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everyone's paying OpenAI $200 a month. a founder i've been tracking paid Nvidia $2,999 once and came out roughly $22,000 ahead a few months later he was running a micro-SaaS where inference ate 35% of revenue, so scaling users just scaled the losses. he moved everything onto a local...

29,418 Aufrufe • vor 4 Monaten •via X (Twitter)

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AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,765 Aufrufe • vor 3 Monaten

sam altman put dots behind a $200 chatgpt pro paywall 5 days ago. i rebuilt the same always-on loop over a weekend and it runs for $8. why pay $200 to openai and $200 to anthropic when the thing they're selling is mostly patience the run above is that weekend build doing a full day of work: watching the inbox, slack and github for 24 hours, waking up 6 times, calling a big model only when something actually needed words, and asking me before anything shipped what the $8 version does that the $200 seat charges for: the loop · watch → wait → act → ask -> a dot isn't a new model. under the hood it's gpt-6 astra on a schedule with a permission list and a lot of waiting -> the waiting is the product. it sits on an empty inbox for hours and only speaks when a pattern shows up three times the watcher · jev, not astra -> 24 hours of "is this worth waking up for" is pure decision work, so jev does it at 70ms a check and bills nothing for output -> astra-class models only get called for the 6 moments a day that need real writing or code the switch · one config, same apps -> it connects to slack, gmail and github the same way a dot does, and keeps the same "ask me before it ships" rule -> your workflow doesn't change, the $200 seat just stops being the thing holding it up the bill · $400 down to $8 -> chatgpt pro plus claude max is $400 a month. the weekend loop plus a few dollars of model calls covers the same daily work -> that's a 98% cut, and almost all of the savings come from not paying a frontier model to stare at an empty inbox here is the part they will fight me on: openai didn't really ship a smarter model with dots, they shipped a loop. and a loop can't be paywalled. altman is charging $200 a month for patience, and patience costs about $8 drop your $400/mo ai stack to $8. the run above is a homemade dot doing the job openai bills $200 a month for. the full build is in the article below

starmex

14,251 Aufrufe • vor 8 Tagen

NVIDIA quietly built two desktop boxes that delete a $25,000/year AI subscription bill You don't rewrite your stack, you don't rent another data center, you just plug both into the wall and switch one line of code One looks like a deck of cards, the other like a hardback novel, together they replace ChatGPT Plus, Claude Pro, Cursor Pro, the OpenAI API meter, and every cloud GPU you were renting for fine-tunes It's built on the same CUDA stack the data center runs, which means once you migrate one workflow the rest follow on the same code path The reason NVIDIA shipped this is simple The bigger you scale on cloud AI, the harder you get taxed, and a one-person operator paying $2,100/month is producing exactly $0 of asset value at the end of every month And their solution is to skip the rental meter entirely, push inference back onto your desk, and let you loop agents overnight without watching a number tick on someone else's invoice This is much cheaper, faster, and pays itself back in 6 weeks for anyone already running AI for work But there is still a question nobody has answered yet, what happens when the next frontier model drops and your local 70B falls 6 months behind mid-quarter Also, technically a stack of four of the big box runs a 1.6 trillion parameter model on a desk for under $12,000 Even a fraction of that compute is more than most people will ever need in a year Bookmark this, it's worth coming back to when you have time 👇

ZEUS⚡️

118,817 Aufrufe • vor 4 Monaten

elon musk grabbed the source code openai open-sourced by accident, rewrote it in rust over a weekend, and shipped it as a free coding agent that does everything $200/mo chatgpt pro does. why pay $200 to openai and $200 to claude when this runs for $8 the swarm above is one weekend of exactly that: thousands of agents pouring through four endpoints, three paid seats billing $1.80 a task while the free fork bills $0. musk co-founded openai, walked out, and when they left codex on github under a permissive license, he forked it, stamped grok on it, and gave it away what the free version does that the $200 seat charges for: the agent · openai's own engine -> it reads your repo, writes patches, runs your tests, and loops until they pass, exactly like codex -> because under the hood it is codex, just faster and free. you are paying $200 for the paid skin of a tool now sitting on github the license · apache-2.0, un-revocable -> free to use, free to fork, free to ship inside your own product with zero strings -> openai cannot pull it back. musk made sure the license is the kind that never expires the switch · one line, no new tools -> point it at any openai-compatible or claude-compatible endpoint, including an $8 kimi backend -> same terminal, same workflow, gpt-5.6 and opus 5 just quietly lose the seat the bill · $400 down to $8 -> chatgpt pro plus claude max is $400 a month. the free agent plus an $8 kimi key does the same daily work -> that is a 98% cut, built out of openai's own source code, handed to you by the guy suing them here is the part they will fight me on: openai did not lose this to a better model, they lost it to their own license and an enemy with a weekend free. the $200 was never the tool, it was the toll, and musk just put openai's own logo on the road around it drop your $400/mo ai stack to $8. the run above is openai's own agent, rewritten free, doing the job it bills $200 a month for. the full breakdown is in the article below

starmex

111,684 Aufrufe • vor 1 Monat