Overall demand for intelligence will outpace the falling costs of AI compute
Gustav Söderström · Spotify’s Journey To Profitability · Invest Like The Best · May 20, 2025 · at 47:46
Spotify CPTO Gustav Söderström explains why demand for compute is virtually limitless, comparing AI inference scaling to the historical adoption of spreadsheets.
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“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.”
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