GPU spend
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 27, 2025 by Scott Wu · across every show →
Everything said about GPU spend, oldest first
Aug 27, 2025 negative
Wu: Seat-based SaaS pricing makes no sense for AI agents
“Seats don't really make sense when it is like, the AI themselves are arguably seats as well, you know, like they're doing a lot of the labor too. And then on the other side, I think you know, usage obviously just goes so naturally with the cogs themselves beca…”