Silicon Valley misreads enterprise AI demand: 'Dark inference' is the real next driver
abhiadesai · x · 2026-08-26
Many in Silicon Valley assume RPA 2.0 will be the next biggest driver of inference demand after coding, but this is likely a category error. The author argues that "dark inference"—massively scaled R&D spending in verifiable domains like quant trading, chip design, and robotics—is actually the far larger driver. In these applications, compute spend can exceed human labor costs, making $/user a useless metric.
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