“More agents beats better models, so whoever owns the most inference compute wins, and the demand lands squarely on the company whose chips are the king of token generation.”
“Yeah. And even if the models are exactly the same, if I'm able to put 10 agents securing my bank account against your 1 agent trying to break into it, I will have 10 times the amount of solutions. And so I should win that battle almost all the time. Uh, and you, you, it, it does, it does seem like we're shifting towards this, uh, the, the incredible value of inference and capacity, which of course makes the whole data center slowdown ban so much more complicated.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.