Air Street Capital

“The most expensive models like a year ago to now, I don't know, the most expensive one is maybe like 600 dollars, sorry, 60 dollars per million tokens, and now the cheapest one is probably like 0.06 dollars per million tokens. Not the same level of intelligenc…”

“If you bought NVIDIA stock on the day of the announcement of all the, like, private rounds in these companies, what would the value of your stock be in NVIDIA versus these companies? And if I recall correctly, it's basically 12 X in NVIDIA versus two X in in t…”

“The biggest step for me is one gigawatt of a data center for AI basically costs fifty billion dollars in capex. And on an annual running basis, it costs between, like, another eight to nine eight to nine to maybe even eleven billion dollars to run.”

“If you do that analysis, you basically find that 90% of all papers make use of a NVIDIA chip.”

“If you sum sort of the top 20 or so major AI companies from the labs to the most popular kind of vertical applications, you know, across them, they're making tens of billions of dollars of revenue.”

“95% of people use AI in their personal life and in their professional life. About 76% of people pay out of their own pocket for it. It's like 10% of people pay more than 200 bucks a month for it. And then looking at the organizations that they work at, it's li…”