chamathreport

▶

▶ 118 ❤ 0 💬 0

While DeepSeek V4-Flash is significantly cheaper on price per token, this can be misleading if the overall cost per task ends up being higher due to more turns being made. However, Artificial Analysis reports DeepSeek completing the same benchmark tasks as Fable at 105x lower cost. Why pay $1 when I can pay $105. Said no CFO, CEO or Board Director ever. Legal Disclaimer Description I make bets on disruptive ideas, technology, and people, Investor. New videos Fridays. Subscribe to not miss out. Let me know in the comments what you'd like to learn with me. Join our community on Substack. Any information on this channel is provided for educational purposes only. None of the above is investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products. Nothing in this photo/video constitutes tax, legal, financial and/or investment advice, nor does any information in this photo/video constitute an invitation and/or solicitation to invest in a particular security. This photo/video merely expresses the author's opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional. #openai #tesla #elonmuskspacex #meta #s&p500 $META $OPENAI $S&P $TESLA The author of this photo/video does NOT accept liability for any investment decisions, as this photo/video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this photo/video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times. Subscribe to learn

▶

▶ 4K ❤ 0 💬 0

This is accurate. That said, we are currently working through a rigorous experiment testing closed and open models with and without Software Factory. Early data is super fascinating and backs up the experiment below. Chamath Palihapitiya: "When you use our harness with Claude, it was simultaneously 1.4x cheaper and 1.5x faster than just using Anthropic Opus 4.8 alone" "But if you wrap the open source model with our software factory, it was 16.4x cheaper" This is him reading out the numbers from his own pilot: "So we took our software factory, which is an agnostic third party control plane, and we just wanted to see, and we ran it on a very typical enterprise task, which is you have an old piece of code, you want to migrate it and you want to maintain it in a new framework so that it's easier and more flexible." "Now it was three times slower. But you're talking about a couple of extra hours to save 16.4x." "This was all using open router on a very traditional hardware stack." "If you are a reasonable company, why are you not finding an independent way to access this intelligence in a way that doesn't leak your edge away? To do so at this point now is kind of becoming derelict and irresponsible." "To continue to make the same decision, I think is really insanely dumb." Bookmark & watch today ⬆️

▶

▶ 95 ❤ 0 💬 0

“This is best demonstrated by the paucity of DPI that has been generated by most recent fund vintages. In each of the 2019 and 2020 vintages, for instance, median DPIs are still barely over zero, and less than half of all funds have begun to return any capital at all to their LPs. The 2017 and 2018 cohorts are the only recent vintages with much DPI to speak of, and even then, the return profiles remain relatively slight. Across those two vintages, less than 20% of funds have yet reached a 1x DPI, marking the point at which fund LPs start to earn a profit, rather than simply getting back the capital that they initially paid in.” ‎@chamathreport ‎@chamathreport ‎ ‎Legal Disclaimer Description I make bets on disruptive ideas, technology, and people. CEO SocialCapital, Bestie allin, 8090 Factory Investor. New videos Fridays. Subscribe to not miss out. ‎ ‎Let me know in the comments what you'd like to learn with me. Join our community on Substack. Any information on this channel is provided for educational purposes only. ‎ ‎None of the above is investment advice, a recommendation or an offer to sell, or a less solicitation of an offer to buy, any securities or investment products. Nothing in this photo/video constitutes tax, legal, financial and/or investment advice, nor does any information in this photo/video constitute an invitation and/or solicitation to invest in a particular security. This photo/video merely expresses the author's opinion and should be viewed as such. Before proceeding with any investments, you  should do your own research and seek advice from an independent licensed professional. ‎ ‎#openai #tesla #elonmuskspacex #meta #s&p500 $META $OPENAI $S&P $TESLA ‎ ‎The author of this photo/video does NOT accept liability for any investment decisions, as this photo/video is provided only for educational and entertainment purposes. ‎ ‎Although the author has endeavored for the information in this photo/video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times. ‎ ‎Subscribe to learn ‎