Clark Tang(@_clarktang):This is true, going open source models is way more silicon intensive, vs usage concentrating with Ant and OpenAI is more efficient, but that efficiency gets captured by the model providers. Some gets passed on to consumers, some gets absorbed by the model players This is the fundamental tension between Nvidia / Cloud hyperscalers and OAI/Ant This is the whole on prem to cloud dynamic all over again but on steroids & with much farther reaching implications

Clark Tang

@_clarktang

investing @ altimeter // be humble, never stop learning // no investment advice all views personal

参加 August 2019

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Clark Tang@_clarktang

2026.06.20 00:16

This is true, going open source models is way more silicon intensive, vs usage concentrating with Ant and OpenAI is more efficient, but that efficiency gets captured by the model providers. Some gets passed on to consumers, some gets absorbed by the model players This is the fundamental tension between Nvidia / Cloud hyperscalers and OAI/Ant This is the whole on prem to cloud dynamic all over again but on steroids & with much farther reaching implications