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← Cheaper models raise the demand for compute rather than lowering it:…

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8 connected korrents · 6 moments on record from 19 Jun 2024 to 27 May 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Cheaper models raise thedemand for compute ratherthan lowering it: H100… DP Dylan Patel — holds since 2025-02-03 An H100 is worth more today than it was when it was new, because the models it runs got better faster than its replacements arrived. An H100 is worth moretoday than it was when… DP Dylan Patel — holds since 2026-03-13 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. Inference is ahigh-margin business… DR Dax Raad — holds since 2026-05-27 Cheaper AI will be used more in the long run and still strand the hardware built for it in the short run, exactly as unlit fibre did after 2001. Cheaper AI will be usedmore in the long run… DO Doug O'Laughlin — holds since 2025-01-29 ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. ASML has never raisedthe price of a tool by… DP Dylan Patel — holds since 2026-03-13 The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. The model companies'margins will rise this… DP Dylan Patel — holds since 2026-03-13 If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more. If reasoning can beseparated from facts… AS Aravind Srinivas — holds since 2024-06-19 The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. The faster AIprogresses, the better… NL Nathan Lambert — holds since 2025-02-03 The cloud pitch of easier, cheaper, faster is false on two counts: it is not easier and not cheaper, and the speed that is real is overvalued. The cloud pitch ofeasier, cheaper, faster… DH David Heinemeier Hansson — holds since 2025-07-12
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