Pacing the frontier may be sincere, but it would also be strategically useful for frontier AI labs to have time to reduce overhangs caused by model advancement
Ben Thompson /Stratechery:
Pacing the frontier may be sincere, but it would also be strategically useful for frontier AI labs to have time to reduce overhangs caused by model advancement
There has been, over the last week, what I think is a healthy debate about the philosophy and psychology that undergirds the views …
Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work
The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs. closed source model Why is the AI semi buildout longer than the internet buildout?
Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work
The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs. closed source model Why is the AI semi buildout longer than the internet buildout?
AI will significantly disrupt IT consultancies as AI labs build advisory arms and executives expect more projects priced based on outcome instead of by the hour
AI labs are buying Slack, Jira, and email archives from defunct startups to build “reinforcement learning gyms” and train AI agents in simulated workplaces
Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data.
AI labs are buying Slack, Jira, and email archives from defunct startups to build “reinforcement learning gyms” and train AI agents in simulated workplaces
Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data.
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
The price per token for AI models has fallen, but costs for developers are rising as newer reasoning models require more tokens to complete tasks
With models doing more ‘thinking,’ the small companies that buy AI from the giants to create apps and services are feeling the pinch X: @ericjhonsa , @emollick , @mims , @mims , @mims , @mims , and @m...