AI’s finally expensive enough to make Wall Street nervous
… And Google is also facing competitive pressures from Chinese AI tools, as well as pricing pressure to keep the cost of its models low. …
… And Google is also facing competitive pressures from Chinese AI tools, as well as pricing pressure to keep the cost of its models low. …
… Data centers had already driven up the price of aluminum, while also making it more difficult to manufacture aluminum in the US by increasing energy prices. Speaking of energy prices, there is one more obvious problem that has been created by the Iran war: more expensive energy. …
… Once companies cemented their power, they raised prices, added new revenue streams, and delivered a return to investors. …
… You mentioned the pressure to rein in, be more safe, have more control for AI might come from other governments, other organizations. Maybe it’s the states. Where do you see the most pressure on making AI safe come from right now? …
… Do you think the pressure on needing to be that interface is going up because of AI? I think the pressure is going up to some extent, but I think AI is making it possible in a way that it wasn’t possible previously. …
… It doesn’t seem like I can identify the competitive advantage here. I mean, killing a competitor is not necessarily not a competitive advantage. …
… So, it’s an add, but if the next one has more immediate value, you can price it at a different price point. …
… Brockman might be motivated by profit — I certainly think so! — but Musk’s actions are what they are: high-pressure negotiating tactics that failed. …
… But 2026, the CFOs will pressure with, “Okay, productivity improvements have to come from these. We’re going to hire less people as annual planning happens.” There’s going to be tremendous pressure in the system to prove what the real value is. …