Is memory the moat? | Wafer
- ProductTechnologyCasesCompanyTeamCareersManifestoBlogLog in How we did itPrefill optimizationsTakeaways July 31, 2026Ian YeIs memory the moat?
- Running Kimi K3 at ~952 tok/s/node, AMD continues to prove its case as the winner in performance per dollar.
- Over the past several months, we’ve seen an explosion in the capabilities of open source models.
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- ProductTechnologyCasesCompanyTeamCareersManifestoBlogLog in How we did itPrefill optimizationsTakeaways July 31, 2026Ian YeIs memory the moat?
- Running Kimi K3 at ~952 tok/s/node, AMD continues to prove its case as the winner in performance per dollar.
- Over the past several months, we’ve seen an explosion in the capabilities of open source models.
Sources: Wafer