Tyler Crowe
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Appearances Over Time
Podcast Appearances
And then before you know it, Google comes around and wallops them all.
There's no reason to think that something like that couldn't happen here.
And to your point about lower compute, Lou,
In related news, DeepSeek, the Chinese open-sourced AI model that had everyone shaking in their boots in January last year, like, oh my goodness, they can do this on basically spare car parts.
How the heck did they do this?
Well, they updated their model, and according to VentureBeat, in the release I was looking at, it says they either met or surpassed some of the...
specifications of open AI and anthropic models.
And they were doing it at almost one fifth the compute costs that we're seeing with these closed loop LLMs, like what anthropic and open AI have.
Now, I think for a while, the conversation around AI has been capability.
That real wow factor of what it can do, we've seen with things like Sora with those videos, which not coincidentally, something that got axed as they're looking to get towards some semblance of
looking like there might be profit or some sort of thing that's not an empty vacuum of cost.
But I think we're going to now start seeing, with these LLM models, a focus more on cost efficiency.
It's going to be a part of the conversation.
As you said, right now, no one's making money with this.
Eventually, creditors, investors, they will want to see something that's moving towards
Something that doesn't look like a vacuum sucking every dollar out of your wallet.
Well, speaking of competition and cost and trying to move down the commodity curve really quickly, we're going to go to one of the ultimate commodity curve businesses, and that's Otto's, talking about GM's earnings coming up after the break.
Shares of General Motors are down about 1.9% as we're taping this today after the company posted better-than-expected earnings.
Earnings per share on an adjusted basis came in at about $2.82 per share, which was actually down from $3.35 this time last year.
But there were some adjustments, such as