Deirdre Bosa
@dee_bosa
Pronounced Dear-dra. Anchor & reporter @CNBC for 15 yrs. Now building something new. still a Leafs fan 🇨🇦
加入 March 2011
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Another look at the open vs closed model shift: Chinese labs Moonshot + DeepSeek + now account for more inference spend than OpenAI on Vercel.
and the shift behind the shift: that money not necessarily going to those labs. Fireworks, Together, Baseten and the clouds are serving the models and collecting the $$
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