Do you have a better way of coming up with a training cost estimate?
INVESTMENT
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OpenAI targets $500 billion valuation, ChatGPT explodes in growth
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OpenAI aims for $500 billion valuation – a 67% jump from the current $300 billion -Explosive growth figures: Revenue doubled in 7 months to $12 billion annual rate, target $20 billion by year-end -ChatGPT continues to boom: From 400 million (February) to 700 million weekly
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France Launches Major AI Adoption Initiative for Businesses Through 2030
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France Unveils Comprehensive AI Adoption Plan for Businesses by 2030 #AI #AIio #AIInnovation #ML #DataScience #Futureofwork @Scobleizer @AndrewYNg @drfeifei @KirkDBorne @fchollet @rowancheung @antgrasso
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OpenAI’s Open-Source Models Beat Commercial Pricing Benchmarks
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As benchmarks for OpenAI's new open-source models roll in, one thing to keep in mind is how cheap they actually are: – GPT OSS 20b is cheaper than Gemini 2.5 Flash Light or GPT-4.1-Nano.
– GPT OSS 120b is cheaper than recent open-source models from China (e.g., Kimi K2 or GLM -
Palantir Valuation Debate: Rule of 90 and Growth Multiple Analysis
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‘Rule of 90’ Palantir is still debated for its valuation Even bears on Palantir stock admit “something special is going on” with its surging revenue growth and ginormous profit margin. But it’s still a matter of debate what valuation multiple the stock should have, given it’s
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H100 GPU Pricing Estimates and Model Card Analysis
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I got those H100 pricing estimates from here: https://
thundercompute.com/blog/nvidia-h1
00-pricing
… More of my notes on the model card: -
H100 GPU costs for 120B and 20B LLM model training
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According to the model card gpt-oss-120b took 2.1 million H100-hours and the 20b model 1/10th of that I found quotes for H100 pricing ranging from $2/hour to $11/hour, which would indicate that the 120b model cost between $4.2m and $23.1m and the 20b between $420,000 and $2.3m
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US Open Weight Models Lead: Sustainability or One-Off Advantage?
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The US now likely has the leading open weights models (or close to it)… … but the real question is whether this is a one-off situation from OpenAI, in which case the lead will evaporate quickly as others catch up. But also unclear what their incentives are to keep updating.
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Groq’s Real Value: Token Throughput Over Inference Speed
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IMO this is the big opportunity for Groq, and one of the main reasons I invested. Faster inference is cool, but the real value is going to be in doing more tokens per prompt.
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Open Source LLMs and RL Boost AI Product Margins
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One super important point: for companies using LLMs at scale, the new open source OpenAI models, combined with RL from folks like @OpenPipeAI
, will dramatically improve margins on AI products!