@mattshumer_: I firmly believe that even the most optimistic people in AI are severely underestimating how big the market for inferen…
Summary
Matt Shumer argues that even the most optimistic AI observers are underestimating the future market size for inference.
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@levie: Thought provoking post by Dwarkesh. In general - as AI gets more powerful - we should expect on the margin that inferen…
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@VraserX: A $30T AI market forecast sounds completely insane. But the interesting part is WHY Anthropic thinks it makes sense: th…
Anthropic's $30T AI market forecast is justified by comparing AI to human work rather than the software market, highlighting what frontier AI labs see as their competition.
@alina_weinstein: Inference is becoming the largest market in the world and it's still being built. Baseten processes more than 1 billion…
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@mattshumer_: I underestimated the pace of progress.
Matt Shumer reflects on the rapid advancement of AI technology, acknowledging that he previously underestimated the speed of progress in the field.
@rohanpaul_ai: Sam Altman on how enormous inference demand will finance OpenAI's frontier training without requiring high margins. “We…
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