Steve Lucas
speaker
213 appearances
1 recordings
1 series
first heard Jul 2026
last heard 12 Jul
Steve Lucas’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 Jul 2026 with 1.
Appearances
The broader market organizations, their spending on AI is way up.
Their spending on software applications is down and spending on infrastructure is up as well.
So AI and infrastructure seem to be the two big investment priorities for large organizations.
But I think we are, you said the blank checker.
I think that's a perfect phrase.
And we are at a place where organizations, I walk into board meeting after board meeting, CEO after CEO, and what I hear continuously is,
help me show return after these projects that we initially pursued, they're not providing ROI.
That is, it is real, it's in the market, that's being discussed.
And you're starting to hear other executives call it out as well, which is let's stop trying to scare all the executives with these scare tactics into investing in AI and in business, let's help them show real rates of return.
Grace period for now, not for long.
You look at what's happening.
I think if you look at the, you talk about this hidden cost.
I published a white paper recently that talks about the cost of training GPT-2, which I think all of us are largely familiar with.
It was the first time we encountered this bewildering technology called large language models or GPTs.
The cost to train GPT-2, and this is public data, was around just shy of $50,000.
Manageable, affordable.
The cost to train the frontier models that we're seeing in 2026?
over a billion dollars.
It's extraordinary.
So we've gone from like used car to aircraft carrier.
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