Jaime Sevilla

speaker

54 appearances 1 recordings 1 series first heard Feb 2026 last heard 13 Feb

Jaime Sevilla’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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Azeem Azhar's Exponential View · Inside the economics of OpenAI (exclusive research) · 13 Feb 2026 podcast

So if I was to bring in a different view here, obviously the consumer section proportion is quite large.

And we know from Sarah Fryer that about 60% is now consumer, 40% enterprise.

So obviously the enterprise push is there, and we know that the enterprise push would be, you know,

bringing in money for the company quite well.

The consumer side is very competitive given Gemini and other AIs, which you can easily have on your device.

Say like Samsung, I just hold my finger over a button and I have access to Gemini.

So there's very little friction in using it.

But so if I was Sam Altman, I would want to try to see if I could do something different on the consumer side.

And obviously we know they're hoping to bring out a device

That is a unique, different side of targeting that consumer component.

And if there's other things they can do there that would keep, you know, their consumer money coming in.

If I was to add anything, I guess I'm wondering how things will move also to the edge.

So obviously you have a lot of this build-out for the hyperscalers in data centers, but we commented on, Azeem, you said you were running an LLM on device.

At what point will they get better data?

to the state that you can actually run the things you're doing now on your device with hardware improvements that are coming and the algorithmic improvements which are also coming.

And I wonder at what point we can do most of the things we're doing now on our device.

It seems like the same way that planes were still flying in COVID so that they could keep their flight routes, even though no one was flying.

I was actually quite surprised the margins were where they were, as in the gross margins, because I wasn't expecting them to be around 50%.

That seems pretty good for a model where people are saying they're always having losses year on year on year.

And although we heard from Dario and Sam that at the model level, insinuating there's a profitability, to actually see that come out in the numbers is quite reassuring in some ways.

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