[throwdbaaway]

What about the VRAM requirement for KV cache? That may matter more than memory bandwidth. With these GPUs, there are more compute capacity than memory bandwidth than VRAM.

DeepSeek got MLA, and then DSA. Qwen got gated delta-net. These inventions allow efficient inference both at home and at scale. If Anthropic got nothing here, then their inference cost can be much higher.

DeepSeek also got https://github.com/deepseek-ai/3FS that makes cached reads a lot cheaper with way longer TTL. If Anthropic didn't need to invent and uses some expensive solution like Redis, as indicated by the crappy TTL, then that also contributes to higher inference cost.