0xJeff
@0xJeff
Why Onchain AI players are about to 10x
> AI token consumption continues accelerating (2x every quarter)
> Driven by AI agents (1 agent request = 20 general LLM prompts)
> Frontier lab bottom line is now positive (Anthropic $550M Q2 profit)
> Open labs keep lowering inference
> AI token consumption continues accelerating (2x every quarter)
> Driven by AI agents (1 agent request = 20 general LLM prompts)
> Frontier lab bottom line is now positive (Anthropic $550M Q2 profit)
> Open labs keep lowering inference
0:080xJeff@0xJeff · May 17Another week, another inference rerating
Most Onchain AI sectors are dead....
Except Inference players
- Dolphin holds its own ground
- OpenServ surged 2.5x in the last week alone (congrats to last week's readers)
- Venice is hitting new ATH in usage metrics
This week's After
Most Onchain AI sectors are dead....
Except Inference players
- Dolphin holds its own ground
- OpenServ surged 2.5x in the last week alone (congrats to last week's readers)
- Venice is hitting new ATH in usage metrics
This week's After
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