consumers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 19, 2024 by Erik Bernhardsson · across every show →
Everything said about consumers, oldest first
Feb 19, 2024 bearish
VCs Subsidizing AI Inference Will Not See Their Expected Returns
“In the end, like, I don't think VCs will have the return they expected. Like, you know, in these things, but guess who's going to benefit? Like, you know, it's the consumers, right? Like someone's like reaping that the value of this. And that's, I think an ama…”