The slide uses quotes from industry leaders (Dario Amodei, Andy Jassy, Jensen Huang) to validate the shift toward inference-driven costs.

paragraph/paragraph: Around these core compute costs sit additional high-cost layers: research, data acquisition and hosting, and a mix of salaries, general overhead, and go-to-market operations.

The slide explicitly describes a 'flywheel of growth' where lower costs lead to higher usage, which in turn increases infrastructure demand.