Had a podcast chat with @sui414, trying to analyze the massive potential of the inference market from a perspective different from traditional AI infrastructure. Of course, OpenRouter, founded by a Web3 team, is a great entry point for observation. It brings familiar experiences from the DeFi world—like trading flows, market-making, routing, bidding, and dark forest dynamics—into this market to explore the production and distribution of token flows. https://www.(youtube.com)/watch?v=0rg6leI4TTo Researchers in AI economics, inference markets, and compute power investments are welcome to critique and provide feedback. By the way, the inspiration for this discussion came from Tarun's article: The Souq: Value Creation and Extraction on OpenRouter https://(robvc.com)/research/the-souq Also, feeling a bit emotional. I've known Professor Danning for so many years, always reading her data and insights, but it took an AI topic to finally sit down and have a proper chat ‍