inference
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 29, 2026 by Ev Randle · across every show →
Everything said about inference, oldest first
Jun 29, 2026 positive
Randle: Monetizing inference margins unlocks unprecedented AI revenue scaling
“When you hear about all these companies, and you hear about all of these businesses that are going not like, you know, one to three to nine to 20, like they used to, but are going one to 20 to a hundred, or one to 30 to 300, all of that can be traced back to t…”