inference revenue
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 11, 2025 by Aatish Nayak · across every show →
Everything said about inference revenue, oldest first
Apr 11, 2025 bearish
Nayak: Cloud Providers Will Drive AI Inference Margins Down to Zero
“The cloud companies, they're going to run the best software. They're going to, you know, drive margins to the ground. And so competing on inference with cloud companies is really hard over time. And so if all your revenue comes from inference and, you know, de…”