Wallerand Moullé-Berteaux
speaker
450 appearances
4 recordings
1 series
first heard Jul 2026
last heard 15 Sep
Wallerand Moullé-Berteaux’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 — 4 in all, peaking in Sep 2026 with 3.
Appearances
C'est la bonne unité
Yeah, but it is very clear for us, it's a console.
A boat from Anthropic 50% of march on the console of token, we'll say a little bit.
The margin of the console of token is 50%.
And if it's 10% or 10%, I don't see it.
It's true that it's a boat that always pays for a lot of investments, but in run we have the impression, and of what is 100% official, there are boys that find 20%, 40% of margin network or 20% or 20%.
They are not enough to gain 90% of margin network they vend.
Don't at particular moment, Microsoft division by two prices, because he got more and two other.
And Apple also, the point Apple quem.
It's also a boat that makes 40% of your affairs already, 40% or 45% for the vendor hardware.
etc.
They've done and concurrence deloyal and a bit long, or the position dominant, and they were written a bit after Microsoft, it's right.
Microsoft has made a boot copilot on their ordinary, but they tap on the door.
But everyone does the same and the lab for me not for objective and we don't demand to be a pure furniture of models.
They're boys who have their product for gaining
Well, they want to see their activity of CPU that is in trying to explode.
It's not a boy that's CPU at the origin, but I think that Nvidia also decides to get a bit more.
If for a lot of people they want to find, I think that's the part of the model and distribution there, it's for the case.
When Anthropics produce part of the model, it's a business as well.
proche entre guillemets and that shock quant Nvidia's.
Showing 361–380 of 450 · page 19 of 23
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