The speaker says the company chose to build architectures and models intended to scale best at inference time because economics are dominated by the intelligence per watt and per dollar those models deliver.

“And so we bet on trying to build the architecture and trying to build the kind of models that will scale best at inference time because,”

“you know, economics are dominated by, you know, the kind of intelligence per watt,”

“the intelligence per dollar that you're able to get from the models. If you think about a lot of the advances with the reasoning models,”