chinese open source ai hitting hard
INVESTMENT
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AI Subscription Strategy: Insurance Against Service Downtime
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Paying $40 for both Claude and ChatGPT can be seen as wasteful or can be seen as insurance if the other goes down. $240/year for AI insurance isn’t a bad deal.
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Top VCs Sell Brand Not Judgment AI Capital Dynamics
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I don’t see it. The top VCs are selling brand (based mostly on track record), not judgement itself. Their picking is an adversarial game so there’s no stable equilibrium. To the extent entrepreneurs need less capital because of AI, they’re more leveraged and the returns to
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Elon Musk and xAI Team Show Strong Promise in AI
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have quite a lot of faith in Elon plus xAI folks – they’re cracked AF!
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Nvidia B200 availability reflects actual market demand
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If you really wanted a Nvidia B200 you would already have one
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Data Quality Importance Underestimated in LLM Training
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I'm not bearish on them.. just saying that people underestimate the opportunity cost of a good data mixture for LLMs
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Open Source vs Closed Source: Western AI Labs Implications
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you mean this? I was hoping for a bit more Balaji style deep dive and thoughts on what it means for the western closed source labs.
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DeepSeek’s 5.5M USD Breakthrough: Frontier AI Cost Revolution
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Agreed. On a similar note, what are your thoughts on the recent DeepSeek release? The frontier *just* costs 5.5M USD (+ a cracked team) – and I'm here for it!
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DeepSeek funding strategy to acquire GPUs and top talent
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Maybe I'm biased, I want DeepSeek to make metric fk ton of money – as much as possible, be it through API fees or some other way – I want them to have enough money to acquire GPUs/ talent, whatever it takes to get to the next frontier as fast as possible