The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Luan: Vertical integration pressure will merge model builders and chip makers
“That's my expectation. To me, like what's interesting about AI from a business side, right, is like it forces the question of like, what Companies or offerings are going to be bundled or integrated and which ones are going to get unbundled. And I actually thin…”
Luan: There will be only five to seven max-scale LLM providers long-term
“I do think there will not be that many LLM players. I think that there will probably be, my guess is somewhere between five to seven long-term steady state LLM providers at maximum scale, just because of the costs involved.”
Luan: Open-source AI will lag closed models over the next five years
“And I think in the next five years, open will always lag closed. And because open will always lag closed, because open just has fewer resources behind them and fewer incentives for people to go to go make things to be open as these things become more and more …”