Erik considers researchers and teams training smaller models an underserved training market, distinct from hyperscaler-scale training deals.

“They're gonna go and, like, you know, do these, like, you know, big hyperscaler or, or rather neo- neo-cloud mega deals and get, you know, a hundred thousand GPUs or whatever.”

“But, but, but there is, like, a little bit of an underserved market of, like, in my opinion, you know, like, researchers iterating or, like, people training smaller models.”