@HamilBoneX
Account based inNew Zealand
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Joined May 2024
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Ok this is the best example I have seen so far of why Opus 5.5 hits different.
Watch this.
The attention to detail and execution is beyond Astra and fable, and it's affordable.
Something interesting occuring in AI compute.
Latest GPU rental rates are Flat and declining. This means the trillions spent on the AI buildout by hyperscalers and neoclouds has caught up to the demand.
Two ways I look at this, they built out insanely fast that it sufficently serves demand now or there is a ceiling for demand.
Here is the problem with company valuations that are made behind closed to when they are released to the public.
The public isn't interested in the prices when they are drastically overvalued, with no room to grow.
🦔SoftBank's data center subsidiary SB Energy delayed its $50 billion IPO this week after bankers couldn't find enough buyers. The company has $439 billion in contracts with OpenAI but only $139 million in revenue and zero operational data centers. It needs $174 billion in debt to build what it's contracted for. Today Nvidia bought an additional $1.5 billion in nonvoting SB Energy shares at a 10% discount, bringing its total to $3 billion. Nvidia also guarantees up to $105 billion of OpenAI's lease at the Ohio facility. Holtec and Aggreko, two other AI infrastructure companies, also delayed their listings the same week.
My Take
Nvidia just put $3 billion into a company whose entire business exists to buy Nvidia's chips. The shares are nonvoting so Nvidia gets the upside without any governance responsibility if it falls apart. The chip supplier is propping up its own customer's IPO because if SB Energy can't go public, the whole Stargate buildout slows down and Nvidia sells fewer chips.
Son has $65 billion committed to OpenAI and just borrowed $11 billion more in junk bonds at 8.2% to keep it going. SB Energy was supposed to validate that bet with public market capital and the public market said no. Three AI infrastructure companies tried to go public in the same month and all three either delayed or slowed their listings. Every private valuation in this space was set between willing parties behind closed doors. An IPO is the first time the numbers face an open market, and the open market isn't buying at these prices.
Hedgie🤗
How is this even possible. Opus 5.5 scores 58 and gpt 6 sol scores 48.
I thought these models were suppose to be on the same level 🤔
Personal AI agents are starting to be adopted. But it's mostly from the AI x community.
How long do you think normies will realise the benefits of AI and have some applications in their life it can help with?
Comparing it to the landlines phone adoption. That took 40 to 50 years for people to realise it was essential. For smartphones it took 15 to 20 years.
Unitree just released 22 degrees of freedom hands at a very competitive price.
This will shake up the dex hand industry
Unitree Introducing: Unitree Dex5-S Dexterous Hand 22 Degrees of Freedom 1:1 Real-Hand Size👋
Precision biomimetic dexterous hand, price from $6.5K (Tax and Shipping cost excluded), with all 22 joints supporting smooth backdrivability, and each joint equipped with limit impact torque protection.
How can OpenAI and Anthropic maintain their competitive advantage if Chinese models achieve near-parity at a fraction of the cost?
Open AI has a 6% paid user conversion.
For every 100 free chat gpt users. 6 are paying for it.
When you combine this with their 70% computer margin, meaning for every dollar spent on compute, it only costs them 30 cents to provide the compute and electricity.
These numbers are very good when you ignore the other costs of employee salary/equity, training runs and corporate overhead.
This is awkward.
Anthropic has taken out a 15 billion dollar credit line to pay their compute and contract costs
If DeepSeek can deliver this. It will drastically change the AI market.
Fingers crossed they stick the landing
Holy shit, I just realised Dario and Jacob Coxon have the same glasses.
No wonder they speak the same fear mongering tune
