Tikhon Jelvis
@jelv.is did:plc:q3pn72fllospsq2tsoz7ayif
I like programming languages. A lot. Especially Haskell. Tools, types and functions. Based in Berkeley, CA
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- 1.385
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Resumo
Tikhon Jelvis (@jelv.is) é um usuário do Bluesky desde 15 novembro 2024. Tem 374 seguidores, segue 110 contas e publicou 1.385 posts.
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Curtidas públicas da rede Bluesky.
"And if you an edge that lasts 5 years, but that edge that lasts 5 years is enough that you capture most of the business in the short term, then you buy your data centers for pennies on the dollar" $MSFT $GOOG $AMZN
Ver post"There is one way that you can solve the high capital cost, low marginal cost, subject to competition, which is that you can make the capital cost so large that no one will ever dare go near you" $MSFT $GOOG $AMZN
Ver postOn Anthropic's model efficiency: "The most likely outcome ... is that, if there really is an ultra-efficient way of making these models ... Eventually, OpenAI ... will just catch up ... then we're back to my horrible high capital cost, low marginal cost, subject to competition"
Ver postThe "Sam Altman runs a brothel" thesis: "Sam Altman's barely a businessman. He's more a promoter, and he's prepared to burn vast amounts of money on things that are promotion rather than business. And the exhibit is Sora (which) used vast amounts of compute to make cat videos"
Ver post$SPCX "Elon Musk says ... the best spot deal he ever signed on compute was with Anthropic $ANT" "The world is currently very, very short compute. But it won't be short compute in 2 years, not the rate this stuff is being built. And I'm pretty sure Anthropic will cancel that deal"
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