GenAI

Summary * In Part 3 we compare NET to its edge compute rivals. * We discuss the attractiveness of Prince's vision of NET becoming the Connectivity Cloud. * We discuss NET's challenges in offering comparable IaaS services to the hyperscalers and the GenAI limitations. * Companies discussed include AWS, Fastly, Akamai, Vercel, Netlify, and Edgio. Act 3 Act 3 is NET’s edge compute, an area that is still very much in incubation mode, but promises substantial growth in the future as the 3rd S