EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

• Ben discusses statistics related to Meta's deal with Corning for fiber optics, highlighting the massive amount of optical fiber involved
• Ben emphasizes the importance of neocloud companies like Nebius and Core Weave diversifying their customer base beyond hyperscalers like Amazon, Microsoft, and Google
• Ben is working on a thesis about neocloud companies and their long-term sustainability, particularly focusing on the need for them to attract their own customers outside of the hyperscalers

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