Kevin Simback 🍷(@KSimback):This chart by @a16z is the macro side of the thesis at @codos_ai Despite all the talk about the cost of tokens, inference spend is still just a rounding error in aggregate But we believe this continues to rise significantly in the coming years, and enterprises will need transformation partners to guide the ensuing change that comes as usage and inference spend grows to larger levels of total enterprise spend

Kevin Simback 🍷

@KSimback

COO @codos_ai | Investing @Delphi_Ventures Prev: @delphi_labs, @IBM, @HPE, @McKinsey, @CarnegieMellon, reformed CFA

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Kevin Simback 🍷@KSimback

2026.10.05 10:02

This chart by @a16z is the macro side of the thesis at @codos_ai Despite all the talk about the cost of tokens, inference spend is still just a rounding error in aggregate But we believe this continues to rise significantly in the coming years, and enterprises will need transformation partners to guide the ensuing change that comes as usage and inference spend grows to larger levels of total enterprise spend