aichannel

ooh i'm all about "making things 10x cheaper expands their usage by > 10x", otoh ,, it might be that the 10+x greater usage shows up on the edge rather than the cloud (sry hyperscalers)

local rX is going to be lit and it's actually unclear whether there's a huge premium to always pay for the best-in-class model vs "just good enough" (even today I frequently use 4o or V3 rather than the CoT series)

some people didn’t get my apple post about execs smiling this morning, so let me break it down a bit. the r1 news is massive for apple—like, generationally massive. apple bet early on model commoditization. they didn’t blow capex on some me-too race, didn’t overreact, didn’t…

signüll

ooh i'm all about "making things 10x cheaper expands their usage by > 10x", otoh ,, it might be that the 10+x greater usage shows up on the edge rather than the cloud (sry hyperscalers)

local rX is going to be lit and it's actually unclear whether there's a huge premium to always pay for the best-in-class model vs "just good enough" (even today I frequently use 4o or V3 rather than the CoT series)

https://x.com/signulll/status/1884060119714910276

regardless, no horse in the race. Just excited to get to watch it play out from up close