AI Founders With Revenue Shift Into Neoclouds
Posts note AI founders with revenue turning into neocloud providers.
Dylan Patel posted that every AI founder friend of his who has revenue is now transforming into a neocloud with value add on top. Naveen Rao replied that MosaicML defined the category. Jamin Ball called the post evergreen and tied it to AI companies driving adoption of data platforms. The exchanges center on revenue-generating AI firms expanding into infrastructure offerings with added services rather than remaining pure model developers.
God damnit, every one of my AI founder friends who actually have revenue are now just transforming into neoclouds with value add on top
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5 posts, first seen 2d ago
AI Founders With Revenue Shift Into Neoclouds
Posts note AI founders with revenue turning into neocloud providers.
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4 posts@dylan522p Evergreen tweet (the second half)
Couple themes that seem obvious AI is accelerating usage of leading data infra platforms (Clickhouse, Databricks, Snowflake, etc) You either die an AI looser, or live long enough to become a neocloud. Everyone is becoming a neocloud! In addition to the many independents
We defined the category
🌍🔫👩🚀
God damnit, every one of my AI founder friends who actually have revenue are now just transforming into neoclouds with value add on top
The definitive field guide to neoclouds, courtesy of @SemiAnalysis_ 😂
One day we’ll realize we’re all just neoclouds with a value add on top https://twitter.com/dylan522p/status/2090957403424776270