“I thought it was interesting. So in the Laguna medium and extra small, you even quoted number of GPU hours for how many days and whatever for different size. And I'm like, oh, you can also work backwards to how much that costs, right? What GPUs, how many hours.”
“I think that's part of it. And then when it gets, uh, for everyone so popular— whereas an American capitalist company will undercut themselves with a loss leader until they got you hooked, and then they raise the price.”
“The tools drive another set of constraints and determinism. So I like that you're sort of building that. And I love also, like, as we had conversations about this, it also sounds like you didn't set out to do this, but in practice, this also saves you substantial cost, because...”
“Maybe this is a good time to talk about business model, given that especially with the rise of open weight models, The cost differential. I imagine that means very different things for your cost structure, but very similar value delivered to customers. How do you think about b...”
“Actually, I like that point. I mean, the US government, I think, put like $1.5 billion or so into non-defense research spending last year, and that's roughly what Google is putting in. You know, the NIH and NSF budgets are just small. And so, as you point out, we are not going...”