Brad Gerstner · BG2 Pod · 23 December 2024
“if you think that infrastructure expenses are going to grow at 30% a year, then I think you have to believe that the underlying inference revenues, right, both on the consumer side and the enterprise side are gonna grow somewhere in that range as well.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.