Alex Kantrowitz
speaker
843 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But I just think that like – I just don't think that's going to happen.
I mean this is another thing he says.
In a market, your margins are set by how much better you are.
than the next best alternative.
And it's just like, well, we just talked about how all these models are coming closer and closer together.
And so,
the margins will go down.
Explain that.
It can't turn water into wine.
I think that, look, I think that as you, so let's just take a software example.
If AI was useful only to do the work of software developers and you used it, like the supply of software developers just goes up and you need stuff to support that, right?
So I just don't think that you'll like pay a software developer salary
to a software developer amount of AI.
The idea is it's going to get cheaper.
So they think it's going to happen, but they think that it's so they think it's both going to get cheaper and it's going to get used so much more that the price to use it will continue to be to continue to increase.
Yeah, I just don't think that you can continue to have that massive of a margin in a technology business.
It doesn't exist.
So I think the big concern around Apple when it announced Apple intelligence and wasn't able to execute on it.
It's a flop.
It was a flop.
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