Keep pulling the thread on Scott Sandell.
Publicly announced hyperscaler capex in the United States is expected to reach $600 billion this year.
Microsoft's Chief Strategy Officer stated that the company is throttling demand for its AI services due to insufficient capacity, suggesting the market is wrong to penalize its stock for high CapEx.
AI infrastructure company Together.ai experienced a workload shift from 80% training and 20% inference to a 50/50 split within a three-month period.
A top '10x' developer at Cloudflare reported a 100-fold increase in personal productivity after six months of using code generation tools.
The dominant business model for software is shifting from seat-based subscriptions to consumption-based or outcome-based pricing.
Scott Sandell believes Cloudflare is the world's best-positioned company to deliver AI inferencing due to its highly distributed global network.
A board member at Anthropic reported that the company's head of technology was concerned about launching a coding product because the internal team feared it was so effective it would make their own jobs redundant.
Current annual hyperscaler capex of $600 billion is a tenfold increase from the $50 to $60 billion spent annually a decade ago during the peak of the cloud buildout.
In the leveraged finance market, software has shifted from being the leading category for lending to being almost unfinanceable.
Cloudflare's network processes more than 20% of global internet traffic daily.
Stripe recently acquired Metronome, a company that provides technology to enable consumption-based pricing models.
Consumption-based pricing models do not offer the same predictable revenue growth as traditional SaaS models, but they can enable higher overall growth rates.