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.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

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this long tail of customers that we have.
And we have a very, very uh, you know, I've seen some other people's customer books.
And I I can just say that we've got a very diversified customer base.
And that's kind of all part of the strategy of how do you build a great long-term business.
Of course, customer diversification is one of those parameters.
We have no interest in doing that that one.
That's you know, we we wanna do something that's really vertically integrated and
You know, kind of going back to that like larger, smaller data centers.
I think the most important thing is just being able to deliver this incremental um live deployment for a customer.
We have an entire full stack cloud product that you know it's got.
Things like single sign-on, it's the it's got things like uh long term f high speed AI file systems, it's got instances that go down from one GPU to an entire cluster with one click clusters that we've that we've got.
And so we've built an entire cloud platform.
We have previously been in the inferencing space where we're actually giving an API for inferencing.
And we've actually exited that business to just focus.
I think that that's like one of the things that we really try to do at Lambda is just say, where are we making money?
What are good investments?
And where are we gonna really dominate the market and focus there?
And so we've actually exited, for example, the inference market.
We we had a
two hundred million dollar plus a year hardware business that we've exited.
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