CapEx
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 19, 2024 by Bret Taylor · across every show →
Everything said about CapEx, oldest first
Sep 19, 2024 neutral
Taylor: AI pre-training will consolidate into a small number of frontier model builders
“I think that will probably play out with the frontier models. We'll end up with a relatively small number of companies doing pre-training you know, which is the really capital intensive part of model building not because, you know, there's not, they're the onl…”