"I'm the Arbiter of Tokens and GPUs" - Ep 05

Recorded August 24, 2026. Special guest Michelle Chen answers our questions about inference. The AI industry lights money on fire. Sunil plans his LLM prepper era. Rhys takes the week off, preparing for YC Demo Day!

LINKS / ON-SCREEN REFERENCES, IN ORDER
Executor (Rhys's company) https://executor.sh
Y Combinator Demo Day https://www.ycombinator.com/demoday
Michelle Chen on X https://x.com/michellechen
Love Island S8 villa tour https://www.youtube.com/watch?v=p2gjF5NFQng
Cloudflare Workers AI https://www.cloudflare.com/products/workers-ai/
Cloudflare AI Gateway https://www.cloudflare.com/products/ai-gateway/
Cloudflare AI Search https://developers.cloudflare.com/ai-search/
Models on Workers AI https://developers.cloudflare.com/workers-ai/models/
Cloudflare/NVIDIA GPU blog post (2021) https://blog.cloudflare.com/bringing-ai-to-the-edge/
Dane Knecht, Cloudflare CTO on X https://x.com/dok2001
Birthday week https://blog.cloudflare.com/tag/birthday-week/
Unifying Workers AI and AI Gateway https://blog.cloudflare.com/workers-ai-gateway-unification/
Z.ai / Zhipu (GLM) https://z.ai
Hugging Face https://huggingface.co
Cloudflare R2 https://www.cloudflare.com/products/r2/
SGLang https://x.com/sgl_project
vLLM https://docs.vllm.ai
OpenRouter model discounts https://openrouter.ai/models?discount=true
DeepSeek https://www.deepseek.com
Moonshot AI (Kimi) https://www.moonshot.ai
Moondream https://moondream.ai
OpenAI io (Jony Ive) https://openai.com/sam-and-jony/
SlopCodeBench (aka "SlopBench") https://github.com/humanlayer/advanced-context-engineering-for-coding-agents
Opus 5 on SlopCodeBench https://github.com/humanlayer/advanced-context-engineering-for-coding-agents/blob/main/benchmarking-opus-5-on-slop-code-bench.md
The Next Token Ep 03 (AI psychosis) https://youtu.be/2bE93tynluk
Ox Alpha/GLM-5.3 Flash https://x.com/Zai_org/status/2092616204787626030
The subreddit for Sunil https://www.reddit.com/r/LocalLLaMA/
Solarpunk https://en.wikipedia.org/wiki/Solarpunk
AMD Instinct https://www.amd.com/en/products/accelerators/instinct.html
Jensen Huang was once a Denny's waiter https://finance.yahoo.com/news/nvidia-billionaire-ceo-went-denny-145530671.html
CUDA https://developer.nvidia.com/cuda-toolkit
Wafer (GPUSteve's company) https://www.wafer.ai/
NVIDIA Blackwell https://en.wikipedia.org/wiki/Blackwell_(microarchitecture)
NVIDIA Hopper https://en.wikipedia.org/wiki/Hopper_(microarchitecture)
Black Forest Labs Flux.1-dev https://huggingface.co/black-forest-labs/FLUX.1-dev
NVIDIA Vera Rubin https://en.wikipedia.org/wiki/Rubin_(microarchitecture)
ZIRP era https://en.wikipedia.org/wiki/Zero_interest-rate_policy
Q-commerce https://en.wikipedia.org/wiki/Q-commerce
Cloudflare Durable Objects https://developers.cloudflare.com/durable-objects/
Kenton Varda continues to be right 6 months ago https://x.com/kentonvarda
Sparkles emoji https://en.wikipedia.org/wiki/Sparkles_emoji
Community, the Greendale flag https://www.youtube.com/watch?v=nEjIzKZ4wOA
Sunil's new role https://x.com/threepointone/status/2088272607804039274
Sunil's builder-in-residence role https://sunilpai.dev/posts/the-task-isnt-the-job/
Sunil on software factories https://x.com/threepointone/status/2091167009669075314
Max Kreminski https://mkremins.github.io/

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Michelle Chen - https://x.com/michellechen - https://blog.cloudflare.com/author/michelle/

HOSTS

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