inference market

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 22, 2024 by Bill Gurley · across every show →

Everything said about inference market, oldest first

Feb 22, 2024 neutral
Prediction Not checkable as stated
Gurley: AI inference market will prioritize power and cost over raw performance
“The inference market over time is gonna be much more susceptible to you know, things that are lower power, lower cost, all the things that, that aren't just performance from a silicon perspective.”
Bill Gurley Feb 22, 2024 ▶ 56:42 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
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