●builderYou can reduce inference costs significantly by routing simpler queries to smaller local models — the bottleneck is building or adopting smart routing logic.
●founderWorth watching because it signals a product opportunity in model routing and orchestration, and a structural threat to frontier API revenue if local inference tooling improves.
●investorSubsidized frontier model usage masks true demand signals — if routing tooling matures, per-query API revenue for large labs could compress faster than expected.