this guy just signed a $35B cloud deal and so naturally it was critical that he appeared on MOTS. @stephenbalaban and i have been mutuals on x (best friends) for years so it was amazing to finally properly hang out. we covered: - what it was like to be so early - the future biggest owners of compute - data center misinformation 00:00 - @LambdaAPI the overnight success 02:47 - Imagine doing the AI thing in 2012 06:03 - We don’t name companies like “Tumblr” and “Dribbble” anymore 08:50 -…