“I don't really see the reason in doing that”

ConceptEconomics

“API pricing stuff is really killing innovation, I think, in that space, right? I mean, I think Codex, I think they are actually opening up more that you can use your accounts. I saw just yesterday, I think maybe also Anthropic opened up some that you could use some more, like ...”

ConceptEconomics

“I think it's plausible that they could.”

ConceptEconomics

“I just think that's a very unstable situation.”

ConceptEconomics

“Yeah. And currently we are in a massive compute crunch, right? And labs operate in a way that they care more about their future models often than about current revenue, right? So we don't really know what the compute split is and how it's used, but sort of Some numbers that ar...”

ConceptEconomics

“Okay. So then you've got that, that kind of extra context and, and that's super powerful. What will come up probably a couple of times throughout the course of this interview is, is the side of the publishers, of course, because there's a lot of, you know, there's a lot of pub...”

ConceptEconomics

“I think there's a lot of opportunity with personalization for creators and journalists who specialize in something and would otherwise have been difficult to be found to now be found.”

ConceptEconomics

“Given this set of beliefs and your work, like, how would you characterize just competition at the frontier between the, between the 3 kingdoms if there is no overnight takeoff? It's just researchers grinding away, trying to make good, high-taste algorithmic and investment deci...”

ConceptEconomics

“every couple months we put out a new model that's even more powerful. And so the cost of disproving the Erdős unit distance conjecture drops by 10 or 100x with every model release cycle”

ConceptEconomics

“Yeah, just go on vacation, come back, 2 months later and then it's 1,000 times cheaper.”

ConceptEconomics

“Maybe don't say at the July 4th barbecue so loudly how great AI is”

ConceptEconomics

“Anyway, so I think that's it. I think that's kind of a plan that's lurking right now, is the monetization of ChatGPT free that is coming very soon.”

ConceptEconomics

“Crazy. I mean, look, we, we knew it was in the works. It was only a matter of time. And these data centers aren't going to pay for themselves, and with the price of memory Maybe we got to suffer through some audio ads. But speaking of suffering through some audio, Gavin.”

ConceptEconomics

“Perhaps notably, Anthropic opened a major office in London in April with space for 800 employees, conveniently just a few miles away from the DeepMind office. Finally, over in markets, it is bubble on, bubble off as blowout earnings from Micron send the markets in the opposite...”

ConceptEconomics

“This is the narrative that Micron disrupted on Wednesday night. It is now clear that their massive growth surge in Q1 wasn't a one-off. It appears the AI industry is instead driving a structural shift in memory demand, and the suppliers are struggling to keep up. Goldman Sachs...”

ConceptEconomics