AI inference is now the largest & fastest growing market in tech — surpassing databases, projected at $250B in 7 years.
But you don't have to sell inference directly to win.
Datadog — LLM observability spans tripled QoQ. 20% of customers = 80% of AI ARR.
Twilio — voice + AI is the new entry point for AI natives.
These are the "first derivative of inference."
For any pre-AI company, the board-level question is : how do we either resell inference or benefit from our customers buying huge volumes of it?
That's the only way out of the Saaspocalypse.
https://tomtunguz.com/first-derivative-of-inference
