swalsh

Macrodata Refinery is mysterious but important work

Like I said last week. I think zucks original llama thesis is proving more correct by the week. The rent market on intelligence never materialized, if you have THE frontier model, you can charge rent (for a few weeks, maybe month). But after a certain capability level it's price that drives the decision.

Zuck is doing the thing he's really good at, and building a moat around the network (Muse is VERY sticky), and now that we're all going to standardize on Meta's model, we're going to optimize the heck out of the infra to run the model making it cheaper for him to scale, thus bringing in more participants to his network, and thus making his network more valuable.

Meta is going to win consumer AI.

I disagree actually, I think zucks original llama thesis is proving more correct by the week. The rent market on intelligence never materialized, and will not materialize.

In software, we've all become accustomed to the idea that the way you make money is by building little blocks of intellectual capital, then charging rent on it. That made sense when developing intellectual capital was a rare and valuable skill/asset and the thing you build was a rare and valuable asset. But now both are not rare. You can still charge rent, but the market is highly competitive, so prices match that.

Durable rents will end up going to those who owns the scarce assets, zuck is building those as we speak.

Dropping open weights will build an ecosystem that makes his valuable assets more valuable.

I think it's a joke at this point, but also the visual benchmark is a remarkably dense method for demonstrating how good a model is.

I've been using GPT-6 Luna in some capacity for nearly all my agent workflows. It's just a really good model, and the pricing is cheap. If Haiku 5.5 is better, and the same price (under 100k context... which is a big caveat) i'd probably swap it.

Top of the page in 17 minutes? Now I know what y'all do while your agents are working.

It's a shame OpenAI will never publish the trace that led to the insight.

They're trying to pull digitally what they already pulled physically. The reason we can't manufacture a grill brush for a reasonable price is the result of years of Americans choosing the cheapest price. We gave up our manufacture base. They want us to give up our labs.

I mean, when I upgraded my pipeline from terra to sol saying "it's the same price basically!" I was excited. Probably would not have felt as excited if it was just a version bump.

Not sure that's why they did it. But that was my experience.

If you ever had claude code fan out a task to sub agents it will often use sonnet or haiku for those tasks. Web scraping is an example.