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← AI inference is set to surpass the database market to become the most…
17 connected korrents · 17 moments from 18 Mar 2024 to 5 Oct 2026.
Everything filed under the cloud
the cloud
Everything filed under LLMs
LLMs
Everything filed under OpenAI
OpenAI
Everything filed under scaling laws
scaling laws
Everything filed under investing
investing
Everything filed under design
design
Everything filed under formal proof
formal proof Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027. AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027. Last stated today
5 Oct 2026
TT
Tomasz Tunguz — holds since 2026-10-05 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist. — tap to centre the map on it AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist. Last stated 10 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. — tap to centre the map on it As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. Last stated 3 weeks ago
17 Sept 2026
TT
Tomasz Tunguz — holds since 2026-09-17 — tap for who they are
Same subject: The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. — tap to centre the map on it The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. Last stated 3 weeks ago
14 Sept 2026
BH
Byrne Hobart — holds since 2026-09-14 — tap for who they are
Same subject: As AI makes code cheaper to produce, understanding and architectural design become more valuable. — tap to centre the map on it As AI makes code cheaper to produce, understanding and architectural design become more valuable. Last stated 2 years ago
27 Jan 2025
NE
Nelson Elhage — holds since 2025-01-27 — tap for who they are
Same subject: AI-driven software development is now experiencing the same money-making window that dropshipping once had. — tap to centre the map on it AI-driven software development is now experiencing the same money-making window that dropshipping once had. Last stated 3 months ago
15 Jul 2026
TY
Tynan — holds since 2026-07-15 — tap for who they are
Same subject: Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. — tap to centre the map on it Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: AI is making formal methods more popular without making them mainstream, moving them from about a tenth of a per cent of engineers to three tenths. — tap to centre the map on it AI is making formal methods more popular without making them mainstream, moving them from about a tenth of a per cent of engineers to three tenths. Last stated 2 months ago
29 Jul 2026
HW
Hillel Wayne — holds since 2026-07-29 — tap for who they are
Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 3 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: AI is too critical to be delivered only as a centralized, hosted service. — tap to centre the map on it AI is too critical to be delivered only as a centralized, hosted service. Last stated 5 months ago
14 May 2026
SS
Salvatore Sanfilippo — holds since 2026-05-14 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Agents are going to be incorporated into mainstream interfaces — tap to centre the map on it Agents are going to be incorporated into mainstream interfaces Last stated 6 months ago
25 Mar 2026
DH
David Heinemeier Hansson — holds since 2026-03-25 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 10 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 3 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
At the centre
AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027.
Holds Read this korrent →
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Holds
AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist.
Holds
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
Holds
The best-performing AI model in a category earns outsized pricing power over models that are merely close to it.
Holds
As AI makes code cheaper to produce, understanding and architectural design become more valuable.
Holds
AI-driven software development is now experiencing the same money-making window that dropshipping once had.
Holds
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Holds
AI is making formal methods more popular without making them mainstream, moving them from about a tenth of a per cent of engineers to three tenths.
Holds
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Holds
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Holds
AI is too critical to be delivered only as a centralized, hosted service.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
Holds
Agents are going to be incorporated into mainstream interfaces
Holds
"Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next.
Holds
A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number.
Holds
A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from.
Holds