"Inference, if you look at it as a market, will be much, much bigger than cloud computing was pre-ChatGPT." Lightspeed’s @buckymoore says inference is an underrated investment category in AI, and expects the market to break up into large, specialized platforms for each modality: "The GPU supply crunch that we're seeing right now is largely, as @dylan522p has said on the show before, due to the fact that not only these consumer products, but also B2B products like Claude Code and Codex are…