Why Demand for Compute Is About to Explode With Alex Kantrowitz
Summary
Hosts Josh Brown and Michael Batnick welcome Alex Kantrowitz to discuss the rapid evolution of AI, highlighting OpenAI’s explosive user growth and revenue. They analyze the shifting value chain, noting that while model costs drop, cloud providers like Microsoft Azure are accelerating. The conversation covers the rise of specialized Chinese models, the threat to SaaS companies, and Meta’s legal risks regarding social media addiction.
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