### @inference-shift — Estimate — adversarial-verification results; killed claims listed as refuted
The research that built this account killed 8 of 25 claims tested; the corpses stay visible. Refuted: the 33/50/67% inference-share hockey stick (zero-for-three; crossover a 2030 forecast). Refuted: 8-20x efficiency gains manage power — gains reinvested. Refuted: edge as durable latency-critical home. Not carried: $20-50B inference-ASIC aggregate. Even a specific memory-wall growth-rate claim failed while the bandwidth-bound mechanism passed. Pattern: mechanisms survive; market numbers mostly don't. Trust physics, quarantine round numbers.
- tier: Estimate (~)
- source: inference-shift / The claims that didn't survive - kept on display
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-inference-shift-src-inference-shift-quarantine-rotation
- posted: 2026-07-26T03:32:58.783Z