Stephanie Aliaga

speaker

71 appearances 2 recordings 1 series first heard Jun 2026 last heard 21 Jul

Stephanie Aliaga’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

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Bloomberg Tech · Nvidia's AI Push, Paramount's Merger Pause & China's AI Race · 21 Jul 2026 podcast

Yeah, absolutely.

I mean, these AI model labs, you know, these are native AI services.

They're quite new in nature.

You know, our clarity around what the margins of using these models is still quite new.

And I think there is a little bit of a misunderstanding around how cheap these AI models are.

They may be cheap to call, so the API price is quite low.

But to use them, especially if you're using something

That is very compute intensive, right?

That's very capable, and in order to achieve that, it still requires a lot of compute.

You still need a lot of those resources.

You'll need clusters of GPUs.

You'll need significant electricity.

So this isn't something that you can just like run on your laptop.

This isn't

You know, you still need that infrastructure around it.

And we think the US model labs are still well positioned to provide.

that but there's just more that needs to be done around model routing, right, for the more efficient queries and getting them to where they should be.

I think recent years have given us so much evidence to Jevin's paradox that as we get more efficient at using AI, at calling on AI, at routing our queries to more efficient models, the overall pie of AI demand continues to expand.

And where we are today is that overall pie of demand is growing way faster than we can reliably service.

So I think this emphasis on

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