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. …
… This has, perhaps predictably, resulted in political pressure. …
… OpenAI and Anthropic shifted their pricing plans for enterprise. …
… 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? …
… That kind of dynamic customer response – in terms of pricing, people are making it illegal in this country to do dynamic pricing in that way because it feels unfair. …
… It doesn’t seem like I can identify the competitive advantage here. I mean, killing a competitor is not necessarily not a competitive advantage. …
… That’s why HSBC proved to itself we could do bond trading pricing on it. …
… 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. …