AI Compute Costs
topic on 2 shows · 2 statements across 2 episodes
2 statements about AI Compute Costs, every show
Levie: AI compute cost reductions will take 5 to 10 years
“The data center providers, the labs, et cetera, have pricing power. They don't need to lower their prices on anything. So you're not seeing the typical things that drive down the cost of compute. I'm highly optimistic that that happens over the next five to 10…”