Why AI Inference Costs Are Crushing Software Margins

Lucas and Luna dig into the growing gap between training and inference economics in AI. With NVIDIA down 8.5% in a week and Broadcom off 16%, they unpack why inference costs—not training—are now the real bottleneck for software companies. Using Notion's recent Anthropic outage and OpenAI's Lockdown Mode as jumping-off points, they explore how rising compute spend is reshaping product margins, enterprise pricing, and stock valuations. A fresh look at the hidden cost of running AI at scale. #AI #Inference #ArtificialIntelligence #MachineLearning #NVIDIA #Broadcom #Notion #Anthropic #OpenAI #LockdownMode #SoftwareMargins #EnterpriseAI #ComputeCosts #Technology #TechPodcast #FexingoBusiness #BusinessPodcast #AIEconomics Keep every episode free: buymeacoffee.com/fexingo