguire@chamath @aaronburnett I think that's true But at the same time I think many on Wall Street are severely under-appreciating how differentiated SpaceX's datacenter execution is And that it's not just "speed" it's also on the design level
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