以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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AI inference
12 atoms · 跨 11 天 · 首见 2026-04-26 · 最近 2026-06-17
三色: 🟦 fact 2 · 🟥 take 10 · stance ▲6/▼2/◆3
来源: X 12
时态: fresh:8 · aging:4
标签: 好思考:6 · 好观点:5 · 好数字:4 · 好信源:2
叙事 (narrative) (7)
- 2026-06-09 · scale economics comparison
Inference Production is likely a more scale oriented game than even steel manufacturing.
tags: 好观点·好思考 · → daily
- 2026-05-09
[老化中] · 毛利率水平
mounting evidence inference margins are VERY high
tags: 好观点·好思考 · → daily
value: qty=very high · date=2026
- 2026-06-17 · 毛利率
Inference margins 80-90%.
tags: 好数字 · → daily
value: qty=80-90% · date=
- 2026-05-16 · 价格弹性数据开始可用
We are starting to get data with which economists can estimate the price elasticity of demand for AI inference.
tags: 好思考 · → daily
- 2026-05-09
[老化中] · COGS 占营收比例
At $200B combined, inference COGS swallow 40-60% before R&D
tags: 好数字 · → daily
value: qty=40-60% · date=2026
- 2026-04-27
[老化中] · utility类比
AI soon will be like one more utility, gas water, electricity and ai inference.
tags: 好观点 · → daily
- 2026-04-26
[老化中] · competition increase
especially on the inference side
tags: 好观点 · → daily
value: direction=up · date=现在
预测 (forecast) (3)
- 2026-05-13 · should be more distributed
Inference should be much more distributed though if there are in fact diseconomies of scale in data center construction.
tags: 好观点·好思考 · → daily
- 2026-05-19 · demand impact of lower costs
Lower inference costs then drive more usage, not less compute demand
tags: 好思考 · → daily
- 2026-05-10 · token成本下降被inference time scaling抵消
就算每一代token throughput翻倍，也会轻易的被inference time scaling吃掉，对旗舰模型的效果的追逐暂时看不到止境
tags: 好思考 · → daily
事实 (fact) (2)
- 2026-06-02 · ROI报告数量
I have at least 6 reports showing the ROI and economic viability particularly of inference
tags: 好数字·好信源 · → daily
value: qty=6 reports
- 2026-05-08 · 占 AI 总能耗比例
Inference (the “57B tokens/day” the original post brags about) now dominates — often 80–90% of AI’s total energy use.
tags: 好数字·好信源 · → daily
value: qty=80-90%
时间轴 (近 20)
- 2026-06-17 ·
narrative · 毛利率 · → daily
- 2026-06-09 ·
narrative · scale economics comparison · → daily
- 2026-06-02 ·
fact · ROI报告数量 · → daily
- 2026-05-19 ·
forecast · demand impact of lower costs · → daily
- 2026-05-16 ·
narrative · 价格弹性数据开始可用 · → daily
- 2026-05-13 ·
forecast · should be more distributed · → daily
- 2026-05-10 ·
forecast · token成本下降被inference time scaling抵消 · → daily
- 2026-05-09 ·
narrative · COGS 占营收比例 · → daily
- 2026-05-09 ·
narrative · 毛利率水平 · → daily
- 2026-05-08 ·
fact · 占 AI 总能耗比例 · → daily
- 2026-04-27 ·
narrative · utility类比 · → daily
- 2026-04-26 ·
narrative · competition increase · → daily
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