saranormous: Inference Is a Scale Game, Incumbents Barely Losing Clients

saranormous pushed back on claims about the AI inference market, arguing inference is now a scale game where top providers rarely lose customers, and that entrants selling $20M of inference at negative margins without a path to expand compute capacity are welcome to try.

2026-10-12 ~ 2026-10-12 · 2 related posts

• saranormous: Inference Is a Scale Game Now, Incumbents Rarely Churn Customers — saranormous · 2026-10-12
• saranormous: Selling $20M of Inference at Negative Gross Margin Is a Fool's Game — saranormous · 2026-10-12