Nana
@izumiisuke
가입 January 2010
2.3K 팔로잉 중 27K 팬
How do you think?
China will crash the US stock market this year.
They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free.
Nobody can refuse cutting a $100M AI bill down to $5M.
Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations.
The bubble isn't AI. It's the price of AI. And it's about to pop.
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