“Lastly, for whatever reason, Apple and Spotify both very highly reward ratings and reviews, so if you have not at this point left a 5-star rating on those platforms, that is helpful as well. Mostly though, like I said, I am just excited to have you here as we explore this insa...”

ConceptEconomics

“That's B-L-I-T-Z-Y dot com. Since the end of 2022, when ChatGPT was released, which was right in the midst of the Fed rate hiking cycle, it has been AI versus everything in markets. Indeed, back in the early days of the AI boom at the beginning of 2023, there was a lot of conf...”

ConceptEconomics

“there were a ton of things wrong with how DeepSeek been presented”

ConceptEconomics

“Um, but I think unlike something like ChatGPT, I think there's a lot of expense needed to invest in just like the V1 of this. I guess ChatGPT costs a lot of money too, but I think there's a lot of pressure though to figure out how do I actually provide value? Like I have to be...”

ConceptEconomics

“And so that was a really good initial exercise for us to figure out how do we calculate the ROI on all this money we're spending? I mean, I think I was looking at it a week ago. I think our spend in June went up like 20x versus what the spend was in January.”

ConceptEconomics

“we can actually do— we can get the fabled level of intelligence, but actually pay less than if we were just using these closed-weight models”

ConceptEconomics

“So I'm all the time learning new things. My engineers are on Reddit more than I am, so I hear about things through them. But yeah, so it's related To some of what you're talking about, there's this Chinese token black market, which is kind of a reference to this underground gr...”

ConceptEconomics

“It's interesting today, this morning, I mean, I guess like most people now, we don't have regular TV, but sometimes my wife and I listen to some sort of like feed of like on Prime Video, they have CNN news highlights or whatever. So sometimes we'll listen to that in the mornin...”

ConceptEconomics

“Yeah, I think there's a lot of things tied up into this discussion, some of which were cited in the IBM case, some of which maybe were not. There's, and maybe we can get into a few of these things. One of them would be like where AI companies are trying to become more sticky a...”

ConceptEconomics

“Big open-ended question that we do not fully have the answer to yet.”

ConceptEconomics

“there actually is room for multiple players and you are seeing a little bit more of the future”

ConceptEconomics

“It's our ability to encounter a problem and backtrack and say, I need to go figure out this bug. I need to go research this. I need to go look at the documentation. I need to like try different, 5 different ways to see like if I can solve it. But it is not necessarily bringing...”

ConceptEconomics

“Google also said that on some isolated benchmarks like DeepSWE, they observed up to a 65% reduction in token usage. Now, this might be particularly relevant because one of the loudest complaints around the release of 3.5 Flash was that the model was significantly more expensiv...”

ConceptEconomics

“And even though the Gemini team is teasing Gemini 4, we're left wondering, is Google kind of in trouble here?”

ConceptEconomics

“why have we gone to 3.6 Flash? When there was a big thing we were supposed to get around Gemini, which was 3.5 Pro. We got 3.5 Flash. Why did we jump past Pro?”

ConceptEconomics