4min chapter

Odd Lots cover image

Data Centers, Crypto Miners, and Gamers Are All Battling for Semiconductors

Odd Lots

CHAPTER

Cloud Computing Is Not a Commodity, Right?

Aaron Carroll: I like to think that our scale helps us break the commodity label. But for anybody who goes in and neads one virtual machine with like four c pu cores and 16 giga ram, like, i go get it to the cheapest place, right? Same, same. So this, lot of the supply change stuff here is going to be driven back, it's going to be kind of linked back to crypto. And so consumer j ps really tight. Didn't really impact us. Then, starting in march, orders that we had placed in january that were supposed to be delivered the next day. They didn't show up. That was the first real telltale sign

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode