“I think I'm looking at more, uh, both a little further out and then I'd say like, I don't know that there are that many markets that are gonna get to $100 billion of revenue in the next couple years that aren't Like inference, right? Tell me what else, what else you think in t...”

ConceptEconomics

“you can do a lot of what they do at much, much, much reduced costs and host it yourself and get the economics on your side”

ConceptEconomics

“how do we get there at the most affordable cost for what it is that we need to accomplish? Which I think is a lot more sensible.”

ConceptEconomics

“There's a price war going on here. Yeah, which is interesting. And, and, and in response, uh, OpenAI also lowered its— some of its prices. So I think we see a race toward the bottom here on pricing. I watched a video on TikTok today. I didn't put it in the rundown, um, from a ...”

ConceptEconomics

“Let's now move on to Terminal Bench 2, Terminal Bench 3, and ultimately this. And there you go. So here we do know that this particular model, Opus 5, is outperforming all other models on a cost per task basis. And that's really where they're trying to differentiate it is cost...”

ConceptEconomics

“I think it kind of makes sense for the Frontier Labs to focus on scaling the model as is and go like really fast and wide. And creating a separate business is a strategic change and pivot. So I think that's a fundamental reason. It's not like having a fine-tuning service that ...”

ConceptEconomics

“Hit a product market fit doesn't mean you will have automatically have a durable business”

ConceptEconomics

“bring the cost down by 5 to 10x. It's extremely meaningful to build a durable business”

ConceptEconomics