Loading video...

Video Failed to Load

Go Home

🚨 Open-source AI just got serious. Alibaba just released Qwen 3.5-Plus 🤯 397B parameters. Only 17B active per inference. Performance comparable to Gemini 3 Pro — at just $0.8 per million tokens (1/18 the cost). But here’s what makes it different 👇 This isn’t just another benchmark drop. In...

HeyToha's profile picture

Toha Khan

38,332 subscribers

123,375 views • 5 months ago •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

🚨 ALIBABA JUST OPEN-SOURCED THE MOST POWERFUL MODEL IN THE WORLD - Qwen3.5 plus And it changes the AI race forever. This is not another “bigger model” release. This is a complete architectural reset. 397B parameters → only 17B active at inference, Qwen3.5 plus delivers performance on par with GPT-5.2 and Gemini-3-Pro. A new Hybrid Sparse MoE + Linear Attention architecture + Multi-Token Prediction = near-instant long-context responses and massive speed gains. Built as a true native multimodal model, it doesn’t just chat it builds. With a single prompt: “Use the React framework to create a visually impressive Mapbox demo featuring locations in Beijing and Shanghai” it generates a live interactive 3D map UI, structured components, real layouts, and production-ready frontend logic. This is real agentic, multimodal coding not a static code block. MMLU-Pro: 87.8 GPQA: 88.4 IFBench: 76.5 ⚡ up to 8× faster inference And it’s fully open-sourced under Apache-2.0. No locked APIs. No restricted tiers. 201 languages supported bringing frontier AI to developers, startups, and researchers worldwide. The race is no longer about the biggest model. It’s about the most usable intelligence. Open source just entered the top tier.
1:50

🚨 ALIBABA JUST OPEN-SOURCED THE MOST POWERFUL MODEL IN THE WORLD - Qwen3.5 plus And it changes the AI race forever. This is not another “bigger model” release. This is a complete architectural reset. 397B parameters → only 17B active at inference, Qwen3.5 plus delivers performance on par with GPT-5.2 and Gemini-3-Pro. A new Hybrid Sparse MoE + Linear Attention architecture + Multi-Token Prediction = near-instant long-context responses and massive speed gains. Built as a true native multimodal model, it doesn’t just chat it builds. With a single prompt: “Use the React framework to create a visually impressive Mapbox demo featuring locations in Beijing and Shanghai” it generates a live interactive 3D map UI, structured components, real layouts, and production-ready frontend logic. This is real agentic, multimodal coding not a static code block. MMLU-Pro: 87.8 GPQA: 88.4 IFBench: 76.5 ⚡ up to 8× faster inference And it’s fully open-sourced under Apache-2.0. No locked APIs. No restricted tiers. 201 languages supported bringing frontier AI to developers, startups, and researchers worldwide. The race is no longer about the biggest model. It’s about the most usable intelligence. Open source just entered the top tier.

RAVI KUMAR SAHU

380,123 views • 5 months ago

Alibaba just released a coding model that hits 82 percent on SWE-Bench Verified. That is the highest score ever published for an open-source model. The weights are free. The license is Apache 2.0. You can run it today. The model is Qwen 4 Coder 32B. Here is what 82 percent on SWE-Bench Verified actually means. SWE-Bench Verified tests whether an AI can autonomously resolve real bugs pulled from real production GitHub repositories. Not synthetic exercises. Real open-source projects that real teams depend on. A model gets a bug report, reads the code, writes a fix, and either passes the test suite or it does not. At 82 percent, Qwen 4 Coder 32B resolves 82 out of every 100 real production bugs it is given. Without a human guiding it. On code it has never seen before. For comparison: Qwen 4 Coder 32B: 82 percent SWE-Bench Verified. Open source. Apache 2.0. Claude Fable 5: 80.3 percent SWE-Bench Pro. $10 input / $50 output per million tokens. Currently suspended. GPT-5.6 Sol: Competitive on Terminal-Bench. $5 input / $30 output per million tokens. An open-weight model that you can download and run for free just beat both of them on the benchmark designed to measure real software engineering capability. Here is the architecture. Qwen 4 Coder 32B is a 32 billion parameter dense model. Not a Mixture-of-Experts. Every parameter is active on every request. This matters for inference: a dense 32B model runs on 22 gigabytes of VRAM, which fits on a single high-end consumer GPU or a MacBook Pro with 64GB of unified memory. The smaller variant, Qwen 4 Coder 4B, runs at approximately 135 tokens per second on an M5 Max and fits inside 8 gigabytes of RAM. For a model with usable coding capability, that is a new bar for what fits in a single laptop. The training methodology continued Alibaba's approach of reinforcement learning on verifiable coding tasks. The model gets rewarded when its code passes tests. It gets penalized when it fails. Over millions of training steps, the model learns to write code that actually runs rather than code that looks plausible. License: Apache 2.0. Full commercial use. No attribution requirement. No revenue threshold. No monthly active user ceiling. Weights: Hugging Face, available today. Runs on: vLLM, Ollama, SGLang, and any standard GGUF-compatible inference engine. Qwen 4 32B also runs at approximately 135 tokens per second on an M5 Max chip, setting a new bar for what a sub-8GB model can do on Apple Silicon. The open-source coding model just beat the best closed-source model in the world on the benchmark designed to test whether AI can actually do software engineering. The weights are free. The subscription is optional. Source: Autom8Labs AI Insight July 2026, State of Open Source LLMs June 2026, Kunal Ganglani blog June 2026.
0:25

Alibaba just released a coding model that hits 82 percent on SWE-Bench Verified. That is the highest score ever published for an open-source model. The weights are free. The license is Apache 2.0. You can run it today. The model is Qwen 4 Coder 32B. Here is what 82 percent on SWE-Bench Verified actually means. SWE-Bench Verified tests whether an AI can autonomously resolve real bugs pulled from real production GitHub repositories. Not synthetic exercises. Real open-source projects that real teams depend on. A model gets a bug report, reads the code, writes a fix, and either passes the test suite or it does not. At 82 percent, Qwen 4 Coder 32B resolves 82 out of every 100 real production bugs it is given. Without a human guiding it. On code it has never seen before. For comparison: Qwen 4 Coder 32B: 82 percent SWE-Bench Verified. Open source. Apache 2.0. Claude Fable 5: 80.3 percent SWE-Bench Pro. $10 input / $50 output per million tokens. Currently suspended. GPT-5.6 Sol: Competitive on Terminal-Bench. $5 input / $30 output per million tokens. An open-weight model that you can download and run for free just beat both of them on the benchmark designed to measure real software engineering capability. Here is the architecture. Qwen 4 Coder 32B is a 32 billion parameter dense model. Not a Mixture-of-Experts. Every parameter is active on every request. This matters for inference: a dense 32B model runs on 22 gigabytes of VRAM, which fits on a single high-end consumer GPU or a MacBook Pro with 64GB of unified memory. The smaller variant, Qwen 4 Coder 4B, runs at approximately 135 tokens per second on an M5 Max and fits inside 8 gigabytes of RAM. For a model with usable coding capability, that is a new bar for what fits in a single laptop. The training methodology continued Alibaba's approach of reinforcement learning on verifiable coding tasks. The model gets rewarded when its code passes tests. It gets penalized when it fails. Over millions of training steps, the model learns to write code that actually runs rather than code that looks plausible. License: Apache 2.0. Full commercial use. No attribution requirement. No revenue threshold. No monthly active user ceiling. Weights: Hugging Face, available today. Runs on: vLLM, Ollama, SGLang, and any standard GGUF-compatible inference engine. Qwen 4 32B also runs at approximately 135 tokens per second on an M5 Max chip, setting a new bar for what a sub-8GB model can do on Apple Silicon. The open-source coding model just beat the best closed-source model in the world on the benchmark designed to test whether AI can actually do software engineering. The weights are free. The subscription is optional. Source: Autom8Labs AI Insight July 2026, State of Open Source LLMs June 2026, Kunal Ganglani blog June 2026.

Harman

41,278 views • 1 month ago

Alibaba just dropped Qwen3.5-397B-A17B and there's a lot to unpack. 397B params, 17B active per forward pass. Sparse MoE done right. But the real story isn't the size—it's the architecture choices. The MoE Design Most MoE models feel like bolt-ons. Qwen 3.5's sparse activation is native—only 4.3% of parameters fire per token. That's how you get trillion-parameter-class performance without trillion-parameter inference costs. The 0.8 RMB/million tokens pricing isn't subsidized; it's structurally earned. Native Multimodal, Not Glued-On This is a vision-language model from the ground up. Heterogeneous architecture—separate processing pipelines for text, image, video that fuse early. Not a vision encoder slapped onto an LLM. The result: 90.8 on OmniDocBench, 79.0 on MMMU-Pro. Document understanding and visual reasoning without the usual brittleness. The Context Window Reality Qwen3.5-Plus (the hosted version) ships with 1M tokens by default. That's not a marketing number—they're actually positioning it for long-document workflows. With built-in adaptive tool use, it's clearly aimed at agentic automation, not just chat. What Actually Impressed Me • FP8 native pipeline: ~50% activation memory reduction • Async RL framework for continuous refinement—training and inference workloads separated • 201 languages (up from 119), 250k vocab for better low-resource encoding • Apache 2.0 license. Full weights on HuggingFace and ModelScope. The Benchmark Context 76.4 on SWE-bench Verified puts it in the range where it can handle real debugging workflows. 72.9 on BFCL v4 for agentic tool use. 88.4 on GPQA Diamond. These aren't SOTA in isolation, but the breadth is unusual—strong across reasoning, coding, multimodal, and agentic tasks. The Honest Caveat I haven't stress-tested the 1M context for needle-in-haystack retrieval yet. And "native multimodal" claims need real-world torture testing—PDFs with tables, charts, mixed layouts. Benchmarks are benchmarks. Bottom Line This isn't just another model release. It's a bet on efficient scale: big model capabilities, small active compute, open weights. At 1/18th the cost of Gemini 3 Pro, it's going to force pricing conversations across the board.
1:03

Alibaba just dropped Qwen3.5-397B-A17B and there's a lot to unpack. 397B params, 17B active per forward pass. Sparse MoE done right. But the real story isn't the size—it's the architecture choices. The MoE Design Most MoE models feel like bolt-ons. Qwen 3.5's sparse activation is native—only 4.3% of parameters fire per token. That's how you get trillion-parameter-class performance without trillion-parameter inference costs. The 0.8 RMB/million tokens pricing isn't subsidized; it's structurally earned. Native Multimodal, Not Glued-On This is a vision-language model from the ground up. Heterogeneous architecture—separate processing pipelines for text, image, video that fuse early. Not a vision encoder slapped onto an LLM. The result: 90.8 on OmniDocBench, 79.0 on MMMU-Pro. Document understanding and visual reasoning without the usual brittleness. The Context Window Reality Qwen3.5-Plus (the hosted version) ships with 1M tokens by default. That's not a marketing number—they're actually positioning it for long-document workflows. With built-in adaptive tool use, it's clearly aimed at agentic automation, not just chat. What Actually Impressed Me • FP8 native pipeline: ~50% activation memory reduction • Async RL framework for continuous refinement—training and inference workloads separated • 201 languages (up from 119), 250k vocab for better low-resource encoding • Apache 2.0 license. Full weights on HuggingFace and ModelScope. The Benchmark Context 76.4 on SWE-bench Verified puts it in the range where it can handle real debugging workflows. 72.9 on BFCL v4 for agentic tool use. 88.4 on GPQA Diamond. These aren't SOTA in isolation, but the breadth is unusual—strong across reasoning, coding, multimodal, and agentic tasks. The Honest Caveat I haven't stress-tested the 1M context for needle-in-haystack retrieval yet. And "native multimodal" claims need real-world torture testing—PDFs with tables, charts, mixed layouts. Benchmarks are benchmarks. Bottom Line This isn't just another model release. It's a bet on efficient scale: big model capabilities, small active compute, open weights. At 1/18th the cost of Gemini 3 Pro, it's going to force pricing conversations across the board.

Bo Wang

13,221 views • 5 months ago

Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not even be measuring AI infrastructure in gigawatts anymore. We may be talking about terawatts. Every single one of those gigawatts needs memory to function. Without it, the compute is worthless. Most people heard that and thought about Nvidia but they should be thinking about Micron. Every AI model generating a response has two phases. The first is prefill, processing your prompt which is compute-heavy and the second is decode generating each word one token at a time and that phase is almost entirely memory-bound, not compute-bound. During decode, the GPU's processing units sit idle more than 95% of the time, waiting for data to arrive from memory. Google confirmed it in a research paper that decode-phase bottlenecks are dominated by memory bandwidth and capacity not raw compute. The GPU is not the bottleneck but the memory feeding the GPU is. This matters because inference is now where all the money lives. Training a model happens once, Inference happens billions of times a day every ChatGPT response, every Claude output, every agentic workflow running in the background and every one of those token streams is a billing event tied directly to memory performance. Adding more GPUs does not fix this because GPUs are already underutilized in inference because they are sitting idle waiting on memory. Adding more memory bandwidth and capacity is what directly reduces token cost, reduces latency, and allows the same cluster to serve dramatically more users simultaneously. Longer context windows compound the problem further, a model running a 1 million token context window requires dramatically more memory per session than a 10,000 token window, and every new model generation pushes context longer. The market treats memory as a downstream beneficiary of Nvidia orders. The correct framework is the opposite, Micron is the upstream constraint on how much value every Nvidia GPU can actually generate at inference scale. Micron guided Q4 to $50 billion in revenue, has HBM4 ramping at twice the pace of the prior generation, and CEO Sanjay Mehrotra has said supply will not catch demand before the end of 2027. At 8x forward earnings on $112 projected FY2027 EPS, Micron is the most undervalued infrastructure company in the entire AI stack. Inference is memory. Memory is Micron and the inference ramp has barely started. Milk Road Pro members are already up massively on this position and we're just getting started. If you want the full breakdown of what we're buying and why, come join us for just a dollar using the link below!
0:39

Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not even be measuring AI infrastructure in gigawatts anymore. We may be talking about terawatts. Every single one of those gigawatts needs memory to function. Without it, the compute is worthless. Most people heard that and thought about Nvidia but they should be thinking about Micron. Every AI model generating a response has two phases. The first is prefill, processing your prompt which is compute-heavy and the second is decode generating each word one token at a time and that phase is almost entirely memory-bound, not compute-bound. During decode, the GPU's processing units sit idle more than 95% of the time, waiting for data to arrive from memory. Google confirmed it in a research paper that decode-phase bottlenecks are dominated by memory bandwidth and capacity not raw compute. The GPU is not the bottleneck but the memory feeding the GPU is. This matters because inference is now where all the money lives. Training a model happens once, Inference happens billions of times a day every ChatGPT response, every Claude output, every agentic workflow running in the background and every one of those token streams is a billing event tied directly to memory performance. Adding more GPUs does not fix this because GPUs are already underutilized in inference because they are sitting idle waiting on memory. Adding more memory bandwidth and capacity is what directly reduces token cost, reduces latency, and allows the same cluster to serve dramatically more users simultaneously. Longer context windows compound the problem further, a model running a 1 million token context window requires dramatically more memory per session than a 10,000 token window, and every new model generation pushes context longer. The market treats memory as a downstream beneficiary of Nvidia orders. The correct framework is the opposite, Micron is the upstream constraint on how much value every Nvidia GPU can actually generate at inference scale. Micron guided Q4 to $50 billion in revenue, has HBM4 ramping at twice the pace of the prior generation, and CEO Sanjay Mehrotra has said supply will not catch demand before the end of 2027. At 8x forward earnings on $112 projected FY2027 EPS, Micron is the most undervalued infrastructure company in the entire AI stack. Inference is memory. Memory is Micron and the inference ramp has barely started. Milk Road Pro members are already up massively on this position and we're just getting started. If you want the full breakdown of what we're buying and why, come join us for just a dollar using the link below!

Milk Road AI

128,678 views • 1 month ago

🚨 JUST IN: MICROSOFT just open sourced a VOICE AI THAT TRANSCRIBES 60 MINUTES OF AUDIO in a single pass. 100% FREE. It knows who spoke. It knows when they spoke. It knows exactly what they said. All in one shot. No chunking. No context loss. It's called VibeVoice. Not a transcription tool. Not a basic speech to text wrapper. A frontier voice AI family with ASR, TTS, and real time streaming. All open source. All free. Here's what it actually does 👇 VibeVoice ASR - Speech Recognition: → Processes 60 minutes of continuous audio in a single pass → Never slices audio into chunks so global context is never lost → Identifies WHO spoke, WHEN they spoke and WHAT they said simultaneously → Supports customized hotwords for domain specific accuracy → Works in 50+ languages natively → Already adopted by Hugging Face Transformers library → Already being built on by the open source community BY PEOPLE WHO HAD NO IDEA THIS LEVEL OF ACCURACY WAS ALREADY FREE. VibeVoice TTS - Text to Speech: → Generates up to 90 minutes of speech in a single pass → Supports up to 4 distinct speakers in one conversation → Natural turn taking and speaker consistency throughout → Expressive speech that captures emotional nuances → Supports English, Chinese and multiple other languages VibeVoice Realtime - Streaming TTS: → Only 300 millisecond first audible latency → Streams text input in real time → 0.5B parameters so it actually deploys anywhere → Robust long form generation up to 10 minutes → Lightweight enough for production use today The core innovation nobody is talking about: Most voice AI models slice long audio into short chunks. Every time they slice, they lose context. Speaker tracking breaks. Semantic coherence breaks. Accuracy drops. VibeVoice uses continuous speech tokenizers running at an ultra low frame rate of 7.5 Hz. This preserves audio fidelity while dramatically boosting computational efficiency. The entire 60 minutes stays in context. Nothing gets lost. Nobody gets misidentified. The numbers: → VibeVoice ASR 7B - available now on Hugging Face → VibeVoice Realtime 0.5B - try it on Colab right now → 50+ supported languages → 11 distinct English voice styles → 9 multilingual speaker voices → Already integrated into Hugging Face Transformers → Finetuning code now available The wildest part? A voice powered input method called Vibing just built itself on top of VibeVoice ASR. Available on macOS and Windows right now. The open source community is already shipping products on top of this. 100% Open Source. Free to use. Free to fine tune. Free to build on. 🔖 Save this before your competitors find it first. 👇
0:44

🚨 JUST IN: MICROSOFT just open sourced a VOICE AI THAT TRANSCRIBES 60 MINUTES OF AUDIO in a single pass. 100% FREE. It knows who spoke. It knows when they spoke. It knows exactly what they said. All in one shot. No chunking. No context loss. It's called VibeVoice. Not a transcription tool. Not a basic speech to text wrapper. A frontier voice AI family with ASR, TTS, and real time streaming. All open source. All free. Here's what it actually does 👇 VibeVoice ASR - Speech Recognition: → Processes 60 minutes of continuous audio in a single pass → Never slices audio into chunks so global context is never lost → Identifies WHO spoke, WHEN they spoke and WHAT they said simultaneously → Supports customized hotwords for domain specific accuracy → Works in 50+ languages natively → Already adopted by Hugging Face Transformers library → Already being built on by the open source community BY PEOPLE WHO HAD NO IDEA THIS LEVEL OF ACCURACY WAS ALREADY FREE. VibeVoice TTS - Text to Speech: → Generates up to 90 minutes of speech in a single pass → Supports up to 4 distinct speakers in one conversation → Natural turn taking and speaker consistency throughout → Expressive speech that captures emotional nuances → Supports English, Chinese and multiple other languages VibeVoice Realtime - Streaming TTS: → Only 300 millisecond first audible latency → Streams text input in real time → 0.5B parameters so it actually deploys anywhere → Robust long form generation up to 10 minutes → Lightweight enough for production use today The core innovation nobody is talking about: Most voice AI models slice long audio into short chunks. Every time they slice, they lose context. Speaker tracking breaks. Semantic coherence breaks. Accuracy drops. VibeVoice uses continuous speech tokenizers running at an ultra low frame rate of 7.5 Hz. This preserves audio fidelity while dramatically boosting computational efficiency. The entire 60 minutes stays in context. Nothing gets lost. Nobody gets misidentified. The numbers: → VibeVoice ASR 7B - available now on Hugging Face → VibeVoice Realtime 0.5B - try it on Colab right now → 50+ supported languages → 11 distinct English voice styles → 9 multilingual speaker voices → Already integrated into Hugging Face Transformers → Finetuning code now available The wildest part? A voice powered input method called Vibing just built itself on top of VibeVoice ASR. Available on macOS and Windows right now. The open source community is already shipping products on top of this. 100% Open Source. Free to use. Free to fine tune. Free to build on. 🔖 Save this before your competitors find it first. 👇

Kanika

221,026 views • 4 months ago

NEW: Premium Inference 101 The Economics & Infrastructure Behind Running Trillion Parameter Models Rodrigo Liang, CEO & Co-Founder of SambaNova "Inference has arrived. 70-80% of those racks are running inference." "[Inference services] are generating lots of revenue, but not enough margin. In order for them to sustain, they've gotta be more profitable." "With SambaNova, that min quantum is down to 1 rack. Where if you have other service providers, [with] say, a DeepSeek model, now 1.5 trillion parameters, to run that, the min for some of the other providers might be 10-20 racks." SambaNova builds full-stack inference infrastructure. 16 chips to a 10kW air-cooled rack that runs trillion parameter models, where a GPU rack pulls 130kW. They just demonstrated the fastest MiniMax M2.7 inference in the world, as benchmarked by Artificial Analysis. The demo paired one NVIDIA H200 rack for prefill with one SambaRack SN50 for decode. Disaggregated inference: GPUs load the context, RDUs generate the tokens. Now serving JPMorgan, SoftBank, Saudi Aramco & DOE national labs, just valued at $11B on a $1B Series F led by General Atlantic. We Cover: › Why inference will need orders of magnitude more chips than training ever did › The 10kW rack vs the 130kW rack, & why air cooling decides geography › Running a 1T parameter model in one rack at full precision, no quantization › The agent latency problem: 20 agents, 2 seconds each, 40 seconds gone › Revenue per rack, & why inference providers have revenue but no margin › JPMorgan, sovereignty, & the move back to on-prem Filmed at the RAISE Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Rodrigo Liang , Co-Founder & CEO at SambaNova Systems (00:59) SambaNova’s Series F: $1B raise at an $11 billion valuation (03:00) The Inference problem nobody saw coming (04:52) SambaNova's chip evolution (07:19) Running a trillion-parameter model on a single rack (11:00) Do $100 billion data centers actually make sense? (14:14) What "premium inference" really means (18:28) Speed is about to become AI's biggest price tag (20:43) Starlink, edge computing, & AI reaching every corner of the planet (24:27) Working alongside NVIDIA & rival chipmakers (27:49) How customers actually measure inference performance (32:07) The biggest bottlenecks in AI's global land grab (35:12) Justifying the billion-dollar AI valuations (37:53) Why SambaNova refuses to build its own cloud (41:03) The "AI sovereignty" debate (43:48) Data privacy fears are driving the return to on-prem AI (47:55) How to actually get ROI out of AI spend (51:16) The one question every business should be asking about AI (56:09) The mentors & lessons behind a 32-year career in chips (58:02) Unveiling SambaNova's newest chip, the SN50
59:56

NEW: Premium Inference 101 The Economics & Infrastructure Behind Running Trillion Parameter Models Rodrigo Liang, CEO & Co-Founder of SambaNova "Inference has arrived. 70-80% of those racks are running inference." "[Inference services] are generating lots of revenue, but not enough margin. In order for them to sustain, they've gotta be more profitable." "With SambaNova, that min quantum is down to 1 rack. Where if you have other service providers, [with] say, a DeepSeek model, now 1.5 trillion parameters, to run that, the min for some of the other providers might be 10-20 racks." SambaNova builds full-stack inference infrastructure. 16 chips to a 10kW air-cooled rack that runs trillion parameter models, where a GPU rack pulls 130kW. They just demonstrated the fastest MiniMax M2.7 inference in the world, as benchmarked by Artificial Analysis. The demo paired one NVIDIA H200 rack for prefill with one SambaRack SN50 for decode. Disaggregated inference: GPUs load the context, RDUs generate the tokens. Now serving JPMorgan, SoftBank, Saudi Aramco & DOE national labs, just valued at $11B on a $1B Series F led by General Atlantic. We Cover: › Why inference will need orders of magnitude more chips than training ever did › The 10kW rack vs the 130kW rack, & why air cooling decides geography › Running a 1T parameter model in one rack at full precision, no quantization › The agent latency problem: 20 agents, 2 seconds each, 40 seconds gone › Revenue per rack, & why inference providers have revenue but no margin › JPMorgan, sovereignty, & the move back to on-prem Filmed at the RAISE Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Rodrigo Liang , Co-Founder & CEO at SambaNova Systems (00:59) SambaNova’s Series F: $1B raise at an $11 billion valuation (03:00) The Inference problem nobody saw coming (04:52) SambaNova's chip evolution (07:19) Running a trillion-parameter model on a single rack (11:00) Do $100 billion data centers actually make sense? (14:14) What "premium inference" really means (18:28) Speed is about to become AI's biggest price tag (20:43) Starlink, edge computing, & AI reaching every corner of the planet (24:27) Working alongside NVIDIA & rival chipmakers (27:49) How customers actually measure inference performance (32:07) The biggest bottlenecks in AI's global land grab (35:12) Justifying the billion-dollar AI valuations (37:53) Why SambaNova refuses to build its own cloud (41:03) The "AI sovereignty" debate (43:48) Data privacy fears are driving the return to on-prem AI (47:55) How to actually get ROI out of AI spend (51:16) The one question every business should be asking about AI (56:09) The mentors & lessons behind a 32-year career in chips (58:02) Unveiling SambaNova's newest chip, the SN50

Molly O’Shea

134,960 views • 25 days ago

Mark Zuckerberg is explaining one of the most misunderstood dynamics in AI and it has direct investment implications (Save this). The concept he's describing is model distillation, and it's one of the most important techniques to emerge in AI over the past year. Here's how it works. You train a massive, enormously expensive model, in Meta's case, Llama 4 Behemoth, a 2 trillion parameter teacher model and then you use that model to teach a much smaller, cheaper model. The smaller model inherits roughly 90 to 95% of the intelligence of the giant while running at 10% of the cost and on a fraction of the compute. Meta already did this with the Llama 4 family and Behemoth serves as the teacher. Llama 4 Scout and Maverick, the publicly released open-source models were distilled from it. Scout runs on a single H100 GPU with a 10 million token context window and outperforms models that cost far more to operate. Maverick, at 17 billion active parameters, rivals DeepSeek V3 in coding at half the parameter count and beats GPT-4o on multimodal benchmarks. Both are completely free for commercial use. What Zuckerberg is pointing at is a structural shift in how AI gets deployed in the real world. Companies aren't taking a frontier model off the shelf and running it as-is but rather taking open-source models, fine-tuning them on their own proprietary data, distilling them into even smaller custom models tailored to their specific use case, and running them on infrastructure they control at a fraction of the cost of a closed frontier API. The investment implication of this is significant and runs in two directions. For Meta specifically, this is a strategic masterstroke. Every company that builds on Llama, fine-tunes it, distills it, or deploys it through their infrastructure is pulling into Meta's orbit while Meta builds the most powerful open teacher model. The ecosystem of companies using it grows and that ecosystem generates commercial activity across Meta's platforms and data services. Meta's AI research benefits from billions of real world deployment signals and it's a flywheel that closed model providers cannot replicate because their strategy requires charging per token, which is now a 65x cost disadvantage against the open-source alternative. For the broader market, distillation changes the economics of inference in a way that has barely been priced in. As intelligence becomes extractable into smaller and cheaper models, the absolute demand for compute doesn't decline but rather it explodes, because now the number of applications that are economically viable expands by orders of magnitude. Every task that was previously too expensive to automate at $3.25 per call becomes viable at $0.05 that means more total token usage, more total GPU utilization, and more demand for the infrastructure companies, the Nebiuses, the GE Vernovas, the Constellation Energies that supply the underlying compute and power.
1:05

Mark Zuckerberg is explaining one of the most misunderstood dynamics in AI and it has direct investment implications (Save this). The concept he's describing is model distillation, and it's one of the most important techniques to emerge in AI over the past year. Here's how it works. You train a massive, enormously expensive model, in Meta's case, Llama 4 Behemoth, a 2 trillion parameter teacher model and then you use that model to teach a much smaller, cheaper model. The smaller model inherits roughly 90 to 95% of the intelligence of the giant while running at 10% of the cost and on a fraction of the compute. Meta already did this with the Llama 4 family and Behemoth serves as the teacher. Llama 4 Scout and Maverick, the publicly released open-source models were distilled from it. Scout runs on a single H100 GPU with a 10 million token context window and outperforms models that cost far more to operate. Maverick, at 17 billion active parameters, rivals DeepSeek V3 in coding at half the parameter count and beats GPT-4o on multimodal benchmarks. Both are completely free for commercial use. What Zuckerberg is pointing at is a structural shift in how AI gets deployed in the real world. Companies aren't taking a frontier model off the shelf and running it as-is but rather taking open-source models, fine-tuning them on their own proprietary data, distilling them into even smaller custom models tailored to their specific use case, and running them on infrastructure they control at a fraction of the cost of a closed frontier API. The investment implication of this is significant and runs in two directions. For Meta specifically, this is a strategic masterstroke. Every company that builds on Llama, fine-tunes it, distills it, or deploys it through their infrastructure is pulling into Meta's orbit while Meta builds the most powerful open teacher model. The ecosystem of companies using it grows and that ecosystem generates commercial activity across Meta's platforms and data services. Meta's AI research benefits from billions of real world deployment signals and it's a flywheel that closed model providers cannot replicate because their strategy requires charging per token, which is now a 65x cost disadvantage against the open-source alternative. For the broader market, distillation changes the economics of inference in a way that has barely been priced in. As intelligence becomes extractable into smaller and cheaper models, the absolute demand for compute doesn't decline but rather it explodes, because now the number of applications that are economically viable expands by orders of magnitude. Every task that was previously too expensive to automate at $3.25 per call becomes viable at $0.05 that means more total token usage, more total GPU utilization, and more demand for the infrastructure companies, the Nebiuses, the GE Vernovas, the Constellation Energies that supply the underlying compute and power.

Milk Road AI

27,908 views • 1 month ago

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
4:46

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 views • 2 months ago

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!
3:09

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!

Mike

102,223 views • 7 months ago

China just released an open source AI model that matches the best closed models from OpenAI and Anthropic. Gavin Baker explained exactly how they did it and the answer should concern every American AI lab. The model is called GLM 5.2. It was built by Z. AI. You get 744 billion parameters, 1 million token context window and its MIT license, meaning anyone can download it, fork it, build a company on it, with no restrictions and no Dario. It scored 51 points on the artificial analysis intelligence index. The highest score any open weight model has ever achieved. It beat GPT 5.5 on the frontier software engineering benchmark. It trails Claude Opus 4.8 by less than one percentage point. And it costs 85% less to run than GPT 5.5 for comparable performance. Gavin Baker said on the All-In podcast that this model has challenged some of his beliefs. Then he explained how China built it. The method is called distillation. Just think of tens of thousands of phones and computers running simultaneously, all hitting the frontier model APIs through masked accounts, asking specific questions, and harvesting what happens inside the model when it answers. Every reasoning step, every token. The entire thinking process gets recorded and fed back into the Chinese model during training. It is a cheat sheet. It is the answer key to the exam. And here is the part that should worry everyone. Sacks said it plainly. China was already nine months behind American models. But now that GLM 5.2 is good enough to run its own reinforcement learning, it can improve itself without needing to distill from American models anymore. The cheat sheet let them get close enough to start writing their own answers. Sacks said we are six months behind on the model and 24 months behind on silicon and they are only a few months behind in total. The Z. AI founder told Elon Musk directly that open weight fable-level capability will be here before Q1 2027. Every restriction Anthropic lobbied for, every self-imposed safety guardrail, every month of delay in releasing American frontier models accelerated this. The Chinese labs were not under those restrictions. They were not going to wait. The composable model future Gavin described, where every enterprise runs a frontier model alongside their own fine-tuned open weight model, is coming regardless of what American labs do next. The question is just whether the open weight half of that stack is American or Chinese. Right now it is Chinese. WATCH THE FULL PODCAST ON The All-In Podcast
3:21

China just released an open source AI model that matches the best closed models from OpenAI and Anthropic. Gavin Baker explained exactly how they did it and the answer should concern every American AI lab. The model is called GLM 5.2. It was built by Z. AI. You get 744 billion parameters, 1 million token context window and its MIT license, meaning anyone can download it, fork it, build a company on it, with no restrictions and no Dario. It scored 51 points on the artificial analysis intelligence index. The highest score any open weight model has ever achieved. It beat GPT 5.5 on the frontier software engineering benchmark. It trails Claude Opus 4.8 by less than one percentage point. And it costs 85% less to run than GPT 5.5 for comparable performance. Gavin Baker said on the All-In podcast that this model has challenged some of his beliefs. Then he explained how China built it. The method is called distillation. Just think of tens of thousands of phones and computers running simultaneously, all hitting the frontier model APIs through masked accounts, asking specific questions, and harvesting what happens inside the model when it answers. Every reasoning step, every token. The entire thinking process gets recorded and fed back into the Chinese model during training. It is a cheat sheet. It is the answer key to the exam. And here is the part that should worry everyone. Sacks said it plainly. China was already nine months behind American models. But now that GLM 5.2 is good enough to run its own reinforcement learning, it can improve itself without needing to distill from American models anymore. The cheat sheet let them get close enough to start writing their own answers. Sacks said we are six months behind on the model and 24 months behind on silicon and they are only a few months behind in total. The Z. AI founder told Elon Musk directly that open weight fable-level capability will be here before Q1 2027. Every restriction Anthropic lobbied for, every self-imposed safety guardrail, every month of delay in releasing American frontier models accelerated this. The Chinese labs were not under those restrictions. They were not going to wait. The composable model future Gavin described, where every enterprise runs a frontier model alongside their own fine-tuned open weight model, is coming regardless of what American labs do next. The question is just whether the open weight half of that stack is American or Chinese. Right now it is Chinese. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

86,295 views • 1 month ago

HERMES AGENT SUPPORTS 300+ MODELS. PICKING THE RIGHT ONE PER TASK IS THE DIFFERENCE BETWEEN $5/MONTH AND $50. STARTING OUT: Claude Sonnet 4.6. official recommendation from Nous Research. "the model this project was built and tested with." strong reasoning. reliable tool calling. mid-range pricing. PREMIUM TIER: Claude Opus 4.8. best coding benchmarks available. self-correcting reasoning. catches its own mistakes. 1M context. use for demanding tasks where quality matters. GPT-5.5. #1 Chatbot Arena. #1 GPQA Diamond reasoning (94.1%). #1 creative writing. 2M context. handles entire codebases in one pass. Grok 4.30. the only frontier model with live X firehose access. real-time social data, breaking news, market sentiment. connects via Grok OAuth. no separate API key. Grok-Composer-2.5-Fast (v0.17.0). Cursor's coding model. 200K context. available through your Grok subscription via OAuth. no extra cost if you already pay for Grok. MID-RANGE TIER: Claude Sonnet 4.6. best balance of quality and cost for daily use. strongest prose and tool calling in this tier. Gemini 2.5 Pro. Google Search grounding built in. cites sources. verifies claims. pulls current data. 2M context. best for research-heavy workflows. GPT-4.1. reliable tool calling. solid general reasoning. good middle ground when you need OpenAI compatibility. BUDGET TIER: Claude Haiku 4.5. fastest Anthropic model. cheapest paid Claude option. strong at classification, routing, simple queries. use for auxiliary tasks: compression, vision, web extraction, approval scoring. DeepSeek V4. best cost-to-quality ratio in the market. 90% cache discount on repeated context. use for sub-agents and bulk parallel work. DeepSeek V4 Flash. cheapest paid model worth using. 1M context. MIT license. self-hostable. use for cron jobs, monitoring, routine searches. MiniMax M3. Nous Research and MiniMax collaborating on optimization. 1M context via lightning attention. 59% SWE-Bench Pro. beats several premium models on coding. one of the most-used models inside Hermes. FREE / LOCAL: Qwen 3.5 27B via Ollama. 16GB VRAM. reliable tool calling. best free local model for Hermes as of mid-2026. Qwen 3 8B. 8GB VRAM. fits a $7 VPS. handles routine tasks at zero API cost. Llama 4 Maverick. best open-weight tool calling. 1M context. needs more VRAM but strongest local option. HOW TO ASSIGN MODELS: main model: Desktop app / Dashboard → Models → switch sub-agent model: set in Desktop app, Dashboard, or config.yaml: delegation: model: "deepseek/deepseek-v4" auxiliary models (compression, vision, web extract): Desktop app / Dashboard → Models → Auxiliary Haiku 4.5 or Gemini Flash work well here. saves significantly when your main model is premium. per-profile: each Hermes profile gets its own model. Scout on DeepSeek. Analyst on Sonnet. Briefer on budget model. Coder on Opus. per-cron-job: pin a specific model to any cron job. morning brief on Haiku. deep research on Sonnet. monitoring on DeepSeek Flash. each job uses only the model it needs. per-session: /model deepseek/deepseek-v4-flash hot-swap mid-conversation. no restart needed. FALLBACK CHAINS: if your primary model is unavailable, Hermes automatically switches to the next provider. rate limit or server error = next model in the chain. no failed runs. no manual intervention. set in Desktop app, Dashboard, or config.yaml: fallback_providers: - openrouter - nous - codex PROVIDER PATHS: OPENROUTER: 300+ models under one API key. pay per token. most flexible. NOUS PORTAL: 300+ models + Tool Gateway (web search, image gen, TTS, browser). one OAuth. one subscription. 10% off token-billed providers. CHATGPT SUB: GPT-5.5 + Grok via OAuth. included tokens with $20 subscription. OLLAMA: free. local. private. zero API cost. your hardware only. mix providers across profiles and tasks. Scout on OpenRouter. Analyst on Nous Portal. Coder on ChatGPT sub. Monitor on Ollama. THE RULE: premium for work that needs deep reasoning. mid-range for daily driver tasks. budget for volume and background work. free for monitoring and routine jobs. pricing changes fast. check openrouter ai for current rates before committing. Which is your favourite model and for what task? full 15 levels breakdown in the article 👇
0:51

HERMES AGENT SUPPORTS 300+ MODELS. PICKING THE RIGHT ONE PER TASK IS THE DIFFERENCE BETWEEN $5/MONTH AND $50. STARTING OUT: Claude Sonnet 4.6. official recommendation from Nous Research. "the model this project was built and tested with." strong reasoning. reliable tool calling. mid-range pricing. PREMIUM TIER: Claude Opus 4.8. best coding benchmarks available. self-correcting reasoning. catches its own mistakes. 1M context. use for demanding tasks where quality matters. GPT-5.5. #1 Chatbot Arena. #1 GPQA Diamond reasoning (94.1%). #1 creative writing. 2M context. handles entire codebases in one pass. Grok 4.30. the only frontier model with live X firehose access. real-time social data, breaking news, market sentiment. connects via Grok OAuth. no separate API key. Grok-Composer-2.5-Fast (v0.17.0). Cursor's coding model. 200K context. available through your Grok subscription via OAuth. no extra cost if you already pay for Grok. MID-RANGE TIER: Claude Sonnet 4.6. best balance of quality and cost for daily use. strongest prose and tool calling in this tier. Gemini 2.5 Pro. Google Search grounding built in. cites sources. verifies claims. pulls current data. 2M context. best for research-heavy workflows. GPT-4.1. reliable tool calling. solid general reasoning. good middle ground when you need OpenAI compatibility. BUDGET TIER: Claude Haiku 4.5. fastest Anthropic model. cheapest paid Claude option. strong at classification, routing, simple queries. use for auxiliary tasks: compression, vision, web extraction, approval scoring. DeepSeek V4. best cost-to-quality ratio in the market. 90% cache discount on repeated context. use for sub-agents and bulk parallel work. DeepSeek V4 Flash. cheapest paid model worth using. 1M context. MIT license. self-hostable. use for cron jobs, monitoring, routine searches. MiniMax M3. Nous Research and MiniMax collaborating on optimization. 1M context via lightning attention. 59% SWE-Bench Pro. beats several premium models on coding. one of the most-used models inside Hermes. FREE / LOCAL: Qwen 3.5 27B via Ollama. 16GB VRAM. reliable tool calling. best free local model for Hermes as of mid-2026. Qwen 3 8B. 8GB VRAM. fits a $7 VPS. handles routine tasks at zero API cost. Llama 4 Maverick. best open-weight tool calling. 1M context. needs more VRAM but strongest local option. HOW TO ASSIGN MODELS: main model: Desktop app / Dashboard → Models → switch sub-agent model: set in Desktop app, Dashboard, or config.yaml: delegation: model: "deepseek/deepseek-v4" auxiliary models (compression, vision, web extract): Desktop app / Dashboard → Models → Auxiliary Haiku 4.5 or Gemini Flash work well here. saves significantly when your main model is premium. per-profile: each Hermes profile gets its own model. Scout on DeepSeek. Analyst on Sonnet. Briefer on budget model. Coder on Opus. per-cron-job: pin a specific model to any cron job. morning brief on Haiku. deep research on Sonnet. monitoring on DeepSeek Flash. each job uses only the model it needs. per-session: /model deepseek/deepseek-v4-flash hot-swap mid-conversation. no restart needed. FALLBACK CHAINS: if your primary model is unavailable, Hermes automatically switches to the next provider. rate limit or server error = next model in the chain. no failed runs. no manual intervention. set in Desktop app, Dashboard, or config.yaml: fallback_providers: - openrouter - nous - codex PROVIDER PATHS: OPENROUTER: 300+ models under one API key. pay per token. most flexible. NOUS PORTAL: 300+ models + Tool Gateway (web search, image gen, TTS, browser). one OAuth. one subscription. 10% off token-billed providers. CHATGPT SUB: GPT-5.5 + Grok via OAuth. included tokens with $20 subscription. OLLAMA: free. local. private. zero API cost. your hardware only. mix providers across profiles and tasks. Scout on OpenRouter. Analyst on Nous Portal. Coder on ChatGPT sub. Monitor on Ollama. THE RULE: premium for work that needs deep reasoning. mid-range for daily driver tasks. budget for volume and background work. free for monitoring and routine jobs. pricing changes fast. check openrouter ai for current rates before committing. Which is your favourite model and for what task? full 15 levels breakdown in the article 👇

YanXbt

17,138 views • 1 month ago

$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from OpenAI $NVDA $ORCL... TLDR: Amazon refused to bid up the overpriced $NVDA chips among other hyperscalers, and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors, AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's 2 nm-class node (N2), while the I/O die (IOD) uses the N3P (3 nm) process. Context: Andy Jassy Amazon Web Services has been working with AMD on EPYC processors since November 2018. With this "secret weapon" breakthrough(patented), this long time partnership has expanded to New breakthrough 2026 EPYC Gen. AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for AWS, enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. AMD to benefit AWS's $100B+ AI opportunity along with $ORCL $MSFT $GOOGL $META Saudi, UAE ,38+ countries and startups. In early October, Amazon/AWS announced the new EC2 M8a instances as their latest-generation, general-purpose compute instances now powered by AMD EPYC 9005 "Turin" processors. Amazon announced the M8a as having up to 30% higher performance and up to 19% better price performance over M7a. With my testing of both at 32 vCPUs, the new AMD EPYC Turin instance provided 1.59x the performance over the prior-generation EPYC Genoa instance! How will this impact AWS AI Inference? ~Cost Efficiency: Inference is 80%+ of AI workloads and latency-sensitive (e.g., chatbots need <1s responses). "Secret weapon" enables 35x better inference perf (per AMD's CDNA roadmap tie-in), cutting AWS's energy use by 50%+ in clusters. With $118B 2025 capex, this could save $20–$30B annually in OPEX, boosting margins to 35%-40%. ~Scalability for Agentic AI: Supports "Helios" rack-scale platforms (up to 128 GPUs + EPYC hosts), delivering 3.58x FP6 perf for distributed inference. AWS can run 700K+ more tokens/sec in 1,000-node clusters (via EPYC 9575F boosts), enabling real-time apps like personalized search or fraud detection at enterprise scale. ~Adoption Catalysts: Early partners like Oracle signal broad uptake; AWS's existing AMD instances G4ad with Radeon GPUs) pave the way. By 2026, EPYC could power 40%+ of AWS AI infra, outpacing Nvidia's GPU lock-in via open standards (ROCm 8 software). Lastly, Amazon’s trajectory toward a $320 stock price is not a speculative leap but a grounded projection rooted in its unmatched fundamentals and strategic AI leadership. With Amazon Web Services poised to surpass $100 billion in annual revenue by 2026, driven by explosive AI inference demand, Amazon is redefining cloud computing’s future. The adoption of AMD’s 2026 EPYC processors with "Secret" architecture is a game-changer, slashing costs by up to 50% and boosting inference throughput 3x, enabling AWS to dominate enterprise AI workloads with unmatched efficiency. This technological edge, combined with Amazon’s e-commerce dominance and high-margin advertising growth, supports a valuation rerating to 22x EV/EBITDA, and it is still a discount to historical highs. Trading at $222, $AMZN is undervalued for its 15–20% revenue CAGR and 25%+ EPS growth through 2030.
0:49

$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from OpenAI $NVDA $ORCL... TLDR: Amazon refused to bid up the overpriced $NVDA chips among other hyperscalers, and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors, AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's 2 nm-class node (N2), while the I/O die (IOD) uses the N3P (3 nm) process. Context: Andy Jassy Amazon Web Services has been working with AMD on EPYC processors since November 2018. With this "secret weapon" breakthrough(patented), this long time partnership has expanded to New breakthrough 2026 EPYC Gen. AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for AWS, enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. AMD to benefit AWS's $100B+ AI opportunity along with $ORCL $MSFT $GOOGL $META Saudi, UAE ,38+ countries and startups. In early October, Amazon/AWS announced the new EC2 M8a instances as their latest-generation, general-purpose compute instances now powered by AMD EPYC 9005 "Turin" processors. Amazon announced the M8a as having up to 30% higher performance and up to 19% better price performance over M7a. With my testing of both at 32 vCPUs, the new AMD EPYC Turin instance provided 1.59x the performance over the prior-generation EPYC Genoa instance! How will this impact AWS AI Inference? ~Cost Efficiency: Inference is 80%+ of AI workloads and latency-sensitive (e.g., chatbots need <1s responses). "Secret weapon" enables 35x better inference perf (per AMD's CDNA roadmap tie-in), cutting AWS's energy use by 50%+ in clusters. With $118B 2025 capex, this could save $20–$30B annually in OPEX, boosting margins to 35%-40%. ~Scalability for Agentic AI: Supports "Helios" rack-scale platforms (up to 128 GPUs + EPYC hosts), delivering 3.58x FP6 perf for distributed inference. AWS can run 700K+ more tokens/sec in 1,000-node clusters (via EPYC 9575F boosts), enabling real-time apps like personalized search or fraud detection at enterprise scale. ~Adoption Catalysts: Early partners like Oracle signal broad uptake; AWS's existing AMD instances G4ad with Radeon GPUs) pave the way. By 2026, EPYC could power 40%+ of AWS AI infra, outpacing Nvidia's GPU lock-in via open standards (ROCm 8 software). Lastly, Amazon’s trajectory toward a $320 stock price is not a speculative leap but a grounded projection rooted in its unmatched fundamentals and strategic AI leadership. With Amazon Web Services poised to surpass $100 billion in annual revenue by 2026, driven by explosive AI inference demand, Amazon is redefining cloud computing’s future. The adoption of AMD’s 2026 EPYC processors with "Secret" architecture is a game-changer, slashing costs by up to 50% and boosting inference throughput 3x, enabling AWS to dominate enterprise AI workloads with unmatched efficiency. This technological edge, combined with Amazon’s e-commerce dominance and high-margin advertising growth, supports a valuation rerating to 22x EV/EBITDA, and it is still a discount to historical highs. Trading at $222, $AMZN is undervalued for its 15–20% revenue CAGR and 25%+ EPS growth through 2030.

Mike

511,082 views • 9 months ago

JUST IN: Perplexity launched "Perplexity Computer" — and it might be the most complete AI agent system available right now. Not a chatbot upgrade. Not a research tool with a new name. A system that plans entire projects, delegates to specialist AI models, and runs autonomously for hours, days, or months (their words). Here's what makes the architecture genuinely different: → Opus 4.6 handles core reasoning and orchestration → Gemini handles deep research (spawning its own sub-agents) → Grok handles lightweight speed tasks → Veo 3.1 handles video generation → Nano Banana handles image creation → ChatGPT 5.2 handles long-context recall and wide search → You can override model choices per subtask 19 models total. Each task runs in an isolated environment with a real filesystem, real browser, and real tool integrations. You describe an outcome. It breaks it into tasks and subtasks, creates sub-agents for each, and coordinates them automatically. When a sub-agent hits a problem, it spawns more sub-agents to solve it. And it connects to your existing stack — GitHub, Google Drive, Gmail, Slack, Jira, Linear, Notion, Confluence, Ahrefs, Airtable, and more. Critically, it doesn't just run once. It can run on a schedule. Reading your docs, checking your project boards, pulling from your CRM, and acting on what it finds. Market monitoring. Competitor tracking. Weekly reports with charts. Content pipelines. CRON jobs that actually execute. Not "AI that helps you once." AI that runs in the background for days or months. Think of it as managed OpenClaw — similar autonomous capability (scheduled tasks, multi-step workflows, tool integrations) but fully managed. No Mac Mini. No security config. No infrastructure to maintain. I tested it with a complex prompt — a full stock trading simulator with what-if scenarios, correlation heatmaps, sentiment analysis, and a Bloomberg Terminal aesthetic. Two prompts later: deployed to Netlify via GitHub, with working CRON jobs updating live data. I've started using it to analyze my portfolio. But coding is just one lane. This thing researches, writes reports, generates datasets, creates videos, processes documents, and connects to your existing tools — all in one coordinated workflow. The real shift: you don't choose a model anymore. You describe what you need. The system routes each piece of work to whichever model does it best — and spawns new agents when it hits a wall. 19 models, dynamic sub-agents, scheduled tasks, and your entire tool stack connected. Thoughts?
0:37

JUST IN: Perplexity launched "Perplexity Computer" — and it might be the most complete AI agent system available right now. Not a chatbot upgrade. Not a research tool with a new name. A system that plans entire projects, delegates to specialist AI models, and runs autonomously for hours, days, or months (their words). Here's what makes the architecture genuinely different: → Opus 4.6 handles core reasoning and orchestration → Gemini handles deep research (spawning its own sub-agents) → Grok handles lightweight speed tasks → Veo 3.1 handles video generation → Nano Banana handles image creation → ChatGPT 5.2 handles long-context recall and wide search → You can override model choices per subtask 19 models total. Each task runs in an isolated environment with a real filesystem, real browser, and real tool integrations. You describe an outcome. It breaks it into tasks and subtasks, creates sub-agents for each, and coordinates them automatically. When a sub-agent hits a problem, it spawns more sub-agents to solve it. And it connects to your existing stack — GitHub, Google Drive, Gmail, Slack, Jira, Linear, Notion, Confluence, Ahrefs, Airtable, and more. Critically, it doesn't just run once. It can run on a schedule. Reading your docs, checking your project boards, pulling from your CRM, and acting on what it finds. Market monitoring. Competitor tracking. Weekly reports with charts. Content pipelines. CRON jobs that actually execute. Not "AI that helps you once." AI that runs in the background for days or months. Think of it as managed OpenClaw — similar autonomous capability (scheduled tasks, multi-step workflows, tool integrations) but fully managed. No Mac Mini. No security config. No infrastructure to maintain. I tested it with a complex prompt — a full stock trading simulator with what-if scenarios, correlation heatmaps, sentiment analysis, and a Bloomberg Terminal aesthetic. Two prompts later: deployed to Netlify via GitHub, with working CRON jobs updating live data. I've started using it to analyze my portfolio. But coding is just one lane. This thing researches, writes reports, generates datasets, creates videos, processes documents, and connects to your existing tools — all in one coordinated workflow. The real shift: you don't choose a model anymore. You describe what you need. The system routes each piece of work to whichever model does it best — and spawns new agents when it hits a wall. 19 models, dynamic sub-agents, scheduled tasks, and your entire tool stack connected. Thoughts?

Paweł Huryn

219,681 views • 5 months ago

qwen 3.8 max vs deepseek v4 flash 0731 vs kimi k3 vs gpt 5.6 sol – on rubik's cube and chess four frontier models built a rubik's cube stand and solved it, then built a chess board and played claude opus 5 on it the setup: Nous Research's hermes agent cli on OpenRouter tasks: 1. cube – build a 3d rubik's cube with a cli and a Three.js viewer, then solve an identical scrambled position on your own stand 2. chess – build a 3d chess stand, then play white against claude opus 5 as black, live, one move at a time. no engine, no solver, no opening book on either side. stockfish depth 14 grades every chess ply afterwards; neither player sees the score models: DeepSeek v4 flash 0731, OpenAI gpt-5.6 sol, Kimi.ai kimi k3, Qwen qwen 3.8 max gpt-5.6 sol and deepseek v4 flash solved their cubes – sol in 24 moves and seventeen seconds, deepseek in 32. qwen and kimi never got there, giving up at 96 and 207 moves then all four built chess stands and played white against claude opus 5 on them, and all four resigned: deepseek on move 13, sol on 19, kimi on 21, qwen holding out longest at 29 - build time, both stands #1 gpt-5.6 sol – 16m 43s #2 deepseek v4 flash – 97m 39s #3 kimi k3 – 166m 09s #4 qwen 3.8 max – 215m 08s - build attempts before a working stand #1 gpt-5.6 sol – 3 #2 qwen 3.8 max – 4 #3 kimi k3 – 4 #4 deepseek v4 flash – 5 - total tokens #1 gpt-5.6 sol – 6,713,754 #2 qwen 3.8 max – 17,272,507 #3 kimi k3 – 22,427,504 #4 deepseek v4 flash – 27,417,442 - total price #1 deepseek v4 flash – $0.557 #2 gpt-5.6 sol – $6.319 #3 qwen 3.8 max – $10.270 #4 kimi k3 – $16.667 observations: • deepseek v4 flash is the cheapest model here by a margin nobody else is near, and it got there while being the least efficient of the four. it burned 27.4m tokens – more than anyone, 5m more than kimi – and still finished both benchmarks for $0.557. that is $0.02 per million tokens against kimi's $0.74. it also needed the most passes to produce working stands, five, and that did not matter: all five deepseek passes together cost a thirtieth of kimi's two • so what deepseek cannot do is get it right the first time. what it can do is get it right the fifth time, for half a dollar. that is a different thing to be buying – not a good first draft, but the option to keep asking • gpt-5.6 sol is the opposite profile and the strongest of the four on pure efficiency. 16m 43s to build both stands, 6.7m tokens, three passes – under 40% of the next lowest token count and a quarter of deepseek's, on an eighth of qwen's clock. it also solved the cube fastest of anyone, 24 moves in seventeen seconds. sol is what you reach for when you want the answer now and can absorb $0.94 per million • sol's weakness is in what it does not check. its chess viewer deleted the capturing piece instead of the captured one, so pieces disappeared off the board mid-game – a defect the fifty-cent deepseek stand did not have. fast and terse turns out to be the same dial as fast and unverified • qwen 3.8 max is not the cheap open-weights option it gets treated as. $10.270 across the two benchmarks, second most expensive of the four, 18x deepseek, and by a distance the slowest – 215 minutes of build time, nearly thirteen times sol's. what the money buys is judgment: it played eighteen moves without a single error worth a hundredth of a pawn, then made exactly one bad move in the whole game, and averaged 44.6 centipawns lost across the longest game any of the four managed. it also could not solve a rubik's cube in 96 tries • kimi k3 is the one line with no reading that flatters it. most expensive at $16.667, last on the cube at 207 moves, last at chess at 478 centipawns lost per move. it is also the model that verified hardest – on the cube it wrote its own integrity check instead of trusting its output. that makes the result worse rather than better: the checking was real, and the reasoning underneath it still was not follow thehype. for 24/7 ai news, analysis and breakdowns
1:03

qwen 3.8 max vs deepseek v4 flash 0731 vs kimi k3 vs gpt 5.6 sol – on rubik's cube and chess four frontier models built a rubik's cube stand and solved it, then built a chess board and played claude opus 5 on it the setup: Nous Research's hermes agent cli on OpenRouter tasks: 1. cube – build a 3d rubik's cube with a cli and a Three.js viewer, then solve an identical scrambled position on your own stand 2. chess – build a 3d chess stand, then play white against claude opus 5 as black, live, one move at a time. no engine, no solver, no opening book on either side. stockfish depth 14 grades every chess ply afterwards; neither player sees the score models: DeepSeek v4 flash 0731, OpenAI gpt-5.6 sol, Kimi.ai kimi k3, Qwen qwen 3.8 max gpt-5.6 sol and deepseek v4 flash solved their cubes – sol in 24 moves and seventeen seconds, deepseek in 32. qwen and kimi never got there, giving up at 96 and 207 moves then all four built chess stands and played white against claude opus 5 on them, and all four resigned: deepseek on move 13, sol on 19, kimi on 21, qwen holding out longest at 29 - build time, both stands #1 gpt-5.6 sol – 16m 43s #2 deepseek v4 flash – 97m 39s #3 kimi k3 – 166m 09s #4 qwen 3.8 max – 215m 08s - build attempts before a working stand #1 gpt-5.6 sol – 3 #2 qwen 3.8 max – 4 #3 kimi k3 – 4 #4 deepseek v4 flash – 5 - total tokens #1 gpt-5.6 sol – 6,713,754 #2 qwen 3.8 max – 17,272,507 #3 kimi k3 – 22,427,504 #4 deepseek v4 flash – 27,417,442 - total price #1 deepseek v4 flash – $0.557 #2 gpt-5.6 sol – $6.319 #3 qwen 3.8 max – $10.270 #4 kimi k3 – $16.667 observations: • deepseek v4 flash is the cheapest model here by a margin nobody else is near, and it got there while being the least efficient of the four. it burned 27.4m tokens – more than anyone, 5m more than kimi – and still finished both benchmarks for $0.557. that is $0.02 per million tokens against kimi's $0.74. it also needed the most passes to produce working stands, five, and that did not matter: all five deepseek passes together cost a thirtieth of kimi's two • so what deepseek cannot do is get it right the first time. what it can do is get it right the fifth time, for half a dollar. that is a different thing to be buying – not a good first draft, but the option to keep asking • gpt-5.6 sol is the opposite profile and the strongest of the four on pure efficiency. 16m 43s to build both stands, 6.7m tokens, three passes – under 40% of the next lowest token count and a quarter of deepseek's, on an eighth of qwen's clock. it also solved the cube fastest of anyone, 24 moves in seventeen seconds. sol is what you reach for when you want the answer now and can absorb $0.94 per million • sol's weakness is in what it does not check. its chess viewer deleted the capturing piece instead of the captured one, so pieces disappeared off the board mid-game – a defect the fifty-cent deepseek stand did not have. fast and terse turns out to be the same dial as fast and unverified • qwen 3.8 max is not the cheap open-weights option it gets treated as. $10.270 across the two benchmarks, second most expensive of the four, 18x deepseek, and by a distance the slowest – 215 minutes of build time, nearly thirteen times sol's. what the money buys is judgment: it played eighteen moves without a single error worth a hundredth of a pawn, then made exactly one bad move in the whole game, and averaged 44.6 centipawns lost across the longest game any of the four managed. it also could not solve a rubik's cube in 96 tries • kimi k3 is the one line with no reading that flatters it. most expensive at $16.667, last on the cube at 207 moves, last at chess at 478 centipawns lost per move. it is also the model that verified hardest – on the cube it wrote its own integrity check instead of trusting its output. that makes the result worse rather than better: the checking was real, and the reasoning underneath it still was not follow thehype. for 24/7 ai news, analysis and breakdowns

thehype.

80,750 views • 6 days ago

10 free Google AI tools nobody talks about. while everyone's burning $20/mo on chatgpt and claude, google quietly shipped a stack worth $200+/mo. all free. all yours. — 1️⃣ NotebookLM — your second brain upload sources (PDFs, websites, audio, YouTube). it summarizes, builds mind maps, generates quizzes, drafts slide decks, even turns your notes into a podcast you can listen to on a walk. free tier: 100 notebooks, 50 sources each, 50 chats/day, 3 audio overviews/day. replaces: notion AI + perplexity + readwise — 2️⃣ Google AI Studio — the free gemini playground web playground for gemini 3 pro and flash with a free API key. generous limits. paste a 1M-token context window and watch it actually use it. faster than the openai playground and free where openai charges per token. replaces: openai playground + paid API credits — 3️⃣ Gemini CLI — google's open-source terminal agent apache 2.0 licensed. one command (npx @google/gemini-cli) and you've got an agent in your terminal that reads your codebase, runs shell commands, and ships PRs. drop-in claude code alternative. replaces: claude code ($20/mo by default) — 4️⃣ Jules — async coding agent assign jules a github issue. it spins up a cloud VM, clones your repo, writes the plan, makes the changes, opens a PR. free tier: 15 tasks/day, 3 concurrent, runs on gemini flash. replaces: devin ($20/mo+) + cursor agent 5️⃣ Stitch — text → UI → code google's free figma killer. describe an interface, get production-ready HTML/CSS/Tailwind + figma export. march 2026 update added voice canvas, infinite canvas, and MCP integration with cursor. 350 standard + 200 experimental generations/month free. replaces: galileo AI + early-stage figma work — 6️⃣ Gemma 4 — open-weight LLM google's flagship open model. apache 2.0. 2B, 4B, 26B-MoE, and 31B variants. 256K context. runs on ollama with one command. quantized versions run on a 4090 or beefy laptop. replaces: paying for hosted LLM inference — 7️⃣ Illuminate — papers → podcasts paste an arxiv preprint link. illuminate turns dense research papers into a 6-8 min conversation between two AI hosts breaking it down. perfect for commute reading you can't do at a desk. note: still in waitlist for some regions. replaces: snipd + manual research reading — 8️⃣ Learn About (LearnLM) — adaptive AI tutor drop in any topic you're stuck on. highlight a word, click "go deeper," and the interface adapts in real time to your comprehension level. visual explanations, follow-up questions, the works. replaces: paid tutoring on niche topics — 9️⃣ Google Labs FX (ImageFX + Flow + MusicFX) — free imagen, veo, musicLM google labs creative suite. text-to-image (imagen 4), text-to-video (veo via Flow), text-to-music (musicLM). free tier: limited daily generations. the heavy veo 3.1 features are paid (AI Pro $19.99/mo). still worth using for image and music — those stay free. replaces: midjourney + suno (free tier only — runway-level video gen is paid) — 🔟 Google Colab — free GPU notebooks free T4 GPU + 12GB RAM in a browser tab. enough to fine-tune small models, run stable diffusion, prototype agents. the launching pad for half the ML projects on github. replaces: paid cloud GPU rentals — a quick honest note: these tools aren't 1:1 better than the paid versions they replace. but they're decent enough to get most things done — especially if you're not a heavy user or you've got little funds to play with. i've put all 10 in a public github repo (link in comments). follow + turn on post notifications for more useful posts like this 🔔
0:34

10 free Google AI tools nobody talks about. while everyone's burning $20/mo on chatgpt and claude, google quietly shipped a stack worth $200+/mo. all free. all yours. — 1️⃣ NotebookLM — your second brain upload sources (PDFs, websites, audio, YouTube). it summarizes, builds mind maps, generates quizzes, drafts slide decks, even turns your notes into a podcast you can listen to on a walk. free tier: 100 notebooks, 50 sources each, 50 chats/day, 3 audio overviews/day. replaces: notion AI + perplexity + readwise — 2️⃣ Google AI Studio — the free gemini playground web playground for gemini 3 pro and flash with a free API key. generous limits. paste a 1M-token context window and watch it actually use it. faster than the openai playground and free where openai charges per token. replaces: openai playground + paid API credits — 3️⃣ Gemini CLI — google's open-source terminal agent apache 2.0 licensed. one command (npx @google/gemini-cli) and you've got an agent in your terminal that reads your codebase, runs shell commands, and ships PRs. drop-in claude code alternative. replaces: claude code ($20/mo by default) — 4️⃣ Jules — async coding agent assign jules a github issue. it spins up a cloud VM, clones your repo, writes the plan, makes the changes, opens a PR. free tier: 15 tasks/day, 3 concurrent, runs on gemini flash. replaces: devin ($20/mo+) + cursor agent 5️⃣ Stitch — text → UI → code google's free figma killer. describe an interface, get production-ready HTML/CSS/Tailwind + figma export. march 2026 update added voice canvas, infinite canvas, and MCP integration with cursor. 350 standard + 200 experimental generations/month free. replaces: galileo AI + early-stage figma work — 6️⃣ Gemma 4 — open-weight LLM google's flagship open model. apache 2.0. 2B, 4B, 26B-MoE, and 31B variants. 256K context. runs on ollama with one command. quantized versions run on a 4090 or beefy laptop. replaces: paying for hosted LLM inference — 7️⃣ Illuminate — papers → podcasts paste an arxiv preprint link. illuminate turns dense research papers into a 6-8 min conversation between two AI hosts breaking it down. perfect for commute reading you can't do at a desk. note: still in waitlist for some regions. replaces: snipd + manual research reading — 8️⃣ Learn About (LearnLM) — adaptive AI tutor drop in any topic you're stuck on. highlight a word, click "go deeper," and the interface adapts in real time to your comprehension level. visual explanations, follow-up questions, the works. replaces: paid tutoring on niche topics — 9️⃣ Google Labs FX (ImageFX + Flow + MusicFX) — free imagen, veo, musicLM google labs creative suite. text-to-image (imagen 4), text-to-video (veo via Flow), text-to-music (musicLM). free tier: limited daily generations. the heavy veo 3.1 features are paid (AI Pro $19.99/mo). still worth using for image and music — those stay free. replaces: midjourney + suno (free tier only — runway-level video gen is paid) — 🔟 Google Colab — free GPU notebooks free T4 GPU + 12GB RAM in a browser tab. enough to fine-tune small models, run stable diffusion, prototype agents. the launching pad for half the ML projects on github. replaces: paid cloud GPU rentals — a quick honest note: these tools aren't 1:1 better than the paid versions they replace. but they're decent enough to get most things done — especially if you're not a heavy user or you've got little funds to play with. i've put all 10 in a public github repo (link in comments). follow + turn on post notifications for more useful posts like this 🔔

m0h

11,847 views • 2 months ago

🔥HOLY SMOKES! $TAO holders! 🚀 SUBNET 19 (VISION) ON BITTENSOR IS ABSOLUTELY CRUSHING IT! In my 5+ years covering crypto and AI, this is one of the most impressive implementations I've seen. The combination of scale, performance, and decentralization is absolutely next level! 🚀 @namoray_dev @Corcel_X 💨 INSANE Speed Performance: - Llama 3.1 8B: 196.18 tokens/s with +107.23% advantage - Llama 3.1 70B: 124.96 tokens/s with +154.96% advantage - Llama 3.2 3B: 166.69 tokens/s with +21.66% advantage 🔥 Top Tier Model Integration: - Meta-Llama-3-70B & 8B Instruct - FLUX.1-schnell for Text-to-Image - ProteusV0.4-Lightning (Text & Image) - Multiple model variations for redundancy 🔥 What Makes This INSANE: - Complete decentralization - No single point of failure - Multiple model choices for redundancy - Real-time performance tracking - Transparent incentive structure The incentive distribution curve shows a healthy network with: - Strong rewards for top performers - Fair distribution across all participants - Clear path for growth and improvement - Sustainable economic model What's truly MIND-BLOWING is how they've managed to: 1. Scale to millions of operations 2. Maintain high quality across multiple tasks 3. Create a fair, competitive marketplace 4. Build in redundancy and reliability 5. Achieve true decentralization This isn't just another subnet - this is the future of decentralized AI inference happening RIGHT NOW! 🔥 1. MASSIVE Scale & Adoption: - We're seeing 7M+ tokens being processed - 14K+ processing steps being executed - Multiple AI models running simultaneously - Incredible miner participation across the network 2. Revolutionary Task Distribution: - Llama 3.1 70B leading with 20% weighting - Avatar Generation at 15% - Perfectly balanced task distribution for optimal network performance - Multiple specialized tasks including Text-to-Image and Image-to-Image processing 3. Elite Performance Metrics: - Top miners hitting 0.00775 incentive rates - Consistent performance across the network - Impressive scaling from top to bottom performers - Strong incentive curve maintaining network quality 📈 Network Performance: - Consistent upward trend in tokens/s - Quality scores maintaining high levels (>0.9) - Steady improvement in miner performance - Rock-solid network reliability ⚡ Platform Highlights: - Permissionless, serverless architecture - Global network of Always-On GPUs - Instant API access - Full decentralization - Multi-model support with seamless switching What makes this TRULY SPECIAL is the consistent upward trajectory in both speed and quality, while maintaining a decentralized architecture. The performance advantages over industry standards (+154.96% for 70B!) are absolutely mind-blowing! 🚀 This isn't just another AI subnet - it's a glimpse into the future of decentralized AI inference! The combination of speed, reliability, and model variety makes this one of the most impressive implementations in the space! 🔥 📽 Watch Now on YouTube and TikTok: Source 🔗
1:39

🔥HOLY SMOKES! $TAO holders! 🚀 SUBNET 19 (VISION) ON BITTENSOR IS ABSOLUTELY CRUSHING IT! In my 5+ years covering crypto and AI, this is one of the most impressive implementations I've seen. The combination of scale, performance, and decentralization is absolutely next level! 🚀 @namoray_dev @Corcel_X 💨 INSANE Speed Performance: - Llama 3.1 8B: 196.18 tokens/s with +107.23% advantage - Llama 3.1 70B: 124.96 tokens/s with +154.96% advantage - Llama 3.2 3B: 166.69 tokens/s with +21.66% advantage 🔥 Top Tier Model Integration: - Meta-Llama-3-70B & 8B Instruct - FLUX.1-schnell for Text-to-Image - ProteusV0.4-Lightning (Text & Image) - Multiple model variations for redundancy 🔥 What Makes This INSANE: - Complete decentralization - No single point of failure - Multiple model choices for redundancy - Real-time performance tracking - Transparent incentive structure The incentive distribution curve shows a healthy network with: - Strong rewards for top performers - Fair distribution across all participants - Clear path for growth and improvement - Sustainable economic model What's truly MIND-BLOWING is how they've managed to: 1. Scale to millions of operations 2. Maintain high quality across multiple tasks 3. Create a fair, competitive marketplace 4. Build in redundancy and reliability 5. Achieve true decentralization This isn't just another subnet - this is the future of decentralized AI inference happening RIGHT NOW! 🔥 1. MASSIVE Scale & Adoption: - We're seeing 7M+ tokens being processed - 14K+ processing steps being executed - Multiple AI models running simultaneously - Incredible miner participation across the network 2. Revolutionary Task Distribution: - Llama 3.1 70B leading with 20% weighting - Avatar Generation at 15% - Perfectly balanced task distribution for optimal network performance - Multiple specialized tasks including Text-to-Image and Image-to-Image processing 3. Elite Performance Metrics: - Top miners hitting 0.00775 incentive rates - Consistent performance across the network - Impressive scaling from top to bottom performers - Strong incentive curve maintaining network quality 📈 Network Performance: - Consistent upward trend in tokens/s - Quality scores maintaining high levels (>0.9) - Steady improvement in miner performance - Rock-solid network reliability ⚡ Platform Highlights: - Permissionless, serverless architecture - Global network of Always-On GPUs - Instant API access - Full decentralization - Multi-model support with seamless switching What makes this TRULY SPECIAL is the consistent upward trajectory in both speed and quality, while maintaining a decentralized architecture. The performance advantages over industry standards (+154.96% for 70B!) are absolutely mind-blowing! 🚀 This isn't just another AI subnet - it's a glimpse into the future of decentralized AI inference! The combination of speed, reliability, and model variety makes this one of the most impressive implementations in the space! 🔥 📽 Watch Now on YouTube and TikTok: Source 🔗

Andy ττ

11,616 views • 1 year ago

$AMD's heading to $5T MC LT| Lowest $/M tokens 🧵 The real reason why Institutions are FOMOing into AMD while other Semi stocks are underperforming ($NVDA $AVGO) Not Financial Advice! DYOR! Under Dr. Lisa Su’s leadership, AMD has transformed from a distant challenger into a formidable force in AI infrastructure, delivering the industry’s most compelling TCO story for high-volume inference. Her clear vision open ecosystems, aggressive annual roadmaps, rack-scale innovation, and relentless focus on tokens-per-dollar has positioned AMD’s Helios racks as the go-to solution for hyperscalers and AI natives struggling with exploding token costs, collapsing the cost down to $0.0003-$0.0005/M tokens. I will link various threads on this analysis to supply chain and wafer ratio if you are interested in understanding the full picture. In the last 3-4 months, explosive Agentic AI demand significantly increased Inference demand for Agentic AI models with 5-10 agents. If you are a listener of CNBC or Bloomberg, u should know enterprises and companies are complaining abt cost of token, and how it starts to spike up way too much to make sense. The fact that most data center today are run by $NVDA Chips, where the cost is way too high for Training or Inference. 1. Token cost Here are some quick comp, so u understand why $META OpenAI Anthropic $MSFT $AMZN Softbank $GOOGL and many more small to medium AI Natives are buying AMD CPUs and GPUs as much as they want, or pretty much AMD chips are sold out for the next 3-5 years. Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens 2. Why Hyperscalers and AI Natives Are Choosing AMD Token consumption (especially Agentic) is outpacing even NVIDIA’s efficiency gains, making diversification mandatory for economic viability. Massive deals reflect this reality like $META, OpenAI, $MSFT, Softbank, $AMZN, Oracle, LumaAI, G42... Dr. Lisa Su’s Vision in Action: Since taking the helm, Su has driven AMD’s turnaround with disciplined execution, annual GPU cadence (MI300 → MI350 → MI400), full-stack software (ROCm 7), open ecosystems (UALink, OCP designs), and customer-centric rack-scale solutions like Helios. Her emphasis on “tokens per dollar” and TCO has turned AMD into the pragmatic choice for sustainable AI scaling. Power/Energy Efficiency: ~Helios Rack-level is estimated at 120kW-140kW with 50% more HBM4 where Inference and Training cost matter ~Rubin Rack-Level is estimated at 160kW-230kw AMD Helios shines in owned TCO, memory density, and energy flexibility at hyperscale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B 3. Superior CPUs to pair with GPUs on massive scale 5-10-20GW Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. Conclusion: NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always-on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. Not Financial Advice! DYOR! Video source: Microsoft Build 2026
0:49

$AMD's heading to $5T MC LT| Lowest $/M tokens 🧵 The real reason why Institutions are FOMOing into AMD while other Semi stocks are underperforming ($NVDA $AVGO) Not Financial Advice! DYOR! Under Dr. Lisa Su’s leadership, AMD has transformed from a distant challenger into a formidable force in AI infrastructure, delivering the industry’s most compelling TCO story for high-volume inference. Her clear vision open ecosystems, aggressive annual roadmaps, rack-scale innovation, and relentless focus on tokens-per-dollar has positioned AMD’s Helios racks as the go-to solution for hyperscalers and AI natives struggling with exploding token costs, collapsing the cost down to $0.0003-$0.0005/M tokens. I will link various threads on this analysis to supply chain and wafer ratio if you are interested in understanding the full picture. In the last 3-4 months, explosive Agentic AI demand significantly increased Inference demand for Agentic AI models with 5-10 agents. If you are a listener of CNBC or Bloomberg, u should know enterprises and companies are complaining abt cost of token, and how it starts to spike up way too much to make sense. The fact that most data center today are run by $NVDA Chips, where the cost is way too high for Training or Inference. 1. Token cost Here are some quick comp, so u understand why $META OpenAI Anthropic $MSFT $AMZN Softbank $GOOGL and many more small to medium AI Natives are buying AMD CPUs and GPUs as much as they want, or pretty much AMD chips are sold out for the next 3-5 years. Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens 2. Why Hyperscalers and AI Natives Are Choosing AMD Token consumption (especially Agentic) is outpacing even NVIDIA’s efficiency gains, making diversification mandatory for economic viability. Massive deals reflect this reality like $META, OpenAI, $MSFT, Softbank, $AMZN, Oracle, LumaAI, G42... Dr. Lisa Su’s Vision in Action: Since taking the helm, Su has driven AMD’s turnaround with disciplined execution, annual GPU cadence (MI300 → MI350 → MI400), full-stack software (ROCm 7), open ecosystems (UALink, OCP designs), and customer-centric rack-scale solutions like Helios. Her emphasis on “tokens per dollar” and TCO has turned AMD into the pragmatic choice for sustainable AI scaling. Power/Energy Efficiency: ~Helios Rack-level is estimated at 120kW-140kW with 50% more HBM4 where Inference and Training cost matter ~Rubin Rack-Level is estimated at 160kW-230kw AMD Helios shines in owned TCO, memory density, and energy flexibility at hyperscale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B 3. Superior CPUs to pair with GPUs on massive scale 5-10-20GW Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. Conclusion: NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always-on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. Not Financial Advice! DYOR! Video source: Microsoft Build 2026

Mike

145,778 views • 2 months ago

Why is the creator of OpenCode pretty skeptical about AI productivity gains, and the hype around AI? A very conversation dax (and lots of truth bombs:) Timestamps: 00:00 Intro 07:03 Dax’s path into tech 09:04 Early startup experience 13:16 Getting involved with open source 16:13 OpenCode 23:17 Anthropic banning OpenCode 30:34 From terminal to GUI 32:34 OpenCode’s business model 36:33 Why inference is profitable 39:11 GPU bottlenecks 40:54 AI hype 45:50 AI spending 48:47 Dax’s memo 55:41 Dax’s skepticism of predictions 58:58 Engineering culture at OpenCode 1:02:38 How building works at OpenCode 1:05:36 Taste and quality 1:11:32 Dax’s work setup 1:12:35 The role of engineers and EMs 1:15:50 Advice for engineers 1:18:12 Book recommendation Brought to you by: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages • WorkOS – everything you need to make your app enterprise ready • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable Three interesting thoughts from Dax: 1. No AI-native coding agent company is “winning” by being better with AI. Dax says that none of OpenCode’s competitors are crushing them, and that nobody is using AI so well that others cannot compete. 2. Most software engineers profit from AI as time gained, not increased output — unless you change incentives! Dax says the natural way for software engineers to “cash out” their AI tooling gains is with time savings, by doing the same work as before, but faster. Until compensation and motivation structures change, most teams should expect output to stay flat while engineers go home earlier. There’s nothing wrong with this, but AI vendors sell a different outcome to CFOs: increased output. 3. AI code generation mutes the “guilt” of doing the wrong thing, but this builds up tech debt. Pre-AI, writing a hack felt bad, the second time it felt really bad, and by the third time you’d often just refactor in order to fix up the code. Now, the agent hides the hack, which skews devs’ judgment and results in less tech debt being cleaned up.
1:21:01

Why is the creator of OpenCode pretty skeptical about AI productivity gains, and the hype around AI? A very conversation dax (and lots of truth bombs:) Timestamps: 00:00 Intro 07:03 Dax’s path into tech 09:04 Early startup experience 13:16 Getting involved with open source 16:13 OpenCode 23:17 Anthropic banning OpenCode 30:34 From terminal to GUI 32:34 OpenCode’s business model 36:33 Why inference is profitable 39:11 GPU bottlenecks 40:54 AI hype 45:50 AI spending 48:47 Dax’s memo 55:41 Dax’s skepticism of predictions 58:58 Engineering culture at OpenCode 1:02:38 How building works at OpenCode 1:05:36 Taste and quality 1:11:32 Dax’s work setup 1:12:35 The role of engineers and EMs 1:15:50 Advice for engineers 1:18:12 Book recommendation Brought to you by: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages • WorkOS – everything you need to make your app enterprise ready • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable Three interesting thoughts from Dax: 1. No AI-native coding agent company is “winning” by being better with AI. Dax says that none of OpenCode’s competitors are crushing them, and that nobody is using AI so well that others cannot compete. 2. Most software engineers profit from AI as time gained, not increased output — unless you change incentives! Dax says the natural way for software engineers to “cash out” their AI tooling gains is with time savings, by doing the same work as before, but faster. Until compensation and motivation structures change, most teams should expect output to stay flat while engineers go home earlier. There’s nothing wrong with this, but AI vendors sell a different outcome to CFOs: increased output. 3. AI code generation mutes the “guilt” of doing the wrong thing, but this builds up tech debt. Pre-AI, writing a hack felt bad, the second time it felt really bad, and by the third time you’d often just refactor in order to fix up the code. Now, the agent hides the hack, which skews devs’ judgment and results in less tech debt being cleaned up.

Gergely Orosz

231,206 views • 2 months ago

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!
3:41

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

Milk Road AI

11,819 views • 2 months ago