Supply Constraints
topic on 2 shows · 2 statements across 2 episodes
2 statements about Supply Constraints, every show
Andreessen: AI inference cost declines will temporarily level out
“I mean, generally inference costs are going to keep coming down, but I think the, let's put it this way, the rate of decline, I think may level out here for a bit because of these supply constraints.”
Lubbershane: Surging demand and supply constraints will increase wholesale electricity prices
“Basic economics, right? We're seeing demand rise really quickly. We're seeing constraints on supply. All else equal, I think that means we're going to see increases in wholesale electricity prices in general. I think if you had to make a bet one way or the oth…”