Ivan Burazin
speaker
915 appearances
1 recordings
1 series
first heard May 2026
last heard 21 May
Ivan Burazin’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 — 1 in all, peaking in May 2026 with 1.
Appearances
And so where does it end, we will see, the thing that I think about from from at least a CPU perspective, GPU is even crazier from a CPU perspective is like, there's a high probability that actually owning the CPUs beforehand will be a
a go-to-market tactic.
And it will probably, because as you do probably talk to a lot of GPU providers, their growth is hindered by the amount of GPUs that you have, right?
Yeah, that's how much they're going to grow, right?
And so the CPU market in general, be it like something like Railway, for example, or Vercel or whatnot, or deployment, or like the sandboxes,
they're still CPUs.
So like each is growing at the pace of the market and what they're, you know, plus or minus of that market.
But it's still not constrained by that.
And so my thought is like for all of us in this market and databases fall into that as well because databases also run on CPUs.
It's like we all have to grow as fast as we can so we can get enough of, you know, CPUs tomorrow from Intel or from NVIDIA because they have now CPUs and everyone else later on.
So it'll be interesting when we get to that.
It's interesting.
There's like analogies of like, so, you know, there's new Cloudflare, but new Cloudflare is new Cloudflare.
Like, they're actually doing a really good job about like... And Cloudflare owns networking.
Yeah.
Come on.
They're doing really well.
What I'm saying is in the sense of their whole agent...
portfolio is actually really good.
And I should say, there are some technical limitation, I think personally, around like everything's under constraint under workers, like workers is their thing.
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