"AI margins don't look like SaaS margins. They look really thin." @evanjconrad, Founder & CEO of @sfcompute, on why GPU cloud economics are fundamentally different: "In CPUs, the customers are SaaS companies. Build something once, sell it infinite times. Fat margins." "The problem of GPUs is that's not how AI works. You're generating a video, your customer pays you, and you use compute for that video. Every time. Margins stay roughly the same." "You as the customer need to be price sensitive. It is a requirement of your business. That pushes down prices for your GPU cloud too." "You care less about fancy managed services and more about price — as long as reliability and security are there." Worldbuilders — Village Global Podcast