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▶ 2:36 · AI Infrastructure · Inference costs projected to drop 90% in 1-2 years via specialized chips and models

now playing · AI Infrastructure

AI Economics & Business Modelsmixedscore 7/10sean

ROI models broken by failure to define monetization upfront and rapid cost decay

Software companies initially broke AI ROI by building features without monetization plans; now the mental model must adapt to 90% cost drops in months, requiring fail-fast iteration and fin…

AI Infrastructuretailwindscore 8/10sean

Inference costs projected to drop 90% in 1-2 years via specialized chips and models

The shift from training to inference workloads, combined with diverse purpose-built chips and smaller specialized models routed via agentic frameworks, will radically reduce compute costs a…

Enterprise AI Adoptiontailwindscore 7/10sean

Build vs buy framework: use proprietary data as differentiator, buy undifferentiated horizontal AI

Enterprises should build only where they can create unique customer value using proprietary data, while buying commoditized horizontal AI capabilities from vendors; the most successful comp…

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▶ 2:36 · AI Infrastructure · Inference costs projected to drop 90% in 1-2 years via specialized chips and models

now playing · AI Infrastructure

AI Economics & Business Modelsmixedscore 7/10sean

ROI models broken by failure to define monetization upfront and rapid cost decay

Software companies initially broke AI ROI by building features without monetization plans; now the mental model must adapt to 90% cost drops in months, requiring fail-fast iteration and fin…

AI Infrastructuretailwindscore 8/10sean

Inference costs projected to drop 90% in 1-2 years via specialized chips and models

The shift from training to inference workloads, combined with diverse purpose-built chips and smaller specialized models routed via agentic frameworks, will radically reduce compute costs a…

Enterprise AI Adoptiontailwindscore 7/10sean

Build vs buy framework: use proprietary data as differentiator, buy undifferentiated horizontal AI

Enterprises should build only where they can create unique customer value using proprietary data, while buying commoditized horizontal AI capabilities from vendors; the most successful comp…