X · @dwarkesh_sp
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"Lab compute 3x-es year over year. For a lab to 10x revenue while continuing to only 3x compute, some combination of the following 3 things has to hap…
"Lab compute 3x-es year over year. For a lab to 10x revenue while continuing to only 3x compute, some combination of the following 3 things has to happen: 1. Lab margins have to increase, 2. The price of compute has to increase, 3. Labs have to spend a greater fraction of their compute on inference.My understanding is