GPT-5, The $100B Gap, and The Economics of Inference

In this episode of Inference Time Tactics, Rob and Cooper unpack the launch of GPT 5.0 and what OpenAI’s new routing layer signals about the shifting AI landscape. They explore the tradeoffs of cost, latency, and accuracy, zoom out to programmable inference in an agent-driven world, and track the ripple effects on chips, data centers, and energy use.

We talked about:

 

• Why GPT 5.0’s launch felt more like refinement than a revolution in AI progress.
• How OpenAI’s new routing layer reframes the race around inference control.
• The tradeoffs routing enables between cost, latency, and accuracy across models.
• Why the “one model to rule them all” view is giving way to multi-model orchestration.
• The strategic role of programmable inference in an agent-driven world.
• How router companies are becoming a strategic layer in the AI technology stack.
• The impact of inference compute on chips, accelerators, and data center design.
• Why energy use at scale is driving a push for more efficient AI systems.
• Why inference optimization may be the next big competitive edge.

 

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Hosts:

Rob May

https://x.com/robmay 

https://www.linkedin.com/in/robmay

 

Calvin Cooper

https://x.com/cooper_nyc_ 

https://www.linkedin.com/in/coopernyc