- Ultra-fast inference can expand capability, not just reduce waiting: sequential agent calls compound latency, while saved time enables more testing, verification and reasoning.
- Premium pricing can be rational when human time or iteration speed is scarce: Anthropic charged 6× standard prices for up to 2.5× faster inference.
- The Cerebras bull case rests on scarce frontier-level, low-latency capacity; the author cites reported $200M/MW pricing and a disclosed 750MW, $20B-plus agreement.
- A speculative $1T scenario requires $100B revenue, 25% FCF margins and a 40× multiple; it depends on scaling capacity, retaining performance and avoiding commoditizing competition.
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