AI Efficiency Is Repricing The Compute Market | Steve Hou
Published: July 22, 2026
Duration: 43:50
AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand.
Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute.
We discuss token efficiency, model routing, GPU pricing, memory bottlenecks, and when enterprise adoption may finally deliver measurable returns. Enjoy!
TIMESTAMPS:
00:00 Intro
01:01 Why AI Compute Needs Hedging
06:55 What The Token Index Really Shows
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