Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved (Ben Thompson/Stratechery)

Ben Thompson / Stratechery: Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved - to get access - If you were looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat.