Revenue Inflection Timeline
6:07–6:32 · 25s
Pressed on when hyperscalers see returns, Stephen pegs the revenue inflection to 2026, explaining a gap between rapidly advancing model capabilities and slower enterprise adoption.
6:07–6:32 · 25s
Pressed on when hyperscalers see returns, Stephen pegs the revenue inflection to 2026, explaining a gap between rapidly advancing model capabilities and slower enterprise adoption.
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