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Max Kan
@maxkan
Tokenomics @SemiAnalysis_
305 Following    1.3K Followers
Majority of people are significantly underestimating the probability of open source models being nerfed (or even outright banned) in the next 6-12 months due to cyber concerns
@GavinSBaker Worth emphasizing that the OpenAI team has made an explicit bet that disagg is not the way to go. This was a very intentional decision on their part. Time will tell who’s correct.
Jalepeno is the best example we have so far of extremely high roi token spend by a large enterprise to create an entirely new business line. No surprise that it came first from OpenAI/Anthropic.