Archive - Tensor Economics

MoE Inference Economics from First Principles

DeepSeek 🐳, Kimi, synthetic data markets and the token overcapacity issue

Sep 2 •

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May 2025

LLM Inference Economics from First Principles

The main product LLM companies offer these days is access to their models via an API, and the key question that will determine the profitability they…

May 14 •

and

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