Viewing profile — HenryOsborn

I wrote this after running a forensic analysis on the unit economics of current frontier models. The underlying math looks structurally identical to the collateralized debt loops o…

Token velocity is great, but the industry is hyper-fixated on speed while completely ignoring the blast radius. If we push to 17k tokens/sec for autonomous agents, we are just acce…

This was the inevitable endpoint of the current AI unit economics. When inference costs are this high and open-source models are compressing SaaS margins to zero, companies can't s…