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← The economics of large scale inference suggest the business model is healthy at scale.
17 connected korrents · 12 moments from 18 Mar 2024 to 21 Oct 2026.
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optimism 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: The economics of large scale inference suggest the business model is healthy at scale. 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: Inference businesses can be quite healthy even at current prices and efficiencies. — tap to centre the map on it 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: 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: Tokens are not the true unit of AI inference, because better models yield more problem-solving per token. — tap to centre the map on it Tokens are not the true unit of AI inference, because better models yield more problem-solving per token. Last stated 2 months ago
15 Sept 2026
PG
Paul Graham — holds since 2026-09-15 — 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: The economics of serving personalized weights will strongly favor big organizations. — tap to centre the map on it The economics of serving personalized weights will strongly favor big organizations. Last stated 3 months ago
7 Aug 2026
DP
Dwarkesh Patel — holds since 2026-08-07 — tap for who they are
Same subject: Calling a model too dangerous to release conflates marketing, inference capacity and competitive considerations. — tap to centre the map on it Calling a model too dangerous to release conflates marketing, inference capacity and competitive considerations. Last stated 2 months ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — 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: Industry leaders' predictions about AI are not more reliable than outside observers' because they are shaped by vested commercial interests. — tap to centre the map on it Industry leaders' predictions about AI are not more reliable than outside observers' because they are shaped by vested commercial interests. Last stated 2 years ago
18 Dec 2024
AN
Arvind Narayanan — holds since 2024-12-18 — 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: 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 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
At the centre
The economics of large scale inference suggest the business model is healthy at scale.
Holds Read this korrent →
Inference businesses can be quite healthy even at current prices and efficiencies.
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
Tokens are not the true unit of AI inference, because better models yield more problem-solving per token.
Holds
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
Holds
The economics of serving personalized weights will strongly favor big organizations.
Holds
Calling a model too dangerous to release conflates marketing, inference capacity and competitive considerations.
Holds
Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.
Holds
Industry leaders' predictions about AI are not more reliable than outside observers' because they are shaped by vested commercial interests.
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
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.
Holds
A codec does not really exist until everyone can decode it.
Holds
A company that will not accept a project’s terms is free to go and use a more permissive project instead.
Holds