The First Derivative of Inference: Growth Logic in the AI Wave

推理的一阶导数：AI浪潮下的增长逻辑

Tom Tunguz says the AI inference market will reach $250 billion within seven years; Datadog’s LLM observability data volume nearly doubled in the latest quarter, and about 20% of its AI customers contribute roughly 80% of ARR.

Why it matters: HKR-H/K/R all pass: Tom Tunguz ties inference growth to Datadog volume and ARR concentration data. It stays in the 72–77 band because this is commentary, not a model, product, or protocol release.