[charles_irl]

> Ed Zitron also called out the business model of GPU-as-a-service middleman companies like modal deeply unsustainable, and I also don't see how they can make a profit if they are only reselling public clouds.

You got a link for that? I work on Modal and would be interested in seeing the argument!

We think building a proper software layer for multitenant demand aggregation on top of the public clouds is sufficient value-add to be a sustainable business (cf DBRX and Snowflake).

[pphysch]

Snowflake and Databricks provide data storage and pipeline features and therefore have extraordinary lock-in potential, which allows them to have sustainable business models.

GPU compute is essentially fungible. That's quite a stretch to compare those business models. Snowflake and Databricks don't necessarily have the best "value-add" and they don't need to.

[bflesch]

It was on his last newsletter, but I can't link it right now.