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There are many people exercising in the morning, and they all greet and encourage each other naturally and warmly👍
crisp retweeted
“Malcolm’s work ethic is not something that I relate to. He can’t live without making music, where I feel like I could.” —Audrey Hobert on her brother, Malcolm Todd
Have you bought anything good lately? I really love the Vans in the first picture, but size 5 is too small for me🤷♀️
crisp retweeted
How it started:
5% GDP growth is coming
How it’s going:
Intervening in the bond market to push yields lower
Intervening in the currency market to push the yen higher
crisp retweeted
More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months. Chart from @rauchg
Super impressive given that the sum of OpenAI and Anthropic accelerated in July. So net token/AI infra demand accelerated even more than the acceleration we saw at the frontier. And suspect Grok growing even faster than open-source and we saw some of this in the @tryramp data.
Open-source AI taking share is positive for AI infrastructure demand as it lowers margins at the model layer and an open-source token costs just as much compute to produce as a frontier token. Nothing about open-source AI inference is “free.”
Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.
crisp retweeted
Richard Clarida endorsed the view that the US has a so-called K-shaped economy, with the divergence between its two branches widening over the past six to seven years bloom.bg/3SRTrDI
