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← As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
17 connected korrents · 15 moments on record from 5 Nov 2019 to 17 Sept 2026.
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investing 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: As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. Last stated 4 days ago
17 Sept 2026
TT
Tomasz Tunguz — holds since 2026-09-17 — tap for who they are
Same subject: Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. — tap to centre the map on it Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. Last stated 4 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. — tap to centre the map on it Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage. — tap to centre the map on it Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage. Last stated 4 weeks ago
23 Aug 2026
GR
Guillermo Rauch — holds since 2026-08-23 — tap for who they are
Same subject: Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. — tap to centre the map on it Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. Last stated 4 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. — tap to centre the map on it The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — 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: Tokens are not the true unit of AI inference, because better models yield more problem-solving per token. — tap to centre the map on it Tokens are not the true unit of AI inference, because better models yield more problem-solving per token. Last stated 6 days ago
15 Sept 2026
PG
Paul Graham — holds since 2026-09-15 — tap for who they are
Same subject: A true artificial general intelligence cannot exist without being recognized as a moral subject. — tap to centre the map on it A true artificial general intelligence cannot exist without being recognized as a moral subject. Last stated a year ago
10 Jun 2025
SH
Samuel Hammond — holds since 2025-06-10 — tap for who they are
Same subject: A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model. — tap to centre the map on it A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model. Last stated 6 days ago
15 Sept 2026
PG
Paul Graham — holds since 2026-09-15 — tap for who they are
Same subject: Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect. — tap to centre the map on it Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect. Last stated 7 years ago
5 Nov 2019
FC
François Chollet — holds since 2019-11-05 — 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 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent. — tap to centre the map on it A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent. Last stated 3 months ago
30 Jun 2026
GS
Grant Sanderson — holds since 2026-06-30 — tap for who they are
Same subject: AI content should be labelled rather than filtered: content should be judged by its point of view, never by the tool that made it. — tap to centre the map on it AI content should be labelled rather than filtered: content should be judged by its point of view, never by the tool that made it. Last stated 2 months ago
9 Jul 2026
AM
Adam Mosseri — holds since 2026-07-09 — tap for who they are
Same subject: AI writing tools can be used for editing help without letting them take over work that has personal meaning. — tap to centre the map on it AI writing tools can be used for editing help without letting them take over work that has personal meaning. Last stated 2 months ago
27 Jul 2026
AH
Ann Handley — holds since 2026-07-27 — tap for who they are
At the centre
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
Holds Read this korrent →
Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price.
Holds
Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability.
Holds
Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage.
Holds
Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.
Holds
A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year.
Holds
The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
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
Tokens are not the true unit of AI inference, because better models yield more problem-solving per token.
Holds
A true artificial general intelligence cannot exist without being recognized as a moral subject.
Holds
A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model.
Holds
Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect.
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
A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent.
Holds
AI content should be labelled rather than filtered: content should be judged by its point of view, never by the tool that made it.
Holds
AI writing tools can be used for editing help without letting them take over work that has personal meaning.
Holds