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The general concern (from him and others) is that the cloud providers are making extremely large capex commitments (borrowing, going cashflow negative) to satis
by lokar 2mo ago
The general concern (from him and others) is that the cloud providers are making extremely large capex commitments (borrowing, going cashflow negative) to satisfy demand from a small number of customers who may not be able to pay them.
- re-thc 2mo ago> to satisfy demand from a small number of customers who may not be able to pay them Because a lot of isn't real demand, e.g. given away for free or very very cheap.