The speaker says the peak cost of an AI session is relatively low and that AI costs may be amortized into the training run, depending on inference scaling.

“the sort of apex of a session is quite low and you can amortize the cost of AI into the training run itself depending on how inference scaling goes and stuff but it's certainly not as much as like building a whole new car to serve another instance of a model so it just the economics of deploying more widely are much more favorable”