inference spend

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 10, 2026 by Rob May · across every show →

Everything said about inference spend, oldest first

Apr 10, 2026
Insight
May: Companies address LLM inference costs at $20k-$50k monthly spend
“Somewhere when you hit that sort of like 20 to 50,000 dollars per month in inference spend, and you realize it's growing at 1012, 20% per year, whatever it is, that's when you start to go, oh, we should do something about this.”
Rob May Apr 10, 2026 ▶ 14:52 Why the 7th Biggest Player in a Huge Market Beats the Winner in a Small One
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