inference clouds

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Sarah Guo · across every show →

Everything said about inference clouds, oldest first

Feb 19, 2026 bullish

Assertion Not checkable as stated

Guo: AI inference clouds are growing 1,000x in compute consumption

“I think to the point of like real data, the inference clouds are growing a thousand X in terms of consumption, right? And then they're getting more efficient. So revenue grows at some lower rate than that, but it's wild.”

Sarah Guo Feb 19, 2026 ▶ 19:44 The AI Code Slop: Risk or Opportunity?

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inference clouds

Everything said about inference clouds, oldest first

Turn any episode into a week of clips.