20% of YC startups whenever a tweet like this drops
Inference is a beautiful business.
deepseek reports 155T tokens/day from one inference cluster at $38/gpu-hr. I estimate their cluster at ~5 MW, implying ~$160M/MW/year in API revenue and 84–92% margins after $3–6/GPU-hour rent
working assumptions: 96% input-cache hits, ~107 input token/output token ratio -> ~$14.35 revenue per billion tokens at off-peak prices. working backwards from 155T tok/day, 60,000 uncached input tok/sec/gpu prefill + 14,000 output tok/sec/gpu decode, each two-GPU pair handles approximately 1.5m input + 14k output tokens/sec -> 2400 gpus. on blackwell hardware I assume 2 kW/gpu including external networking, cache storage, etc.
No wonder everyone wants be part of the token flow / bid up GPUs :)
Vlad retweeted
Horrified by what happened to our dear friend Heidi Levine while she was on assignment today.
“They just kept kicking me and kicking me,” she said.
washingtonpost.com/world/202…
Vlad retweeted
Typesafe's CEO @CompleteSkeptic does not trust public benchmarks.
Neither do I, Diogo.
So @p0 and I wrote a blog evaluating 8 decision models on real company training datasets we have personally audited and iterated on.
For what it's worth though, Jev is still on top 👑
parallel.ai/blog/are-all-sys…
parallel.ai/blog/are-all-sys…
We spent two weeks extensively testing decision models on real production use cases. It's been super fun, we learned a lot, and we are sharing our findings! 👇
3. We got big lifts applying DSPy-like iteration to the prompts. One of the many benefits of having a universal classifier is that you can n-shot prompt it rather than fine-tuning a classifier
POV: it's 2026 and you want to make a reservation at your local restaurant that has 3.2 stars on Google Maps
Vlad retweeted
The problem with a lot of AI assistant use cases is that specifying the work to be done in sufficient detail actually IS the work.
my entire timeline rn is versions of: “Feynman Cubes are non-transitive in polyamory space?!? This is a nuclear bomb for math PhDs”
Vlad retweeted
OpenDots now has @p0 Web Search.
Every agent in OpenDots can search the web, with sources linked and no API key needed to get started.
Thanks to the Parallel team for integrating this into OpenDots!
OpenDots 🤝 @p0 Web Search
OpenDots can now search the entire web! No need to point your agents at a specific page.
Available out of the box with every template.


















