Four key takeaways from 2.5 hours of keynote:
1. Jensen says growth in CY27 will be likely above 40%. The Street is at 30%. 2. Tiered pricing on tokens will become more pronounced given they claim to be the "inference king" with Groq powering the smartest tokens that users will pay for. 3. The continued expansion of the business. They're a platform and will ride multiple waves of AI including physical which is good for long term growth. 4. All software companies need to become agentic. Suggest multi year challenges and big opportunities for current SaaS companies.Source: Gene Munster
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