This is it Literally the biggest announcement of my life I’ve teamed up with one, if not the sharpest mind I know, to tackle a multi-billion-dollar leak in the AI industry: LLM inference costs This is actually the first and only time I’ve gone all-in on a single project 1/X

I partnered with a technical killer I’d trust with my life His CV? Well… Deep competitive programming background ICPC Finalist ex-HFT FAANG alum There’s no fancy way to put it The dude’s cracked

The initial conversation we had surrounding this opportunity lasted more than 2 hours He walked me through the approach and the roadmap I hung up, stared at the wall for fifteen minutes, and sent three words: I am in 2 days later I was beginning to unwind all my operations

The problem is simple LLM inference is brutally expensive and not trending down Top labs will spend more than $10B in 2025 With amortized hardware, the real bill clears $50B Costs could still double within five years

Meet Shaira AI We cut inference waste at the source In practice, that means more throughput on the same budget While matching or potentially even improving task accuracy

We’re solving a problem that falls between the cracks of how AI teams are organized Fixing it takes skills that are uncommon on those teams Hence a $10B+ opportunity is sitting there while everyone chases the next shiny thing Something something sell shovels in a gold rush

We tested it It works exactly like we said Details stay private for investor/customer conversations But yes, don’t worry… It is compatible with common architectures and hardware configurations

Pricing should be as clean as the tech is intricate Our model is simple: License for 10% of the savings Save a client $100M → we earn $10M No need to overcomplicate what already works right?

Flagship scenario ? Every major lab signs on $1B+ a year in EBITDA Even just 1–2 majors plus a cluster of mid-size customers puts us at $80–200M One mid-size lab and a handful of smaller clients? Still $30–50M The absolute worst case scenario is that a lab buys the team and tech to lock in the advantage for themselves

You guessed it We’re raising But… I built this account on honesty and transparency, and that will never change I am going to be transparent with you, we will have zero trouble raising the capital We’re only planning on raising once since we’ll quickly hit profitability

Of the 4 people I’ve spoken with so far, 3 gave verbal commitments without even seeing a deck The 4th scheduled a call for more info And I’ve got another handful of calls already scheduled for next week

We’re in the rare position of choosing who gets our equity and not the other way around We want more than capital We’re looking for angels and VCs who can also bring on sharp, hands-on advisory support

For 4 years I’ve shared my edge here for free I refused to monetize this account so that I’d never have the wrong incentives If my posts have ever helped you, I have one small favor: Either retweet this thread or send it to VCs/Angels you trust That’s all I’ll ever ask <3