Tommy
@Shaughnessy119
Early Stage Investor | Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions
Joined November 2013
4.3K Following 70K Followers
1/ Does the shift to Open Source break the AI capex buildout?
TLDR: If a user shifts from $25M Opus 5 to $4.44 GLM 5.2 how does this ripple through the AI supply chain?
Well it all comes down to how much the infra providers earn in each scenario
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