AI hardware market

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2025 by Steeve Morin · across every show →

Everything said about AI hardware market, oldest first

Feb 24, 2025 negative

Insight

Morin: Being 7x better on cost won't get customers off Nvidia

“I know for a fact that being seven times better and whatever, take whatever metric you want. Whether it's spend, whether it's whatever. It's not enough to get people to switch. People will choose nothing over something.”

Steeve Morin Feb 24, 2025 ▶ 40:59 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings

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AI hardware market

Everything said about AI hardware market, oldest first

Turn any episode into a week of clips.