Taikhoom2010

Simply put token spending is way overblown, and prices have fallen and should continue to do so, as the pricing power of frontier Labs dissapate.

https://s-1.vercel.app/posts/the-struggle-of-openai/

hey would love to grab a coffee chat

So is Nintendo Online a popular service? I'm curious if I should get it.

Yes, but what would lead to Apple's decline? Sure, you can say that everything can decline; all I am doing is articulating why they can be around for a very long time, considering the competitive dynamics surrounding the company.

Well its not the only enterprise tool, but from the perspective of llm delivering enterprise spexifc insights

yes perhaps, although I think the best option for a enterprise is to train a model on it's own data.

The problem is all these new labs don't have any competitive advanatge amongst each other, talent can only take one so far, though Jeff is a legend no doubt.

Models are commodities the applications eg. BaseTen, OpenRouter should capture the value.

https://taikhooms.substack.com/p/why-openrouter-can-be-the-n...

Xbox failed aggregation; Microsoft should exit the business.

https://open.substack.com/pub/taikhooms/p/xbox-game-pass-and...

Odd, regardless, OpenAI is spreading itself too thin, trying to fight wars on the enterprise, consumer, and hardware fronts, and will likely end up losing them all.

Models are a lost cause anyway - https://open.substack.com/pub/taikhooms/p/why-openrouter-can...

As in apple has a consumer brand which creates a sense of status, and then a developer ecosystem which has to develop for Apple since they have the highest paying consumers, and a they have services which create switching costs if you try leaving the ecosystem as a consumer

How so? None of those were directly consumer companies.

That is a unique angle I did not think about - I did try to explain why I think it is an aggregator nonetheless.

https://open.substack.com/pub/taikhooms/p/why-openrouter-can...

Yes, but Apple has two-sided lock-in, in terms of a brand and consumer pricing power, as well as ecosystem lock-in through services.

Disagree; regardless of the hardware change, Apple will release its take, and people will continue to use it. I write about the dynamic of a double-sided lock-in here: https://taikhooms.substack.com/p/apple-has-the-lowest-disrup...

Definitely love Clayton's work though, happy to connect - so.taikhoomcb@gmail.com

No on smartphones while Apple's market share by revenue is like 20 ish %, they have like 80% of the industry's profits. If you're interested in the specific dynamic, check this out - https://taikhooms.substack.com/p/apple-has-the-lowest-disrup...

Yes the capital cycle repeats - https://taikhooms.substack.com/p/the-capital-cycle-theory?r=...

Respectfully, you're wrong here. You may, in your opinion, not use Google Search, but search revenue is growing rapidly, and AI overviews are a much better experience than a consumer app.

Perhaps, maybe the modular tech future? Framebook is interesting, but that is likely a niche market. If you are interested, I tried to articulate what keeps Apple around specifically here - https://open.substack.com/pub/taikhooms/p/apple-has-the-lowe...

agreed, if your interested I tried to explain it here - https://open.substack.com/pub/taikhooms/p/apple-has-the-lowe...

How Am I wrong?

Yes I agree I write about the capital cycle in depth on my stack https://taikhooms.substack.com/

Yeah pretty much, must have been vibecoded.