Do you have a specific reference? I'm curious to see hard data and models.... I think this makes sense, but I haven't figured out how to see the numbers or think about it.
replyI was able to find the podcast. Question is at 33:30. He doesn't give hard data but he explains his reasoning.
reply> He doesn't give hard data
replyAnd why is that? Should they not be interested in sharing the numbers to shut up their critics, esp. now that AI detractors seem to be growing mindshare among investors?
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replyIn his recent appearance on NYT Dealbook, he definitely made it seem like inference was sustainable, if not flat-out profitable.
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