Derek Thompson
@DKThomp
One way to put it, maybe, is that the frontier labs are "frenemies" of the rest of the AI ecosystem.
In some ways, what’s good for the frontier labs is good for the entire AI industry: better AI → more useful capabilities → more usage → more revenue and investment → even
In some ways, what’s good for the frontier labs is good for the entire AI industry: better AI → more useful capabilities → more usage → more revenue and investment → even
Gavin Baker@GavinSBaker · Oct 9Why open-weight models that compress margins at the model layer are net positive for AI infra demand, exhibit 1001.
An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model.
An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model.
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