Roon argues this competitive shift is likely permanent.
claude inference is kind of a utility monster for compute. it is such high return on capital that would be asi labs like google and xai are mostly bowing out of the race and selling to claude. they think it’s a temporary situation for them but it’s probably permanent
Roon argues this competitive shift is likely permanent.
claude inference is kind of a utility monster for compute. it is such high return on capital that would be asi labs like google and xai are mostly bowing out of the race and selling to claude. they think it’s a temporary situation for them but it’s probably permanent
Positive users praise the argument about Claude inference delivering high ROI and shaping compute markets as elegant, since recent numbers back the premise for Anthropic and rivals.
