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 over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

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And I think that this is gonna continue on uh for some time.

The the test I always like to say is

You you've got to

Get a customer, they've got to be able to download uh kind of any arbitrary model off of Hugging Face.

Run that model, train the model, fine-tune the model.

And then

they have to buy from you and then buy again.

Right.

So they th that's that's that's the test, I think, um, for any chip manufacturer.

Um and it's really hard to get a stable software stack.

You know

I think it's I think it's fine.

I don't I don't really have any opinion on on it.

I we kind of look at ourselves as

We've always described Lambda as what would the cloud look like if it was reinvented from the ground up for AI?

You know, training and inferencing large language models, training and inferencing large scale neural networks.

Yeah.

And I think that NeoCloud's an appropriate description for that concept.

Yeah, so

You know, we um

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