Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created.

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SHOW NOTES:

ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?

“Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.”

KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS

Is this a problem for VCs?
Is this “good” revenue for the cloud providers?
Are they just smart for utilizing an asset that they can monopolize?
How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
How much will people invest to build an alternative to NVIDIA?

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The Curious Case of AI, Funding and Cloud Credits

The Reasoning Show