Zac Smith

Where technology was kind of brokered through folks, which was really bell curve driven. It was how to get x86 PCs and Windows laptops to a million or two million or three million businesses. That's just a different model now. And I think there's only a few thousand really... intense, large scale infrastructure consumers of which the top 10 consume like 60 or 70% of the market already.

Where technology was kind of brokered through folks, which was really bell curve driven. It was how to get x86 PCs and Windows laptops to a million or two million or three million businesses. That's just a different model now. And I think there's only a few thousand really... intense, large scale infrastructure consumers of which the top 10 consume like 60 or 70% of the market already.

So it's like super concentrated. And so I think the OEM model is going to like change dramatically. I think because of that, the chip model will change. And I would, I believe this is again, we're in imaginary Zach mode here. I think the chip companies are going to be in direct competition with their cloud customers. It's going to get knives out.

So it's like super concentrated. And so I think the OEM model is going to like change dramatically. I think because of that, the chip model will change. And I would, I believe this is again, we're in imaginary Zach mode here. I think the chip companies are going to be in direct competition with their cloud customers. It's going to get knives out.

And because of that, we're going to basically see these as national interests. It's geopolitics. It's not just business anymore. And we're going to figure out how to protect that or break things up or more regulation and more government involvement is going to happen in this part of the industry. And because of that, we're going to see this kind of duopoly kind of competition between

And because of that, we're going to basically see these as national interests. It's geopolitics. It's not just business anymore. And we're going to figure out how to protect that or break things up or more regulation and more government involvement is going to happen in this part of the industry. And because of that, we're going to see this kind of duopoly kind of competition between

chip companies and cloud companies because are they really any different right now um right who's the second largest producer of gpus is google that's just for them though um and so you know graviton and their cpu and their nick business at aws these are very very big initiatives so i think chip companies and oem is going to change dramatically my hope is that that's more aligned to a

chip companies and cloud companies because are they really any different right now um right who's the second largest producer of gpus is google that's just for them though um and so you know graviton and their cpu and their nick business at aws these are very very big initiatives so i think chip companies and oem is going to change dramatically my hope is that that's more aligned to a

kind of responsible long-term resource use. You can see sustainability is driving heavy in my thinking, but also hopefully allows better access to tech. Like that's one thing I miss.

kind of responsible long-term resource use. You can see sustainability is driving heavy in my thinking, but also hopefully allows better access to tech. Like that's one thing I miss.

Like when I got in the internets in 2001 after Juilliard, you could just walk to your, walk, you could just kind of go over to your neighborhood ISP and get a quarter rack of colo and a port on a router and like start mucking around on the internet. And that was cutting edge technology. You were using the same stuff that the big guys were, you know, just like whatever.

Like when I got in the internets in 2001 after Juilliard, you could just walk to your, walk, you could just kind of go over to your neighborhood ISP and get a quarter rack of colo and a port on a router and like start mucking around on the internet. And that was cutting edge technology. You were using the same stuff that the big guys were, you know, just like whatever.

That is just not possible now. Look at this stuff that like open AI is doing. You just can't plunk down a billion dollars to just be in the game, just to start, just to learn, just to play. And I think that that would be really awesome as we maybe see a shift in the chips and the OEMs and the clouds, there becomes better access. Because I think we need the innovation.

That is just not possible now. Look at this stuff that like open AI is doing. You just can't plunk down a billion dollars to just be in the game, just to start, just to learn, just to play. And I think that that would be really awesome as we maybe see a shift in the chips and the OEMs and the clouds, there becomes better access. Because I think we need the innovation.

I think we need thousands of new companies that don't do it the old way. And I'm very worried of... a megalopoly or whatever you want to call it of like the mega seven, do all the tech and you shall, what did you say? And you shall like it.

I think we need thousands of new companies that don't do it the old way. And I'm very worried of... a megalopoly or whatever you want to call it of like the mega seven, do all the tech and you shall, what did you say? And you shall like it.

You will own nothing and you will, you will, you will like it. I think that that's just not going to be good. You know, I think we're in need to see more messy innovation. That's going to be more oxides, but look how hard that was a required, like that had a huge amount of like the VC saying, I will do anything plus the right Brian at the right time to create what one, uh,

You will own nothing and you will, you will, you will like it. I think that that's just not going to be good. You know, I think we're in need to see more messy innovation. That's going to be more oxides, but look how hard that was a required, like that had a huge amount of like the VC saying, I will do anything plus the right Brian at the right time to create what one, uh,

new computer company in the last 20 years, probably. That's not enough.

new computer company in the last 20 years, probably. That's not enough.