云时代启示：推理算力充足是 AI 创业生态的前提
一条关于推理算力的观点帖，把 GPU 分配和当年公有云崛起类比，讲清了为什么创业公司不该自建算力。
作者认为推理供应商必须具备可自由调配的产能、安全性、可靠性和持续下降的成本。文章类比 20 年前主机托管到公有云的演进，指出中小客户自建电力、冷却和芯片忽视了经济史教训。在封闭前沿实验室把有限 GPU 优先用于训练和自有产品时，其之外的推理算力充裕是创业生态繁荣的前提。
It is very important for the entire ai startup ecosystem for key inference vendors to be 1) capable of getting capacity that they can freely allocate, 2) secure, 3) reliable, 4) always driving cost and perf
let’s not forget how much of an enabler cpu-era cloud was for innovation! no capex! outsource much of your infra ops (and more every year)!
every small-mid customer “owning, building and running their own landed power, cooling qnd chips” completely ignores the lessons of economic history. we had colo 20y ago…public cloud won
in an age where closed frontier labs weigh every (limited) GPU served by api vs. internal training and 1st party product use, inference abundance beyond them is a prerequisite for a rich startup ecosystem
