Sriram Krishnan’s Newsletter
Sriram KrishnanTech, startups, business, venture
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 88 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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As AI agents become the primary way things on the internet get found, used and purchased, every company needs to build infrastructure to attract them.
Agents traverse the internet programmatically. They don’t care about beautiful interface...
AI economics part 4
Based on part 1, I broke down the demand ecosystem and created a usage hierarchy that AI labs care about as not all AI users are equal.
Software developers sit at the top of the hierarchy. They have the lowest cost of usage (eg they’ll rea...
AI economics part 3
Robotics adds a third inference use case after humans and agents. But unlike agents and humans, robots have different inference needs. Robots need inference to run across multiple locations in the real world and in real time.
I broke down...
AI economics part 2
My AI economics and Rationed posts covered how AI labs have ongoing battles for GPU resources.
This goes deeper into demand (inference) and supply (training, inference, hardware) and how I think infrastructure powering AI today may not be...
AI economics
This was fun to write.
I’ve been explaining the new AI economics framework to friends over the last couple of weeks. I deconstructed the players and the economics for my own understanding and I thought I could share it here too....
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