2026-08-17 06:22 UTC
Abstaining from AI use will earn you a pat on the back... and that's about it. Good job, buddy.
- Frontier labs aren't demand-financed by marginal chat users, they're financed by capital markets betting on enterprise substitution (Anthropic had its first "positive" quarter when switching Enterprise plans to API rates)
- this card probably indicts data centre and training capex, and local models are the only true threat to data centre capex, simply due to token economics of these models
- Coding agents, imo, are atm a golden chance to massively provide open solutions to previously proprietary tech (think phone modem binary blob reverse engineering, ...).
@jwz@mastodon.social https://mastodon.social/@jwz/117106720849031751
Replies (1)
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@jwz@mastodon.social 2026-08-17 07:06
@budududuroiu@hachyderm.io Capex deez nuts *plonk*