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Nathan Benaich: The State of AI Report
The Gradient: Perspectives on AI
AGI Labs - What Do You Think?
I think it's starting to become fairly clear that outputs of product-focused AI labs are actually probably quite useful in enterprise and then be that the spend that these companies have on cloud is non-diminimous. In terms of future-proofing the kinds of workloads that will be most relevant down the line having a strategic relationship with one of these shops is beneficial. I'm not dissimilar to the argument of NVIDIA having relationship with academics with that similar purpose so that drives part of our iThesis. If you are an independent AI organization you really do have to have a compute deal or something similar to be able to be dangerous in a positive way in the space.
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