Naveen Rao: AI's next chapter is inference, a $10T market within a decade
ravikantagrawal · x · 2026-10-27
From a conversation with Naveen Rao: AI's next chapter will be written in inference, not training. As intelligence gets cheaper, demand expands into workflows and industries not viable today—like mobile data before.
- Bottlenecks shifting to energy, compute availability, data movement, and verification
- Winners will convert every unit of energy into more useful intelligence with real-world reliability
- Forecast: a $10 trillion inference market within a decade
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