Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.6K Following 365.8K Followers
Revenue per GPU can increase as token prices decline if per GPU token throughput increases enough.
So both Anthropic revenue *and* margins can go up as token prices go down *if* GPU prices go up less than the product of (token price decline * per GPU throughput increase).
But I have super enjoyed all the commentary to the contrary!
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