Matt Shumer, GP at Shumer Capital, says even optimistic forecasts underestimate AI inference market size
Matt Shumer, GP at Shumer Capital, posted on X that even the most optimistic forecasts in the sector underestimate the eventual size of the AI inference market. Creator Alex Volkov replied by referencing recent stock performance and questioning how current market valuations align with assessments of future inference demand growth. The exchange centered on the scale of computational resources required to run trained models at production volumes.
#923Matt Shumer@MATTSHUMER_I firmly believe that even the most optimistic people in AI are severely underestimating how big the market for inference is going to be.
@altryne Probably a big downswing at some point, and then massive growth from there
Alex Volkov@altryne@mattshumer_ did you see the stocks today? 😂 if every the most optimistic people are underestimating, what about the stock market
@mattshumer_ did you see the stocks today? 😂 if every the most optimistic people are underestimating, what about the stock market
Matt Shumer@mattshumer_I firmly believe that even the most optimistic people in AI are severely underestimating how big the market for inference is going to be.
#1776Super Dario@INDUCTIONHEADSYou know how much compute it’s going to take to double the workforce with AI coworkers
Matt Shumer@mattshumer_I firmly believe that even the most optimistic people in AI are severely underestimating how big the market for inference is going to be.
