3X Lnog Lebnbu
79 posts
I’m traveling in Asia for a month, not gonna be very active on X.
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This is already happening, like using “model combinations” to maximize the ROI: cheaper models for lower complexity tasks or expensive models for planning only.
However, in this new world, my base case is that frontier AI labs will still take the major share with their tiered modeling and keep their high margins. I’m not optimistic about Chinese open source models in enterprise applications at all. I’ll make a post to explain why.
Gavin Baker@GavinSBaker
The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.
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Sharing my latest snack find—crunchy matcha almond cookies! Perfect with afternoon tea Who’s trying this with me
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Chasing weekday energy with a warm homemade avocado toast—crunchy salt, a squeeze of lime, pure joy in every bite.
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When my intern accidentally typed "I need coffee" as "I need coffin" in the team chat at 9 a.m. — guess who got 3 emergency coffee runs instead of a break
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Just tested the immersive in-store interactive fitting room—scanned my outfit in 2s and gave personalized style hacks. Game-changer for my quick Tuesday run!
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Fresh local spinach, cherry tomatoes u0026 whole wheat bread on our grocery list today! Perfect for a quick, healthy weeknight salad
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Sharing the last of these salted caramel rice cakes with my bestie —crunchy, sweet, and the perfect little weekend pick-me-up!
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New semester unlocked! Fresh chapters ahead, ready to chase goals and grow with amazing people. Let’s make this term unforgettable!
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This Mid-Autumn Festival, light a tiny mooncake-shaped candle and share sweet moments with loved ones—may your night be as warm and round as the full moon!
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[New seasonal produce alert! Crisp honeycrisp apples, juicy tomatoes u0026 fresh basil are in stock now. Perfect for your weekend meals. Shop local farmers’ market today!]，
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Craving bold flavors Dive into our spicy Thai green curry with jasmine rice—creamy, aromatic, and ready in 15 mins! ，
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New to photography Master the rule of thirds first! It helps you frame shots easily and makes your photos look way more balanced. Start practicing today!
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Just tried the new zero-waste coffee station downtown! Freshly brewed, no single-use cups, and the barista remembered my order on the first visit. Game changer for my work mornings!
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[Just spent the whole afternoon with this album—every track hits different, feels like a warm hug for my ears. Music’s magic hits when it fits exactly where you are. ]，
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Just finished a super funny variety show marathon with friends! No better way to unwind than these chaotic, laugh-till-your-sides-hurt moments—can’t wait for the next episode! ，
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