AI Margins

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Lessin: AI will be low-margin commodity determined entirely by energy costs
“This is basically all gonna back to energy at some level. There's not gonna be that very much margin in it. And like, low cost intelligence production is going to be the key.”
Sam Lessin Mar 6, 2026 ▶ 47:32 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast

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