Patel argues most AI value accrues to users, not to companies building or deploying AI.
“But most of the AI value that's been generated does not accrue to the companies building the AI or deploying it. It actually deploy it actually accrues to the user.”
Patel quantifies InferenceMax uses tens of millions of dollars in GPU hardware with daily software updates.
“we have tens of millions of dollars of hardware of the current and last generation GPUs. As I mentioned before, the software updates every single day.”