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Dylan on why access to the most intelligent AI models will determine who wins in every industry: "What really matters is access to the most intelligent tokens and leveraging them at the highest-value tasks. A lot of folks will want tokens, but the shitty SaaS startup in SF who...

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Patrick OShaughnessy

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36,100 görüntüleme • 3 ay önce •via X (Twitter)

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Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."
2:33

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

295,226 görüntüleme • 3 ay önce

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"
19:45

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"

Kris Patel 🇺🇸

75,390 görüntüleme • 1 ay önce

Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
1:54

Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."

dnap

523,186 görüntüleme • 3 gün önce

Perplexity CEO Aravind Srinivas on the brutal truth about who actually makes money in AI (and why it's not who you think): Aravind argues that the real value in AI comes from orchestration. He points to products like Codex, Claude Code, and Perplexity Computer: "What is that? It's an orchestration system. It takes a model, pairs it with an agent harness." And what is an agent harness? "The simplest way of describing it is like rules for how the agent loop should run. What are all the skills and sub-agents and connectors and tools it accesses? Without the harness, you don't necessarily capture and convert the intrinsic intelligence in the model into valuable output tokens." This leads to a blunt conclusion about who has a real business in AI, and who doesn't: "If you're literally just a reseller of model tokens, you have no business, because the model will get commoditized. So even if you're a model builder, you don't have a business. As an infra layer, you have some business on serving those output tokens. But as an application layer or model builder, you don't really have a business if you're just a reseller of tokens that come directly out of the model." So where does the value accrue? "You have a business if you know how to take the model, ground it in valuable context, orchestrate it with a really good agent harness, connected to the right set of tools and connectors (whether it's personal connectors or business connectors) and provide the experience to people in one single unified system." Aravind Srinivas then explains Perplexity's specific edge: Beyond orchestrating across tools, files, and connectors, they also orchestrate across models. "That is the differentiation that Anthropic and OpenAI cannot claim, because you wouldn't find GPT-5 inside the Claude Code harness. You wouldn't find Claude Opus inside the Codex harness. These are competing with each other. Whereas you would find both these models inside Perplexity Computer." Why does this matter? Because it all comes down to power. In Aravind's framing, the fundamental cost driver in AI is watts (the one input nobody can subsidize except the government). "Whoever provides the most valuable output tokens with the least amount of power expended to produce them generates the greatest value to the end user, has the most pricing power, has the most value. That is the orchestration problem to solve." His conclusion: "The one single most important metric in AI is token value per watt per user."
2:50

Perplexity CEO Aravind Srinivas on the brutal truth about who actually makes money in AI (and why it's not who you think): Aravind argues that the real value in AI comes from orchestration. He points to products like Codex, Claude Code, and Perplexity Computer: "What is that? It's an orchestration system. It takes a model, pairs it with an agent harness." And what is an agent harness? "The simplest way of describing it is like rules for how the agent loop should run. What are all the skills and sub-agents and connectors and tools it accesses? Without the harness, you don't necessarily capture and convert the intrinsic intelligence in the model into valuable output tokens." This leads to a blunt conclusion about who has a real business in AI, and who doesn't: "If you're literally just a reseller of model tokens, you have no business, because the model will get commoditized. So even if you're a model builder, you don't have a business. As an infra layer, you have some business on serving those output tokens. But as an application layer or model builder, you don't really have a business if you're just a reseller of tokens that come directly out of the model." So where does the value accrue? "You have a business if you know how to take the model, ground it in valuable context, orchestrate it with a really good agent harness, connected to the right set of tools and connectors (whether it's personal connectors or business connectors) and provide the experience to people in one single unified system." Aravind Srinivas then explains Perplexity's specific edge: Beyond orchestrating across tools, files, and connectors, they also orchestrate across models. "That is the differentiation that Anthropic and OpenAI cannot claim, because you wouldn't find GPT-5 inside the Claude Code harness. You wouldn't find Claude Opus inside the Codex harness. These are competing with each other. Whereas you would find both these models inside Perplexity Computer." Why does this matter? Because it all comes down to power. In Aravind's framing, the fundamental cost driver in AI is watts (the one input nobody can subsidize except the government). "Whoever provides the most valuable output tokens with the least amount of power expended to produce them generates the greatest value to the end user, has the most pricing power, has the most value. That is the orchestration problem to solve." His conclusion: "The one single most important metric in AI is token value per watt per user."

Big Brain AI

41,775 görüntüleme • 13 gün önce

Ansem on tokenized attention "What people miss is the tokenized attention piece. a lot of people say it's valueless and I think that's really untrue" "Last cycle Solana was trying to sell their first round of phones and weren't doing a great job. Then BONK airdropped tokens to people holding those phones" "When the tokens started going up, the airdrop was worth more than the phone cost. So people just started buying the phone and it sold out immediately" "Attention is very intangible, but tokens are one of the only ways you can ascribe value to attention in markets"
0:57

Ansem on tokenized attention "What people miss is the tokenized attention piece. a lot of people say it's valueless and I think that's really untrue" "Last cycle Solana was trying to sell their first round of phones and weren't doing a great job. Then BONK airdropped tokens to people holding those phones" "When the tokens started going up, the airdrop was worth more than the phone cost. So people just started buying the phone and it sold out immediately" "Attention is very intangible, but tokens are one of the only ways you can ascribe value to attention in markets"

Market Bubble

49,158 görüntüleme • 1 ay önce

Interesting that in three of my recent conversations with Krishna at Anthropic, Dylan Patel, and Gavin Baker, each said that frontier tokens are capturing the majority of the economic value. Gavin: "An overwhelming amount of the economic returns to AI at the model layer have been at the frontier. That's surprising to me, and I think it's been surprising to a lot of people. This is one of the most important questions to be answered, and you need to have a hypothesis on it as an investor." Krishna: "We think the returns to frontier intelligence are extremely high. Customers invest really heavily in more tokens with the newer models. The ones at the frontier clearly are capturing this economic value, driving meaningful ROI for customers. The returns to frontier intelligence are not slowing down." Dylan: "No one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things."
2:08

Interesting that in three of my recent conversations with Krishna at Anthropic, Dylan Patel, and Gavin Baker, each said that frontier tokens are capturing the majority of the economic value. Gavin: "An overwhelming amount of the economic returns to AI at the model layer have been at the frontier. That's surprising to me, and I think it's been surprising to a lot of people. This is one of the most important questions to be answered, and you need to have a hypothesis on it as an investor." Krishna: "We think the returns to frontier intelligence are extremely high. Customers invest really heavily in more tokens with the newer models. The ones at the frontier clearly are capturing this economic value, driving meaningful ROI for customers. The returns to frontier intelligence are not slowing down." Dylan: "No one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things."

Patrick OShaughnessy

121,110 görüntüleme • 2 ay önce

.Anish Acharya says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with Guillaume Moubeche
2:13

.Anish Acharya says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

33,251 görüntüleme • 5 ay önce

Alex Karp reveals why he believes American enterprises have completely lost trust in the frontier AI labs "Something has gone completely wrong. The basic view among enterprises in this country is, I'm going to chill lax and waste my time with tokens, I'm going to get no value, and they're going to get my IP" "Just to say enterprises are unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. There's a level of discomfort and loss of trust" "Every single enterprise I deal with, these people are livid. They're paying for tokens that create no value. These people are stealing the weights and alpha of my business" "These models have been completely irresponsibly oversold" "If it was so valuable, let's say I can make you a billion dollars tomorrow, wouldn't I say I'll make you a billion and I want 30%? Why are they charging for tokens if it's so valuable?" "The reason everyone is chillaxing with bad financials and growth with losing money is the client refuses to pay the true cost" "What aligns me with Nvidia, and I think is what technical customers want, is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production" "We need to rebuild trust. That trust is going to happen where everyone gets to ask and answer basic questions. Who owns the data? Where is it cached? Are the prompts secure? Is this being transferred to you?" "Everyone who uses LLMs on the battlefield runs on top of our ontology" "In the classified context, when the Department of War goes to you and says I need this application, do they get to control the weights, or do you get to control the weights?" "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane" "They're creating a wealth tax that does not help the poor. It just punishes" "This is the voice of American business that is being channeled through me. It is absolutely a problem for this country"
7:33

Alex Karp reveals why he believes American enterprises have completely lost trust in the frontier AI labs "Something has gone completely wrong. The basic view among enterprises in this country is, I'm going to chill lax and waste my time with tokens, I'm going to get no value, and they're going to get my IP" "Just to say enterprises are unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. There's a level of discomfort and loss of trust" "Every single enterprise I deal with, these people are livid. They're paying for tokens that create no value. These people are stealing the weights and alpha of my business" "These models have been completely irresponsibly oversold" "If it was so valuable, let's say I can make you a billion dollars tomorrow, wouldn't I say I'll make you a billion and I want 30%? Why are they charging for tokens if it's so valuable?" "The reason everyone is chillaxing with bad financials and growth with losing money is the client refuses to pay the true cost" "What aligns me with Nvidia, and I think is what technical customers want, is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production" "We need to rebuild trust. That trust is going to happen where everyone gets to ask and answer basic questions. Who owns the data? Where is it cached? Are the prompts secure? Is this being transferred to you?" "Everyone who uses LLMs on the battlefield runs on top of our ontology" "In the classified context, when the Department of War goes to you and says I need this application, do they get to control the weights, or do you get to control the weights?" "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane" "They're creating a wealth tax that does not help the poor. It just punishes" "This is the voice of American business that is being channeled through me. It is absolutely a problem for this country"

Jaynit

12,578 görüntüleme • 1 ay önce

Chamath says OpenAI and Anthropic could be $5 to $10 trillion companies each if they remain a duopoly "I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while. But again, that's not the important thing." "If you're thinking about valuation, the markets will look five to 10 years out to answer that question, they're not going to give you a premium valuation on something that they feel could be fragile in the first two to three years." "Somebody has to answer that question precisely. Because if the answer is that it is a duopoly, then there is no risk to the revenue five to 10 years from now, these things are $5 to $10 trillion companies each." "But if there are harnesses that cut the token consumption, because you stop wasting tokens to get to the same output, then it's a little bit more of a question mark. And I think that'll need to get sorted out."
1:11

Chamath says OpenAI and Anthropic could be $5 to $10 trillion companies each if they remain a duopoly "I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while. But again, that's not the important thing." "If you're thinking about valuation, the markets will look five to 10 years out to answer that question, they're not going to give you a premium valuation on something that they feel could be fragile in the first two to three years." "Somebody has to answer that question precisely. Because if the answer is that it is a duopoly, then there is no risk to the revenue five to 10 years from now, these things are $5 to $10 trillion companies each." "But if there are harnesses that cut the token consumption, because you stop wasting tokens to get to the same output, then it's a little bit more of a question mark. And I think that'll need to get sorted out."

dnap

274,465 görüntüleme • 16 gün önce

Palantir CEO Alex Karp on the Wealth Tax: "It just punishes." "It starts with the billionaires." "Every single person at this table is going to be paying a wealth tax only to punish us." "And the reason for it is—these models have been completely, irresponsibly oversold." " And the sell is, 'It's dangerous for everyone—which is why I can give it to all your adversaries, but I can't give it to the Department of War." "Or, I can't safely give it to an enterprise in this country without being certain that the alpha of that business could transfer to this model tomorrow." "At every single enterprise I deal with, these people are livid." "They're like, 'I'm paying for tokens that create no value. These people are stealing the weights and alpha of my business, and they're creating a wealth tax that does not help the poor." Via CNBC
1:32

Palantir CEO Alex Karp on the Wealth Tax: "It just punishes." "It starts with the billionaires." "Every single person at this table is going to be paying a wealth tax only to punish us." "And the reason for it is—these models have been completely, irresponsibly oversold." " And the sell is, 'It's dangerous for everyone—which is why I can give it to all your adversaries, but I can't give it to the Department of War." "Or, I can't safely give it to an enterprise in this country without being certain that the alpha of that business could transfer to this model tomorrow." "At every single enterprise I deal with, these people are livid." "They're like, 'I'm paying for tokens that create no value. These people are stealing the weights and alpha of my business, and they're creating a wealth tax that does not help the poor." Via CNBC

Jawwwn

308,798 görüntüleme • 1 ay önce

Dylan Patel Dylan Patel on memory costs and tokenmaxxing: "I think the costs will trickle down a lot. We have already seen server pricing go up, like V200s, V300s that you're buying now versus last year. The prices are significantly higher. We've seen next generation hardware receive price increases before they have even started production. It is definitely going to get passed down." "I love tokenmaxxing. I think anyone who doesn't tokenmaxx is going to be left behind. I think all of this token budgeting stuff is loser mentality. If you are token budgeting hardcore then your people are not going to learn the new workflows, and then they are not going to reshape your company and make it more eficient and drive a lot more work with fewer people. Ultimately, token budgeting is a fallacy. ROI is important, but ultimately the only way to get people to change their behavior is you measure them and force them to do things differently. Token budgeting is pulling back on them. Don't just waste money on tokens for the lols. Don't give bonuses to people based on how many tokens they use. But at the same time, don't just clamp down on people wholesale." Via Molly O’Shea
1:35

Dylan Patel Dylan Patel on memory costs and tokenmaxxing: "I think the costs will trickle down a lot. We have already seen server pricing go up, like V200s, V300s that you're buying now versus last year. The prices are significantly higher. We've seen next generation hardware receive price increases before they have even started production. It is definitely going to get passed down." "I love tokenmaxxing. I think anyone who doesn't tokenmaxx is going to be left behind. I think all of this token budgeting stuff is loser mentality. If you are token budgeting hardcore then your people are not going to learn the new workflows, and then they are not going to reshape your company and make it more eficient and drive a lot more work with fewer people. Ultimately, token budgeting is a fallacy. ROI is important, but ultimately the only way to get people to change their behavior is you measure them and force them to do things differently. Token budgeting is pulling back on them. Don't just waste money on tokens for the lols. Don't give bonuses to people based on how many tokens they use. But at the same time, don't just clamp down on people wholesale." Via Molly O’Shea

P Equity Research 📰

22,119 görüntüleme • 1 ay önce

Nvidia CEO Jensen Huang on why engineers will soon be paid in tokens, not just salary: Jensen lays out a future where compute access becomes part of an engineer's compensation package. "I could totally imagine in the future every single engineer in our company will need an annual token budget," he says. He explains how the math would work: "They're going to make a few hundred thousand a year their base pay. I'm going to give them probably half of that on top of it as tokens so that they could be amplified 10x. Of course, we would." According to Huang, this is already changing how companies compete for talent: "It is now one of the recruiting tools in Silicon Valley. How many tokens comes along with my job?" His reasoning is simple: tokens make engineers more productive. As he puts it, "every engineer that has access to tokens will be more productive and those tokens as you know will be produced by AI factories that all of you and us we partner to build." Huang then zooms out to describe how this reshapes the nature of companies themselves: "Every single enterprise company in today sit on top of file systems and data centers. Every single software company of the future will be agentic and they will be token manufacturers. They be token users for their engineers and they'll be token manufacturers for all of their customers."
1:04

Nvidia CEO Jensen Huang on why engineers will soon be paid in tokens, not just salary: Jensen lays out a future where compute access becomes part of an engineer's compensation package. "I could totally imagine in the future every single engineer in our company will need an annual token budget," he says. He explains how the math would work: "They're going to make a few hundred thousand a year their base pay. I'm going to give them probably half of that on top of it as tokens so that they could be amplified 10x. Of course, we would." According to Huang, this is already changing how companies compete for talent: "It is now one of the recruiting tools in Silicon Valley. How many tokens comes along with my job?" His reasoning is simple: tokens make engineers more productive. As he puts it, "every engineer that has access to tokens will be more productive and those tokens as you know will be produced by AI factories that all of you and us we partner to build." Huang then zooms out to describe how this reshapes the nature of companies themselves: "Every single enterprise company in today sit on top of file systems and data centers. Every single software company of the future will be agentic and they will be token manufacturers. They be token users for their engineers and they'll be token manufacturers for all of their customers."

Big Brain AI

90,171 görüntüleme • 3 ay önce

NEW Cologne Major Shop Update: Everything you need to know ‼️ > No capsules, you have a shop where you can spend tokens > You can purchase whatever stickers you want with these tokens > Tokens can only be purchased when buying stickers and 100 tokens = 0.99$ > The prices of all stickers depend on relative demand > If a sticker price drops by more than 25 tokens within 24 hours of your purchase, you'll get a refund of tokens for the total difference > Each coin upgrade gives you 300 tokens, which you can use on Stickers or Souvenirs > You can create souvenir skins using your existing skins: Select a skin, then select a finished match and the gold stickers from that match will be applied to your skin > Souvenir Prices are determined by the demand for the specific gold team and autograph stickers involved, and the rarity of the weapon you choose for your souvenir > Teams, Players & the TO get 50% of the revenue from the Major Shop & Major Pass
0:58

NEW Cologne Major Shop Update: Everything you need to know ‼️ > No capsules, you have a shop where you can spend tokens > You can purchase whatever stickers you want with these tokens > Tokens can only be purchased when buying stickers and 100 tokens = 0.99$ > The prices of all stickers depend on relative demand > If a sticker price drops by more than 25 tokens within 24 hours of your purchase, you'll get a refund of tokens for the total difference > Each coin upgrade gives you 300 tokens, which you can use on Stickers or Souvenirs > You can create souvenir skins using your existing skins: Select a skin, then select a finished match and the gold stickers from that match will be applied to your skin > Souvenir Prices are determined by the demand for the specific gold team and autograph stickers involved, and the rarity of the weapon you choose for your souvenir > Teams, Players & the TO get 50% of the revenue from the Major Shop & Major Pass

Ozzny

357,933 görüntüleme • 2 ay önce

Palantir CEO Alex Karp says the reason they've become the global leader in AI is because they built full alignment with their customers instead of "masturbating and selling tokens" like other AI companies: "We actually want the customers to succeed." "We are the only company I know of, and definitely the only company at scale, that actually is paid as a derivative of value creation for the enterprises we work with and serve." "We do not have any other way of actually getting paid." "Every other company wants to outsource the risk of failure to the client because they know it's gonna fail." "Because to succeed, you would need a full stack from compute all the way up to model training, and you'd have to absorb the risk of that not working, which means having some kind of business intuition about what the value is to the customer, a willingness to say no, FDEs that aren't just masturbating and selling tokens." "They sell tokens. The FDEs, some of them are ex-Palantirians—they're just selling tokens. Just like some of you guys had a social life in high school that was virtual, except for you're ripping off the client."
1:39

Palantir CEO Alex Karp says the reason they've become the global leader in AI is because they built full alignment with their customers instead of "masturbating and selling tokens" like other AI companies: "We actually want the customers to succeed." "We are the only company I know of, and definitely the only company at scale, that actually is paid as a derivative of value creation for the enterprises we work with and serve." "We do not have any other way of actually getting paid." "Every other company wants to outsource the risk of failure to the client because they know it's gonna fail." "Because to succeed, you would need a full stack from compute all the way up to model training, and you'd have to absorb the risk of that not working, which means having some kind of business intuition about what the value is to the customer, a willingness to say no, FDEs that aren't just masturbating and selling tokens." "They sell tokens. The FDEs, some of them are ex-Palantirians—they're just selling tokens. Just like some of you guys had a social life in high school that was virtual, except for you're ripping off the client."

Jawwwn

18,484 görüntüleme • 18 gün önce

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"
2:49

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Palantir

4,505,932 görüntüleme • 1 ay önce

Gavin Baker Gavin Baker says open source is "awesome" for AI infrastructure names because it shifts the economic value from the frontier labs to the infrastructure, and it is already 80% plus of all tokens processed. "A misconception that a lot of people have is that open source models are somehow bad for AI. They're awesome for the AI infrastructure providers. They just shift economic value from the margins of the frontier labs to the infrastructure." "But I do think there's still a role for these frontier models. And it may be true, to date, frontier tokens are capturing 90% of the economic value, and open source tokens are probably 80% plus of tokens processed, and those ratios may be here to stay." _______ Follow Fireside Alpha for more highlights of the best business and technology conversations.
0:37

Gavin Baker Gavin Baker says open source is "awesome" for AI infrastructure names because it shifts the economic value from the frontier labs to the infrastructure, and it is already 80% plus of all tokens processed. "A misconception that a lot of people have is that open source models are somehow bad for AI. They're awesome for the AI infrastructure providers. They just shift economic value from the margins of the frontier labs to the infrastructure." "But I do think there's still a role for these frontier models. And it may be true, to date, frontier tokens are capturing 90% of the economic value, and open source tokens are probably 80% plus of tokens processed, and those ratios may be here to stay." _______ Follow Fireside Alpha for more highlights of the best business and technology conversations.

Fireside Alpha

162,832 görüntüleme • 29 gün önce

Jensen Huang: “If that $500,000 engineer did not consume at least $250,000 worth of tokens, I'm going to be deeply alarmed.” The Nvidia CEO expects his highly paid engineers to be spending at least HALF their salaries on tokens to supercharge their abilities. @jason: “ The conversation we've had on the pod a number of times is, ‘Oh my God, look at the token usage in our companies.’ It is growing massively.” “And some people are asking, ‘Hey, when I join a company, how many tokens do I get? Because I want to be an effective employee.’” “You've postulated, I believe, $75,000 in tokens for each engineer, something like that.” “So are you spending, at Nvidia, $1 billion, $2 billion on tokens for your engineering team right now?” Jensen: “We're trying to.” “Let me give you the thought experiment: Let's say you have a software engineer or AI researcher and you pay them $500,000 a year. We do that all the time.” “That $500,000 engineer, at the end of the year, I'm going to ask them, how much did you spend in tokens?” “If that person said, ‘$5,000,’ I will go ape… something else.” “If that $500,000 engineer did not consume at least $250,000 worth of tokens, I'm going to be deeply alarmed. “And this is no different than one of our chip designers who says, ‘Guess what? I'm just going to use paper and pencil, I don't think I'm going to need any CAD tools.’” Jason: “This is a real paradigm shift, to start thinking about these all-star employees, it almost reminds me of what we learned in the NBA when LeBron James started spending a million dollars a year just on his health and his body, like in maintaining it. Here he is at age 41, still playing.” “These are incredible knowledge workers. Why wouldn't we give them superhuman abilities?”
1:18

Jensen Huang: “If that $500,000 engineer did not consume at least $250,000 worth of tokens, I'm going to be deeply alarmed.” The Nvidia CEO expects his highly paid engineers to be spending at least HALF their salaries on tokens to supercharge their abilities. @jason: “ The conversation we've had on the pod a number of times is, ‘Oh my God, look at the token usage in our companies.’ It is growing massively.” “And some people are asking, ‘Hey, when I join a company, how many tokens do I get? Because I want to be an effective employee.’” “You've postulated, I believe, $75,000 in tokens for each engineer, something like that.” “So are you spending, at Nvidia, $1 billion, $2 billion on tokens for your engineering team right now?” Jensen: “We're trying to.” “Let me give you the thought experiment: Let's say you have a software engineer or AI researcher and you pay them $500,000 a year. We do that all the time.” “That $500,000 engineer, at the end of the year, I'm going to ask them, how much did you spend in tokens?” “If that person said, ‘$5,000,’ I will go ape… something else.” “If that $500,000 engineer did not consume at least $250,000 worth of tokens, I'm going to be deeply alarmed. “And this is no different than one of our chip designers who says, ‘Guess what? I'm just going to use paper and pencil, I don't think I'm going to need any CAD tools.’” Jason: “This is a real paradigm shift, to start thinking about these all-star employees, it almost reminds me of what we learned in the NBA when LeBron James started spending a million dollars a year just on his health and his body, like in maintaining it. Here he is at age 41, still playing.” “These are incredible knowledge workers. Why wouldn't we give them superhuman abilities?”

The All-In Podcast

96,648 görüntüleme • 5 ay önce

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."
0:46

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

TBPN

63,607 görüntüleme • 1 ay önce

🚨NEW: Joe Rogan: "How crazy is it that Biden deported 1.49 million while letting in 20?" "Like, what do you think they were doing!?" "I know there was also efforts to move people to specific states so that you can get a larger number for the census so you get more congressional seats." "This is a dark thing that people don't want to admit because they're a dyed-in-the-wool Democrat." "I had a conversation with my parents about it and they're like, 'No!' I'm like, 'Yes! It's about congressional seats. It's like, the census counts illegals!'" "And not only that, they're trying to make it so that those people can vote!" "And if you can make it so that those people can vote, then all of the sudden you ship these people to a place, you give them EBT cards, you get them on food stamps, you give them Medicaid money — they have money." "And now, who are you going to vote for? You're going to vote for the people who got you money!" Daily Caller
1:14

🚨NEW: Joe Rogan: "How crazy is it that Biden deported 1.49 million while letting in 20?" "Like, what do you think they were doing!?" "I know there was also efforts to move people to specific states so that you can get a larger number for the census so you get more congressional seats." "This is a dark thing that people don't want to admit because they're a dyed-in-the-wool Democrat." "I had a conversation with my parents about it and they're like, 'No!' I'm like, 'Yes! It's about congressional seats. It's like, the census counts illegals!'" "And not only that, they're trying to make it so that those people can vote!" "And if you can make it so that those people can vote, then all of the sudden you ship these people to a place, you give them EBT cards, you get them on food stamps, you give them Medicaid money — they have money." "And now, who are you going to vote for? You're going to vote for the people who got you money!" Daily Caller

Jason Cohen 🇺🇸

259,092 görüntüleme • 1 yıl önce

J-Cal’s advice to founders: “If you partner with OpenAI or Anthropic, they will slit your throat and take your business wholesale. Don't trust them. Use your own models.” “There is no free pizza. There's no free beer. When somebody like Sam Altman comes to you and says, ‘Here's some free tokens,’ your alarm should go off. If you follow the Microsoft example, Lotus 1-2-3 and Word Perfect were their partners. They were replaced with Excel. They were replaced, obviously, with Microsoft Word. You don't even know those other two. That's exactly what OpenAI has to do, and they have no choice but to do that now because they have a trillion-dollar market cap. They must win the application layer. And Sam Altman went to Y Combinator and he said, ‘We'll give you $2 million worth of free tokens.’ And I came out and I said, ‘Listen, this is nothing personal against Sam. Sam's a very aggressive deal maker and he wants to get access to those startups because he knows, having run Y Combinator, that if he can get their innovations, those founders' latest thoughts about what's around the corner, he can incorporate them into the platform.’ Zuckerberg did the same thing. He said, ‘Hey, I'm going to give people a bunch of access, going to give them money. Come to the Facebook platform.’ Nobody who went to bed with Microsoft in the '80s, Facebook in the 2000s, or Sam Altman now in the 2020s did not wake up with their throat slit. This is a message to founders. If you partner with any of these people, they will slit your throat and take your business wholesale. There is nothing to discuss here. Don't trust them. Use your own models.”
1:16

J-Cal’s advice to founders: “If you partner with OpenAI or Anthropic, they will slit your throat and take your business wholesale. Don't trust them. Use your own models.” “There is no free pizza. There's no free beer. When somebody like Sam Altman comes to you and says, ‘Here's some free tokens,’ your alarm should go off. If you follow the Microsoft example, Lotus 1-2-3 and Word Perfect were their partners. They were replaced with Excel. They were replaced, obviously, with Microsoft Word. You don't even know those other two. That's exactly what OpenAI has to do, and they have no choice but to do that now because they have a trillion-dollar market cap. They must win the application layer. And Sam Altman went to Y Combinator and he said, ‘We'll give you $2 million worth of free tokens.’ And I came out and I said, ‘Listen, this is nothing personal against Sam. Sam's a very aggressive deal maker and he wants to get access to those startups because he knows, having run Y Combinator, that if he can get their innovations, those founders' latest thoughts about what's around the corner, he can incorporate them into the platform.’ Zuckerberg did the same thing. He said, ‘Hey, I'm going to give people a bunch of access, going to give them money. Come to the Facebook platform.’ Nobody who went to bed with Microsoft in the '80s, Facebook in the 2000s, or Sam Altman now in the 2020s did not wake up with their throat slit. This is a message to founders. If you partner with any of these people, they will slit your throat and take your business wholesale. There is nothing to discuss here. Don't trust them. Use your own models.”

The All-In Podcast

218,203 görüntüleme • 1 ay önce