“Manufacturing costs falling faster than prices are falling”
♫
Said on Equity Mates Investing Podcast
Unsupervised Learning with Jacob Effron · Ep 94: Applied Compute CEO on the Limits of RL, the New AI Hyperscaler & Why Post-Training Wins Inference
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argue that post-training cost is falling and that context/harness optimization is still more cost-effective until you exhaust those gains
“Manufacturing costs falling faster than prices are falling”
“Donating appreciated stock… you avoid paying capital gains tax… still get to deduct the full fair market value”
“The more you post-train models the less diverse their outputs become”
“The judge made reference to the High Court's practice of requiring a speaking agenda for each party on the morning before the argument... should result... efficient and cost-effective outcomes”
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