swyx: AI compute is supply-constrained — more tokens means more revenue, not lower prices
swyx · x · 2026-10-21
- Responding to willcb's skepticism about DeepInfer's impact, swyx argues the key is better throughput per MW distributed widely, plus the Jevons effect.
- His core claim: AI compute is currently supply-constrained, not demand-constrained — more tokens equals more revenue, not lower prices with flat revenue.
Related event: swyx vs willcb: How Big a Deal Is DeepSeek's Open Inference Stack(3 posts)→
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