In a discussion on The Information TV, CEO Marc emphasized that success in AI is less about developing bigger models and more about optimizing infrastructure. He noted that while AI technology continues to advance, the costs associated with AI have plateaued due to the rapid scaling of workloads that outpace hardware improvements. Marc highlighted the importance of efficient infrastructure management, particularly in controlling inference costs, suggesting practical strategies like rightsizing models and smart caching. He emphasized that real-time inference with fresh data can significantly enhance user experience, citing its transformative effect on e-commerce by offering more relevant suggestions. Additionally, Marc touched on the critical issue of data ownership in AI, asserting that enterprises should maintain control over their data, a principle that guides Chalk's approach to deploying solutions within customer environments. The conversation also hinted at the broader implications of real-time computation and its ability to differentiate companies in competitive markets.