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compute

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 9, 2026 by Vamshi Ambati · across every show →

Everything said about compute, oldest first

Jun 9, 2026 neutral
Insight
Ambati: Standing out in AI is harder because access is commoditized
“Having said that, I think it's also very difficult to get things right because the same three things are accessible to everyone. So really to stand out and then build something amazing in this day and age is going to be you know, exciting nevertheless, right?”
Vamshi Ambati Jun 9, 2026 ▶ 2:36 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jun 9, 2026 bearish
Prediction Not checkable as stated
Ambati: Advanced AI models will become more expensive as compute demands increase
“I think the, they're gonna get more expensive as the models get better the compute needs are gonna, you know, increase, and then you're gonna get better.”
Vamshi Ambati Jun 9, 2026 ▶ 13:07 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
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