SHOW DIRECTORY
Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
BIDCLUB DESCRIPTION
90 EPISODESENTRACKED SHOW
SUBSCRIBE[Feed_]
Language
Everyone Is Still Undersizing the AI Market | Eric Vishria
Patrick O'ShaughnessyEric Vishria
AI is likely to produce an oligopoly plus $100B specialists, not a single winner-take-all lab, while Fireworks shows inference’s hidden moat: roughly 5X speed and multiple-X throughput on the same models and NVIDIA hardware.SaaS incumbents now face “Get to AI or be worth three times revenue,” as migration becomes easier and cost, iteration speed, and transportability matter more, with energy—especially China’s roughly tenfold buildout next year—the key constraint.