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AI winner

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 4, 2025 by Gavin Baker · across every show →

Everything said about AI winner, oldest first

Jan 4, 2025
Insight
Baker argues winning AI companies must own their compute infrastructure
“The ultimate AI winner will be the one with the lowest cost of infrastructure costs, the lowest cost of compute. And definitionally, you can't be the low cost provider if you're renting your compute from someone else.”
Gavin Baker Jan 4, 2025 ▶ 51:37 2025 Predictions: Tech, Business, Media, Politics!
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