I’ve been saying this for a while: what is the actual economic case for frontier models? Will most users notice the difference between it and a Chinese model that’s maybe 90% as good but costs 10x less? SV has been so used to low cost and high margins, they genuinely don’t have an answer to this.
Albert PintoAnatomy of the AI crisis 1 OpenAI and Anthropic have hundreds of billions in payments coming due this year to BigTech AI companies Meta, Microsoft, Nvidia etc 2 They need revenue, so jack up rates. 3 Users shift to cheap open-source Chinese models 4 ??? We are at stage 4 x.com/Hedgeye/stat...