Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA

Podcast: Monetary Matters with Jack Farley · Jack Farley

Opublikowano: 2026-09-30

Ben Pouladian of BEP Research returns to Monetary Matters to break down who's winning and losing in AI right now, starting with Meta's Muse, the consumer agent he calls the "McDonald's version" of AI, and why he thinks its revenue will come mostly from ads rather than subscriptions, especially across WhatsApp-first markets like India and Brazil. Ben explains why the token bill for agentic AI dwarfs the CPU bill, why the key metric is becoming cost per token per megawatt, and why he believes "all roads and rockets lead to NVIDIA." He makes the case against AMD, including his...