Chris Camillo
speaker
3,317 appearances
5 recordings
2 series
first heard May 2025
last heard 13 Sep
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
At first it was like, hey, the hyperscalers are not seeing any returns on their investments.
Okay, well, they're seeing their returns, but they're only seeing returns because all
All these companies are spending so much money on compute with them, and they're not seeing any returns on their investment.
And so eventually it's all going to unwind.
As soon as we start to see all the world's companies saying, Nope, we're operating at higher efficiency, we are now growing at and we're able to make this step growing because we can grow more efficiently, like we would have to spend this much money.
Money to enter this space, but now we're doing it for 10 cents on the dollar.
And so we're taking that initiative and now we're generating more revenue, more profits.
As soon as those reports start hitting the street, that is going to lead to, I think, the biggest mega cycle that we've ever seen in AI yet.
Because it's not about 20 companies, guys.
It's about every, theoretically, every company in the SP.
Right?
For the most, not all of them.
Yeah.
Like whichever ones.
So last time we talked about companies that would benefit from efficiencies, and that still exist, and also from from from revenue expansion due to being able to operate and grow more efficiently.
So now a use case that didn't make sense for them before now makes sense because the costs are lower, so they can chase that use case.
This time we're talking about the
the companies that benefit most are the ones that have motes in distribution.
So that's where I'm looking the next year.
I'm trying to decipher who has the biggest distribution motes because intelligence is going to bring costs down massively.
Showing 1021–1040 of 3,317 · page 52 of 166
← Previous
Next →