Episode 99: Semis Outlook for 2025 - Bullishness Remains
The Circuit
Navigating Token Pricing and Future Revenues in Semiconductors
This chapter explores the intricacies of pricing strategies for token usage in applications, comparing them to the telecom bubble of the early 2000s. It emphasizes the importance of understanding long-term price forecasting and enterprise spending to ensure sustainable revenue in the semiconductor industry.
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