Signal
Field notes on the control layer
Inference control, research reviews, tokenomics, and runtime routing. Written by the team building Prizmal.
Inference economics compressed further, and a new frontier open model arrived.
Curated every week by our technical staff from what they actually read. Posted Wednesdays.
Previous weeks: Week of July 27 · Week of July 21 · Week of July 14
The four forces. One window.
Demand, cost pressure, supply, and the processor. The state of the inference market, with the datapoints behind each force.
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Robert Solow's productivity residual explains why raw GPU stockpiles are no longer a moat. As compute commoditizes and depreciates, the orchestration layer, runtime routing across the token stream, is where defensible margin now lives.
June 17, 2026 · 8 min
Why Nate B. Jones's three-force framework has a fourth body, and why Prizmal is the company that defines it.
April 12, 2026 · 8 min
Jensen pays engineers in tokens. Chamath caps them. By 2027 every serious enterprise will burn 10 billion tokens per employee per year. The question is no longer whether you use AI. It is how much of that compute is wasted.
May 5, 2026 · 6 min
Why Google's Gemma 4 validates PrizmalRun's thesis, strengthens our market position, and creates a new deployment surface for SpeCo.
April 6, 2026 · 3 min
How Canada's best non-dilutive program stopped reaching the R&D it was built to fund.
April 15, 2026 · 5 min
Why TurboQuant and PrizmalRun solve different problems at different layers of the inference stack.
April 5, 2026 · 7 min
Where the signal runs
This Week in Inference, a weekly thread curated by our technical staff from the same reading they share internally. Running every week since May 2026.
The weekly carousel edition of This Week in Inference, plus team and advisor announcements.
The tracker, the field notes, and the Wednesday reading list.