Hedgeye Podcasts cover image

Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies

Hedgeye Podcasts

00:00

AI CapEx, Flops, and the Scale of Modern Models

Jared quantifies training costs and compute growth from GPT-1 to recent large models and implications for tooling.

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