About half of agent tasks can run on a local 35B model. The real advantage isn't cost or privacy — it's latency. 2.1x faster means more iteration cycles per session.
Anthropic trades at 17x EV/NTM on 165% growth, a 65% discount to Palantir. Capital intensity, profitability uncertainty & growth volatility explain the gap.
As engineering teams shrink and AI agents multiply, key-person risk becomes existential. The ratio you choose determines your team's shape and its fragility.
Ad-supported AI is viable. A 4x B200 cluster breaks even with one search ad every 40 minutes or one content ad every 3 minutes. For heavier workloads, $10/month plus 8 ads per day covers a side project.
The $100B AI inference market is fragmenting into specialized workload types, just as databases evolved from one category into dozens. Here's the map.
The new sales motion asks three questions : software budget, labor budget, & what ratio you want in three years.
GPU spot market data from Ornn shows B200 rental prices spiking from $2.31 to $4.95 per hour since early March. The spread over H200 has doubled & the timing aligns with frontier model releases.
Technical schematics comparing fragmented human-centric tools with unified AI-centric tools, including token usage, tool calls, and workflow efficiency.
Anthropic is executing Google's classic playbook : commoditize the complements to protect the castle. In 2026, that means destroying the revenue potential of SaaS categories to ensure the only line item is inference.
Omni raises $90M at $1.5B to power intelligence about the business, not just dashboards.
