“The price is $2.80 per conversation… the retailer can estimate its conversation charges by multiplying the expected number of conversations by that price.”
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Said on Australian Investors Podcast
Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis
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estimated a base-case price of $5.30 per GPU hour for AI compute
$5.30 per GPU hour
“The price is $2.80 per conversation… the retailer can estimate its conversation charges by multiplying the expected number of conversations by that price.”
“You can put a dollar amount… estimates… volunteer time is worth between $30 and $32 per hour”
“I was getting absolutely hosed on my milk price... paying 82 cents per pound. Market price 22 cents. Got agreements for 27 to 29 cents per pound.”
“Within less than around 12 hours later that they were there… priced it up within 24 hours and they had a price of what it was going to cost”
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