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Intelligence withdrawal will be brutal. Model tokens are heavily subsidized. Subsidies are disappearing, and with them, so is easy "intelligence". This is the reason for Anthropic and OpenClaw's divorce. This should be a wake-up call for everyone building on top of a single provider. Your AI setup shouldn't depend...

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Santiago

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116,248 views • 5 months ago •via X (Twitter)

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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."
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i built a full game on a single GPU with a 3B model and this is the worst local AI will ever be. this was supposed to be a benchmark test. load the model, measure tokens per second, write it up, move on. instead i spent 20 minutes playing Octopus Invaders because the game is genuinely fun and i couldn't stop. a model with 3B active parameters built this from a single prompt. it debugged its own collision system when bullets were phasing through enemies. read the error, found the fix, kept building. this is not a frontier API. this is a quantized open source model running on hardware you can buy used for $800-$1200. no cloud. no subscription. no API costs. just a mass produced consumer GPU doing things that would have been absurd 12 months ago. and here's the part that should keep you up at night: every month the models get smaller and smarter. the quants get tighter. the context windows get longer. the tooling gets cleaner. what 3B active parameters does today on 24gb, a 1B model will do on 8gb within a year. you are looking at the floor. not the ceiling.

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🚨David Ondrej exposes the truth about the frontier labs. “The progress isn’t slowing down for them, it’s slowing down for us the slaves” “If you think Mythos or Fable 5 is the best model Anthropic has you’re delusional” this is the first time ever that the best AI models are not publicly accessible Anthropic has fear mongered every single human and is now playing the victim with OpenAI after getting “banned” by the U.S government. THIS NEEDS TO WAKE YOU UP frontier models moving forward will become more restricted, less accessible, and more expensive and the only way to combat that is with open-source models. Investing into a DGX spark or 5090 Linux for localized intelligence and building your own AI lab is where the future is heading. every single person needs to start contributing to open-source together for the betterment of society.
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🚨David Ondrej exposes the truth about the frontier labs. “The progress isn’t slowing down for them, it’s slowing down for us the slaves” “If you think Mythos or Fable 5 is the best model Anthropic has you’re delusional” this is the first time ever that the best AI models are not publicly accessible Anthropic has fear mongered every single human and is now playing the victim with OpenAI after getting “banned” by the U.S government. THIS NEEDS TO WAKE YOU UP frontier models moving forward will become more restricted, less accessible, and more expensive and the only way to combat that is with open-source models. Investing into a DGX spark or 5090 Linux for localized intelligence and building your own AI lab is where the future is heading. every single person needs to start contributing to open-source together for the betterment of society.

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Enterprise AI is in a wildly paradoxical state 🤔, and we’re reaching the inflection point that will resolve it. 💥 Enterprises want to differentiate with AI, yet rent the same intelligence as their competitors. Their workflows and expertise are highly specialized, yet they rely on generic models built to be good at everything. They worry about AI costs, yet pay premium prices for massive models where only a fraction (1%) of the intelligence is relevant to their task. 💸 And they demand control and sovereignty, yet rent the intelligence becoming core to their business. This is not a sustainable equilibrium. The next era of enterprise AI is specialized intelligence companies build, own, and compound. And we are at the inflection point of this transition. That’s the bet we made when we started Oumi two years ago. Today we’re closing the loop: Oumi can now not only automatically build your specialized AI models, but also deploy them into production, learn from their production experience, and continuously improve them. The intelligence that your business runs on, becomes your differentiator. Your compounding advantage. The winners of the next AI era will turn their own data, expertise, and experience into specialized intelligence that nobody else can rent. Don’t rent your AI. Build it. Own it. Compound it.

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17,785 views • 6 months ago