Episode Details
| Title | Inside AI's GPU Economy & Infrastructure Boom | Sam Hogan, Kuzco |
|---|---|
| Date | 1/3/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $KUZCO - Kuzco, a spot market for AI inference, matches sellers of idle compute cycles with developers seeking access to AI model outputs, presenting a promising market opportunity in the evolving AI industry.
- “Koosko is a spot market for AI inference. So we match sellers of idle compute cycles. These are typically, compute cycles in higher end consumer devices and data centers from around the world. And we pair those with developers on the other side who want access to the output of these models.” - Sam (0:51)
- 🟢 $AIINF - 🔒
- 🟢 $SOCIALMEDIA - 🔒
- 🟢 $SOL - 🔒
Bearish:
- 🔻 $NVDA - 🔒