Viewing profile — bg24

Nice research and structuring into 4-tier layer. For providers like Anthropic and OpenAI, subscription is the entry point for all these, right? Besides the measures proposed in the…

I believe your statement. Labs do not publish subscription vs. api revenue and difficult to guess with no priors. Subscription is to drive adoption - fixed cost, can adjust the usa…

> The US has invested trillions in AI that the companies involved are never going to make back. Even without competition from open models, but definitely not with it. And if those …

Follow the money, eg. investors and their connections to the Govt and media.

I think this goes to show that the newer models will be capable of. I won't be surprised if the Governments across the board come together to put a size limit on open weights model…

AI (llm) will be a commodity market => I am not sure it was obvious. As of last month, folks thought open weight models are lagging by 6+ months. Once K3 is taken for a deep run ac…

I think it is deeper than that. "LLM => peak of productivity" takes way less time and effort than "Linux kernel => any productive work". Compare Dec 2025 vs July 2026 models in ter…

I think in general rest of the world needs to take notice (not saying afraid), starting with the US. It cannot be taken for granted that China's frontier labs will be a few months …

Correct. I used AI to refine the text. Thanks for the heads-up.

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There is no coming back. After all, open-weight is NOT open-source. It is basically free model. And you pay to host it. The value proposition is that 100's of providers and host an…

There is a time window when it will flip. When Internet came along, we had a number of businesses that did not survive over the next years. This time, it is different with AI. The …

https://www.reuters.com/sustainability/boards-policy-regulat... “The lawmakers said a recent analysis by a commercial company provided to the committee indicates that these devices…

Relevant article - https://www.anthropic.com/news/detecting-and-preventing-dist... (3 labs generated over 16 million exchanges with Claude through approximately 24,000 fraudulent a…

Great point, and this is on the vendor (Anthropic) to address. Typical fraud issue. OP is about modeling distilling the capabilities.

Space Opportunities + Robots (Tesla merger when it happens) + Software factory (Cursor). It is a umbrella enterprise.

It is blocked for everyone.

It is not scaremongering in my opinion. Just that Government needed some time to understand and will do the same for any other company with such a model. 1/ Jailbreak => Rapid catc…

This will invariably be a problem in organizations where tokens, lines of code, PR count etc are the metrics - which happens to be in most places. I do not know if there are metric…

Very well thought and written. Provisional employee or intern. Or having the candidate to come and do real work for a couple of days. The challenge imo is the big company culture v…

Also Mistral did just the right thing by acquiring Koyeb, to beef up their deployment at scale expertise.

Is it possible that you are narrowly sizing the opportunity? While PMF does not always mean that early pioneers will be the leaders, I think the market itself goes beyond knowledge…

Both Cloudflare and Vercel have feature parity. Flags is a feature already in Vercel. While customer-first is a thing, it is also a no-brainer to start with: we use it, Vercel has …

They shipped an SDK recently. https://cursor.com/blog/typescript-sdk

I have been in this situation. A major driving force is some kind of a demand from the leadership to see the KPI for the AI adoption. And this unfortunately is the easiest one to i…