“The central theme regarding the high cost of AI tokens versus enterprise willingness to pay.”

“Can you speak to the economics largely of AI, not just Sierra, but maybe OpenAI and others?”

“Discussion on capital intensity, GPU leasing, and consumption-based vs. seat-based pricing models.”

“Core discussion topic regarding funding levels, valuations, and potential bubble deflation.”

“Discussion on the cost of running queries, computing power, and displacing manual tasks.”