What Couch Investor said in this video:
- NBISneutralThe host says most neoclouds merely sell capacity, while NBIS is watching who is consuming that inference capacity; the company is in an AI inference demand wave with a real growth rate rather than a slogan, but no price direction is given.Source
- AI CapexneutralThe host asks that if personal AI agents are the wave Jensen also flagged, who captures the inference when it compounds; this is an observation on AI inference and compute demand with no explicit direction.Source