Amid AI stock selloff, DigitalOcean CEO vows to avoid Neocloud-style leverage
TiernanRayTech · x · 2026-10-20
Tiernan Ray interviews DigitalOcean CEO Paddy Srinivasan in a week when the AI trade melted down. Srinivasan argues DigitalOcean won't run extraordinarily leveraged like CoreWeave or Nebius, saying "supply chain arbitrage is not a sustainable moat" — valuable software revenue beats selling commodity token compute in a downturn. The piece likens DigitalOcean's positioning to 7-Up's 1970s "uncola" play against Neoclouds.
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