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“the previous sort of VC model... was you make a big upfront investment and then you amortize and you get to almost zero marginal cost. That's how software…”
@Invest Like the Best
AI inference is a real marginal cost, forcing consumer products toward tiering by how much compute users want.
MSFTLONG@ $460.94
$470.99+2.18%
since call May 20
peak +2.2%
“When there's no cost to spreadsheeting... We just came up with so much more spreadsheeting that you could do. And it's bigger than ever.”
@Invest Like the Best
Falling inference cost expands demand faster than the price drop, so compute demand grows without limit.
NVDALONG@ $136.46
$199.32+46.06%
since call May 20
peak +57.7%
“If you look at markets like Sweden, you know, on average, you can just look at the public numbers. Convert about 40%. But if you look at the mature markets, I…”
@Invest Like the Best
Music industry is structurally undervalued; paid subscribers go from ~500M to billions, multiplying the pie.
SPOTLONG@ $653.75
$503.35-23.00%
since call May 20
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