Microsoft AI CEO Mustafa Suleyman: For the next couple years at least, entire AI industry is going to be defined by...
Microsoft AI CEO Mustafa Suleyman argues that the AI industry's future hinges on companies that can afford to run models at scale, not just build the smartest ones. He posits that inference compute scarcity will define winners and losers for the next few years, with high-margin products gaining a significant advantage through a data flywheel of continuous improvement and adoption.
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