
@karpathy Agency > Intelligence. That's so ture. esapecially AI solved all the intelligence problmes. Agency comes first.
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Tianrun Yang
406 posts

@AIRain2049
AI Founder | OpenClaw Developer Building @ Naughty Labs


Intelligence is on tap now so agency is even more important



Thank you Germany 🇩🇪, for sacrificing your economy to save the planet.

People think frontier labs are overcharging for API pricing. Not quite. Based on my reverse math from Anthropic and xAI deals, their margins (only from inference) sit around 80% at full utilization. If they operated their own data centers, margins would be even higher, but financially they have no choice but to lease. For prices to drop any further, investor pushback will set a firm floor on how low margins can go.






