“I am not so sure that we don't end up in a world where they try to use their AI to just win in the economy rather than enable you to”

ConceptEconomics

“I am saying they're not going to be able to— it's not going to be economically viable to withhold frontier intelligence for a long time”

ConceptEconomics

“Interesting. Even months, I'm struck by how much confidence that seems to give the the folks at the American frontier companies there. They seem to be very confident that these months—”

ConceptEconomics

“They show the comparison not only to GPT-5.5, Claude Opus 4.8, and Claude Fable 5 in terms of the score, but also in terms of the cost, with the strong emphasis being that not only do the GPT-5/6 series of models perform better, but they do so at a much reduced cost. Now you c...”

ConceptEconomics

“Rayan from Vals wrote, wow, this model is fast. Across our benchmarks, we found it to be 1/4 the latency of Opus 4.8 and 1/2 the latency of GPT-5.5. I would expect Meta to have incredible web infra, but really don't know what witchcraft they're pulling to host the model for su...”

ConceptEconomics

“The AI tectonic plates have shifted once again, and in this case, we are all the beneficiaries.”

ConceptEconomics

“So— Yeah. And when you say cheap, like it is dirt cheap, like it is It— yeah, it is like it's $2 in and $6 out compared to $5 in and $30 out for GPT-5.6. At least that's what the Grok team is saying. So that is quite a bit cheaper. The other thing I wanna mention is Mark Zucke...”

ConceptEconomics

“I think from an AI standpoint, I am so interested in this. I know we've talked about the AI bubble before, but I'm really interested to see where we go from now until, say, the end of the year, next year, because it'll be really interesting. Does the investment pay off for all...”

ConceptEconomics

“you look at IBM, IBM has like 70% of the staff are basically sales engineers, and the sales engineers are there to basically help you implement maintain, you know, do all the grunt work, etc. The labs are not doing that. The labs have decided, especially Anthropic has decided ...”

ConceptEconomics

“Yeah, it's a great question. So there's really a lot to unpack there. So just a little bit of the background. The reason that we started to create our own foundational models, like this realization that what closed model providers are offering does not make sense for us econom...”

ConceptEconomics

“given the, the availability of Chinese models, I just like don't see how it's gonna unfold like that.”

ConceptEconomics

“Yeah. Because, you know, when I look at it right now, um, some companies clearly have enormous revenue bases, you know, OpenAI and Anthropic are rumored to have $30 to $50 billion in revenue run rate each. And, um, you know, in parallel, you see companies that are extremely hi...”

ConceptEconomics

“Right. Well, I, I, I wouldn't want to even guess at what the ratio of success to failures will be this time around versus that time versus any other time when there was incredible boom. And if we go over the last 150 years, there have always been these kind of— Further back. Y...”

ConceptEconomics

“Yeah, well, the actual— we have some areas where we're going to be coming out with some new things on it, but here's something really important. So when you ask me the crisis plan, you say it's so great, but You tell me it's not really doing much. You know, the numbers don't r...”

ConceptEconomics

“The thing I'm less optimistic about for now as an industry”

ConceptEconomics

“Like when we had an explosion of tools, when we had these MLOps problems and investor money came in and then it was just extremely confusing to figure out the modern MLOps stack on top of the modern data stack. And I think that this is why, I mean, we're sort of contributing t...”

ConceptEconomics