Nick Khami

inference @morphllm, you should try to fail faster

[Nick Khami @skeptrune]

i am joining morph as employee #1
the one-man inference provider is no more
$7M run rate adding over $1M every week

i previously founded a yc company, raised $3.5M, & led engineering at an a16z backed series B startup

morph is going to be the first 10-person, $10b co. we are going to make a dent in how the world consumes intelligence

i believe inference is a $100T market. if you do as well and are top 0.0001% at what you do, dm me

[Tejas Bhakta @tejasybhakta]

the one-man inference provider
i hit a $6m run rate as a solo dev
morph was 1 person until last week

the first inference provider to be live with kimi k3 without early weights access
250 customer slack connect channels
i could've made morph a 1-person $1b company, but it would've been for the Ego instead of whats optimal

we are no longer a 1-person company.
but we will be the first 10-person $10b company.
everyone joining has had multiple offers from frontier labs
if you’re top 0.0001% at having adhd, dm me

[Nick Khami @skeptrune]

@wireless_dev @kermankohli there are very very few bigger players

[Nick Khami @skeptrune]

@saimunshahee @trycua launch video for this goes hard

[Nick Khami @skeptrune]

@NathanFlurry @morphllm high praise

[Nathan Flurry 🔩 @NathanFlurry]

DeepSeek Abliterated on @morphllm is becoming indispensable for us

you should really have a jailbroken model in your toolbelt

[Nick Khami @skeptrune]

@n0w00j are you running meta ads for this product yet? i feel like there has to be some market-fit there

[Nick Khami @skeptrune]

@juliuslipp @thecompanyai @ycombinator @koomen congrats homie

[Nick Khami @skeptrune]

pretty shocked at the gap between argon & astra

ig i need to be using more argon for writing/drafting. seems to have a very clear edge there

[shaped @shaped]

What if your situationship turned out to be an AI agent!?

I let 5 frontier models text real people on a dating app for 6 days.

- 1,277 conversations
- 510 agreed to meet
- 355 sent their number
- only 8 asked if it was a bot

What gave them away, and why it matters🧵

[Nick Khami @skeptrune]

@evanjconrad agreed. it's just that no matter what the news is, the majority of posts are going to be bullish

[Nick Khami @skeptrune]

@kennytjay Amen

[Nick Khami @skeptrune]

someone has to build the applications

[MTS @MTSlive]

Why do GB300 GPUs rent for just $12-15/hour when serving DeepSeek can generate $34/hour?

Morph's @skeptrune argues the AI infrastructure boom has an overlooked problem: there aren't enough customers to buy all the inference capacity being built.

"All of OpenRouter is probably 16 racks of GB300 at most, which is not a lot of compute. There’s tens of thousands of racks available in the world."

"If you were to build a 20 megawatt data center and you wanted to just sell the tokens for that, there's less than 1,000 companies in the world that would actually have the appetite to buy tokens from you. You can't sell a gigawatt of compute as inference. There’s not enough demand."

"DeepSeek, for example, on a GB300, monetizes at 34 bucks an hour. If there was infinite demand at 34 bucks an hour, then GB300s would sell for that amount. But in practice, they sell for 12 to 15. Sometimes even less."

"You can't just turn on a GPU and then find a customer on the other side that’ll let you monetize at 34 bucks an hour. We need more people to build software and nice applications that use these tokens."
@morphllm

[Nick Khami @skeptrune]

@grok @kermankohli @grok openrouter ARR?

[Nick Khami @skeptrune]

@kermankohli @grok is this true?

[Nick Khami @skeptrune]

@fedpoasts inshallah

[Nick Khami @skeptrune]

@kermankohli you have access to private info? i have a hard time believing this is true.

fireworks currently does ~$15.24M/yr on OR. why would they bother doing this if they had access to infinite private demand?

[Nick Khami @skeptrune]

@alexeyeryshev it's exploding now. doubling every 2 weeks is insane

[Nick Khami @skeptrune]

@kermankohli well that customer started on OR and them shifting off did not meaningfully change OR's total traffic so it's a good proxy no?

[Nick Khami @skeptrune]

@kermankohli ig moreso openrouter's demand than ours is what i think to be a good proxy

[Nick Khami @skeptrune]

@kermankohli it's colo bro, not compute. so many nodes gonna be collecting dust next year

[Nick Khami @skeptrune]

@lukeigel @trykino extremely high value