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AI inference

5 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement May 20, 2025 by Gustav Söderström · across every show →

Everything said about AI inference, oldest first

May 20, 2025 bullish
Prediction Not checkable as stated
Overall demand for intelligence will outpace the falling costs of AI compute
“I think from a financial point of view when the cost of something drops, the demand usually increases more than the cost, than the drop. And I think that's, Bound to happen with intelligence.”
Gustav Söderström May 20, 2025 ▶ 47:46 Spotify’s Journey To Profitability · Invest Like The Best
May 20, 2025 neutral
Prediction Held up
Consumer tech products will increasingly tier pricing based on AI inference volume
“It's very likely that some consumers are going to want tons and tons of inference. And because that's a marginal cost, you're probably going to have to pay somehow for that as a consumer. So I think you're going to see more tiering of consumer products based o…”
Gustav Söderström May 20, 2025 ▶ 44:58 Spotify’s Journey To Profitability · Invest Like The Best
Jun 30, 2026 bullish
Prediction Not checkable as stated
Wachen: AI inference will eventually make up the majority of global GDP
“I firmly believe we are on a global march of inference becoming majority of global GDP. And it may take more than 10 years, but it's going to happen.”
Rob Wachen Jun 30, 2026 ▶ 1:24:40 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Jun 30, 2026
Prediction Not checkable as stated
Wachen: Software COGS per incremental user will become high due to inference
“Like, the cost structure of every software company, the COGS is not going to be, like, zero anymore for an incremental user. It's going to be, like, quite high, and it's going to be a function of inference.”
Rob Wachen Jun 30, 2026 ▶ 21:55 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Jun 30, 2026 bullish
Prediction Open · timeframe Jun 2036
Wachen: AI inference will become the biggest market in the world
“It feels like we are on a, like, decade march for inference to become, you know, the biggest market in the world.”
Rob Wachen Jun 30, 2026 ▶ 22:08 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
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