Baker says AI is the first time in his career that being the low-cost producer matters in tech.
“And this is really important because AI is the first time in my career as a tech investor that being the low cost producers ever matter.”
Baker says AI is the first time in tech where being the low-cost producer matters economically.
“AI is the first time in my career as a tech investor that being the low cost producers ever matter. Apple is not worth trillions because they're a low cost producer of phones.”
Baker links to lower electricity costs in Louisiana related to data centers.
“Last one for today. Lower electricity costs in Louisiana: https://t.co/fZoBpgvYvr”