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Chamath Palihapitiya
@chamath
Social Capital 8090 God is in the details.
参加 April 2007
1.1K フォロー中    2.4M ファン
For those tracking the America closed source vs China open weight model debate: In an initial pilot on modernizing an application from PHP to Next.js, Opus 4.8 with 8090’s Software Factory was simultaneously 1.4× cheaper and 1.5× faster than Opus 4.8 alone. Pairing our Software Factory with the cheaper GLM 5.2 model cut costs 16.4×, though it ran 3× slower than Opus 4.8 alone. Results are directional (n=1 per arm), and next steps are to rerun with proper controls and 10–15 buyer-relevant legacy modernization tasks developed with our Sales and GTM teams. More to come but the important question it raises is why any American public company with shareholders burning money on closed source models when the open weight ones are so much cheaper? We will rerun this on American open source models next (aka Nvidia)…
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