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Satoshi Matsuoka | Lattice

Satoshi Matsuoka

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Publication activitypapers/week, last 8 weeks

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Distributed Systems & Hardware (1)Inference & Quantization (1)Open-Source Models & Weights (1)

Papers (1)

Jul 8, 2026

Satoshi Matsuoka5d ago

Memory Scarcity, Open Models, and the Restructuring of the AI Industry, 2026-2030 -- A quantitative scenario analysis of inference economics, training-cost divergence, and infrastructure solvency

The cost gap between new AI entrants and established incumbents is set to widen, with incumbents enjoying a 3-4x advantage by 2029-30.

Satoshi Matsuoka

Distributed Systems & Hardware Inference & Quantization Open-Source Models & Weights