The Ledger
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Miller: Top-quartile late-stage venture returns will soon match early-stage returns
“The returns in the private market at the late stage are actually going to start matching the returns at the early stage. If you look at top quartile performance of early stage funds versus late stage funds, I think they're going to be pretty close to each othe…”
Miller: Monthly AI token spend will go well above $500M
“I'm very bullish that we're going to go well above that.”
Miller predicts AI agents will exponentially increase compute demand for inference
“Agents start using inference in an exponential way. The demand curve goes way up for what we, what we're going to need from an inference perspective.”
Miller: Token infrastructure forecasts will consistently be revised upward
“I think it's going to be just like every underestimated infrastructure forecast. We're going to spend X and we always spend X plus some multiple of that every single quarter. Everyone revises up. I think you're going to see revisions up on tokens for sure.”