Everything on Financial Modeling

Inference operations currently generate 80-90% margins due to low marginal costs, but growth is constrained by linear GPU supply chains. Hardware scarcity favors large incumbents while creating opportunities for aggregated software layers.

Impact: Infrastructure founders should prioritize aggregated inference services and enterprise control planes to capture high-margin revenue while mitigating hardware scarcity risks.

— from OpenCode Strategy: AI Inference Economics & Product Discipline · The Pragmatic Engineer Podcast· May 27, 2026