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Latest / Know Your Risk Podcast

AI Is Spending Big. Will Customers Pay Up?

November 3, 2026 - AI could become part of almost everything we do. But will enough customers pay enough money, soon enough, to justify the enormous investment happening now?

Zach Abraham and Chase Taylor examine the gap between AI’s potential and its business economics. Using Netflix and Uber as comparisons, they discuss consumer adoption, subscription fatigue, subsidized pricing, and the challenge of turning impressive technology into a service people consistently pay for.

They also explore why the companies buying AI infrastructure and the chipmakers supplying it can have very different…

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