Suhail
@Suhail
Founder @particle_api, Past: Founder @mixpanel
Pizzatarian, engineer, music maker
๊ฐ์
February 2007
727 ํ๋ก์ ์ค 454.9K ํฌ
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Inference is not the same shape as a neocloud. You have many more levers to adapt to a variable market around compute prices.
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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