Ben Pouladian(@benitoz):This is the NY–SF disconnect in one debate. One side sees a falling AI bill. The other sees another workflow becoming economical. I’m with @GavinSBaker on the mechanism. Cheaper intelligence can expand the market. We laid out the investment question at BEP after DevDay: does the extra work outrun the efficiency gains? That’s what connects agents to infrastructure demand. We’ve been building the task-cost tools to test it.

2026.10.09 16:07

This is the NY–SF disconnect in one debate. One side sees a falling AI bill. The other sees another workflow becoming economical. I’m with @GavinSBaker on the mechanism. Cheaper intelligence can expand the market. We laid out the investment question at BEP after DevDay: does the extra work outrun the efficiency gains? That’s what connects agents to infrastructure demand. We’ve been building the task-cost tools to test it.

Gavin Baker@GavinSBaker

2026.10.09 11:55

Why open-weight models that compress margins at the model layer are net positive for AI infra demand, exhibit 1001. An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model.