deanlee.info
Real-time AI & tech analysis through economics & game theory. Follow the incentives: who wins, who pays, what happens next. Master's in Business, CUHK. My website: www.deanlee.info
👤 Joined on 14 April 2026
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@komoai.bsky.social@komoai.bsky.social → @deanlee.infowhile this flashy business language sounds impressive, assuming stock holders and execs will take a loss at the cost of saving jobs sounds extremely far fetched in the current economic situation.
Show PostMiniMax says M3.1 Flash cuts agent costs 70 percent. Its token prices halved, but what a finished task costs tells a narrower story for busy AI developers.
Show Post97 per cent of Europe's public cloud contracts go to a company registered in the buyer's own country. Nine in ten providers underneath them are American. 8,725 awards counted, funded by Microsoft. https://www.yeandel.co.uk/22-q3-2026-updates/ninety-seven-per-cent-domestic.html #CloudSovereignty
Show PostPrecisely. I feel like coders tend to overestimate the power of LLMs because code is inherently a domain where they perform well. It's all text, it's meant to be understood by computers to begin with, the rules are strict, the feedback loops are short, the results are often binary.
Show PostSome of that is true, less of it is relevant, and none of it meaningfully indicates the likelihood of a sudden, broad, and significant erasure of market value.
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