Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
가입 July 2011
6.5K 팔로잉 중 356.7K 팬
Why open-weight models that compress margins at the model layer are net positive for AI infra demand, exhibit 1001.
An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model.
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