Agents will explode the use 100x or more , so even if you push into your router mix models that dynamically do inference that is 100x 10x 5x cheaper , they are still fine.
In fact spacex story tells you next : investments in infrastructure is the best investment. If OpenAI or anthropic have committed infra in the worst case scenario they can re-sell it with margin .
The only way it will not payout suddenly we wake up in the world where ai fails to deliver . Which does not seems to be the case .
Agents do explode on my eyes . I’m closely watch a few companies where I have insiders and they all rolling out first real autonomous agents . Same story across industries. Agents arriving this fall and will stay ; and yes , they will burn lots of tokens.
Spacex > I am talking about their revenue , and they did resell their gpus with margin when their model clearly underperformed .
Stocks … two weeks ago it was amazing now it’s slightly under water , who knows what that be in 6 months. It does not matter for this conversation.
In fact spacex story tells you next : investments in infrastructure is the best investment. If OpenAI or anthropic have committed infra in the worst case scenario they can re-sell it with margin .
The only way it will not payout suddenly we wake up in the world where ai fails to deliver . Which does not seems to be the case .