Joe Fioti

Joe Fioti @joefioti

Luminal can probably hit $1.75 / M output tokens on AMD MI355X and $2.92 / M output tokens on B300 in the next few months. We still have a lot of work to do and this is based on fairly involved napkin math and test compiles, but I feel confident we can get close. Crazy world https://t.co/JchkKIvUnD

Jul 31, 2026 · ♥ 184 · ⇄ 9

Joe Fioti @joefioti

The second the Kimi-style price floor licensing stops, we’re gonna see an absolute knife fight to the bottom on pricing. https://t.co/NB4C9SssjP

Jul 30, 2026 · ♥ 559 · ⇄ 10

Joe Fioti @joefioti

The token market is not going to converge on one universal price. A token is not a commodity. There is a huge difference between a token that has to arrive instantly in a voice agent or real-time workflow and a token generated cheaply in a batch overnight. There is also a huge https://t.co/z197h7lNny

Jul 28, 2026 · ♥ 29 · ⇄ 1