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14:36LONG
“However, if I'm Google and I don't speak for Google and I decide to arbitrarily cut the cost of tokens to 80%... What happens to the business models of OpenAI…”
@All-In Podcast
Google can cut token prices ~80% and break OpenAI/Anthropic's unit economics, owning the AI cost war.
GOOGLLONG@ $355.34
$361.15+1.64%
since call Jun 9
peak +3.3%
16:08SHORT
“It's 100% probable. Look, I'll just say it's been said before, a trillion for spend commitments. On $60 billion of revenue, and now you're going to go to the…”
@All-In Podcast
OpenAI's valuation is unsupportable: a trillion in spend on $60B revenue dumped on retail bag holders.
OPENAISHORTIDEA · NOT YET PRICED
20:21LONG
“I don't plan on investing in kind of larger models, right? Just like it wasn't better stories that would make better games. It was controllers and physics…”
@All-In Podcast
The AI win is in the infrastructure layer, physics engines and chips, not bigger models.
NVDALONG@ $199.95
$198.88-0.54%
since call Jun 9
peak +4.9%
TIMESTAMPS
14:36
16:08
20:21