immad

Inference costs are plummeting — DeepSeek V4 Flash at $0.80/M tokens, Grok at $6, Sonnet at $50 — all delivering comparable benchmark performance. This commoditizes the model layer, forcing value capture toward distribution (Meta), applications, and specialized post-training. Revenue-per-token maxing (enterprise) diverges from consumer engagement maxing (video), but convergence is inevitable.

Stanford used open-source EVO2 (40B params, runs on MacBook) to design 300 phage candidates, 16 viable against E. coli. Immad confirms running it locally. Alex argues for ubiquitous DNA/RNA sequencers (MinION USB devices) in every air vent/airport to detect novel pathogens at light speed, with AI generating vaccines in hours (Moderna precedent).