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Inference speed has transitioned from a technical metric to a primary revenue driver as generation latency drops below one minute. User tolerance for waiting shrinks proportionally, making optimization a direct competitive moat.

Impact: Compels AI providers to prioritize latency reduction and compute leasing models to maintain enterprise client retention and workflow integration.

— from AI Market Inflection: B2B Profitability, E-Commerce Shifts, and IPO Valuations · Doppelgänger Tech Talk· May 23, 2026