Ben Horowitz 谈 LoudCloud 经历对当下 AI neocloud 的启示
Ben Horowitz on the lesson LoudCloud, his early cloud company, taught him about today's AI neoclouds...
Ben Horowitz 用 LoudCloud 带宽从 1500 美元跌到 50 美元的教训，解释为什么 CoreWeave 现在反而站在顺风面，讲得挺透。
a16z 联合创始人 Ben Horowitz 在 All-In Podcast 上回顾了他在 1999 年创办的云服务公司 LoudCloud 的教训。当时带宽价格为每兆比特 1500 美元且需要签三年长约，到 2001 年骤降至 50 美元，靠借债扩容的公司因此陷入绝境。他认为当前 AI 算力市场情况相反：token 价格在下降，但 GPU 价格、数据中心空间和建设人力成本都在上涨，且政治因素让新建数据中心变难。他判断这种供应短缺对 CoreWeave 是顺风，尽管其自身债务环境并不宽松。
Ben Horowitz on the lesson LoudCloud, his early cloud company, taught him about today's AI neoclouds...
Ben Horowitz on the lesson LoudCloud, his early cloud company, taught him about today's AI neoclouds, and why they now face the opposite problem: "It can end up being like a very dangerous arbitrage business, where you can get upside-down easily. And so if you look at LoudCloud, just as an example, here's a simple thing that happened to us." "In 1999, bandwidth was $1,500 a megabit. And you couldn't get it. It was very hard to get it. And so you had to get a long-term contract, three years. By 2001, it was $50 a megabit... And if you borrowed money to get it, you're dead." "That kind of thing is so out of the control of the entrepreneur." "I think the core dynamic of AI has been working for CoreWeave, though, in that there's a massive shortage, not an overage of supply... Token prices have gone down, but GPU prices have not." "And by the way, data center space is going up in price because even labor to build data centers is hard. The politics are making it hard to build data centers. So the whole supply chain price is going up and demand is not subsiding." "Those are very big tailwinds for CoreWeave, despite the fact that the debt markets, kind of independent of them, are tough." @bhorowitz w/ @chamath on @allinpod Your browser does not support the video tag. 🔗 View on Twitter 💬 18 🔄 4 ❤️ 58 👀 6566 📊 19 ⚡