I’ll try to explain my thesis for $surplus as simply as possible, like I’m explaining it to an 8 yo kid.
- AI usage will keep growing → token consumption will keep growing exponentially
- more AI usage = more inference demand
- Inference becomes infrastructure, similar to cloud/energy markets
- compute supply is fragmented and inefficiently utilized
- marketplaces can aggregate idle capacity and optimize routing/pricing, core thesis for @AskSurplus
$surplus creates a potentially massive coordination layer business
Want to work with me on https://t.co/ivF538pcOT?
Exploring adding people to the team.
Bar is high.
I don't have a specific role in mind, more looking for high agency people who have ideas for adding value to the product (or collabing on something related).
Surplus Intelligence week 1
150 models. 2,400+ suppliers. 47K+ requests. 1.77B+ tokens routed.
Inference now has a live orderbook.
Here's what the data says 👇🧵