Gavin Baker: Token Price Cuts Don't Have to Crush Inference Margins
Investor Gavin Baker argues against the claim that token price cuts must crush inference providers' margins, showing that if per-GPU token throughput improves enough, revenue per GPU and margins can both rise as prices fall.
2026-10-27 ~ 2026-10-27 · 2 related posts
- Revenue per GPU can rise as token prices fall, argues Gavin Baker — GavinSBaker · 2026-10-27
- Inference economics: Anthropic revenue and margins can rise as token prices fall — AccBalanced · 2026-10-27