Better Offline cover image

CZM Rewind: The Case Against Generative AI (Part 2)

Better Offline

00:00

Breakdown: CoreWeave, Lambda, Nebius Finances

Ed examines each NeoCloud's revenue mix and shows most income stems from the Magnificent Seven or NVIDIA.

Play episode from 32:44
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app