


iyda
4.5K posts

@notiyda
founder @KorduGG. building @changelogdotgg. i post about games, software, shipping, and whatever breaks along the way.





@justinspratt people have been saying this since the very first Gemini model despite that Google was never at the frontier




Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Google will catch up to Anthropic - some Chinese companies might, too - LLMs will become commodities; margins will be very very thin - Most of the companies that invested massively in them will struggle to make back their investments - SpaceX’s AI efforts will flail - Nvidia will eventually decline, once all of the above becomes widely recognized.





incredible





A new era of PC. 25.0528, 121.5990