Загрузка видео...

Не удалось загрузить видео

На главную

Monitor and control your AI spend on every provider on Our early users save 40% on average. Every week, the price-intelligence-latency frontier shifts, and we expect this trend to continue. Tradeoffs between latency, reasoning, cost, service tier, open source and closed source models are shifting constantly. Router sends every...

1,428,159 просмотров • 1 месяц назад •via X (Twitter)

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Brad Gerstner: Companies Will Pay 5x More for the Best AI, No Evidence of Pricing Pressure from Open Source Brad Gerstner: “Jason, you talked about summarizing a document, it may take 20,000 cheap tokens to do. Of course, shoot that to a lagging model or an open source model. But if you're talking about replacing a software engineer for two hours, that may take two million expensive tokens, and the consequence of using something that's 95% as good is really high. Because you have a long-running task, and if the task breaks early, or it breaks in the middle, or it breaks at the end, there's a huge cost to that.” @jason: “You still burn the tokens, right? And back to this analogy I was using, you're pulling the slot machine, and you lose.” Brad: “And (you lose) the time and the compute. So if an AI agent is replacing a $200 an hour consultant, right? Take that as an example. So three consulting firms, they're competing. They need the smartest consultant. They're charging $200 an hour. The difference between spending $3 on a cheap model or $15 on an expensive model to replace a $200/hour consultant, it's just irrelevant. That inference cost difference is irrelevant if you're getting something that's bulletproof for $15, and so I think that's what we're seeing play out. The best evidence for all of this is just revenue growth. I'm talking about, what is Anthropic's revenue growth compared to OpenAI, compared to the open source models? Millions of independent actors are choosing every single day. The open source companies are growing, right? But they're growing selling something that is really, really cheap. And there's room in every single market for premium products, for mid-tier products, and for commodity products, and I think we see a lot of this token growth, people are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff. There is no evidence of that on the field today.”

The All-In Podcast

52,580 просмотров • 2 месяцев назад

Chamath is making one of the most important business arguments of 2026. Half of large US companies right now cannot generate returns that exceed their cost of capital, which has normalized back to its long run average of 8 to 11%. Another one in seven companies globally is stuck generating persistent returns between 1 and 5% and most businesses don't have room for error and in this environment walks every frontier AI lab saying the same thing, give us your data, your workflows, your processes and our model will make everything better. And companies by the millions said yes. What they didn't fully account for is what happens on the other side of that door. Every time an employee runs a query through a frontier model API, the prompt goes through external servers, workflows, customer data, pricing logic, internal processes, all of it transmitted through a third party. As Alex Karp said companies are spending on tokens while handing over the exact proprietary advantages that make their business worth owning. Microsoft blocked internal use of Anthropic's Claude Fable 5 but over its 30-day data retention policy and the largest software company in the world decided a frontier model's data handling was too risky for its own employees. A US government action revoked access to another frontier model for foreign nationals overnight. Now here's where the cost math becomes impossible to ignore. Deutsche Bank calculated a roughly 65x cost gap between frontier models like Claude Fable 5 at ~$3.25 per task and open-source alternatives at ~$0.05. For 90% of everyday enterprise tasks, performance is comparable. Open-weight models now match closed frontier systems on core agent tasks at roughly one-tenth the cost, a high-volume deployment that costs $250/day on Claude runs at $12/day on an open-source equivalent. Chamath Palihapitiya tested this directly by running a standard enterprise code migration task through an orchestration layer wrapping an open-source model came in 16.4x cheaper than using a frontier model directly.

Milk Road AI

282,090 просмотров • 3 месяцев назад

Matthew Gallagher Built a $401M Company in Year One with 2 People. And the tool behind it? Claude Code. This year he's on track for $1.8B. Sam Altman predicted this. It's happening now. The problem? It costs money. API credits stack up. Monthly bills keep growing. Every prompt eats your budget. Every project drains your wallet faster. Until now. Two methods. 99% cheaper. One is completely free. Forever. $0. Not a trial. This video breaks down both step by step. ↓ Let me put this in perspective. $100-$500. That's monthly. That's what you spend. That's $6,000/year on API credits. Just to use a tool you haven't shipped anything with. The $401M guy? Spending $0. Same capability. Shipping weekly. Different cost structure. Different results. Different life. I'm about to hand you his cost structure for free. ↓ Open source vs closed source. Pay attention. Closed source: Claude. GPT-4. Pay per token. Meter always running. Open source: Qwen. Llama. Mistral. Free to download. Free to run. Free forever. No meter. No tokens. No bill. Here's what nobody tells you: 80% of coding tasks? Open source handles them. More than handles them. Writes clean code. Debugs errors. Generates boilerplate. Handles routine work perfectly. You're paying premium prices for tasks that don't need premium intelligence. That's hiring a brain surgeon to put on a bandaid. Smart play: Free models for the 80%. Paid credits for the 20%. That's what the $401M guy does. That's what this video teaches you. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses. ↓ Method 1: Ollama. Local. Free. Forever. Download it. Pull a model. Point Claude Code at it. Done. No internet needed. No API keys required. No monthly subscription. No token counting ever. No bill. Today. Tomorrow. Ever. Your data never leaves your computer. Complete privacy. Complete freedom. Claude Code thinks it's talking to the cloud. It's talking to your laptop. For $0. The video walks through every step: Every config file. Every variable. Every command. Every click. If you can follow a recipe, you can do this. People who set this up 3 months ago? Saved $300-$1,500 since then. Workflow didn't change one bit. ↓ Hardware you need: 16GB RAM: 7B models run smooth. 32GB RAM: 32B models run comfortable. 64GB + GPU: biggest models available. No GPU? Still works. Just slower. Few extra seconds. That's it. Your $1,500 laptop is sitting there running Chrome and Spotify. Put it to work saving you $200/month instead. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses. ↓ Method 2: Open Router. Free Cloud. No Hardware. Weak machine? Don't want local setup? This method is for you. Free AI models in the cloud. No download. No hardware. Configure Claude Code to route through Open Router. The config: Base URL: Open Router API. API key: free Open Router key. Default Sonnet: free. Default Opus: free. Default Haiku: free. Small fast model: free. Subagent model: free. Free. Free. Free. Free. Free across the board. Same interface. Same commands. Same workflow. Zero cost. Copy the config from the video. Paste it. Save $200/month. Starting today. Right now. ↓ When to use which: Ollama (local): Best for privacy. Best for offline work. Best for unlimited usage. Best if you have decent hardware. Open Router (cloud): Best for weak machines. Best for instant setup. Best for trying different models. Best if you don't want to manage anything. Both methods: Best for 80% of your daily work. Still use paid Claude for: Complex architecture. Multi-file refactoring. Deep reasoning tasks. The 20% that actually needs it. $20/month instead of $200/month. Same output. 90% less cost. ↓ The math that should make you angry. You (current): $200-$500/month. $2,400-$6,000/year. $7,200-$18,000 over 3 years. You (after this video): $20-$50/month. $240-$600/year. $720-$1,800 over 3 years. Savings over 3 years: $6,480-$16,200. That's a used car. That's seed money. That's 6 months of rent. All from one 25-minute video. All from 15 minutes of configuration. Highest ROI 25 minutes you'll spend this year. ↓ The limitations. I won't lie to you. Open source is not Opus. Not as smart on complex reasoning. Not as good at long-context tasks. Makes more mistakes on nuanced problems. But they are: Free. Capable. Getting better monthly. Good enough for 80% of daily work. Smart cost management isn't being cheap. It's being strategic. Expensive tool when it matters. Free tool when it doesn't. ↓ The one-person billion-dollar company is coming. $401M in year one proved it's possible. The building blocks: AI that codes: Claude Code. Way to run it free: this video. Distribution: the internet. Customers: everyone. Only missing ingredient? Someone who builds. Not reads about building. Not saves posts about building. Not bookmarks videos about building. Builds. Tools are free. Knowledge is free. Opportunity is screaming. You're still "thinking about it." ↓ Your action plan: Tonight: Watch the video. Tomorrow morning: Set up Ollama or Open Router. Tomorrow afternoon: Build something. Anything. This week: Build a second thing. Faster. This month: Charge someone for it. One video. One setup. One weekend. $0 cost. Unlimited potential. Or keep paying $200/month for something you could get free. Keep consuming instead of building. Keep planning instead of shipping. Matthew Gallagher didn't plan a $401M company. He built it. Full video attached. Every method. Every config. Every tradeoff. 25 minutes. Your move. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses.

Himanshu Kumar

13,677 просмотров • 6 месяцев назад

Introducing PhoneLLM, an open model for voice agents. GPT 5.6 Terra performance on typical voice agent tasks at 1/3 the latency and 1/18 the cost. For voice agents, we need models that are both very low latency and very good at tool calling and instruction following. There's a trade-off here, and we often have to compromise on either latency or capability when building voice agents. With PhoneLLM (and the training and data stack that made this model possible) we're fixing this problem. For the last couple of years, most of the effort in frontier model development has gone towards leveraging test-time compute. Which is awesome! Models of all shapes and sizes are available that perform really, really well ... if you have "thinking" turned on for your model. But if you need your agent to respond at voice conversation speed, you can't use thinking models. PhoneLLM is a full-weights fine-tune of NVIDIA Nemotron Nano 30B. We trained on a wide range of real-world telephone and customer support use cases. The training focused on taking the excellent Nano 30B base capabilities and teaching the model to do typical voice agent tasks with thinking disabled. The results are really good: accurate tool calling and concise, on-topic responses in long conversations. And fast: TTFAT measured server-side is <100ms if you run PhoneLLM on a lightly loaded B200. :-) But seriously, when we characterize model latency, we do it with full, end-to-end, batched request simulations using real Pipecat voice agent pipelines. You can serve more than 80 concurrent agents on a single B200 with P95 end-to-end TTFAT <600ms. Including network overhead. That's an LLM cost-per-minute around $0.0025. (1/4 of a cent.) At a latency lower than any third-party API offers today. More details about this model, including weights on Hugging Face, how to spin it up with one click on Modal, and a starter project repo you can clone, are in the thread ...

kwindla

333,000 просмотров • 1 месяц назад

NOBODY wants to send their data to Google or OpenAI. Yet here we are, shipping proprietary code, customer information, and sensitive business logic to closed-source APIs we don't control. While everyone's chasing the latest closed-source releases, open-source models are quietly becoming the practical choice for many production systems. Here's what everyone is missing: Open-source models are catching up fast, and they bring something the big labs can't: privacy, speed, and control. I built a playground to test this myself. Used CometML's Opik to evaluate models on real code generation tasks - testing correctness, readability, and best practices against actual GitHub repos. Here's what surprised me: OSS models like MiniMax-M2, Kimi k2 performed on par with the likes of Gemini 3 and Claude Sonnet 4.5 on most tasks. But practically MiniMax-M2 turns out to be a winner as it's twice as fast and 12x cheaper when you compare it to models like Sonnet 4.5. Well, this isn't just about saving money. When your model is smaller and faster, you can deploy it in places closed-source APIs can't reach: ↳ Real-time applications that need sub-second responses ↳ Edge devices where latency kills user experience ↳ On-premise systems where data never leaves your infrastructure MiniMax-M2 runs with only 10B activated parameters. That efficiency means lower latency, higher throughput, and the ability to handle interactive agents without breaking the bank. The intelligence-to-cost ratio here changes what's possible. You're not choosing between quality and affordability anymore. You're not sacrificing privacy for performance. The gap is closing, and in many cases, it's already closed. If you're building anything that needs to be fast, private, or deployed at scale, it's worth taking a look at what's now available. MiniMax-M2 is 100% open-source, free for developers right now. I have shared the link to their GitHub repo in the next tweet. You will also find the code for the playground and evaluations I've done.

Akshay 🚀

50,323 просмотров • 10 месяцев назад