Eric McDaniel
speaker
1,523 appearances
119 recordings
4 series
first heard Mar 2026
last heard 4d ago
Eric McDaniel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 119 in all, peaking in Jun 2026 with 38.
Appearances
Then you then add the layers of now we're on social media, but this is clearly going to be applying to GPUs.
then you can see how this all kind of all flows out where data residency in nation states is gonna be a permanent fixture going forward.
And then that's not me approving that or wanting that.
I just think that that's just where we are right now.
And then you then add the continuous layers to that of like, well, what is AI gonna work on?
Healthcare, education, defense, already all those are nationalized industries in other countries.
So in summary, public cloud is dead.
and NVIDIA and all the other accelerators are basically applying a ton of free cash flow to that same argument.
We're the software that enables all that to work together.
Yeah, so our software works with any OEM or ODM.
It's intentionally designed that way.
But of course, like the capacity in our data centers reflects exactly what the market demand is.
And the videos is just the best.
And yes, I do think that there is a place for not necessarily the hyperscaler chips.
I think that that market is pretty narrow.
I think it's probably five customers that actually would ever buy that.
But the rest of the kind of alternatives,
They're all going to be designed for very specific use cases, but if you're in a market where power is going to continue to be constrained, data centers are going to be constrained, you're going to pick the most.
You're basically always going to pick the Porsche Cayenne Turbo over and over and over again.
You want to put your kids in it.
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