AI compute spending share
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 1, 2023 by Guido Appenzeller · across every show →
Everything said about AI compute spending share, oldest first
Sep 1, 2023 neutral
Appenzeller: AI compute share of startup capital will decline over time
“Over time, I would expect this to normalize a little bit, and it's mostly as you go more from the core technology that you're building in very early days towards more a complete product offering, right, there's just a lot more Boxes to check and, you know, fea…”