Your signal. Your price.
Jason Calacanis identifies Open Router's data on model usage and switching patterns as its most valuable asset, making it an attractive takeout target for hyperscalers like Google Cloud or AWS.
Nick notes Google Cloud's 63% year-on-year growth, reaching an $80 billion run rate.
Patel believes Google should sell TPUs externally to challenge Nvidia's market dominance, but doing so would require a major cultural and organizational shake-up within Google Cloud and its software teams.
Mark identifies hyperscalers like AWS, Google Cloud, and Microsoft Azure as critical vulnerabilities for AI autonomy, given their power to control services under government pressure.
Ben predicts Cursor's new model will be branded as a Grok variant and exclusively available via XAI APIs, potentially with GPT-4-like pricing. Theo expects the model will likely avoid third-party cloud platforms like Bedrock or GCP.
AWS revenue grew 28% year-over-year, Azure grew 40%, and Google Cloud surged 63%, with Google experiencing a historic single-day market cap increase.
The updated Microsoft-OpenAI deal gives Microsoft free access to OpenAI models for five years and removes an AGI clause, while OpenAI can now sell through AWS and Google Cloud.
Dave Jones believes Apple's WWDC AI announcements, which will host models privately in Google Cloud, 'rug-pulled' big LLM providers and could end consumer use of ChatGPT if integrated Siri works well.
OpenAI’s capital strategy involves shifting capex to opex by partnering with multiple cloud providers. They now work with Oracle, CoreWeave, Microsoft Azure, Google Cloud, AWS, and smaller neoscalers.
Theo criticizes Google Cloud's reliability, citing a four-year history of issues and a recent incident where Google's algorithm mistakenly deleted Railway's entire account without human oversight.
Google Cloud revenue grew 63% year-over-year, with a $460 billion backlog in new orders, up from $240 billion in Q4. CEO Sundar Pichai said AI is now the cloud unit's largest growth driver, though compute constraints limited revenue.