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Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.

Drawn from what Dax Raad said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Mental modelExponential growth

What Dax Raad actually said

  1. Dax Raad Builds developer tools — SST, and now OpenCode at Anomaly
    The demand for inference is growing. So, like I don't think it's linearly growing. I think it might even be exponentially growing. But we haven't made our production of GPUs grow exponentially. That's like kind of a linear process. So as those lines intersect, there's going to be uh tightening.

    Where this was said

    Watch from 0:39:33 plays here

    ↗Building OpenCode with Dax Raadyoutube.com

    27 May 2026 · video · 1h 21m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 12th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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