"Demand" for inference seems infinite because you can always think harder or insert AI for free into some workflow where the customer didn't request it (e.g. Go

"Demand" for inference seems infinite because you can always think harder or insert AI for free into some workflow where the customer didn't request it (e.g. Google search). It's like a gas that expands to fill the container. Then during the crash people are going to discover that some fraction of that demand wasn't needed and they'll just turn it off. It would be a good sign if paid demand exceeds supply but I don't know if we can measure that.