Heysup
26.5K posts
@Heysup07
Ex-BigLaw turned entrepreneur and investor focused on AI & crypto. columbia university. road to $1M so I can shitpost every day
Ryan Gosling driving with Nightcall by Kavinsky for 4 hours is Peak Fiction
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.
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
anthropic: we reset the usage limit tibo: we removed the usage limit 🐐
Morning. The last 48 hours of Codex and ChatGPT Work have been intense! Three important updates: - Temporarily removing the 5 hour usage limit restriction for all Plus, Business and Pro plans - Rolling out changes that will make GPT 5.6 Sol more efficient across the board and that will be reflected in less usage being used so that it can take you further. Exact impact to be quantified and shared - We hit 6M active users, and are landing a usage reset in the next hour Go do things
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
He takes scamming to a whole new level
There’s legendary billionaire beef playing out on the timeline and you’re blackpilling?
海力士董事长说要推行内存即服务模式可行么？美股有类似模式的上市公司是哪几家？昨晚SK海力士ADR美股上市，崔泰源接受采访时提到，海力士正在研究“内存即服务”（Memory-as-a-Service，简称MaaS）模式。这个模式核心是，客户未来可能不再一次性购买内存芯片，而是按照使用量、容量或使用期限，向SK海力士租用内存资源。这一模式旨在应对内存供应紧张、采购成本较高，以及客户希望避免巨额前期硬件投入的现实情况。 其实存储行业已有成熟的服务化案例。Everpure（原Pure Storage，股票代码：P）和NetApp（股票代码：NTAP）两家上市公司，早已将存储系统打包成订阅服务模式。 1、Everpure和NetApp的存储服务业务模式 这两家业务模式属于企业级存储即服务（Storage as a Service，STaaS），已运行多年并在全球企业数据中心和混合云环境中得到广泛应用。它们的核心是将存储硬件、软件和管理服务整合为订阅产品，让客户以运营支出（OpEx）方式使用存储资源，而非一次性资本支出（CapEx）购买设备。 1）Everpure 推出 Evergreen//One 和 Evergreen//Flex 等真正的 Storage as a Service（STaaS）订阅模式。客户按使用量付费，类似公有云的灵活性，同时保留 on-prem 控制权。还包括数据服务、混合云支持和持续创新订阅（非破坏性升级）。 2）NetApp 通过 NetApp Keystone 提供 pay-as-you-go 的存储即服务（STaaS），支持 block/file/object 统一平台。云端有 Azure NetApp Files、Amazon FSx for NetApp ONTAP 等原生服务。还包括专业服务、托管服务和订阅模式。 这两家公司的模式共同点在于：将复杂的存储基础设施转化为可预测的订阅服务，客户无需管理底层硬件细节，可按需扩展，并享受厂商提供的维护与升级支持。它们已在企业环境中证明了商业可行性，形成了稳定的 recurring 收入来源。 2、海力士提出的MaaS与Everpure、NetApp的STaaS在理念上有相似之处， 都是从“一次性硬件销售”转向“订阅/按使用付费”的服务化转型，但存在本质差异： 1）层级不同：Everpure/NetApp卖的是“存储系统/解决方案”（硬件阵列+软件+管理），是内存的上层应用； 海力士MaaS针对的是“底层内存芯片/容量”本身。更接近“硅即服务”（silicon as a service）的概念。 2）实现难度：STaaS已成熟（硬件可控、软件定义存储成熟）； MaaS对芯片商极具挑战性（内存需与计算紧密耦合，尤其是HBM集成在GPU上，拆分/池化复杂）。 3）技术壁垒：存储服务依赖厂商自有阵列和软件；内存服务需要内存池化技术（CXL等新兴技术）、虚拟化/软件定义内存，以及大规模基础设施支持。 4）客户对象与价值链：前者直接服务企业IT/数据中心；后者可能需通过云巨头（AWS、Azure等）或数据中心运营商间接提供，或与Nvidia等生态合作。 3、短期（1-3年）难度很大，几乎不可行；中长期（5年以上）有一定可行性，但不会完全取代购买模式，而是作为补充模式存在。 前面聊到毕竟内存不是独立“存储设备”，而是服务器/GPU的紧密集成组件。HBM直接焊在GPU上或通过先进封装。要“租内存”需解决：如何物理/虚拟分配容量？如何保障性能/隔离？如何计费和SLA？目前内存池化技术尚不成熟，难以像租存储阵列那样简单。 而且现有的客户通常向服务器OEM（Dell、HPE）或云服务商买整机。海力士直接租内存会打破现有链条，需与Nvidia、云巨头深度合作（他们可能更想自己做类似服务）。 不过现在内存池化（CXL技术）、计算-存储分离、软件定义基础设都在进一步迭代，未来也可能实现“内存容量按需分配”。 简单说成熟的存储服务已证明了订阅模式的商业价值，但组件（内存就是组件）级服务的创新则需要更多技术突破和生态协同。 本条由@bitget_zh赞助，「Bitget 买美股：秒级入场，丝滑交易 」
