Detailed view for this entity.
“But what I think it means ultimately is that traditional SAS is effectively over earning right on uh or sorry incumbent SAS not traditional SAS got the media in me um uh you know incumbent SAS is effectively owning over earning on their traditional economics right um and it puts them in a really tough spot because they don't own the model right and they don't have the compute in order to scale”
“But what I think it means ultimately is that traditional SAS is effectively over earning right on uh or sorry incumbent SAS not traditional SAS got the media in me um uh you know incumbent SAS is effectively owning over earning on their traditional economics right um and it puts them in a really tough spot because they don't own the model right and they don't have the compute in order to scale”
“Incumbent SAS is effectively owning over earning on their traditional economics and it puts them in a really tough spot because they don't own the model and they don't have the compute in order to scale. They have to charge a margin which is already going to reflect the token cost from Anthropic and the variable compute component from hyperscalers.”