#unit-economics
2 articles
AI Inference Is a Capacity Business Wearing Software Margins
The cost of serving AI is shaped less by a model's launch-day intelligence than by queues, idle accelerators, latency promises, and demand that refuses to arrive on schedule. The durable advantage will belong to operators who can keep expensive capacity productively occupied.
AI’s Cost Curve Now Runs Through the Electrical Room
The decisive economics of AI are shifting from model access to infrastructure utilization. Software teams that ignore power, cooling, and idle capacity will misread both margins and product strategy.