What Dax Raad thinks about LLMs

@dax-raad · 28 positions · On ppll ↗

Builds developer tools — SST, and now OpenCode at Anomaly. Co-hosts the How About Tomorrow? podcast with Adam Elmore.

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Only Dax Raad on LLMs. See everyone on LLMs

1 dated position, 2026, in their own words. Our reading of what Dax Raad has said — not written or endorsed by them.

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1. 27 May 2026

   Our readingInference 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.

   semiconductors

   Their wordscuz 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.

   ↗Building OpenCode with Dax Raadyoutube.com 10th of 24 in this recording