AI inference

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 23, 2026 by John Coogan · across every show →

Everything said about AI inference, oldest first

Jan 23, 2026 neutral

Insight

Coogan: AI inference will be load-balanced across diverse chip architectures

“It does feel like we're going to enter a world where inference is load balanced across a variety of semiconductor stacks, and so, For really fast things, you might be going to a Grok or a Cerebris, or, you know, you might, for more basic stuff, you might be go…”

John Coogan Jan 23, 2026 ▶ 22:00 Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN

Jul 29, 2026 bullish

Assertion Supported

Tae Kim: Morgan Stanley estimates AI inference yields 60-80% margins

“Like Morgan Stanley says, if you do inference, it's 60 to 80% profit margins, right?”

Tae Kim Jul 29, 2026 ▶ 15:11 RSI Is Closer Than People Think, Per Tae Kim

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AI inference

Everything said about AI inference, oldest first

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