Stephen Balaban

speaker

657 appearances 4 recordings 1 series first heard May 2025 last heard 31 Aug

Stephen Balaban’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

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We're there.

I always kind of look at this as like like a

I always like to sort AI companies by revenue and just go, okay, well, who's at the top?

Probably like open AI today, you know, four billion, five billion.

It's it's it's a little bit hard to you know to to to to exactly g guess.

But then, you know, next one down, you kind of look, um

It anthropic, eight hundred million last published, uh mostly developer API, uh, but probably fast growing.

I would imagine they're probably in the billions now because Sonnet three seven was really good for code generation.

Um Google doesn't seem to be charging, um, from what I can tell.

Uh button.

Charging me two hundred

What are they charging for two fifty?

Uh so w when you kind of do that breakdown.

What what do you s what do we see in terms of like total top line revenue?

It's all inference, right?

I mean all of that is inference demand, whether it's image or chat GPT or or or video generation.

And then you know, mid journeys probably, you know, in the hundreds of millions of dollars uh revenue run rate.

And so uh there's some substantial businesses that are being built uh right now.

And yeah, what are some kind of narrative?

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