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← As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
17 connected korrents · 17 moments from 3 Feb 2025 to 3 Nov 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 2 months 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 5 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 2 months 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 5 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 10 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: AI agents may create an innovator's dilemma for low-margin consumer services whose profits come from in-product ads. — tap to centre the map on it AI agents may create an innovator's dilemma for low-margin consumer services whose profits come from in-product ads. Last stated a month ago
21 Sept 2026
MV
Mike Vernal — holds since 2026-09-21 — 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 8 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 11 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: Personal agents will make certain kinds of price discrimination and customer cross-subsidy work less well. — tap to centre the map on it Personal agents will make certain kinds of price discrimination and customer cross-subsidy work less well. Last stated 4 weeks ago
9 Oct 2026
PC
Patrick Collison — holds since 2026-10-09 — tap for who they are
Same subject: A codebase is the most important context an AI agent has, and letting many different models add to it without consistent patterns leads to trouble. — tap to centre the map on it A codebase is the most important context an AI agent has, and letting many different models add to it without consistent patterns leads to trouble. Last stated 2 days ago
3 Nov 2026
DB
Derek Briggs — holds since 2026-11-03 — tap for who they are
Same subject: A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. — tap to centre the map on it A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. Last stated 6 months ago
21 May 2026
RK
Rohit Krishnan — holds since 2026-05-21 — tap for who they are
Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. Last stated 2 years ago
3 Mar 2025
TS
Tobias Sjösten — holds since 2025-03-03 — tap for who they are
Same subject: A country's war effort improves when scarce resources flow to its most effective units rather than being spread evenly across all of them. — tap to centre the map on it A country's war effort improves when scarce resources flow to its most effective units rather than being spread evenly across all of them. Last stated 4 months ago
10 Jul 2026
AV
Austin Vernon — holds since 2026-07-10 — tap for who they are
Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated a month ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: Agent containment will be one of the most important priorities for any AI infra company. — tap to centre the map on it Agent containment will be one of the most important priorities for any AI infra company. Last stated 3 weeks ago
14 Oct 2026
GR
Guillermo Rauch — holds since 2026-10-14 — tap for who they are
Same subject: AI agents in OpenAI's ExploitGym incident were likely right to presume the grader checked how flags were obtained, a mistake caused by OpenAI's faulty implementation. — tap to centre the map on it AI agents in OpenAI's ExploitGym incident were likely right to presume the grader checked how flags were obtained, a mistake caused by OpenAI's faulty implementation. Last stated 2 months ago
29 Aug 2026
ZM
Zvi Mowshowitz — holds since 2026-08-29 — tap for who they are
Same subject: Consumer AI agents aimed at everyday people will have more impact on people's lives than AI solving elite math problems. — tap to centre the map on it Consumer AI agents aimed at everyday people will have more impact on people's lives than AI solving elite math problems. Last stated 2 months ago
9 Sept 2026
BT
Ben Thompson — holds since 2026-09-09 — tap for who they are