AI model labs
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 26, 2026 by Anish Acharya · across every show →
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Aug 26, 2026 neutral
Acharya: Moving into applications is more opex-heavy than inference
“It's actually logical now in hindsight, because the workloads for inference are very homogeneous, so you can build enormous scale in one part of the value chain. Whereas when you think about the application layer, you know, you've got so many idiosyncrasies an…”