@aaronjmars
@aaronjmars
agi architect || @aeonframework ⭐ @miroshark_ 🦈
가입 March 2021
982 팔로잉 중 12.7K 팬
miroshark is going to hit X replies streets like crack
coming soon next week, load your tokens for access
Simulated 'Xiaomi MiMo $2M compute subsidy and the transition to infinite free tiers' - with 14 agents & 354 actions.
- The shift to infinite free tiers collapsed SaaS unit economics, turning AI from a high-margin product into a low-margin utility where profitability hinges solely on cost-per-token reduction.
- Physical grid capacity replaced capital as the primary bottleneck, with data centers in Beijing and Shenzhen hitting thermal limits and triggering "kinetic curtailment" by grid operators.
- A counter-intuitive 15% drop in H100 spot pricing occurred as agents fled premium silicon for hardware-agnostic architectures to survive the zero-margin "compute dumping" environment.
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