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← Cheaper models raise the demand for compute rather than lowering it:…
17 connected korrents · 14 moments from 18 Mar 2024 to 21 Oct 2026.
Everything filed under LLMs
LLMs
Everything filed under the cloud
the cloud
Everything filed under Anthropic
Anthropic
Everything filed under OpenAI
OpenAI
Everything filed under semiconductors
semiconductors
Everything filed under data centers
data centers 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: Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched. Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: 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. — tap to centre the map on it 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. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Making AI compute cheaper per token drives enough extra usage that total AI energy consumption rises rather than falls (a Jevons paradox effect). — tap to centre the map on it Making AI compute cheaper per token drives enough extra usage that total AI energy consumption rises rather than falls (a Jevons paradox effect). Last stated 3 months ago
5 Aug 2026
ZH
Zeke Hausfather — holds since 2026-08-05 — 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: 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. — tap to centre the map on it 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. Last stated 2 years ago
29 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-29 — tap for who they are
Same subject: 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. — tap to centre the map on it 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. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: It seems CPU spot pricing has vanished because CPU demand is now high, making spot CPUs and reservations hard to obtain. — tap to centre the map on it It seems CPU spot pricing has vanished because CPU demand is now high, making spot CPUs and reservations hard to obtain. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — 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 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more. — tap to centre the map on it If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — 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 4 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: AI agents will increasingly run on the cloud, not locally — tap to centre the map on it AI agents will increasingly run on the cloud, not locally Last stated 2 weeks ago
7 Oct 2026
GO
Gergely Orosz — holds since 2026-10-07 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated yesterday
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — 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: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. Last stated 2 months ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A skill is a set of repeatable, specific instructions that augments what Claude Code can do. — tap to centre the map on it A skill is a set of repeatable, specific instructions that augments what Claude Code can do. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
At the centre
Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched.
Holds Read this korrent →
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.
Holds
Making AI compute cheaper per token drives enough extra usage that total AI energy consumption rises rather than falls (a Jevons paradox effect).
Holds
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
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.
Holds
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.
Holds
It seems CPU spot pricing has vanished because CPU demand is now high, making spot CPUs and reservations hard to obtain.
Holds
The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
Holds
If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more.
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 agents will increasingly run on the cloud, not locally
Holds
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
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
"I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out.
Holds
A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year.
Holds
A skill is a set of repeatable, specific instructions that augments what Claude Code can do.
Holds