INFERENCE IS THE MOST IMPORTANT MARKET IN SOFTWARE

Summary from the TLDR Founders newsletter

AI inference is projected to become a $350 billion market by 2027, doubling the size of the database market. This shift leads to higher usage costs, reduced gross margins below typical SaaS levels, and makes infrastructure a key component of COGS. Businesses will need to adapt by optimizing efficiencies and could see innovation opportunities arise from these evolving dynamics.