- The innate value of the models come from not training chips nor hosting, but the actual quality of thinking traces, inference costs and usage. Anthropic shines here, but not for long.
- The variety of skills and evals on new tiny open models proves Claude is expensive and not extremely better than these models today, and math benchmarks alone do not cut it.
- Enterprises are realizing that they can just buy some regular Macs and do their own inference far cheaper than invest in Claude Subscriptions, and Claude given tools are losing their edge to harnesses such as Pi and Opencode.
- Nobody needs Hacking Tools unless they are red-teaming their own code. The niche of people wanting this could write their own tools and workflows to test the effectiveness of many LLMs on these workflows and see how far they can push it.
- The amount of collusions, hypes and fear mongering do not sit well with many people (including myself) - stick to the science and make usage safe, like everything else we do with software in production.
- The IPOs often get priced down with market discovery and anyone who's buying it ONLY is interested in the long run, not inflated valuations not hype not any of these lies used to sell this stock. I am bearish about the IPO at this rate.
- For me, reasons for SpaceX money investments are NOT due to AI *That part is a true waste of money* but good enough due to manufacturing, supply chains and actually building useful Satellite infrastructure; I still am bearish about them launching NVL72 nodes in space, not because of the space part - I just don't trust those chips enough for it to sustain that long.