2 predictions · 0–2 · 0% accuracy
“So my prediction is there's an entire layer of companies and pharmaceuticals in the consumer sector that had allocated a $102,105 $100,000,000 for CapEx for the cost or OpEx for the cost of AI that they were gonna have to spend to rent these models to develop new drugs, come up with a better itinerary for your air... Airbnb stay, that all of a sudden are gonna decide, wow. We're gonna be able to get all of the great taste of AI with a lot less calories, a lot less OpEx. And you're gonna see a bunch of companies that were setting aside a ton of reserves because they thought this was gonna be a lot more expensive than it's gonna be, recognize, take those reserves back, and it'll juice their bottom line.”
Markets · Judgment call · by Jan 31, 2026 (inferred)
“I think there's an entire layer of companies that just got great news that their CapEx on AI could be 30, 50, 80% less than they'd originally anticipated.”
Markets · Judgment call · by Jan 31, 2026 (inferred)
