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Azeem Azhar

๐Ÿ‘ค Speaker
6414 total appearances

Appearances Over Time

Podcast Appearances

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.

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

It is expensive.

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

Now, what drove that?

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

What drove that was the idea that the models were just good enough.

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

They crossed that uncanny valley.