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← Inference businesses can be quite healthy even at current prices and efficiencies.
17 connected korrents · 12 moments from 18 Mar 2024 to 21 Oct 2026.
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semiconductors 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: Inference businesses can be quite healthy even at current prices and efficiencies. Inference businesses can be quite healthy even at current prices and efficiencies. Last stated 2 weeks ago
21 Oct 2026
TT
Tomasz Tunguz — holds since 2026-10-21 — tap for who they are
Same subject: The economics of large scale inference suggest the business model is healthy at scale. — tap to centre the map on it The economics of large scale inference suggest the business model is healthy at scale. Last stated 2 weeks ago
21 Oct 2026
TT
Tomasz Tunguz — holds since 2026-10-21 — tap for who they are
Same subject: A factory could be made as healthy and pleasant as a laboratory, and it would be advantageous to do so — tap to centre the map on it A factory could be made as healthy and pleasant as a laboratory, and it would be advantageous to do so
PK
Peter Kropotkin — holds since c. 1892 — 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: The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. — tap to centre the map on it The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. — tap to centre the map on it 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: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: AI inference bills must get more efficient for AI development to continue. — tap to centre the map on it AI inference bills must get more efficient for AI development to continue. Last stated 4 months ago
3 Jul 2026
AM
Arthur Mensch — holds since 2026-07-03 — 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 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 2 weeks ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — 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: 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: "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 8 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 8 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A business making hundreds of millions from an open source project owes it money or contribution, and can be refused its trademarks if it gives neither. — tap to centre the map on it A business making hundreds of millions from an open source project owes it money or contribution, and can be refused its trademarks if it gives neither. Last stated 2 years ago
26 Sept 2024
MM
Matt Mullenweg — holds since 2024-09-26 — tap for who they are
Same subject: A codec does not really exist until everyone can decode it. — tap to centre the map on it A codec does not really exist until everyone can decode it. Last stated 5 months ago
31 May 2026
JK
Jean-Baptiste Kempf — holds since 2026-05-31 — tap for who they are
Same subject: A company that will not accept a project’s terms is free to go and use a more permissive project instead. — tap to centre the map on it A company that will not accept a project’s terms is free to go and use a more permissive project instead. Last stated 2 years ago
26 Sept 2024
MM
Matt Mullenweg — holds since 2024-09-26 — tap for who they are