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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.

Drawn from what Dax Raad said

Subjectsemiconductors

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

Interesting
A private bookmark. Not a position, and never counted.

What Dax Raad actually said

Word for word, with the source under each one. They did not write this page.

  1. Dax Raad

    Builds developer tools — SST, and now OpenCode at Anomaly

    cuz because we rent GPUs at scale to run the models and we still use middleman by the way. So we're not like going all the way down to the down to the floor. Even for us there are some models the sticker price and the cost to us there's like an 80% margin in there.

    Where this was said

    Watch from 0:37:30 plays here

    ↗Building OpenCode with Dax Raadyoutube.com

    video · 1h 21m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 10th

Added to korrents 27 May 2026 · How quotes work · Something wrong? Tell us

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