Comments by chammy (@chammy) - Neoxian City

chammy

Finance, Life, Philosophy

16 days ago

@chammy "> Quite a week for open-source AI > Especially American open..." Quite a week for open-source AI Especially American open-source Nemotron 3 Ultra is the most important release in quite some time And some really cool RL and fine-tuning work from Harvey

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16 days ago

@chammy "As control planes such as Software Factory become more stand..." As control planes such as Software Factory become more standard, run-rate revenue growth for frontier labs should fall meaningfully while revenues for open models surge — because…

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16 days ago

@chammy "Most CEOs have no idea that, instead of this nuanced approac..." Most CEOs have no idea that, instead of this nuanced approach, teams are often defaulting to the most expensive models and burning through massive budgets with zero governance…

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16 days ago

@chammy "> GPT-5.5 Pro only for workloads where its incremental capab..." GPT-5.5 Pro only for workloads where its incremental capability demonstrably produces enough business value to justify a 20–40× token premium.

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16 days ago

@chammy "> When building a company today, the economic frontier looks..." When building a company today, the economic frontier looks roughly like: DeepSeek V4 Pro / R1 for high-volume inference. Claude Opus for premium agent workflows where reliability matters.

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16 days ago

@chammy "For a company consuming 1 billion input tokens and 1 billion..." For a company consuming 1 billion input tokens and 1 billion output tokens per month: GPT-5.5 Pro: ~$105,000 Claude Opus 4.8: ~$30,000 DeepSeek V4 Pro: ~$5,220 DeepSeek R1: ~$2,740

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16 days ago

@chammy "The pricing gap remains enormous while the capability gap is..." The pricing gap remains enormous while the capability gap is quite narrow What does this mean in practice?

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16 days ago

@chammy "The biggest surprise of 2026 is that the capability gap betw..." The biggest surprise of 2026 is that the capability gap between the best open-weight/source models and the top closed models has narrowed much faster than the pricing gap.

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16 days ago

@chammy "Margins equal opportunity — AI version..." Margins equal opportunity — AI version

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16 days ago

@chammy "That represents a much tougher — and lower-return — business..." That represents a much tougher — and lower-return — business than a pure asset-light marketplace, which changes return assumptions That factor appears to have been the primary…

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