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EP 005·AI + Sustainability· 49 min· May 2026
Is the AI industry's business model broken?
Sustainably Talking · Sustainably Talking
Executive summary
A Sustainably Talking conversation taking apart the unit economics of the generative AI industry, marginal cost, smaller language models and what the China story changes for incumbents.
About the guest
Sustainably Talking
Sustainably Talking
A Sustainably Talking conversation on the economics of artificial intelligence.
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