“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.”
quote is from the automated transcript, cleaned for reading:
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More from Rob May
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May: OpenAI and Anthropic will be pushed to raise inference prices
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“One of the things I've learned having built companies that sold to like sales and marketing people and companies that sold to IT people is like your comment on, well, you can't give things away for free for people who don't value it. Very true in the marketing…”
Rob MayApr 10, 2026▶ 11:00Why the 7th Biggest Player in a Huge Market Beats the Winner in a Small One
“The reason you wanna do that is because when you're in a big market, you know, you can make a lot of mistakes and still Come out on head. You could be the seventh biggest player in the industry and still do really well, you know whereas in, in, in, you know, i…”
Rob MayApr 10, 2026▶ 27:06Why the 7th Biggest Player in a Huge Market Beats the Winner in a Small One
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Rob MayApr 10, 2026▶ 0:54Why the 7th Biggest Player in a Huge Market Beats the Winner in a Small One
“A lot of people think it's risky and the best way to de-risk it is for them to see your progress.”
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