All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Gavin Baker
I mean, you guys can choose whichever one of these three you like, but the ultimate AI winner will be the one with the lowest cost of infrastructure costs, the lowest cost of compute. And definitionally, you can't be the low-cost provider if you're renting your compute from someone else. Because of markups. Yeah, because there's a markup.
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