This is a well-written blog post. Thank you to share. This part: > For AI infra startups to be “venture scale”, they will eventually need to win over ent

This is a well-written blog post. Thank you to share. This part: > For AI infra startups to be “venture scale”, they will eventually need to win over enterprise customers. No question. That requires the startups to have some sustainable edge that separates their products from the incumbents’ (GCP, AWS, as well as the likes of Vercel, Databricks, Datadog, etc). On the surface, I agree. But look at a parallel market segment: Cheap cloud hosting. Think: Linode (or any of its competitors). There are a bunch of cheap cloud providers who are more than 10 years old. They didn't all get bought out nor bankrupt by up-starts. Why? They must add just enough value to stay in business. Could we see something similar in the AI infra space? In fact, it looks more logical for the cheap cloud providers to try to build some AI infra -- low hanging fruit, to help with LLM training. (I am sure they already see GPU time.)