Goldman is describing the next AI margin question.
Agentic AI multiplies token volume while unit costs fall.
The question is whether that efficiency becomes hyperscaler margin or lower-cost execution for the market.
YAI is designed to push that efficiency back into the market.
Inference demand is scaling faster than centralized infrastructure can efficiently absorb.
Underused GPU capacity already exists.
YAI turns that mismatch into verifiable useful work.
A lot of AI infra stops at one side of the market.
Either demand aggregation, or compute supply.
YAI is focused on the full loop.
Connecting demand to useful compute, verifying the work, and making sure compute operators get paid.
Karp is right. Itโs not only about which model is best. Itโs about who controls the compute, who owns the data and who can verify what actually ran.
These cannot be solved by trust alone.
These are the same issues that shaped YAI from inception.
This is why weโve placed privacy and proof into the execution layer.
Model competition prevents one form of concentration. It does not solve the next one.
Even with open models, inference can still depend on a small number of centralized providers.
An open model layer needs an open execution layer beneath it.
Apple unveiled iPhone Duo, its first foldable, with an inner screen 80% larger than the iPhone 18 Pro.
It starts at $1,999, putting Apple's first foldable firmly at the premium end of a category already packed with competition.
COMING UP: US PPI is out in an hour. Consensus is a 0.4% monthly rise after a flat July, with core at 0.3%.
The driver is rising energy prices as tensions in the Middle East keep rising.
A print above 0.4% pushes the "inflation is sticky" case, a miss keeps the cutting path open.
Rain Trade markets give a 45% chance the FED will keep rates unchanged in the September meeting
https://t.co/zHyu17armz
BREAKING: WTI OIL SURGES TO $100
WTI jumped more than 4% as the Houthis seized Yemen's Mocha port and moved toward the Bab el-Mandeb Strait, threatening another major oil shipping route.
14% chance crude oil makes a new all-time high in 2026.
https://t.co/eI3lFc3ySJ
Fenerbahรงe open their Champions League at home to Roma with nine first-team players out, En-Nesyri and ล kriniar among them.
First ever meeting between the two.
Most expect Roma to win, but home advantage in Tรผrkiye should not be underestimated.
https://t.co/ilcUBT6UN4
Bodรธ Glimt arrive in Munich on seven straight wins, and last season they beat Man City, Atlรฉtico and Inter.
Bayern are unbeaten this season and should win.
That word "should" is what Bodรธ was up against all last UCL season. Can they slay another giant?
https://t.co/ilcUBT6UN4