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Nov 2 · Unsupervised Learning with Jacob Effron

Danila Shtan on Unsupervised Learning with Jacob Effron

  • Nebius revenue ~1% of AWS; bets AI infra demand grows 10x-100x in 3 years
  • Hyperscalers chip-constrained not losing market; external GPU cloud only ~$2-4B for them
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Ethmos briefs are AI-generated summaries of public podcast episodes. They may miss context or contain errors; verify before relying on them. Not affiliated with or endorsed by the shows, guests or companies discussed.