ro
134 posts

ro
@RoTalluri
co-founder & ceo @primitivelabsai | a16z sr007 | prev ai @amazon agi, ml infra @aws


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.

Ive been telling friends who want to do start ups. Easiest way to get revenue and raise a few M: 1. Find something the models are bad at that people care about 2. Make a bench for it 3. Shout on X that some lab is better than other lab. 4. Sell data for the bench to other lab


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.



Apple's M7 Ultra chip coming in 2029 is rumored to support 1.5TB of RAM. This would make the processor much more capable for on-device AI.













