# \~20% of AI-company margins go to cloud bills

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2021-03-19
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** The Akash Mainnet 2 Livestream w/ Sunny Aggarwal, Greg Osuri and Adam Bozanich (Akash Network)
- **Watch at:** 01:17:44 — https://www.youtube.com/watch?v=HiTE_qXoFvM&t=4664s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2021-03-19-20-of-ai-company-margins-go-to-cloud-bills-uie6/
- **Cite as:** Greg Osuri, "\~20% of AI-company margins go to cloud bills," The Akash Mainnet 2 Livestream w/ Sunny Aggarwal, Greg Osuri and Adam Bozanich (Akash Network), 19 Mar 2021, 01:17:44. https://www.youtube.com/watch?v=HiTE_qXoFvM&t=4664s

## Quote — verbatim

> There's an article by \[Andreessen\] Horowitz that stated about 20% of margins for a lot of AI companies go to paying the cloud bills, and... it's rampant, it's very very expensive.

## Context — site annotation, not spoken

Asked which use cases have the most potential; sets up the ML/peer-to-peer cloud pitch below.