Gil Luria
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Nov 17, 2025 by Gil Luria · said 5 times in 2 episodes since 2025 · across every show →
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brought up most by Alex Kantrowitz (3), Ranjan Roy (2)
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2025 5 mentions in 2 episodes 3 per episode
Everything said about Gil Luria, oldest first
Nov 17, 2025 bearish
Luria: Three-year-old AI chips will not generate sufficient revenue to run
“And that's where we think in a three year timeframe, three year old chips will just not be able to do enough computations to be worth keeping them on. So either we replace them or we use them for much less important things. That will generate much less revenue…”
Nov 17, 2025 bearish
Luria: Three-year GPU depreciation could slash AI company valuations by 40%
“If a company has to depreciate most of its assets, Over three years instead of five years, that means their profitability is going to go down proportionally. And we could have in, in, in, in a stylized case, the value of a company declined by 40% because an ac…”