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Azeem Azhar

๐Ÿ‘ค Speaker
6838 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Sell it to the agents who have probably rented humans to do the jobs they can't do themselves.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Okay, we've had two different views here.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Matt, I'm going to give you a third view just to really make you work hard for your moderator's seat.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Let's take this idea that Hannah raised, which is like different classes of interactions for the end user, whether it's consumer or business.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And the point that Jaime made, which was, look, the infrastructure really, really matters.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

The infrastructure obviously matters an enormous amount because in the last week or two, if you've been using Anthropic, it got really slow because we all got excited about Opus 4.5.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And then the question is, well, where does the revenue come from?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Where is the point at which people start to spend more and more?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And one thing I would say from just looking at the exponential view bills, our bills have gone up since Opus 4.5 came out.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Okay, because everyone is coding more.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

We're running many more background processes that are chewing through tokens.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And I thought that was all true until I installed my open claw bot.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Actually, it was called, what was it called?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Clawed initially.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And I've called mine Mini Arnold in homage to the second Terminator that came back to protect us.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

But Mini Arnold is a greedy, and forgive my French, mofo.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

He will chew through $20 to $30 of tokens a day.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

So we're talking five grand a year in order to do my bits and pieces.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And I've pushed him down to Haiku, which is the cheapest anthropic model.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

I do the heartbeat on a local LLM so that every 30 minutes I'm not having to pay for that.