The MAD Podcast with Matt Turck//Stephen Balaban
The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Stephen Balaban argues GPU compute is not becoming a commodity; instead, AI infrastructure is becoming more vertically integrated around land, power, cooling, networking, software, and financing. He also traces Lambda’s evolution from an early facial-recognition startup into a near-$1B cloud business and lays out a long-term vision where AI becomes the software layer itself.
