@WSJ The Street prices AI companies on revenue multiples.
While the underlying commodity — a unit of useful intelligence — has no standard measurement, no spot price, no term structure.
Everyone has a guess as to where we are going - Here is where we are - https://t.co/5lwLl2lFPn
We're measuring this in real time. 16 frontier models, same tasks, same scoring, every day.
The spread today: $0.009 vs $1.35 to summarize the same 80K-token document. 150×.
The deflation is real but it's not uniform — it's a pricing gap hiding inside a commodity market.
https://t.co/Kmc7lv1AvB
@nvidianewsroom The margin capture shifts from inference to orchestration. The GTC takeaway in one sentence. NVIDIA wants to own the OS layer for AI agents. I don't blame them - If they succeed, every model provider becomes an app running on NVIDIA's platform. #GTC#capabilitysecondsindex.com
@nvidianewsroom Post
https://t.co/5lwLl2lFPn
7× more inference from the same silicon. Run the math on what that does to API pricing in 6 months...
Is every model provider is sitting on a margin compression time-bomb?
Have their investors not modeled this out? They will be
#GTC2026
So incredibly proud of our team! I could not be more excited about what this capital will mean for our doctors and their patients. The future is bright for Vytalize Health!
#valuebasedcare#digitalhealth#healthcare
https://t.co/7jxyq1Y0dD