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JUST IN: Elon Musk says Tesla and SpaceX will jointly build an advanced chip manufacturing plant.



There's an economics theorem called Alchian-Allen. And it has the very interesting implication that AI labs will be able to charge *higher* margins on their best models as compute gets scarcer. As compute gets more expensive, the cost of running any model goes up. So you might as well pay a bit more to make sure you're running the very best model. Which means the economics of being at the frontier improve, because if you’re not running the very best model, then you’re underutilizing this very precious compute. This pushes the AI model market towards winner-take-all; if you're the best, you can get away with charging an even higher margin. @dylan522p tells me that we’re already seeing this today: all the revenue in the industry is on the best models. That’s the Alchian-Allen effect. If there’s a cost increase that’s roughly the same for all products, then the relative difference in price between higher and lower quality goods actually goes down. Consumers become relatively more willing to pay for the premium product. And it means that as the compute shortage hits, AI labs can capture more margin - not less, as you might expect - because consumers are choosing premium models more often.



لمن يسأل عن الأوضاع في دبي بعد الحرب: 🇦🇪✨ تم بيع 7 شقق في ثاني أطول برج في العالم بقيمة 130 مليون درهم — فرهاد عزيزي، الرئيس التنفيذي لمجموعة عزيزي. @AziziGroup

you can absolutely vibe code a game engine i think i'll just add model import and animation controls and then get back to AI agent integration and.. release soon? crazy, it's an engine with an editor app, built with AI before the vibejam i barely knew how 3D works LOL

Maxed out 144FPS with 1000 Bots on the map, GG @threejs is INSANE!


عاجل.. روسيا تعلن استعدادها لزيادة صادرات النفط إلى الصين والهند تعويضًا لغياب الإمدادات من دول الخليج تصريحات لنائب رئيس الوزراء ألكسندر نوفاك نقلًا عن وكالة إنترفاكس الروسية #روسيا #الصين #الهند #دول_الخليج #النفط

REGULATION: Abu Dhabi approved @OndoFinance's tokenized stocks — including Apple, Nvidia and Tesla — to trade on @binance's regulated platform. The first approval of its kind under ADGM's framework.





