Cheaper AI Tokens Depend on the Full Inference Stack

Cheaper AI tokens are presented as an infrastructure and systems problem: the guest argues that pricing can fall by optimizing chips, memory, networking, power, data centers, and software together. The interview offers engineering explanations and forecasts—not independent proof—for longer-running agents, heterogeneous fleets, and overlooked capacity. The stakes are substantial because lower inference costs could expand what agents and research workloads can run in the background.