We're not using enough inference We're going to look back on the amount of inference we used in 2026 as laughably small In order to properly read this article, you have to assume two things are true: 1. The cost of inference is going to 0 2. Agents will be good enough to auto…↗

"Lab compute 3x-es year over year. For a lab to 10x revenue while continuing to only 3x compute, some combination of the following 3 things has to happen: 1. Lab margins have to increase, 2. The price of compute has to increase, 3. Labs have to spend a greater fraction of t…↗

This dynamic will persist until inference moves on device and marginal cost of a prompt is zero. Only then will the AI app ecosystem bloom↗