What Dax Raad thinks about semiconductors

@dax-raad · 28 positions · 0 changes of mind

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

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Dax Raad did not write this page.

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

2 positions so far — this page is not yet offered to search engines.

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.

   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

   Interesting

3. 27 May 2026

   Our readingDemand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.

   Their wordsThe demand for inference is growing. So, like I don't think it's linearly growing. I think it might even be exponentially growing. But we haven't made our production of GPUs grow exponentially. That's like kind of a linear process. So as those lines intersect, there's going to be uh tightening.

   ↗Building OpenCode with Dax Raadyoutube.com 12th of 24 in this recording

   Interesting