bretpiatt
Joined 17 years ago
Joined 17 years ago
Then if inference does grow to a $2-3 trillion/year market that Anthropic is a big winner, as big as NVDA is now (they're going to be over $500 billion in revenue in calendar year 2027).
Source: https://x.com/a16z/status/2113986385908842870
"Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule: - H200: +143% - B200: +111% - RTX PRO 6000: +73% - H100: +54% - A100: +9%
Most of the gap opened up after April, when token demand took off"
Love it, I hope this becomes the most popular game on the internet so folks get to experience the Byzantine level of complexity we've made doing business in industries with physical stuff.
New Model 3 today $36,990 so inflation adjusted already sub-$30k, and if Cybercab cones through even with inflation.
Antigravity CLI 1.3.4
[My account email] (Google AI Ultra)
Gemini 4 Argon (High)
~/[working folder]
> /model
⎿ Model set to Gemini 4 Argon (High)With models getting to the quality level they can perform a specific set of work at an acceptable quality level we will now begin to cost optimize that work.
We just invested in Lamb Labs from YC Summer 2026 as example company pioneering this next wave of ASICs to run a model.
We're going to see massively lower power usage and much better tokens/sec per dollar of capital expense as well. Think Moore's law but for tokens and output quality.
───────────────────────────────────────────────────────────────────────────────
Language Files Lines Blanks Comments Code Complexity
───────────────────────────────────────────────────────────────────────────────
TypeScript 10,705 2,445,724 191,695 71,737 2,182,292 167,330
JSON 1,435 604,218 58 0 604,160 0
Rust 1,260 718,912 56,372 57,773 604,767 65,562
Markdown 1,087 162,160 36,375 0 125,785 0
SQL 1,046 129,795 6,142 7,389 116,264 1,344
Python 705 168,359 22,710 23,235 122,414 17,962
JavaScript 657 209,397 8,824 7,587 192,986 45,383
───────────────────────────────────────────────────────────────────────────────
Total 19,009 4,903,248 353,289 186,252 4,363,707 326,094
───────────────────────────────────────────────────────────────────────────────
Estimated Cost to Develop (organic) $179,262,721
Estimated Schedule Effort (organic) 98.79 months
Estimated People Required (organic) 161.19
───────────────────────────────────────────────────────────────────────────────
Processed 206,138,543 bytes, 206.139 megabytes (SI)
───────────────────────────────────────────────────────────────────────────────
Founder of OpenStack https://www.openstack.org
Builder and breaker of things, enjoying AI development while missing the days of register optimizing in hand crafted asm.