"AI-first infrastructure companies like Coreweave, Lambda Labs, Foundry, Replicate and Modal are unbundling the public clouds and providing what AI companies need most: plentiful GPUs at a reasonable cost, available on-demand and highly scalable, with a nice PaaS developer experience."

Oddly to me, this is playing down the point in the "what we got wrong" section... "2. The bottleneck is on the supply side."

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