Sun Microsystems Valuation Lessons and AI Infrastructure Parallels
HanchungLee · x · 2026-07-20
User HanchungLee quotes Scott McNealy's classic remarks on valuation and reposts twid's commentary: Sun sold million-dollar servers, but cheap Linux servers replaced them at a tenth of the cost. Drawing a parallel to current expensive cloud AI versus local AI, this implies that models like Kimi K3 could be highly disruptive.
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