Supply Side
topic on 3 shows · 3 statements across 3 episodes
3 statements about Supply Side, every show
Verdian says AI's primary bottleneck is supply-side infrastructure, not end-user demand
“The bottleneck in AI today is not demand. It's on the supply side. So you got energy, the grid data center, then you got chips, then you got frontier models and apps.”
Hays: AI agents will prioritize delivery speed, preserving existing aggregator supply moats
“I would imagine the agent to route to the platform with the supply that is going to be able to deliver in the shortest possible time horizon, And imagining a world where there's like this, you know, vibe coded small team operating that just happens to aggregat…”