What podcasts say about Paul Schau

Every statement, with the speaker, the exact quote and the moment it was said.

What Paul Schau has said on podcasts

9 statements · 6 positive · 2 negative · 1 neutral

on AI computation demandPositiveAug 25, 2026· UBS On-Air: Market Moves
Rising AI computation demand would increase competition for tokens.
“if we think that demand for overall AI computation is rising, we'd see more competition of these tokens.”
Listen at 4:46
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on AI tokensPositiveAug 25, 2026· UBS On-Air: Market Moves
Dollar spending per AI token has risen over roughly two years.
“the dollar amount per token usage has been steadily rising”
Listen at 5:00
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on large language modelsPositiveAug 25, 2026· UBS On-Air: Market Moves
Large language models have become more efficient at processing tokens.
“LLMs, large language models, have become much more efficient at processing these tokens.”
Listen at 5:08
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on NVIDIA processor architecturePositiveAug 25, 2026· UBS On-Air: Market Moves
NVIDIA-oriented processor architecture processes AI queries more efficiently.
“the processors made by large firms like NVIDIA, that architecture has been made with AI at the forefront. So they're processing these queries a lot more efficiently.”
Listen at 5:15
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on U.S. AI modelsPositiveAug 25, 2026· UBS On-Air: Market Moves
US AI models lead in complexity, agency, and computational capability.
“US models are at the forefront of how complex, how agentic, how much computational power that they can do.”
Listen at 5:53
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on U.S. AI modelsPositiveAug 25, 2026· UBS On-Air: Market Moves
US AI models lead in complex reasoning.
“The complex reasoning things are really US-led.”
Listen at 6:01
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on Business AI costsNeutralAug 25, 2026· UBS On-Air: Market Moves
Median business AI cost is around $12 per employee.
“for the median AI cost per employee, that's around $12 for employee for businesses.”
Listen at 6:21
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on Top 1% of AI usersNegativeAug 25, 2026· UBS On-Air: Market Moves
Top AI users’ monthly costs rose to $7,500 from $2,500.
“for the top 1% of users, that number has risen to $7,500 a month from $2,500 in just January this year.”
Listen at 6:30
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on AI tokensNegativeAug 25, 2026· UBS On-Air: Market Moves
Business owners should treat token usage as a budgeting concern for next year.
“token usage is really a concern and should be for our business owner client segments thinking about how to budget properly for next year.”
Listen at 6:40
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.