American companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 5, 2025 by Shivakumar Ganesan · across every show →
Everything said about American companies, oldest first
Sep 5, 2025 bearish
Ganesan: US AI firms will ignore cost reduction and chase AGI instead
“Even at the current inference costs I think that the savings in the west is so high that there will be, there is actually no motivation for American companies to further reduce inference costs going forward. So I think they're going to just forget about this c…”