Episode Details
| Title | AI Exchanges: Will falling costs drive new opportunities? |
|---|---|
| Date | 2/4/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $AICOMPUTE - The cost and efficiency of AI compute are improving dramatically, making AI models more cost-effective and accessible.
- “The cost of compute is coming down dramatically. The price per token is coming down dramatically. That means these models are dramatically. That means these models are becoming more cost efficient. It is great for the world that this will be cheaper for all of us, point 1.” - Kim (6:01)
- 🟢 $TECHCAPEX - 🔒
- 🟢 $AIADOPT - 🔒
- 🟢 $AI - 🔒
- 🟢 $AIMERGE - 🔒
- 🟢 $AIPOWER - 🔒
- 🟢 $AIAGENTS - 🔒
- 🟢 $AIDATAMKT - 🔒