The biggest economics transfer
25:45–26:25 · 40s
Citigroup’s Heath Terry claims AI is shifting profit pools: taking 90% incremental margins from software/internet into lower-margin AI infrastructure, redefining winners and losers.
25:45–26:25 · 40s
Citigroup’s Heath Terry claims AI is shifting profit pools: taking 90% incremental margins from software/internet into lower-margin AI infrastructure, redefining winners and losers.
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