Extropic founder claims 1000X more efficient AI inference could be worth trillions

beffjezos · x · 2026-09-05

Extropic founder Guillaume Verdon (beffjezos) predicts that 1000X greater inference energy efficiency could have a multi-trillion-dollar economic impact. He notes the company's first result a year ago was just MNIST — "the '80s of machine learning" — while today its models on a new hardware substrate already reach GPT-2 level, with algorithmic progress "blazing fast." The core bet: arbitrarily scalable models built on new hardware that avoids the wasteful matmuls GPUs perform.

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