No it’s not - both the customers of hyperscalers and frontier labs are highly concentrated.
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
alt Hacker News
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