Comment by 1ejeje 21 hours ago No it’s not - both the customers of hyperscalers and frontier labs are highly concentrated. 1 comment 1ejeje Reply epistasis 20 hours ago Their distribution channels are concentrated, at 47% of revenue going through AWS or GCP.But the top two customers are 12%, which is less customer concentration than I would have expected
epistasis 20 hours ago Their distribution channels are concentrated, at 47% of revenue going through AWS or GCP.But the top two customers are 12%, which is less customer concentration than I would have expected
Their distribution channels are concentrated, at 47% of revenue going through AWS or GCP.
But the top two customers are 12%, which is less customer concentration than I would have expected