Pedro Franceschi
speaker
536 appearances
1 recordings
1 series
first heard Jun 2026
last heard 10 Jun
Pedro Franceschi’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 — 1 in all, peaking in Jun 2026 with 1.
Appearances
Yes.
Exactly.
I was telling a friend about, you know, how to be, you know, long inference that
Basically, the thesis is that there's going to be a lot more inference than people think.
And people are expecting a lot of inference if you just look at public markets and, you know, semi-supply chain, all that.
Yeah.
But the underwriting, which is kind of funny, is I think there's one image.
2,500 dots.
Each dot is 3.2 million people on the planet.
And basically, you know, 84% of the world never used AI.
16% have used at least once a free chatbot.
Then 0.3%, which is, I guess, six or seven squares, pay 20 bucks a month for AI.
And one box out of the 2,500 actually use agents in whatever capacity.
So that's the argument to be long inference.
And I think it's just starting out.
And I think a funny thing on this is I think the
you know, it will be the biggest expense in a company, like, like easily.
Right.
And, and yes, there's a lot of margin in tokens right now, but people always want to be the bleeding edge, but even token costs decrease by 10 X, they're going to have 10 X more usage.
So it will be a still large cost.
Showing 281–300 of 536 · page 15 of 27
← Previous
Next →