Big record labels and FinOps practitioners make the same mistake
Music touches the soul but labels are missing the point
Read next
How many arguments should you bring to create a convincing case?
When trying to convince, the number of arguments depends on who you target.
AI growth is no longer constrained by software demand, but by simultaneous physical bottlenecks across the infrastructure stack.
AI is no longer constrained by demand. It is constrained by power, memory, fabrication, and time. Unlike software, infrastructure scales slowly. The companies that control electricity, chips, and supply chains may gain more advantage than the companies building the models themselves.
