← AI companies' forecasts
What podcasts say about AI companies' forecasts
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about AI companies' forecasts
1 statement · 1 negative
AI companies miss forecasts because power supply, not demand, limits token generation.
“The reason that these folks may miss a number or a forecast have nothing to do with demand. It is entirely 100% due to the supply of the power necessary to generate the output token.”
Open the episode · OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeListen at 9:32
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