SemiAnalysis

“My business model, like, this is the second highest revenue product for us, would not have been possible if it weren't for AI, like, vibe coding, like, you know, being able to dig through permits and regulatory filings, being able to run image recognition on s…”

“He was spending like 6000 dollars a day. It was an insane amount, but he scraped every single power plant in the U S every single transmission line above a certain voltage. And created this entire mapping of the entire US grid, as well as a lot of demand sourc…”

“There's a project we did on FPGAs, and it turns out there's a 120 FPGAs per, per next generation rack.”

“And he's like, dude, this would have taken the team of 200 economists a year.”

“One person on the team, they've been able to spend with a couple thousand dollars of Claude tokens, they've been able to create this application that is GPU accelerated, runs on a server that we have at CoreWeave, and anytime we send it an image, it's able to …”

“And if this trajectory continues, then, you know, we'll spend more than a hundred percent by the end of the year”

“The BLS has this entire Bureau of Labor Statistics has this entire, like, set of, like, 2000 tasks, And so he did that with AI, which ones can be done by AI, which ones cannot and grading them across a rubric, you know, about three percent are doable now with …”

“They could double their pricing on Opus, and I would continue to pay, and I bet most users would continue to pay. I bet that wouldn't solve their humongous capacity problem that they have.”

“Across a firm, we're spending seven million dollars a year now on Claude code at the current rate versus our salary expense being in the neighborhood of twenty-five million dollars.”

“Well our, your, our friend Dylan Patel at his company, so he's an ASI maxi, but he's at 30%.”