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INTERNET COMPUTER'S CLOUD ENGINES REPRESENT AN INFLECTION POINT... Founder of Internet Computer (DFINITY Foundation), Dominic Williams (dom | icp), while celebrating the protocol's five-year journey, provided a detailed preview of “Cloud Engines." Cloud Engines is the sovereign frontier cloud technology that the network will soon provide via opencloud(.)org. He...

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Dear ICP community, the Internet Computer has now been running strong for 5 years 👏👏👏 Here is a celebratory preview of ICP "cloud engines," the sovereign frontier cloud technology the network shall soon provide from Main points: — Cloud engines enable anyone to spin up their own sovereign frontier cloud. The technology involves an extraordinary inventive step, in which cloud is created from a mathematically secure network of nodes. The nodes run as part of the Internet Computer network ( but are selected and configured by the cloud engine's owner. — The frontier cloud provided by engines is strongly focused on enabling AI agents to build and update online applications and services for us. The world is changing fast, and nearly all new online apps and services are already being built with the help of AI, and thus cloud engines target the future of cloud. — Software hosted on cloud engines is tamperproof, which means that it is immune to infrastructure hacks, because it runs inside a mathematically secure network protocol, rather than on computers directly. This means that AI agents, and those building with them, don't need to have a security team in the loop, or to trust someone else's security team. This is crucial, because in the future, non technical people will demand the freedom to build with full automation — where they just need to issue instructions to AI about what to build, and don't need to worry about anything or anyone else. Of course, apps and services running on engines are also vastly safer from the new breed of hacker being enabled by frontier AI. (The cloud engines themselves are also "tamperproof." Even if a hacker gains physical access to some portion of a cloud engine's nodes, and can make arbitrary changes, the computations and data of the hosted apps and services cannot be corrupted or interrupted so long as the network's fault bounds aren't exceeded. The recent hack of Vercel, a major cloud platform, which gave hackers access to the apps it hosted, provides additional perspective on the importance of this advantage.) — Software hosted on cloud engines is guaranteed to run, so long as a sufficient number of the engine's nodes are running. This means that AI can build applications and services without the need to have a human systems admin team constantly tinkering with the underlying platform to keep it running, which is again crucial, because in the future, non technical people will expect the freedom to use AI to build without the support of others. — New frontier programming language technology, in the form of the Motoko language developed by Caffeine Labs, leverages seminal "orthogonal persistence" technology that unifies program logic and data to deliver further unlocks for AI (Motoko is the first computer language being developed that targets agents that are writing software rather than humans engineers per se). Nowadays, AI can build and update production apps at a prodigious rate, even at the speed of conversation. But it can also make mistakes, and there's a risk that an update it creates might be "lossy" in the sense it causes some transformed data to be lost. Again, in this new world, it's both undesirable and impractical for everyone to have to have a systems admin team on-hand to detect lossy updates and roll them back, but Motoko provides a solution: it can detect new software updates are lossy before they are applied, reducing potentially catastrophic errors by AI to harmless coding retries. — Software hosted on cloud engines is "serverless" but unlike traditional serverless software, directly it directly incorporates data through "orthogonal persistence." Another key purpose is simplify backend software logic and fuel the modeling power of AI by increasing abstraction (sorry for the technical language!!!). Put simply, this enables AI to produce more sophisticated backends, faster, and at dramatically lower costs, as measured by the number AI API tokens consumed during coding. (Tip for the technical: orthogonal persistence is a new paradigm where "the program is the database," and data lives inside program variables, which is possible because it's as if hosted software runs forever in persistent memory). — An expanding database of skills at shall make it possible to develop and directly deploy apps and services to your cloud engines directly from Claude Code, Perplexity, Codex and other AI platforms. Further, your account on can be connected, so that new apps and updates created through conversation automatically appear hosted from your cloud engine. In the future, R&D is going to be very seamless. You converse with AI, and your secure and unstoppable apps or services are created or updated. Cloud engines are designed to directly support this "self-writing cloud" future where we can work hands-free. — Tech sovereignty is becoming a huge issue worldwide, with governments and corporations seeking to create sovereign tech stacks owing to geopolitical tensions. Increasingly, people are realizing that tech provided by foreign nations can come with hidden backdoors and kills switches, from the base platform, right up through hosted apps and services. ICP technology is open source, and those building on ICP using AI own their own source code. When you have the source code, you can verify that there are no backdoors, and when you own the source code thanks to AI, you can update it at will, freeing you from vendor lock-in. But cloud engines take sovereignty much further... — You create a cloud engine by selecting the nodes that will be combined. You can choose the class of nodes used, and their number, but more importantly, you can choose who operates the nodes, and where they are located. Almost any configuration is possible, because the Internet Computer scales the security privileges afforded to hosted software within the network according to configuration (software hosted on cloud engines can directly interoperate with software on other engines and traditional subnets, but base restrictions are applied according to security rules). A cloud engine can be created within a region such as Europe, to comply with regs such as GDPR, or completely within a sovereign state like Switzerland or Pakistan. But cloud engines go further still... — Sovereignty is also about freedom from vendor lock-in. Cloud engines are essentially ICP (Internet Computer Protocol) network configurations, and this means the underlying compute nodes they combine can be swapped out without interrupting their hosted apps and services. This is a big deal. In addition, cloud engines now support nodes that are instances running on Big Tech's clouds, in addition to nodes that are dedicated specialized hardware, as per the Gen I and Gen II nodes that dominate the Internet Computer today. For example, it is possible to have an engine running across different AWS data centers, say, and then reconfigure the engine to run across a mixture of AWS, Google, Azure and Hetzner for even more resilience, without the users of hosted apps and services noticing a thing. That's true freedom. — Sovereign AI is becoming increasingly important too, and cloud engines allow special "AI nodes" to be added to them, so that hosted software can perform inference on hardware provisioned by the owner from a location the owner has selected. Even though the AI nodes are only accessible within the cloud engine, they can still benefit from the forthcoming Internet Intelligence Gateway (IG), which will make it possible to validate inference performed on key frontier open weights LLMs, even when the inference is performed on completely independent AI clouds. When the results of inference are received, this technology can verify that neither the prompt+context (input) nor the inference result (output) have been modified, and that the results were produced by the precise LLM expected. This ensures that AI clouds don't cheat by running inference on cheaper models than are being paid for, and bad actors aren't modifying the inputs or outputs to surreptitiously insert advertising into results, say, or change facts, or insert malware when code is being generated. What's super cool about this technology is the cost of the verification is scalable. A very valuable additional security can be achieved with only 1-2% of extra cost. — Scaling apps and services when they hit capacity limits is another thorny problem that cloud engines help the world address. Engines make scaling possible without rewriting or reconfiguring software. The query workload capacity of hosted software can be horizontally scaled simply by adding new nodes to an engine, and nodes can also be added in geographical proximity to demand. Meanwhile, update workload capacity can first be scaled-up by swapping an engine's nodes out for the next class up, and then when no larger class of node is available, horizontally scaled-out by "splitting" the engine into two, which doubles available capacity. (Technical tip: horizontally scaling update capacity by splitting engines requires multi-canister architectures). — For those who have been following how Caffeine builds apps that can efficiently store large numbers of files, I should mention that apps built on cloud engines will also support the new ICP Blob Storage cloud network (since cloud engines currently have up to about 3 TB of memory, which apps storing large amounts of files can easily exceed). We are also working on allowing blob storage nodes to be added to cloud engines, to enable sovereign mass blob storage within an engine, similarly to how AI nodes can be added currently. — Lastly, but certainly not least, I should mention that cloud engines are multi-blockchain capable, and ready for digital assets, thanks to the clever math at their core. For example, an e-commerce service built on a cloud engine can securely accept and custody stablecoin payments, or a multi-chain DEX could be hosted. Further, engines can support software autonomy (software orchestrated and controlled by other autonomous software, in a decentralized way) and can themselves be orchestrated by SNS technology, and thus run autonomously too. Today, though, the focus is on *mainstream* cloud. This year, the cloud industry will generate approximately one trillion dollars in revenue. That number is already huge, but is expected to grow to two trillion dollars by 2030. After years of continuous development, which have seen more than $500m spent on R&D, the Internet Computer network is now tacking directly toward this mainstream cloud market with cloud engine technology. In their first version, cloud engines are not meant to be a cloud panacea. For example, currently they are not ideal for working with big data. You should use something like DataBricks for that. Cloud engines are carefully targeted at enabling AI to produce traditional online applications and services, including SaaS, in a safer and more productive way, which represents a new market segment with tremendous potential. Of course, DFINITY will continue to work relentlessly to push forward ICP's capabilities, so expect further developments. It's worth mentioning that this cloud segment isn't just about creating new apps and services using AI, it's also about replacing legacy systems and apps built on super expensive SaaS services. Caffeine Labs is working to produce technology (Caffeine Snorkel) that can study an enterprise's legacy systems and app built on SaaS, create replacement systems and apps, and migrate the data, while supporting key stakeholders through the process over email and chat, with full automation. Thus the legacy systems and SaaS markets shall also be addressed by cloud engines. Zooming out, and reasoning in a more metaphysical way, we believe, as we always have, that there is room for a new kind of cloud created by mathematical networks, that provides seminal advances in the fields of security and resilience, as well as true sovereignty and freedom from lock-in. That this same technology, with the help of additional technologies like orthogonal persistence and Motoko, enables AI to build for us without the need for so much oversight, and to create more backend sophistication while consuming fewer AI API tokens, enables ICP to bring game-changing advances to the world. Cloud engines will work synergistically with the Intelligence Gateway, which will enable apps and services running on engines to seamlessly leverage AI, wherever that AI is running, while providing verifiability at extremely low cost for open weights frontier models. We believe that cloud engines represent an inflection point in the storied history of the Internet Computer project, and I'm very proud to be sharing the details with you on the network's fifth birthday 💪 I'll be back with more news soon!!
19:06

Dear ICP community, the Internet Computer has now been running strong for 5 years 👏👏👏 Here is a celebratory preview of ICP "cloud engines," the sovereign frontier cloud technology the network shall soon provide from Main points: — Cloud engines enable anyone to spin up their own sovereign frontier cloud. The technology involves an extraordinary inventive step, in which cloud is created from a mathematically secure network of nodes. The nodes run as part of the Internet Computer network ( but are selected and configured by the cloud engine's owner. — The frontier cloud provided by engines is strongly focused on enabling AI agents to build and update online applications and services for us. The world is changing fast, and nearly all new online apps and services are already being built with the help of AI, and thus cloud engines target the future of cloud. — Software hosted on cloud engines is tamperproof, which means that it is immune to infrastructure hacks, because it runs inside a mathematically secure network protocol, rather than on computers directly. This means that AI agents, and those building with them, don't need to have a security team in the loop, or to trust someone else's security team. This is crucial, because in the future, non technical people will demand the freedom to build with full automation — where they just need to issue instructions to AI about what to build, and don't need to worry about anything or anyone else. Of course, apps and services running on engines are also vastly safer from the new breed of hacker being enabled by frontier AI. (The cloud engines themselves are also "tamperproof." Even if a hacker gains physical access to some portion of a cloud engine's nodes, and can make arbitrary changes, the computations and data of the hosted apps and services cannot be corrupted or interrupted so long as the network's fault bounds aren't exceeded. The recent hack of Vercel, a major cloud platform, which gave hackers access to the apps it hosted, provides additional perspective on the importance of this advantage.) — Software hosted on cloud engines is guaranteed to run, so long as a sufficient number of the engine's nodes are running. This means that AI can build applications and services without the need to have a human systems admin team constantly tinkering with the underlying platform to keep it running, which is again crucial, because in the future, non technical people will expect the freedom to use AI to build without the support of others. — New frontier programming language technology, in the form of the Motoko language developed by Caffeine Labs, leverages seminal "orthogonal persistence" technology that unifies program logic and data to deliver further unlocks for AI (Motoko is the first computer language being developed that targets agents that are writing software rather than humans engineers per se). Nowadays, AI can build and update production apps at a prodigious rate, even at the speed of conversation. But it can also make mistakes, and there's a risk that an update it creates might be "lossy" in the sense it causes some transformed data to be lost. Again, in this new world, it's both undesirable and impractical for everyone to have to have a systems admin team on-hand to detect lossy updates and roll them back, but Motoko provides a solution: it can detect new software updates are lossy before they are applied, reducing potentially catastrophic errors by AI to harmless coding retries. — Software hosted on cloud engines is "serverless" but unlike traditional serverless software, directly it directly incorporates data through "orthogonal persistence." Another key purpose is simplify backend software logic and fuel the modeling power of AI by increasing abstraction (sorry for the technical language!!!). Put simply, this enables AI to produce more sophisticated backends, faster, and at dramatically lower costs, as measured by the number AI API tokens consumed during coding. (Tip for the technical: orthogonal persistence is a new paradigm where "the program is the database," and data lives inside program variables, which is possible because it's as if hosted software runs forever in persistent memory). — An expanding database of skills at shall make it possible to develop and directly deploy apps and services to your cloud engines directly from Claude Code, Perplexity, Codex and other AI platforms. Further, your account on can be connected, so that new apps and updates created through conversation automatically appear hosted from your cloud engine. In the future, R&D is going to be very seamless. You converse with AI, and your secure and unstoppable apps or services are created or updated. Cloud engines are designed to directly support this "self-writing cloud" future where we can work hands-free. — Tech sovereignty is becoming a huge issue worldwide, with governments and corporations seeking to create sovereign tech stacks owing to geopolitical tensions. Increasingly, people are realizing that tech provided by foreign nations can come with hidden backdoors and kills switches, from the base platform, right up through hosted apps and services. ICP technology is open source, and those building on ICP using AI own their own source code. When you have the source code, you can verify that there are no backdoors, and when you own the source code thanks to AI, you can update it at will, freeing you from vendor lock-in. But cloud engines take sovereignty much further... — You create a cloud engine by selecting the nodes that will be combined. You can choose the class of nodes used, and their number, but more importantly, you can choose who operates the nodes, and where they are located. Almost any configuration is possible, because the Internet Computer scales the security privileges afforded to hosted software within the network according to configuration (software hosted on cloud engines can directly interoperate with software on other engines and traditional subnets, but base restrictions are applied according to security rules). A cloud engine can be created within a region such as Europe, to comply with regs such as GDPR, or completely within a sovereign state like Switzerland or Pakistan. But cloud engines go further still... — Sovereignty is also about freedom from vendor lock-in. Cloud engines are essentially ICP (Internet Computer Protocol) network configurations, and this means the underlying compute nodes they combine can be swapped out without interrupting their hosted apps and services. This is a big deal. In addition, cloud engines now support nodes that are instances running on Big Tech's clouds, in addition to nodes that are dedicated specialized hardware, as per the Gen I and Gen II nodes that dominate the Internet Computer today. For example, it is possible to have an engine running across different AWS data centers, say, and then reconfigure the engine to run across a mixture of AWS, Google, Azure and Hetzner for even more resilience, without the users of hosted apps and services noticing a thing. That's true freedom. — Sovereign AI is becoming increasingly important too, and cloud engines allow special "AI nodes" to be added to them, so that hosted software can perform inference on hardware provisioned by the owner from a location the owner has selected. Even though the AI nodes are only accessible within the cloud engine, they can still benefit from the forthcoming Internet Intelligence Gateway (IG), which will make it possible to validate inference performed on key frontier open weights LLMs, even when the inference is performed on completely independent AI clouds. When the results of inference are received, this technology can verify that neither the prompt+context (input) nor the inference result (output) have been modified, and that the results were produced by the precise LLM expected. This ensures that AI clouds don't cheat by running inference on cheaper models than are being paid for, and bad actors aren't modifying the inputs or outputs to surreptitiously insert advertising into results, say, or change facts, or insert malware when code is being generated. What's super cool about this technology is the cost of the verification is scalable. A very valuable additional security can be achieved with only 1-2% of extra cost. — Scaling apps and services when they hit capacity limits is another thorny problem that cloud engines help the world address. Engines make scaling possible without rewriting or reconfiguring software. The query workload capacity of hosted software can be horizontally scaled simply by adding new nodes to an engine, and nodes can also be added in geographical proximity to demand. Meanwhile, update workload capacity can first be scaled-up by swapping an engine's nodes out for the next class up, and then when no larger class of node is available, horizontally scaled-out by "splitting" the engine into two, which doubles available capacity. (Technical tip: horizontally scaling update capacity by splitting engines requires multi-canister architectures). — For those who have been following how Caffeine builds apps that can efficiently store large numbers of files, I should mention that apps built on cloud engines will also support the new ICP Blob Storage cloud network (since cloud engines currently have up to about 3 TB of memory, which apps storing large amounts of files can easily exceed). We are also working on allowing blob storage nodes to be added to cloud engines, to enable sovereign mass blob storage within an engine, similarly to how AI nodes can be added currently. — Lastly, but certainly not least, I should mention that cloud engines are multi-blockchain capable, and ready for digital assets, thanks to the clever math at their core. For example, an e-commerce service built on a cloud engine can securely accept and custody stablecoin payments, or a multi-chain DEX could be hosted. Further, engines can support software autonomy (software orchestrated and controlled by other autonomous software, in a decentralized way) and can themselves be orchestrated by SNS technology, and thus run autonomously too. Today, though, the focus is on *mainstream* cloud. This year, the cloud industry will generate approximately one trillion dollars in revenue. That number is already huge, but is expected to grow to two trillion dollars by 2030. After years of continuous development, which have seen more than $500m spent on R&D, the Internet Computer network is now tacking directly toward this mainstream cloud market with cloud engine technology. In their first version, cloud engines are not meant to be a cloud panacea. For example, currently they are not ideal for working with big data. You should use something like DataBricks for that. Cloud engines are carefully targeted at enabling AI to produce traditional online applications and services, including SaaS, in a safer and more productive way, which represents a new market segment with tremendous potential. Of course, DFINITY will continue to work relentlessly to push forward ICP's capabilities, so expect further developments. It's worth mentioning that this cloud segment isn't just about creating new apps and services using AI, it's also about replacing legacy systems and apps built on super expensive SaaS services. Caffeine Labs is working to produce technology (Caffeine Snorkel) that can study an enterprise's legacy systems and app built on SaaS, create replacement systems and apps, and migrate the data, while supporting key stakeholders through the process over email and chat, with full automation. Thus the legacy systems and SaaS markets shall also be addressed by cloud engines. Zooming out, and reasoning in a more metaphysical way, we believe, as we always have, that there is room for a new kind of cloud created by mathematical networks, that provides seminal advances in the fields of security and resilience, as well as true sovereignty and freedom from lock-in. That this same technology, with the help of additional technologies like orthogonal persistence and Motoko, enables AI to build for us without the need for so much oversight, and to create more backend sophistication while consuming fewer AI API tokens, enables ICP to bring game-changing advances to the world. Cloud engines will work synergistically with the Intelligence Gateway, which will enable apps and services running on engines to seamlessly leverage AI, wherever that AI is running, while providing verifiability at extremely low cost for open weights frontier models. We believe that cloud engines represent an inflection point in the storied history of the Internet Computer project, and I'm very proud to be sharing the details with you on the network's fifth birthday 💪 I'll be back with more news soon!!

dom | icp

291,008 görüntüleme • 3 ay önce

Cloud lock-in is the tech industry’s dirty secret. Cloud engines on DFINITY Foundation are about to fix that: → Create an engine on Amazon → Deploy your apps → Move the whole thing to Google — instantly → Or distribute across both for resilience Just like the internet runs across everything, the Internet Computer will too.
0:45

Cloud lock-in is the tech industry’s dirty secret. Cloud engines on DFINITY Foundation are about to fix that: → Create an engine on Amazon → Deploy your apps → Move the whole thing to Google — instantly → Or distribute across both for resilience Just like the internet runs across everything, the Internet Computer will too.

DFINITY Foundation

11,061 görüntüleme • 5 ay önce

INTERNET COMPUTER GOES DEFLATIONARY AS MISSION 70 KICKS IN DFINITY Foundation's Mission 70 governance proposal, which passed with 53%+ support, is now actively cutting $ICP's annual inflation by up to 70%, dropping the rate from 9.72% to between 2.92% and 5.42% by year-end. The mechanism has teeth. 20% of all revenue from the upcoming Cloud Engines product will permanently burn $ICP, with another 80% routed to node providers. NNS voting rewards have been capped, and node provider incentives restructured to align with actual usage. With Cloud Engines demoing May 10 and the deflationary engine already running, $ICP's setup is shifting from "speculative AI compute play" to "tokens burned per unit of enterprise revenue."
0:22

INTERNET COMPUTER GOES DEFLATIONARY AS MISSION 70 KICKS IN DFINITY Foundation's Mission 70 governance proposal, which passed with 53%+ support, is now actively cutting $ICP's annual inflation by up to 70%, dropping the rate from 9.72% to between 2.92% and 5.42% by year-end. The mechanism has teeth. 20% of all revenue from the upcoming Cloud Engines product will permanently burn $ICP, with another 80% routed to node providers. NNS voting rewards have been capped, and node provider incentives restructured to align with actual usage. With Cloud Engines demoing May 10 and the deflationary engine already running, $ICP's setup is shifting from "speculative AI compute play" to "tokens burned per unit of enterprise revenue."

BSCN

35,966 görüntüleme • 3 ay önce

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."
2:23

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

TBPN

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🚀 Inside the ICN Protocol – Our Vision for a Decentralized Cloud 🌐 Chris Chung CC, our Web3 Technical Product Lead, shares the exciting vision behind the ICN Protocol, which aims to reshape cloud infrastructure with a decentralized network built for the future of Web3. Chris dives into: 🔹 The role of Scalar Nodes and HyperNodes in ensuring trust and performance 🔹 A composable ecosystem enabling user-governed data systems, private computation, and more 🔹 How the Satellite Network and Blockchain enable transparency and security 💡 ICN is creating a decentralized internet that puts users back in control, enabling next-gen applications and ecosystems to thrive. 🎥 Watch the full video below:
4:47

🚀 Inside the ICN Protocol – Our Vision for a Decentralized Cloud 🌐 Chris Chung CC, our Web3 Technical Product Lead, shares the exciting vision behind the ICN Protocol, which aims to reshape cloud infrastructure with a decentralized network built for the future of Web3. Chris dives into: 🔹 The role of Scalar Nodes and HyperNodes in ensuring trust and performance 🔹 A composable ecosystem enabling user-governed data systems, private computation, and more 🔹 How the Satellite Network and Blockchain enable transparency and security 💡 ICN is creating a decentralized internet that puts users back in control, enabling next-gen applications and ecosystems to thrive. 🎥 Watch the full video below:

Impossible Cloud Network

31,735 görüntüleme • 1 yıl önce

Webflow Cloud is now available to everyone. Back in May, when we announced the private beta of Webflow Cloud, the response was overwhelming. Developers, marketers, and agencies alike were excited by the possibilities. Now, we’re thrilled to share that Webflow Cloud is available to everyone. Webflow Cloud is the newest addition to our Website Experience Platform, enabling you to build and deploy full-stack web applications and dynamic experiences, right alongside your Webflow site, on our native hosting infrastructure powered by Cloudflare. Now, anyone can build: 💻 Full-stack, headless apps and integrations – From AI-powered experiences to complex storefronts 📍 Programmatic SEO at scale – Perfect for local landing pages and long-tail content campaigns 🔧 Custom internal tools and admin interfaces – Think dashboards, CRMs, and more To learn more, visit:
5:41

Webflow Cloud is now available to everyone. Back in May, when we announced the private beta of Webflow Cloud, the response was overwhelming. Developers, marketers, and agencies alike were excited by the possibilities. Now, we’re thrilled to share that Webflow Cloud is available to everyone. Webflow Cloud is the newest addition to our Website Experience Platform, enabling you to build and deploy full-stack web applications and dynamic experiences, right alongside your Webflow site, on our native hosting infrastructure powered by Cloudflare. Now, anyone can build: 💻 Full-stack, headless apps and integrations – From AI-powered experiences to complex storefronts 📍 Programmatic SEO at scale – Perfect for local landing pages and long-tail content campaigns 🔧 Custom internal tools and admin interfaces – Think dashboards, CRMs, and more To learn more, visit:

Webflow

21,002 görüntüleme • 1 yıl önce

Cloud capital versus AI - What DeepSeek’s spectacular success means for technofeudalism & the New Cold War DeepSeek, a Chinese artificial intelligence (AI) company, this week changed the global AI landscape, not to mention caused $1 trillion losses in the New York stock exchange and the NASDAC. In the process, it demonstrated the difference between cloud capital, which drives technofeudalism onward and upward, and AI-services, which were always a bubble waiting to burst. What remains to be seen is DeepSeek's impact on the New Cold War between the US and China which, from its beginning, was motivated by the clash between US and Chinese cloud capital. DeepSeek is China's response to OpenAI's ChatGPT. Its models perform as efficiently as their US counterparts. The difference is that DeepSeek is offered for free, making money only by selling services to developers - not to the public – at a fraction of the price OpenAI charges! The gist of DeepSeek’s arrival on the AI scene is a sudden transition from proprietary to open source technology. It is, therefore, no great wonder that, the moment DeekSeek became the most downloaded app on the Apple Store, it pulverised the market capitalisation of the, hitherto overinflated, US Big Tech companies. But how did this happen? How is a private commodity suddenly being offered for free? And does this mean that technofeudalism is in trouble? To begin with it is important to note AI was never a proprietary technology in itself. The underlying code has always been open source. What made AI quasi-private was the way these models were trained using huge amounts of privatised (that is stolen from us) data. A leaked Google memo in 2017, that was widely discussed in the industry at the time, but also widely refuted, explained: "If an open source LLM trained for a few million dollars outperforms the effectiveness of proprietary models... There will be no firewall to safeguard OpenAI either." DeepSeek pierced the US AI companies’ bubble by decommodifying the results of the model’s training, shifting them from behind a paywall to the public arena. Within days, developers around the world started building their own models on top of DeepSeek's. This is was the nightmare for US Big Tech's AI service providers who offered the results of prompts as a commodity, in the form of subscriptions. DeepSeek-type applications can now produce high-quality translations for free and, in so doing, undermine companies specialising in, for example, translation services, such as Germany's Deepl. In the broader scheme of things, this means that the morsels of cloud capital that Europe owns has lost its market value. Nevertheless, and this is a huge nevertheless, it is only AI-as-a-commodity that has lost its (grossly exaggerated) value. In sharp contrast, cloud capital utilised not as a commodity producing piece of tech but as produced means of behavioural modification is not at all threatened by companies like DeepSeek. And since technofeudalism is powered by cloud capital working that way, rather than commodity-like AI services of the ChaptGPT type, our technofeudal order is not threatened by competitors such as DeepSeek. To help understand the difference between cloud capital and AI-based commodified services it helps to compare and contrast Alexa and ChatGPT. Alexa is not offering you a commodified service. It is your free pretend-slave. Unlike ChatGPT you do not pay a subscription to Amazon for the right to order Alexa to order you milk or to switch off your lights. Instead, you train Alexa to train you to train it to know you so that it wins your trust with good recommendations so that it can modify your behaviour – ‘encourage’ you to buy a commodity from with Bezos retaining up to 40% of the price you pay (as a cloud rent). In short, the work that Alexa performs for you is not a commodity, unlike ChatGPT which works to sell you a commodity. In other words, ChatGPT is subject to market competition, to the likes of DeepSeek, but Alexa is not. This is why OpenAI, ChatGPT’s maker, is seriously damaged by the emergence of DeepSeek but Amazon is not. Thus, my basic point: Cloud capital is in a league of its own, beyond market competition from DeepSeek-like upstarts, because its power lies in its capacity to modify our behaviour and remove us from any market (e.g., to shift us from real markets to cloud fiefs like Amazon and Alibaba). In conclusion, cloud capital’s capacity to drive technofeudalism is not challenged by companies like DeepSeek. Only companies like OpenAI, which invested so much and so foolishly in providing a commodified service, stand to lose enormously. Yet another sign that capitalism is dead at the hand of cloud capital while technofeudalism is going from strength to strength and, as it does so, fuels even further the New Cold War between the US and China which in my book, Technofeudalism, I have explained away as the clash of the two huge concentrations of cloud capital: the American dollar-denominated super cloudalist power and the Chinese yuan-denominated one. Speaking of this New Cold War, which I have argued is mostly fuelled by the clash between American and Chinese cloud capital, I wonder what impact DeepSeek’s success will have on the US government. Silicon Valley and Washington DC had convinced themselves that America had a huge AI lead over China. Now, a tiny Chinese company has destroyed that confidence by producing on a shoestring better AI tech than Sillicon Valley had imagined possible. I can almost hear the whirring inside the heads of people in power on both America’s East and West Coast thinking that if the Chinese can do this out of the blue, what else can they do tomorrow? It is reminiscent of the Sputnik moment, isn’t it? It will be interesting to see how Trump reacts to this threat to companies American AI companies, especially since Elon Musk understands, and has spoken out against, the folly of commodifying AI services rather than going full on technofeudal. These are interesting times, in the traditional Chinese sense of the phrase.
9:27

Cloud capital versus AI - What DeepSeek’s spectacular success means for technofeudalism & the New Cold War DeepSeek, a Chinese artificial intelligence (AI) company, this week changed the global AI landscape, not to mention caused $1 trillion losses in the New York stock exchange and the NASDAC. In the process, it demonstrated the difference between cloud capital, which drives technofeudalism onward and upward, and AI-services, which were always a bubble waiting to burst. What remains to be seen is DeepSeek's impact on the New Cold War between the US and China which, from its beginning, was motivated by the clash between US and Chinese cloud capital. DeepSeek is China's response to OpenAI's ChatGPT. Its models perform as efficiently as their US counterparts. The difference is that DeepSeek is offered for free, making money only by selling services to developers - not to the public – at a fraction of the price OpenAI charges! The gist of DeepSeek’s arrival on the AI scene is a sudden transition from proprietary to open source technology. It is, therefore, no great wonder that, the moment DeekSeek became the most downloaded app on the Apple Store, it pulverised the market capitalisation of the, hitherto overinflated, US Big Tech companies. But how did this happen? How is a private commodity suddenly being offered for free? And does this mean that technofeudalism is in trouble? To begin with it is important to note AI was never a proprietary technology in itself. The underlying code has always been open source. What made AI quasi-private was the way these models were trained using huge amounts of privatised (that is stolen from us) data. A leaked Google memo in 2017, that was widely discussed in the industry at the time, but also widely refuted, explained: "If an open source LLM trained for a few million dollars outperforms the effectiveness of proprietary models... There will be no firewall to safeguard OpenAI either." DeepSeek pierced the US AI companies’ bubble by decommodifying the results of the model’s training, shifting them from behind a paywall to the public arena. Within days, developers around the world started building their own models on top of DeepSeek's. This is was the nightmare for US Big Tech's AI service providers who offered the results of prompts as a commodity, in the form of subscriptions. DeepSeek-type applications can now produce high-quality translations for free and, in so doing, undermine companies specialising in, for example, translation services, such as Germany's Deepl. In the broader scheme of things, this means that the morsels of cloud capital that Europe owns has lost its market value. Nevertheless, and this is a huge nevertheless, it is only AI-as-a-commodity that has lost its (grossly exaggerated) value. In sharp contrast, cloud capital utilised not as a commodity producing piece of tech but as produced means of behavioural modification is not at all threatened by companies like DeepSeek. And since technofeudalism is powered by cloud capital working that way, rather than commodity-like AI services of the ChaptGPT type, our technofeudal order is not threatened by competitors such as DeepSeek. To help understand the difference between cloud capital and AI-based commodified services it helps to compare and contrast Alexa and ChatGPT. Alexa is not offering you a commodified service. It is your free pretend-slave. Unlike ChatGPT you do not pay a subscription to Amazon for the right to order Alexa to order you milk or to switch off your lights. Instead, you train Alexa to train you to train it to know you so that it wins your trust with good recommendations so that it can modify your behaviour – ‘encourage’ you to buy a commodity from with Bezos retaining up to 40% of the price you pay (as a cloud rent). In short, the work that Alexa performs for you is not a commodity, unlike ChatGPT which works to sell you a commodity. In other words, ChatGPT is subject to market competition, to the likes of DeepSeek, but Alexa is not. This is why OpenAI, ChatGPT’s maker, is seriously damaged by the emergence of DeepSeek but Amazon is not. Thus, my basic point: Cloud capital is in a league of its own, beyond market competition from DeepSeek-like upstarts, because its power lies in its capacity to modify our behaviour and remove us from any market (e.g., to shift us from real markets to cloud fiefs like Amazon and Alibaba). In conclusion, cloud capital’s capacity to drive technofeudalism is not challenged by companies like DeepSeek. Only companies like OpenAI, which invested so much and so foolishly in providing a commodified service, stand to lose enormously. Yet another sign that capitalism is dead at the hand of cloud capital while technofeudalism is going from strength to strength and, as it does so, fuels even further the New Cold War between the US and China which in my book, Technofeudalism, I have explained away as the clash of the two huge concentrations of cloud capital: the American dollar-denominated super cloudalist power and the Chinese yuan-denominated one. Speaking of this New Cold War, which I have argued is mostly fuelled by the clash between American and Chinese cloud capital, I wonder what impact DeepSeek’s success will have on the US government. Silicon Valley and Washington DC had convinced themselves that America had a huge AI lead over China. Now, a tiny Chinese company has destroyed that confidence by producing on a shoestring better AI tech than Sillicon Valley had imagined possible. I can almost hear the whirring inside the heads of people in power on both America’s East and West Coast thinking that if the Chinese can do this out of the blue, what else can they do tomorrow? It is reminiscent of the Sputnik moment, isn’t it? It will be interesting to see how Trump reacts to this threat to companies American AI companies, especially since Elon Musk understands, and has spoken out against, the folly of commodifying AI services rather than going full on technofeudal. These are interesting times, in the traditional Chinese sense of the phrase.

Yanis Varoufakis

96,322 görüntüleme • 1 yıl önce

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.
1:42

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,763 görüntüleme • 2 ay önce

A video-text summary of my argument that we now live in the age of TECHNOFEUDALISM (in 16', 2000 words): Wherever we turn, we witness the triumph of capital. Capital has prevailed everywhere: in warehouses, factories, offices, universities, public hospitals, the media – in space but also in the microcosm of genetic engineering. So, how do I dare claim that capitalism has been killed? By whom? The deliciously ironic answer is that capitalism was killed by its own hand… by capital! If I am right, the issue is not what AI will do to us in the future but what has already happened: Capital became so dominant that it mutated into a variant so toxic that, like a stupid virus, it killed off its host, capitalism, replacing it with something far, far worse. This new mutant capital, that killed capitalism, lives in the proverbial cloud – so, let us call it cloud capital. What is cloud capital? What makes it so different? Cloud capital, of course, does not really live up in the cloud. It lives down on Earth, comprising networked machines, server farms, cell towers, software, AI-driven algorithms – and of course it lives on our oceans’ floors where untold miles of optic fibre cables rest. Unlike traditional capital, from fishing rods to the steam-engines of the Industrial Revolution to today’s modern industrial robots that are produced means of production, cloud capital does not produce anything – it comprises machines manufactured so as to modify human behaviour. That’s what Amazon’s Alexa or Google’s Assistant or Apple’s Siri is: It is a produced means of behavioural modification. It is a machine, a piece of capital, which we train to train us to train it to determine that which we want. And, once we want it, the same networked machine sells it to us, directly, bypassing markets. As if that were not enough, the same machinery succeeds in making us sustain the enormous behavioural modification machine network to which it belongs with our free voluntary labour. We are sustaining it as we post reviews, rate products, upload videos, rants, photos - we help reproduce cloud capital without getting a penny for our labour. In essence, it has turned us into its cloud serfs! Meanwhile, in the factories and the warehouses, where waged proletarians work under increasingly precarious conditions, the same algorithms that modify our behaviour and sell products to us directly – those algorithms are deployed, usually by digital devices tied to the workers’ wrists, to make proletarians, workers in the warehouses, in the factories work faster, to direct and to monitor them in real time. I started by saying that wherever we turn, we stumble on the triumph of capital. But it is cloud capital that is the real winner. It is amazing how it performs, at once, five roles that used to be beyond capital’s capacities: Cloud capital grabs our attention. It manufactures our desires. It sells to us, directly, outside any traditional markets, that which is going to satiate the desires it made us have. It drives proletarian labour inside the workplaces. And it elicits massive free labour from us, its cloud-serfs. Is it surprising that the owners of this cloud capital – let’s call them cloudalists – have a hitherto undreamt power to extract? To extract gargantuan surplus value from proletarians; untold quantities of free labour from almost everyone; and mind-numbing cloud rents from vassal capitalists – from sellers? Is it a wonder that they are vastly more powerful than Henry Ford or Rupert Murdoch could ever be? “Hang on”, I hear you say. “Is Jeff Bezos really different to Henry Ford? Aren’t they all a species of monopoly capitalists? Monopolists?” No, is not a monopolistic capitalist enterprise. The moment you enter you have exited capitalism altogether! Sure enough, the place is teaming with buyers and sellers. So, yes, it is an enormous trading platform but, no, a market it certainly is not! One man called Jeff owns everything. But he is much, much more than a mere monopolist. Jeff doesn’t own the factories that produce the stuff sold on his platform by traditional capitalists who have to use it to ply their trade. What he does own is more important: Jeff owns the algorithm that decides which products you see and which you don’t – the very algorithm that you have trained to know you perfectly so that it matches youwith a seller, whom it also knows perfectly well, with a view to maximising the probability that every such match, transaction, will generate, for Jeff, the highest rent that Jeff can charge the seller for what you buy: up to 40% of what you pay is pocketed by Jeff, the cloudalist! The mind rebels at the enormity but also the radical novelty of this kind of exploitation: The same algorithm that we help train in real time to know us inside out - that same algorithm both modifies our preferences and administers the selection and delivery of commodities that will satisfy these preferences. If you and I were to type “electric bicycles” or “binoculars” while in you and I would get totally different recommendations. In a traditional market or shopping mall it would be as if you and I were walking next to each other, our eyes trained in the same direction, the same shop window, but we were to see different things depending on what Jeff’s algorithm wants each one of us to see. Everyone navigating around – except Jeff Bezos of course – everyone in is wandering around in algorithmically constructed isolation as if in a Panopticon where, unable to see each other, we only see Jeff’s all-seeing algorithm or, more accurately, only what his algorithm allows us to see with a view to maximising his cloud rent – which is, of course, today’s version of the ground rent that the feudal lords used to extract from their vassals and their peasants. This is not capitalism. Ladies and gentlemen, welcome to technofeudalism! How did cloud capital kill capitalism? How did it rise up? Who paid for it? Capitalism, lest we forget, had two pillars: markets and profit. Of course, markets and profit remain ubiquitous. Nevertheless, cloud capital has evicted both markets and profit from the centre of our socioeconomic system, pushing them out to its margins, and replacing them: Markets, the medium of capitalism, have been replaced by cloud fiefs – digital trading platforms like or Alibaba which, as we saw, look like, but are not, markets. And Profit? The fuel of capitalism? Well, that has been replaced by its feudal predecessor: rent. But, specifically, a new form of rent, a cloud rent that must be paid for access to those cloud fiefs or digital platforms. But how did cloud capital emerge?It began life in the late 1990s when the original Internet, which was a Commons – it functioned as a capitalism-free-zone – that original Internet, Internet 1.0 if you want, was privatised by the emergent Big Tech. Who paid for the trillions it cost to manufacture and to accumulate cloud capital so quickly in the hands of so very few cloudalists? The startling answer is: The G7 countries’ central banks, mostly! How did that happen? Well, by accident, or – to be more precise – by… crisis! After the financial sector collapse of 2008, our central bankers printed up to $35 trillion to bail out the bankers at a time when the governments were subjecting our peoples to harsh austerity. Capitalists were clever enough to foresee that the many would be too impecunious to buy their stuff. So, instead of investing, they took the central bank money to the stock exchange and the bond markets, where they bought shares, bonds – along with yachts, art, bitcoin, NFTs any ‘asset’ they could lay their hands on. The only capitalists who actually invested in capital were Big Tech owners. For example, 9 out of every 10 dollars that went into creating Facebook came from these central bank monies! That’s how cloud capital was financed and how the cloudalists became our new ruling class. As a result, real power today resides not with the owners of machinery, buildings, railway and phone networks, industrial robots. These old-fashioned, terrestrial capitalists continue to extract surplus value from waged labour, but they are no longer in charge, as they used to be. They have become vassals in relation to the owners of cloud capital, of the cloudalists. As for the rest of us, we have returned to our former status as serfs, contributing to the wealth and power of the new ruling class with our unpaid labour — in addition to the waged labour we perform, when we get the chance to do it. But surely, someone will say, this is still capitalism, isn’t it? So, you are still unconvinced? I know, it is hard to part with the term, with the word, capitalism. It is not just liberals who think of capitalism like fish think of the water they swim in – as natural. Socialists too need to feel that our purpose in life, the reason we landed on this Earth, is to overthrow capitalism. The news that I bring that capital beat us to it, and now we have something worse in capitalism’s place, that news is hard to accept. Indeed, it is mostly my fellow-travelling leftist friends who try to dissuade me – to convince me that, yes, cloud capital may be important but “this is still capitalism mate”. Let’s call it rentier capitalism or monopoly capitalism, they suggest. But that simply will not do! Cloud rent is not like ground rent, because it requires massive investment in new tech. And it is not monopoly rent either, because Bezos and Zuckerberg, instead of monopolising markets to sell their manufactures (like Ford and Eddison did), Bezos and Zuckerberg have replaced markets and have no interest in manufacturing anything (unlike Henry Ford and Thomas Eddison). How about surveillance capitalism? Again, no, it won’t do. Cloudalists do not simply use algorithms to brain wash us on behalf of advertisers in an otherwise capitalist setting. No, cloud capital reproduces itself through our free-labour, it directly exploits waged labour, and it squeezes cloud rents from vassal capitalists in trading platforms that are not markets. This is not capitalism folks! Any kind of capitalism. But what about the observation that technofeudalism is parasitic on the capitalist sector within it? Yes, it is true. Were the conventional capitalists to die out, cloudalists would perish, unable to skim off cloud rents from the manufacturers. So what? After capitalism overthrew feudalism, capitalists were also parasitic on landowners, in the sense that, without private land producing food, capitalism would wither. Similarly, now: While the traditional capitalist sector feeds technofeudalism, it is cloud capital and cloud rent that dominate. Does it matter whether we call it technofeudalism or some form of capitalism? At this point, it is important to recall Marx’s maxim that the point is not to interpret but to change the world. So, does it matter if this is still capitalism or whether we call it technofeudalism? I think it does. Recognising that our world has become technofeudal helps us grasp the enormity of what it will take to organise the victims of exorbitant power, the exploited who, now, include not only waged labourers but also the hordes of cloud serfs who are reproducing the very cloud capital that keeps them in a state of deepening precarity. The concept of technofeudalism drives home the point that organising auto-workers and nurses, while still essential, is insufficient. It elucidates what it will take to organise the movements against the fossil fuel cartel when our means of communication are run on cloud capital primed to poison public opinion. It explains how the shift to electric cars caused German deindustrialisation, as profits due to precision mechanical engineering are being replaced by rents extracted by owners of the cloud capital keeping tabs on the drivers’ routes and in-cabin habits. Elon Musk’s decision to buy Twitter suddenly makes a lot more sense. Twitter for Musk is an interface between his mechanical capital stock at Tesla and SpaceX and cloud capital. The New Cold War between the USA and China, especially after the war in Ukraine, is explained as the repercussion of an underlying clash between two technofeudalisms, one whose cloud rents are denominated in dollars the other in yuan. Isn’t it mindboggling? It took mind-bending scientific breakthroughs, fantastical neural networks, and imagination-defying AI programs to accomplish what? To create a world where, while privatisation and private equity asset-strip all physical wealth around us, cloud capital goes about the business of asset-stripping our brains. To own our minds individually, we must own cloud capital collectively. Once we have reclaimed our minds, we can put them collectively to work out a way to create a new cloud capital commons. It will be damned hard. But it’s the only way we can turn our cloud-based artefacts from a produced means of behaviour modification to a produced means of human collaboration and emancipation. Cloud serfs, cloud proles and cloud vassals of the world, unite! We have nothing to lose but our mind-cloud chains! US Edition: UK Edition: Greek Edition:
17:20

A video-text summary of my argument that we now live in the age of TECHNOFEUDALISM (in 16', 2000 words): Wherever we turn, we witness the triumph of capital. Capital has prevailed everywhere: in warehouses, factories, offices, universities, public hospitals, the media – in space but also in the microcosm of genetic engineering. So, how do I dare claim that capitalism has been killed? By whom? The deliciously ironic answer is that capitalism was killed by its own hand… by capital! If I am right, the issue is not what AI will do to us in the future but what has already happened: Capital became so dominant that it mutated into a variant so toxic that, like a stupid virus, it killed off its host, capitalism, replacing it with something far, far worse. This new mutant capital, that killed capitalism, lives in the proverbial cloud – so, let us call it cloud capital. What is cloud capital? What makes it so different? Cloud capital, of course, does not really live up in the cloud. It lives down on Earth, comprising networked machines, server farms, cell towers, software, AI-driven algorithms – and of course it lives on our oceans’ floors where untold miles of optic fibre cables rest. Unlike traditional capital, from fishing rods to the steam-engines of the Industrial Revolution to today’s modern industrial robots that are produced means of production, cloud capital does not produce anything – it comprises machines manufactured so as to modify human behaviour. That’s what Amazon’s Alexa or Google’s Assistant or Apple’s Siri is: It is a produced means of behavioural modification. It is a machine, a piece of capital, which we train to train us to train it to determine that which we want. And, once we want it, the same networked machine sells it to us, directly, bypassing markets. As if that were not enough, the same machinery succeeds in making us sustain the enormous behavioural modification machine network to which it belongs with our free voluntary labour. We are sustaining it as we post reviews, rate products, upload videos, rants, photos - we help reproduce cloud capital without getting a penny for our labour. In essence, it has turned us into its cloud serfs! Meanwhile, in the factories and the warehouses, where waged proletarians work under increasingly precarious conditions, the same algorithms that modify our behaviour and sell products to us directly – those algorithms are deployed, usually by digital devices tied to the workers’ wrists, to make proletarians, workers in the warehouses, in the factories work faster, to direct and to monitor them in real time. I started by saying that wherever we turn, we stumble on the triumph of capital. But it is cloud capital that is the real winner. It is amazing how it performs, at once, five roles that used to be beyond capital’s capacities: Cloud capital grabs our attention. It manufactures our desires. It sells to us, directly, outside any traditional markets, that which is going to satiate the desires it made us have. It drives proletarian labour inside the workplaces. And it elicits massive free labour from us, its cloud-serfs. Is it surprising that the owners of this cloud capital – let’s call them cloudalists – have a hitherto undreamt power to extract? To extract gargantuan surplus value from proletarians; untold quantities of free labour from almost everyone; and mind-numbing cloud rents from vassal capitalists – from sellers? Is it a wonder that they are vastly more powerful than Henry Ford or Rupert Murdoch could ever be? “Hang on”, I hear you say. “Is Jeff Bezos really different to Henry Ford? Aren’t they all a species of monopoly capitalists? Monopolists?” No, is not a monopolistic capitalist enterprise. The moment you enter you have exited capitalism altogether! Sure enough, the place is teaming with buyers and sellers. So, yes, it is an enormous trading platform but, no, a market it certainly is not! One man called Jeff owns everything. But he is much, much more than a mere monopolist. Jeff doesn’t own the factories that produce the stuff sold on his platform by traditional capitalists who have to use it to ply their trade. What he does own is more important: Jeff owns the algorithm that decides which products you see and which you don’t – the very algorithm that you have trained to know you perfectly so that it matches youwith a seller, whom it also knows perfectly well, with a view to maximising the probability that every such match, transaction, will generate, for Jeff, the highest rent that Jeff can charge the seller for what you buy: up to 40% of what you pay is pocketed by Jeff, the cloudalist! The mind rebels at the enormity but also the radical novelty of this kind of exploitation: The same algorithm that we help train in real time to know us inside out - that same algorithm both modifies our preferences and administers the selection and delivery of commodities that will satisfy these preferences. If you and I were to type “electric bicycles” or “binoculars” while in you and I would get totally different recommendations. In a traditional market or shopping mall it would be as if you and I were walking next to each other, our eyes trained in the same direction, the same shop window, but we were to see different things depending on what Jeff’s algorithm wants each one of us to see. Everyone navigating around – except Jeff Bezos of course – everyone in is wandering around in algorithmically constructed isolation as if in a Panopticon where, unable to see each other, we only see Jeff’s all-seeing algorithm or, more accurately, only what his algorithm allows us to see with a view to maximising his cloud rent – which is, of course, today’s version of the ground rent that the feudal lords used to extract from their vassals and their peasants. This is not capitalism. Ladies and gentlemen, welcome to technofeudalism! How did cloud capital kill capitalism? How did it rise up? Who paid for it? Capitalism, lest we forget, had two pillars: markets and profit. Of course, markets and profit remain ubiquitous. Nevertheless, cloud capital has evicted both markets and profit from the centre of our socioeconomic system, pushing them out to its margins, and replacing them: Markets, the medium of capitalism, have been replaced by cloud fiefs – digital trading platforms like or Alibaba which, as we saw, look like, but are not, markets. And Profit? The fuel of capitalism? Well, that has been replaced by its feudal predecessor: rent. But, specifically, a new form of rent, a cloud rent that must be paid for access to those cloud fiefs or digital platforms. But how did cloud capital emerge?It began life in the late 1990s when the original Internet, which was a Commons – it functioned as a capitalism-free-zone – that original Internet, Internet 1.0 if you want, was privatised by the emergent Big Tech. Who paid for the trillions it cost to manufacture and to accumulate cloud capital so quickly in the hands of so very few cloudalists? The startling answer is: The G7 countries’ central banks, mostly! How did that happen? Well, by accident, or – to be more precise – by… crisis! After the financial sector collapse of 2008, our central bankers printed up to $35 trillion to bail out the bankers at a time when the governments were subjecting our peoples to harsh austerity. Capitalists were clever enough to foresee that the many would be too impecunious to buy their stuff. So, instead of investing, they took the central bank money to the stock exchange and the bond markets, where they bought shares, bonds – along with yachts, art, bitcoin, NFTs any ‘asset’ they could lay their hands on. The only capitalists who actually invested in capital were Big Tech owners. For example, 9 out of every 10 dollars that went into creating Facebook came from these central bank monies! That’s how cloud capital was financed and how the cloudalists became our new ruling class. As a result, real power today resides not with the owners of machinery, buildings, railway and phone networks, industrial robots. These old-fashioned, terrestrial capitalists continue to extract surplus value from waged labour, but they are no longer in charge, as they used to be. They have become vassals in relation to the owners of cloud capital, of the cloudalists. As for the rest of us, we have returned to our former status as serfs, contributing to the wealth and power of the new ruling class with our unpaid labour — in addition to the waged labour we perform, when we get the chance to do it. But surely, someone will say, this is still capitalism, isn’t it? So, you are still unconvinced? I know, it is hard to part with the term, with the word, capitalism. It is not just liberals who think of capitalism like fish think of the water they swim in – as natural. Socialists too need to feel that our purpose in life, the reason we landed on this Earth, is to overthrow capitalism. The news that I bring that capital beat us to it, and now we have something worse in capitalism’s place, that news is hard to accept. Indeed, it is mostly my fellow-travelling leftist friends who try to dissuade me – to convince me that, yes, cloud capital may be important but “this is still capitalism mate”. Let’s call it rentier capitalism or monopoly capitalism, they suggest. But that simply will not do! Cloud rent is not like ground rent, because it requires massive investment in new tech. And it is not monopoly rent either, because Bezos and Zuckerberg, instead of monopolising markets to sell their manufactures (like Ford and Eddison did), Bezos and Zuckerberg have replaced markets and have no interest in manufacturing anything (unlike Henry Ford and Thomas Eddison). How about surveillance capitalism? Again, no, it won’t do. Cloudalists do not simply use algorithms to brain wash us on behalf of advertisers in an otherwise capitalist setting. No, cloud capital reproduces itself through our free-labour, it directly exploits waged labour, and it squeezes cloud rents from vassal capitalists in trading platforms that are not markets. This is not capitalism folks! Any kind of capitalism. But what about the observation that technofeudalism is parasitic on the capitalist sector within it? Yes, it is true. Were the conventional capitalists to die out, cloudalists would perish, unable to skim off cloud rents from the manufacturers. So what? After capitalism overthrew feudalism, capitalists were also parasitic on landowners, in the sense that, without private land producing food, capitalism would wither. Similarly, now: While the traditional capitalist sector feeds technofeudalism, it is cloud capital and cloud rent that dominate. Does it matter whether we call it technofeudalism or some form of capitalism? At this point, it is important to recall Marx’s maxim that the point is not to interpret but to change the world. So, does it matter if this is still capitalism or whether we call it technofeudalism? I think it does. Recognising that our world has become technofeudal helps us grasp the enormity of what it will take to organise the victims of exorbitant power, the exploited who, now, include not only waged labourers but also the hordes of cloud serfs who are reproducing the very cloud capital that keeps them in a state of deepening precarity. The concept of technofeudalism drives home the point that organising auto-workers and nurses, while still essential, is insufficient. It elucidates what it will take to organise the movements against the fossil fuel cartel when our means of communication are run on cloud capital primed to poison public opinion. It explains how the shift to electric cars caused German deindustrialisation, as profits due to precision mechanical engineering are being replaced by rents extracted by owners of the cloud capital keeping tabs on the drivers’ routes and in-cabin habits. Elon Musk’s decision to buy Twitter suddenly makes a lot more sense. Twitter for Musk is an interface between his mechanical capital stock at Tesla and SpaceX and cloud capital. The New Cold War between the USA and China, especially after the war in Ukraine, is explained as the repercussion of an underlying clash between two technofeudalisms, one whose cloud rents are denominated in dollars the other in yuan. Isn’t it mindboggling? It took mind-bending scientific breakthroughs, fantastical neural networks, and imagination-defying AI programs to accomplish what? To create a world where, while privatisation and private equity asset-strip all physical wealth around us, cloud capital goes about the business of asset-stripping our brains. To own our minds individually, we must own cloud capital collectively. Once we have reclaimed our minds, we can put them collectively to work out a way to create a new cloud capital commons. It will be damned hard. But it’s the only way we can turn our cloud-based artefacts from a produced means of behaviour modification to a produced means of human collaboration and emancipation. Cloud serfs, cloud proles and cloud vassals of the world, unite! We have nothing to lose but our mind-cloud chains! US Edition: UK Edition: Greek Edition:

Yanis Varoufakis

1,816,918 görüntüleme • 2 yıl önce

Introducing Workshop: cloud + on-device agentic AI. And to celebrate, we're giving away $250k in Google Gemini AI credits. (details below). The future of AI work is neither cloud-based nor local. It's both. In Workshop Cloud, you can use agents powered by frontier models like Claude and/or open source models like Z.ai's GLM-5 to build internal tools, dashboards, and AI web apps. Or, breeze through tasks like managing your Google and Meta Ads. In Workshop Desktop, you can do all the same right on your computer, plus make desktop apps, mobile apps, and 3D creations. Our favorite part? You can power the full agent experience with local models like Qwen 3.5 family on your computer. Fully offline. 2026 is the year in which local models for agentic tasks will become viable for mainstream use. But the setup for tools like OpenClaw is like setting up Linux from scratch on your computer. Workshop Desktop is one-click to install on Windows, Mac, and Linux. It recommends which open source model you should use for your hardware and lets you download and run it right in the app. And its agent harness allows you to chat, create websites, build personal utilities, and analyze data. 100% offline. Or multitask with AI models in the cloud while running other agent threads locally. Start in Workshop Cloud when you want flexibility and speed. Download your project and continue in Workshop Desktop when you want local files, privacy, and/or better performance on large code bases. Publish from either. The agent tooling space is maturing and discerning users have come to expect a lot from their tools. We've packed Workshop with features to help you 10x your productivity. - Native support for skills - Autocompaction for seamless context management - Built-in AI for your apps - Dozens of connectors, like Google Drive, Big Query, and Supabase - dbt integration to ground your dashboards in your semantic layer - Native Github integration - Private app deployment - ... and more (+ we're shipping super fast) To access the free credit offer, RT this post and reply with "Workshop". Make sure you are following us so we can DM you the instructions to redeem. - First 100 to RT + comment get $500 in credits. - Everyone else gets up to $250 And thanks to our partners Modal, Google Gemini, and Z.ai!
3:50

Introducing Workshop: cloud + on-device agentic AI. And to celebrate, we're giving away $250k in Google Gemini AI credits. (details below). The future of AI work is neither cloud-based nor local. It's both. In Workshop Cloud, you can use agents powered by frontier models like Claude and/or open source models like Z.ai's GLM-5 to build internal tools, dashboards, and AI web apps. Or, breeze through tasks like managing your Google and Meta Ads. In Workshop Desktop, you can do all the same right on your computer, plus make desktop apps, mobile apps, and 3D creations. Our favorite part? You can power the full agent experience with local models like Qwen 3.5 family on your computer. Fully offline. 2026 is the year in which local models for agentic tasks will become viable for mainstream use. But the setup for tools like OpenClaw is like setting up Linux from scratch on your computer. Workshop Desktop is one-click to install on Windows, Mac, and Linux. It recommends which open source model you should use for your hardware and lets you download and run it right in the app. And its agent harness allows you to chat, create websites, build personal utilities, and analyze data. 100% offline. Or multitask with AI models in the cloud while running other agent threads locally. Start in Workshop Cloud when you want flexibility and speed. Download your project and continue in Workshop Desktop when you want local files, privacy, and/or better performance on large code bases. Publish from either. The agent tooling space is maturing and discerning users have come to expect a lot from their tools. We've packed Workshop with features to help you 10x your productivity. - Native support for skills - Autocompaction for seamless context management - Built-in AI for your apps - Dozens of connectors, like Google Drive, Big Query, and Supabase - dbt integration to ground your dashboards in your semantic layer - Native Github integration - Private app deployment - ... and more (+ we're shipping super fast) To access the free credit offer, RT this post and reply with "Workshop". Make sure you are following us so we can DM you the instructions to redeem. - First 100 to RT + comment get $500 in credits. - Everyone else gets up to $250 And thanks to our partners Modal, Google Gemini, and Z.ai!

Workshop AI

28,745 görüntüleme • 4 ay önce

EigenCloud: The Cloud Thesis of Crypto. Bitcoin established verifiable money and Ethereum established verifiable finance. EigenCloud's goal is to make every digital interaction verifiable. The core promise of EigenCloud: cloud-scale programmability with crypto-grade verifiability. EigenCloud enables developers to build powerful applications using familiar cloud containers while maintaining blockchain-level trust guarantees. By separating token logic (executed on-chain) from app logic (executed in verifiable off-chain containers), developers can leverage the full richness of cloud infrastructure - any software library, specialized hardware, external APIs - while preserving cryptoeconomic security through the EIGEN token's novel forkability mechanism. This architectural shift unlocks entirely new application categories: verifiable onchain AI agents, permissionless prediction markets, memecoin platforms with verifiable incentives, trustworthy media feeds, and enterprise applications with crypto-grade auditability. By massively expanding the programmability of crypto applications, EigenCloud expands the addressable market of crypto and establishes the foundation for the verifiable economy.
0:31

EigenCloud: The Cloud Thesis of Crypto. Bitcoin established verifiable money and Ethereum established verifiable finance. EigenCloud's goal is to make every digital interaction verifiable. The core promise of EigenCloud: cloud-scale programmability with crypto-grade verifiability. EigenCloud enables developers to build powerful applications using familiar cloud containers while maintaining blockchain-level trust guarantees. By separating token logic (executed on-chain) from app logic (executed in verifiable off-chain containers), developers can leverage the full richness of cloud infrastructure - any software library, specialized hardware, external APIs - while preserving cryptoeconomic security through the EIGEN token's novel forkability mechanism. This architectural shift unlocks entirely new application categories: verifiable onchain AI agents, permissionless prediction markets, memecoin platforms with verifiable incentives, trustworthy media feeds, and enterprise applications with crypto-grade auditability. By massively expanding the programmability of crypto applications, EigenCloud expands the addressable market of crypto and establishes the foundation for the verifiable economy.

Sreeram Kannan

104,615 görüntüleme • 1 yıl önce

THE NEXT WAVE OF LOCAL AI BUILDERS SHIPS PORTABLE STACKS WITH HANDHELD $40 SDR SCANNERS, LOCAL LLMs ONLY WORK OFF-GRID WHEN SOMETHING ELSE IS LISTENING TO THE AIR 00:30 he opens the case and points at each component, "really it's a pi sugar power pack mounted to a raspberry pi zero 2w and a little adafruit bonnet" the scanner adds a noelec sdr dongle and a 2m antenna, boots up as a spectrum analyzer he takes to the park with his kid to identify local radio transmissions the same maker keeps a $600 mini pc running qwen 3.6 27b on his desk with claude code pointed at localhost, the offline ai handles his coding, writing and research without a single cloud api call the sdr scanner completes the sovereignty stack, the mini pc thinks locally while the scanner listens locally, and neither needs the internet for the parts of his work that used to require it builders who moved off cloud ai are now moving off cloud everything, the pattern isn't just $459 in subscriptions dead but a full stack that survives when the cloud goes down bookmark this and read the article below
3:58

THE NEXT WAVE OF LOCAL AI BUILDERS SHIPS PORTABLE STACKS WITH HANDHELD $40 SDR SCANNERS, LOCAL LLMs ONLY WORK OFF-GRID WHEN SOMETHING ELSE IS LISTENING TO THE AIR 00:30 he opens the case and points at each component, "really it's a pi sugar power pack mounted to a raspberry pi zero 2w and a little adafruit bonnet" the scanner adds a noelec sdr dongle and a 2m antenna, boots up as a spectrum analyzer he takes to the park with his kid to identify local radio transmissions the same maker keeps a $600 mini pc running qwen 3.6 27b on his desk with claude code pointed at localhost, the offline ai handles his coding, writing and research without a single cloud api call the sdr scanner completes the sovereignty stack, the mini pc thinks locally while the scanner listens locally, and neither needs the internet for the parts of his work that used to require it builders who moved off cloud ai are now moving off cloud everything, the pattern isn't just $459 in subscriptions dead but a full stack that survives when the cloud goes down bookmark this and read the article below

starmex

40,403 görüntüleme • 1 ay önce

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.” Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:25

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.” Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

291,066 görüntüleme • 1 ay önce

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.” Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:34

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500 Microsoft gave OpenAI $13B. OpenAI sent it back through Azure. Microsoft booked it as revenue. Google committed $40B to Anthropic. Anthropic agreed to send it back through Google Cloud and chips. They all call this loop “revenue.” Let's connect the dots: - Big Tech invests in the AI. - The AI buys Big Tech cloud. - Big Tech reports AI growth. - AI valuations explode. And Wall Street calls it demand. Ray Dalio warned that late-stage bubbles are driven by loops. That is what this looks like now. The technology is real. But the money is moving in circles. When holders finally ask how much of this “AI demand” is real, the bubble will burst. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

WhaleTwits

52,506 görüntüleme • 1 ay önce

Conspiracy Theorists Are Right Again. News Report Confirming: 🚨 “They have found nanotechnology in Coca-Cola and in Pepsi products” “Microsoft and the Coca-Cola company have announced a five-year strategic partnership” “to enable the adoption of leading edge technology and foster innovation and productivity globally. “As part of the partnership, Coca-Cola has made about $1.1 billion, a commitment to the Microsoft Cloud and its generative AI capabilities. Using Azure OpenAI service, Coca-Cola is currently exploring the use of generative AI powered digital assistance to improve performance, metrics related to customer experiences, streamline operations and improve efficiency.” “So the collaboration underscores Coca-Cola's ongoing technology transformation underpinned by the Microsoft cloud as Coca-Cola's globally preferred and strategic cloud and AI platform. Now did you know they have found nanotechnology in Coca-Cola and in Pepsi products?” “Now I'll put the data study in the comments right here with their little red blankie lights letting you know that that is the official article that I was reading through and where they had found the nanoparticles in Pepsi and Coke. Now it goes into a whole bunch of things of how it wants to target certain parts of the body and not only that, did you see that image in the news clip where it's the Coca-Cola but it had an eyeball and like all kinds of other organ looking things for its letters? It's kind of freaking creepy. But if you haven't figured it out, most of the stuff that we drink and that we eat,have nanoparticles or some kind of chemicals or something harmful as they're trying to move us to an AI world. You need to watch what you consume. We've been told this for years and I'm going to say it again. Watch what you consume. And wake up America.”
1:59

Conspiracy Theorists Are Right Again. News Report Confirming: 🚨 “They have found nanotechnology in Coca-Cola and in Pepsi products” “Microsoft and the Coca-Cola company have announced a five-year strategic partnership” “to enable the adoption of leading edge technology and foster innovation and productivity globally. “As part of the partnership, Coca-Cola has made about $1.1 billion, a commitment to the Microsoft Cloud and its generative AI capabilities. Using Azure OpenAI service, Coca-Cola is currently exploring the use of generative AI powered digital assistance to improve performance, metrics related to customer experiences, streamline operations and improve efficiency.” “So the collaboration underscores Coca-Cola's ongoing technology transformation underpinned by the Microsoft cloud as Coca-Cola's globally preferred and strategic cloud and AI platform. Now did you know they have found nanotechnology in Coca-Cola and in Pepsi products?” “Now I'll put the data study in the comments right here with their little red blankie lights letting you know that that is the official article that I was reading through and where they had found the nanoparticles in Pepsi and Coke. Now it goes into a whole bunch of things of how it wants to target certain parts of the body and not only that, did you see that image in the news clip where it's the Coca-Cola but it had an eyeball and like all kinds of other organ looking things for its letters? It's kind of freaking creepy. But if you haven't figured it out, most of the stuff that we drink and that we eat,have nanoparticles or some kind of chemicals or something harmful as they're trying to move us to an AI world. You need to watch what you consume. We've been told this for years and I'm going to say it again. Watch what you consume. And wake up America.”

Wall Street Apes

1,707,464 görüntüleme • 2 yıl önce

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.
1:25

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Stocks

41,351 görüntüleme • 23 gün önce

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.
1:25

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Macro

55,169 görüntüleme • 2 ay önce