Who Really Makes Money Here?
3:49–4:39 · 50s
Lou questions the entire AI business model, laying out three stark scenarios—cheaper models, hyperscaler pricing power, or unsustainable valuations—while highlighting runaway compute costs.
3:49–4:39 · 50s
Lou questions the entire AI business model, laying out three stark scenarios—cheaper models, hyperscaler pricing power, or unsustainable valuations—while highlighting runaway compute costs.
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