How AI Distillation Is Reshaping Tech Earnings

A new technique called AI distillation is quietly transforming the economics of large language models. In this episode of The Quarterly Review, Lucas and Luna break down how distillation slashes compute costs and could boost margins for tech giants like Microsoft and Alphabet. They explore why the market is suddenly obsessed with the concept, what it means for NVIDIA's dominance in GPUs, and how upcoming earnings reports may reflect this shift. With the Nasdaq near 25,000 and GDP growth at 2.1%, they also discuss whether distillation marks a turning point for the broader tech sector. Plus, they analyze the risks of missing the trend and why some companies may be caught off guard. A must-listen for anyone tracking earnings season in July 2026. #AIDistillation #TechEarnings #EarningsSeason #Microsoft #Alphabet #NVIDIA #Nasdaq #GDP #ComputeCosts #LargeLanguageModels #MachineLearning #MorganStanley #QuarterlyReview #FexingoBusiness #BusinessPodcast #July2026 #EarningsAnalysis #Business Keep every episode free: buymeacoffee.com/fexingo