Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage.

Added to korrents 29 Aug 2026 · How quotes work · Something wrong? Tell us

Where this collides

• In tension with

  Peak programmer has passed: the economic value of writing code by hand has peaked, and Jevons' paradox will not bail every programmer out.

  Rauch says demand for intelligence is highly elastic and every fall in inference cost is met with rapidly growing usage — the Jevons argument. Hansson says peak programmer has passed and that Jevons will not bail every programmer out. They agree the usage grows and disagree about who is paid for it.

Shared subject first, then similar wording. They may agree or disagree.

• Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. DRDax Raad27 May 2026
• There is infinite demand for intelligence. GRGuillermo Rauch9 Sept 2026
• As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. TTTomasz Tunguz17 Sept 2026
• Demand for cheap, high-quality intelligence is effectively uncapped, which makes it unlike every other commodity — including electricity. SASam Altman28 Jul 2026
• Inference was never going to be the easy, cheap half of AI, because inference is thinking, and thinking is far harder than reading. JHJensen Huang23 Mar 2026

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