Suhail(@Suhail):🎯 Inference is not the same shape as a neocloud. You have many more levers to adapt to a variable market around compute prices.

Suhail

@Suhail

Founder @particle_api, Past: Founder @mixpanel Pizzatarian, engineer, music maker

参加 February 2007

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Suhail@Suhail

2026.10.26 18:42

🎯 Inference is not the same shape as a neocloud. You have many more levers to adapt to a variable market around compute prices.

Gavin Baker@GavinSBaker

2026.10.26 18:37

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!