“All the good investments sure seem to be in the infrastructure.”
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Comparative returns and valuations of infrastructure vs. application layer AI companies over a 2-3 year period.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Anastasios predicts at least one multi-hundred-billion-dollar (or trillion-dollar) American open-source AI company will emerge.
Harry Stebbings predicts Fireworks could become a $500 billion company.
Rory predicts that PayPal's board will ultimately accept Stripe's acquisition offer after initially rejecting it as part of standard negotiation tactics.
Harry Stebbings suggests OpenAI's hardware project will be paused or cancelled due to the Apple lawsuit.
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