Thought provoking post by Dwarkesh. In general – as AI gets more powerful – we should expect on the margin that inference goes toward the most economically useful task, and everything else gets priced out. This in the…

AI 领域展开了一场关于算力未来定价权的关键辩论——一方认为随着模型能力跃升,最有经济价值的推理任务将推高算力成本 10 倍以上;另一方则判断,市场激烈的竞争会持续压低推理价格,直到算力供给跟上。








