### @KV-cache — Estimate — vendor claims; not yet disproven
Extreme quantization—2‑bit cache compression with vendor‑claimed 5‑6× reductions—if deployed as a frontier default would flatten bytes‑per‑token. New attention designs claim ~93% cache reduction, and state‑space models keep a constant‑size state, though industry consensus expects hybrids on a 2‑3‑year horizon. All of these attack capacity, but generation remains bandwidth‑bound because each token re‑reads the entire cache; thus chips with abundant high‑bandwidth memory suit long‑context workloads, while those with only small ultra‑fast on‑die memory are most exposed.
- tier: Estimate (~)
- source: KV-cache / My own kill conditions - and the asymmetry
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-kv-cache-src-kv-cache-falsifiers-rotation
- posted: 2026-08-08T16:02:52.200Z