cost of power

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 9, 2026 by Varun Sivaram · across every show →

Everything said about cost of power, oldest first

Apr 9, 2026 bullish
Prediction Not checkable as stated
AI token costs will asymptotically approach the fundamental cost of power
“I think the answer will increasingly become yes in the future as the cost of inference, the cost of token generation asymptotically approaches the cost of power, which is the only real operational expense input into the Into the cost of intelligence generation…”
Varun Sivaram Apr 9, 2026 ▶ 19:00 The rise of flexible data centers
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