Inference Revenue

topic on 2 shows · 2 statements across 2 episodes

2 statements about Inference Revenue, every show

20VC Prediction Not checkable as stated

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…”

Aatish Nayak Apr 11, 2025 ▶ 45:35 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak

BG2 Assertion Supported

Gerstner: Microsoft generates $10 billion in AI inference revenue

“You know, as Satya told us on the pod, they have ten billion in inference revenue, and I think he expects that to grow. Significantly.”

Brad Gerstner Jan 11, 2025 ▶ 19:06 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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Inference Revenue

2 statements about Inference Revenue, every show

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