Applications
Compute constraints are a double bind: On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse mod…
Compute constraints are a double bind: On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse models. This hurts current growth On the training side, you can
Compute constraints are a double bind: On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse models. This hurts current growth On the training side, you can't train the next gen of models to stay competitive. This hurts future growth
Related
- Folks, this is not Jevon's Paradox. this is just normal supply and demand. It turns out the utility of AI is high enough that people have hi…
- Six months ago, there was a lot of focus on the idea that the there would be a massive glut of unused computing power which would could a re…
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- And this is a very generous definition of notable. If we are talking frontier models, only the US and China that are even in the race. And t…
- Anyhow, it would be awesome if this is a false alarm and we get increasingly powerful coding tools with no downside risk.
Source: Ethan Mollick (X) | 2026-04-15