Rescale转发了
Great for Rescale to have the opportunity to join the Goldman Sachs private company conference in Vegas again this year and catch up with leading investors, founders, and CEOs. Special opportunity to learn from some of the best, including leadership lessons and company building advice from none other than Goldman Sachs CEO David Solomon. Key themes from our discussions throughout the conference included: ?? Computing Infrastructure Continued supply-side constraints in the short term for the latest NVIDIA GPUs.? Fragmentation of chip architectures with emerging new players in inference and quantum. Importance of a software control plane which can optimize the routing and optimization to take advantage of the dynamic landscape. ?? AI Transforming Industries Significant new disruptions from AI in legacy software markets. Changing economics, value capture, and profit pools as there is a coming reorganization of the traditional enterprise software ecosystem. Opportunities in vertical domain-specific AI applications such as engineering, physics, and science simulation and digital twins. ?? Power of Data Opportunities in leveraging differentiated material data moats for powering new vertical AI-based capabilities. Importance of critical data solutions at both horizontal enterprise level and within key functional and vertical solutions. Need for end-to-end data connectivity throughout digital thread throughout R&D to production and in-service sensor data capture. ?? Macro Shifts & Risk Portfolio Preparing for the upcoming macroeconomic and regulatory changes, where there are many new shifting dynamics. Critical to stay agile and flexible as the global economic environment rebalances and new regulatory regimes are rolled out. Importance of building anti-fragile companies that are prepared for headwinds, while ready to take advantage of new growth opportunities in a dynamic landscape. Thank you to David Solomon, Matthew Lucas, Jack Anstey, and the entire Goldman Sachs team for the opportunity to join this great community again this year.