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4:51LONG
“However, that bottleneck goes away with AI. There are 100 million CCTV cameras in America, and you can get pretty good open-source multimodal models for 10…”
@Dwarkesh Podcast
AI turns surveillance from labor-limited to software-unlimited, repricing demand for state video-intelligence platforms.
PLTRLONG@ $153.13
$124.92-18.42%
since call Mar 11
5:18LONG
“while this year might cost $30 billion, next year it'll cost $3 billion, the year after that $300 million, and by 2030 it'll be less expensive to monitor…”
@Dwarkesh Podcast
Inference cost per capability falls 10x a year while usage explodes faster, so model-layer revenue and value compound.
ANTHROPICLONGIDEA · NOT YET PRICED
6:45SHORT
“by late 2027, or certainly by 2028, there's going to be such wide diffusion that even open source models will be able to match the performance that the…”
@Dwarkesh Podcast
Open weights matching the frontier strips pricing power from pure-play model labs, capping Anthropic's premium.
ANTHROPICSHORTIDEA · NOT YET PRICED
TIMESTAMPS
4:51
5:18
6:45