翻訳言語

迫りくるAIマージン崩壊における勝者と敗者（パート2）

パート2：AI推論のマージンが崩壊するなか、実際に価値を獲得するのは誰か。ハードウェアのサプライチェーンと消費者が勝者となり、モデル推論はコモディティ化する。フロンティアラボの脱出路は、マネージドエージェントと先を行き続けることにある。

AI inference is obviously profitable
4.0
The article argues AI inference is profitable, with estimated costs around $1 per million tokens and API prices far higher, supporting 70-80% gross margins. AI labs charge high margins to subsidize training, but inference itself remains a viable business even if those labs fail.
Build agents, not pipelines
2.0
Pipelines use code-defined control flow for LLM programs; agents let the LLM manage control flow with tools. Pipelines are predictable but rigid, while agents are smarter and more flexible at the cost of unpredictable latency and cost. The author recommends using agents when in doubt.

翻訳言語

AI inference is obviously profitable
4.0
The article argues AI inference is profitable, with estimated costs around $1 per million tokens and API prices far higher, supporting 70-80% gross margins. AI labs charge high margins to subsidize training, but inference itself remains a viable business even if those labs fail.
Build agents, not pipelines
2.0
Pipelines use code-defined control flow for LLM programs; agents let the LLM manage control flow with tools. Pipelines are predictable but rigid, while agents are smarter and more flexible at the cost of unpredictable latency and cost. The author recommends using agents when in doubt.

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