Stephen Balaban
speaker
657 appearances
4 recordings
1 series
first heard May 2025
last heard 31 Aug
Stephen Balaban’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
Seventy five percent inference and you know, a smaller chunk of that on training.
And
As far as like what that means for the larger data centers, I I certainly don't think that this is like going to a world where there's a bunch of micro data centers.
I think that that's a little bit hard to
sort of manage and deal with.
But
One of the things I think that you're gonna start hearing a lot more of is
How adaptable and how quickly can you bring on the data center in an incremental fashion?
Because that's going to be a lot of the main drivers for how successful infrastructure builders like us are is how quickly.
And we're just focused on optimizing that time to first token for our customer.
Well, we see we certainly see a lot of people with
very high levels of customer concentration.
Because Lambda started off as this developer cloud that evolved and morphed into a cloud that's providing for the biggest companies in the world.
We have a really, really strong user base, you know.
Um
If you if you look at our breakdown from our revenue mix.
In terms of you looked at like let's say our Q3 stuff, and I I I don't wanna go into exact specifics, but it's sort of like one or two big customers.
A bunch of sort of the
bigger, smaller customers.
And then it's something, you know, it's a nice, really big chunk of
Showing 281–300 of 657 · page 15 of 33
← Previous
Next →