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RT Gavin Baker: The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margin…
RT Gavin BakerThe mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed.It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incr