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16 results for “compute economics”
...the unit economics are messy here, because you have, you know, you have variable costs that is especially if you're buying, you know, your compute from someone else. You may have CapEx, and then there's a question of are you depreciating that over ho
1:13:15 / 1:14:31
from transcript1:13:15 – 1:14:31
...compute from the one below it. If those second layer and the third layer are both negative gross margin, the consumer's buying compute from the hyperscaler at a price that's lower than they would if they bought it directly, because it's being subsidi
1:14:14 / 1:15:17
from transcript1:14:14 – 1:15:17
...economics, which is a fancy way of saying that we lose money on every sale and try to make it up on volume. Right? I mean, that's the that's the problem here. So but that's okay. I mean, we've had lots of things. Amazon in its early days had negative
27:35 / 28:50
from transcript27:35 – 28:50
As a fellow East Coast transplant of The US, I mean, I I'm sympathetic to to where you've ended up. Now business model. I'm presuming this is something akin to SaaS when you break it down. Yeah. Right now, it's it's a monthly subscription and the pri
25:30 / 26:31
from transcript25:30 – 26:31
That is certainly a reasonable strategy. I I I I I I'm not inside that company. You have way more knowledge than I do, but, you know, I pay the $200 a month and I do every one of my searches on four five, and I'm probably I'm probably negative, I wou
39:43 / 40:45
from transcript39:43 – 40:45
...compute supply. Like are we really constrained? I want to keep coming back to this point that Jensen made, and maybe we'll insert the clip here on the pod, where he talks about his inference revenue is already 50% of his revenue, so already upwards o
29:58 / 31:06
from transcript29:58 – 31:06
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31:28 / 32:30
from transcript31:28 – 32:30
...crappy unit economics. And that's a big part of the problem. So so from there, you get to the question of, okay. So what does it have to look like in terms of making it look profitable? There's lots of ways to back into this. You can do bottoms up mo
28:24 / 29:31
from transcript28:24 – 29:31
On the other side, when we do the transaction checks, for example, we know when you send money, we know what is the likelihood that someone named Martin was born in a given year in a given country. Because these are Oh, so you can just ah, that's int
56:07 / 57:16
from transcript56:07 – 57:16
on these deals when they when OpenAI files their s one. And that's when you will be in there and other folks will be in there with a fine tooth comb saying, this seems like a revenue ramp that's not possible. And this is where the total addressable m
1:05:58 / 1:07:12
from transcript1:05:58 – 1:07:12
local currencies or anything, just, you know, EU, US dollars. Okay. Now let's say there's a billion people as consumers willing to pay, you know, roughly what they pay for Disney plus and Netflix, so $30 a month, maybe $25 a month. I'm a go with the
1:07:29 / 1:08:31
from transcript1:07:29 – 1:08:31
But, again, you could have revenues of a couple billion dollars, but in the scheme of meta, that's still Right. Not all all that material. But they're smart enough to maintain the optionality, Bill. I mean, you saw NVIDIA release some models, which i
25:28 / 26:35
from transcript25:28 – 26:35
And it's like, what is an average visit? $500? So that's not even or a thousand dollars. It's not even 1% of a thousand dollar visit. So it might be that consumption based pricing would be better here either way. If you're undercharging for it now, t
1:09:46 / 1:10:51
from transcript1:09:46 – 1:10:51
organic customer demand, you know, high value of dollars that they're willing to pay relative to how much it costs to acquire them either via marketing or sales. And so if you have things that are sort of, like, being pulled off the shelves and you h
24:43 / 25:45
from transcript24:43 – 25:45
is if there are multiple model providers that are somewhat close to parity, you're going to see input costs go down significantly over time. If you recall, you know, a 100 s decline in the input cost over the course of two years, the hope would be th
25:27 / 26:33
from transcript25:27 – 26:33
intelligent models, right, and you have the capacity for it, it's one of those things people are consuming, Jeevan's paradox or whatever. Yeah. Sorry. Go ahead, Bill. You're No. I was just gonna offer one caveat to to this, super exciting line of of
34:25 / 35:31
from transcript34:25 – 35:31
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