The Information's TITV cover image

Vinod Khosla on AI’s High Costs, Circular Financing, and Massive Energy Needs | Oct 22, 2025

The Information's TITV

00:00

Margins and future profits in AI businesses

Akash asks how margins will evolve; Khosla predicts costs fall via better algorithms and chips while differentiated models can command healthy margins.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app