Viewing profile — re-thc

> Comments like this one remind me of all the people saying "China can't invent things, they can only copy the US" 20 years ago. We still get these comments. Now about AI. China ca…

> And remember the Apple Neo is running an iPhone CPU that is much slower than the M series. We really need to get over generalization like "phone CPU". Times have changed. Phone o…

> What are you doing where you're getting Sol on XHigh or Max to run out on the $200 plan? Real work. $200 looks good on the outside until the essence of it, e.g. the models lie. I…

> Not sure about the size part, if Kimi K3 achieves SOTA performance at 2.8T parameters, western models being >2x that size would be insanely bad in regards to efficiency. I bet th…

> This matches my experience with DeepSeek V4 Pro at Max reasoning, That was ages ago (in LLM release timelines). DeepSeek V4 Flash beats it now and a lot cheaper. > On similar tas…

> Didn’t deepseek recently announce prices will go up significantly? They also previously said prices will go down significantly once they get a hold of the upcoming Huawei chips (…

> The problem is that they need actual chips tomorrow. They need it today. Best if it was NOW!

> It remains to be seen who is actually willing to pay for it at the prices required to recoup those insane investments. Everyone. Open models are going to keep prices down. A lot …

> they can replicate or beat the price with rented GPUs They "can" is the caveat here. Rented GPUs are going up in pricing. I recently got an email that DigitalOcean pricing of GPU…

> In the $150/mo range you can get effectively unlimited usage of GPT 5.6 Sol (Pro plan) Not true. Sol on XHigh or Max runs out even on the $200/mo plan. It's not close to effectiv…

The other commenter said it, quoting "Losing Ive was probably a good thing for Apple." So the parent comment would imply that losing Dean is a good thing for Google, which is way l…

> Data centers, TPUs Those 2 are definitely NOT Google's strong points. Maybe by means of marketing. Oracle, Amazon, Microsoft, Equinix and many more are in the data center race. A…

> So far even losing Jobs didn’t hurt Apple as it looks. Who knows? Pure speculation? You can also say if Jobs was still around they could have 10x-ed it even further? Apple car co…

> It's like Apple losing Ive in a way. Are you sure we should compare it like this? Not sure it implies what you think it does...

> People are having a rough time figuring out that good design and fundamentals no longer align with the business side of things. That's not true and wasn't true in the sense that …

> The culture is different That's partly. I'd say the other part is it's an open secret they have "illegal" Nvidia GPUs and other "secrets". There's a common understanding not talk…

Google Frozen v2 chips hardwires the underlying architecture but leaves the weights to be configurable.

> I wouldn't doubt GPT 4.6 Luna being in the top left quadrant's center on the Cost per Intelligence Index is not concerning for Liang Wenfeng. The leaked interview has him saying …

> It seems China is already able to do DUV a lot sooner than others expected. That's the media and in particular US KOLs of all sorts driving the wrong impression of China and othe…

> Yes but there is a big, big market for subagents to consume lots of tokens cheaply and condense information up to parent agents. That's again not some "intelligence factor" here.…

> When model intelligence reliably hits 90%-95% of current day knowledge worker tasks, they are going to burn those weight to silicon Google is already working on a similar idea bu…

> Luna is an extremely strong model. By benchmarks, which sadly is a poor measure. Yes Luna is a good model under certain circumstances. Whether it is great for general usage is an…

> Seeing spikes like this makes me question about where the floor really is. You mean they increased the price and then cut it back and now it is amazing? Luna had a price hike vs …

> stating no reasons whatsoever It does under reason for reduction, quoting: At the same time, the market in which we operate has undergone profound change over the last 6 months. …

> To Nvidia the biggest threat is a capex cut from big tech Not the biggest. Maybe top 3. The bigger issue right now is data center expansion speed. You have SpaceX turning up rand…