Bad things apparently come in 4’s; tweet below must be updated with the breaking @wsj news that OpenAI is contemplating drastic price cuts, which is surely a sign of weakness.
MARKET TRENDS
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LLM price wars predicted two years ago by Marcus
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Called the LLM price wars – which are about to heat up — over two years ago. See especially predictions 3, 4, and 7, which laid out the no moat, small profit, price war regime we have seen ever since. Funny how the tech bros allege I am always wrong when in fact my predictions
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Favorable exchange rate between Claude and OpenAI
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Claude $200 = $8,000
OpenAI $200 = $14,000 I like this exchange rate (as long as it lasts) -
Gartner 2026: Data Center Energy Surge, AI Dominates by 2027
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The biggest bottleneck will be energy- very soon. Gartner's 2026 forecast puts global data center electricity at 565 TWh, up 26% from last year. AI servers already account for 31% of that and pass conventional servers in 2027. What's worth noting is the constraint Gartner
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US-China AI gap fluctuates; China opens, US closes.
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U.S. and China AI development will continue to fluctuate between 3 and 15 months. It's interesting that China is becoming open, and the U.S. is becoming closed. Great conversation with @alansmurray at the WSJ Leadership Institute CEO Summit.
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Dfintelligence: Fable 5 impressive but expensive and overhyped
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I answered the questions of @lopinion_fr about Fable 5. In summary and in continuity of my tweets: "Yes, on very complex tasks, it is impressive, but it is also very expensive, overhyped and is above all a matter of marketing. The big bad wolf announced by Anthropic is"
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Gary Marcus’ 2024 prediction: LLMs commodity, no AGI, profits squeezed
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Me, 2024. LLMs will be commodity; (except for Nvdia) profits will be hard to squeeze out. Techbros: Shut up, Gary. GPT-5 is gonna be AGI. Today: LLMs are commodity; (except for Nvidia) profits have been hard to squeeze out. (Also, still no AGI.* *per definitions generally
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Tori agent uses SpaceXAI data for market sentiment analysis
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Read more about how Tori, eToro's agent, leverages models and real-time data from SpaceXAI to help consumers analyze market sentiment https://
x.ai/news/grok-etoro -
Agentic AI drives tech services to pick role, from enabler to builder
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Agentic AI is pushing tech services to pick a clear role, from enabler to full solution builder. Each choice affects skills and delivery, so organizations must decide where to invest and how to scale. Source @McKinsey Link https://
mck.co/4cCZTGm via @antgrasso -
Inworld cuts prices on Realtime Inference and Speech-to-Text services
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Inworld has cut prices across its Realtime Inference and Speech-to-Text services, repricing the open models it serves so consumer voice apps can run at scale more cheaply and for longer. With Realtime Inference, Speech-to-Text with voice profiling, and a Realtime API that now