Then if inference does grow to a $2-3 trillion/year market that Anthropic is a big winner, as big as NVDA is now (they're going to be over $500 billion in revenue in calendar year 2027).
3,106 karma · joined November 30, 2009
Founder of OpenStack https://www.openstack.org
Builder and breaker of things, enjoying AI development while missing the days of register optimizing in hand crafted asm.
Then if inference does grow to a $2-3 trillion/year market that Anthropic is a big winner, as big as NVDA is now (they're going to be over $500 billion in revenue in calendar year 2027).
Source: https://x.com/a16z/status/2113986385908842870
"Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule: - H200: +143% - B200: +111% - RTX PRO 6000: +73% - H100: +54% - A100: +9%
Most of the gap opened up after April, when token demand took off"
Love it, I hope this becomes the most popular game on the internet so folks get to experience the Byzantine level of complexity we've made doing business in industries with physical stuff.
New Model 3 today $36,990 so inflation adjusted already sub-$30k, and if Cybercab cones through even with inflation.
Antigravity CLI 1.3.4
[My account email] (Google AI Ultra)
Gemini 4 Argon (High)
~/[working folder]
> /model
⎿ Model set to Gemini 4 Argon (High)With models getting to the quality level they can perform a specific set of work at an acceptable quality level we will now begin to cost optimize that work.
We just invested in Lamb Labs from YC Summer 2026 as example company pioneering this next wave of ASICs to run a model.
We're going to see massively lower power usage and much better tokens/sec per dollar of capital expense as well. Think Moore's law but for tokens and output quality.
───────────────────────────────────────────────────────────────────────────────
Language Files Lines Blanks Comments Code Complexity
───────────────────────────────────────────────────────────────────────────────
TypeScript 10,705 2,445,724 191,695 71,737 2,182,292 167,330
JSON 1,435 604,218 58 0 604,160 0
Rust 1,260 718,912 56,372 57,773 604,767 65,562
Markdown 1,087 162,160 36,375 0 125,785 0
SQL 1,046 129,795 6,142 7,389 116,264 1,344
Python 705 168,359 22,710 23,235 122,414 17,962
JavaScript 657 209,397 8,824 7,587 192,986 45,383
───────────────────────────────────────────────────────────────────────────────
Total 19,009 4,903,248 353,289 186,252 4,363,707 326,094
───────────────────────────────────────────────────────────────────────────────
Estimated Cost to Develop (organic) $179,262,721
Estimated Schedule Effort (organic) 98.79 months
Estimated People Required (organic) 161.19
───────────────────────────────────────────────────────────────────────────────
Processed 206,138,543 bytes, 206.139 megabytes (SI)
───────────────────────────────────────────────────────────────────────────────The specifics, now user can ask, "Provision 200Gi PostgreSQL 18 with PostGIS 3.6 and then copy over our most recent Texas set of layers."
Behind the scene Talos, k8s, NiFi, and bunch of things go to work. Big productivity boost vs. the users needing to login to bunch of provisioning web interfaces which is the other method we publish that avoids version drift issues.
Forums with full no verification pseudonyms seem like they have a real challenge ahead. How long until we need humanhackernews.com with public pseudonyms and a private trusted verification?
The company has changed and it seems the mission has as well.
Still taking nearly a year to train and run post training safety and stability tuning.
With 10x the infrastructure they could iterate much faster, I don't see AI infrastructure as a bubble, it is still a bottleneck on pace of innovation at today's active deployment level.
Technology Stack
Frontend: React 18 + TypeScript + Vite + TailwindCSS
Backend: Node.js + Express + Clustering
Database: PostgreSQL 16 with performance optimization
Cache: Redis 7 with active defragmentation
Security: HTTPS/TLS with container-to-container encryption
Orchestration: Docker Compose with health checks
Monitoring: Built-in APM and performance tracking
Services
webbin-frontend - React TypeScript frontend with HTTPS
webbin-backend - Node.js API with clustering support
webbin-postgres - PostgreSQL 16 with performance tuning
webbin-redis - Redis 7 with advanced caching
webbin-certbot - SSL Certificate management, openssl for dev, LE for production
webbin-testrunner - Testbot
webbin-nginx - Proxy
Access Points
Frontend: https://localhost:5173
Backend API: https://localhost:3001
Health Check: https://localhost:3001/api/health
I'm around 15k LOC, all built in ~80 hours of interactive prompting mostly with Claude 4.0 Sonnet, then some Gemini 2.5 Pro for more devops activities.Thankful he's willing to continue on the mission.
https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o...
I believe we'll see the benefits and drawbacks of AI augmentation to humans performing various tasks will vary wildly based on the task, the way the AI is being asked to interact, and the AI model.
Frankly, for me the most boring is a 2-0 win where the team scores those 2 in the first 20 to 30 minutes, swaps to a 5-4-1, and plays tiki-taka passing possession control without trying hard to advance the ball for the remaining hour of the match.
How do you interact with your projects?
Source: https://www.cisa.gov/resources-tools/services/secure-cloud-b...
If all 16% is canceled, then they'd need to draw an additional $1 billion per year from endowment at current budget levels.
That would put them above 7% draw so potentially unsustainable for perpetuity, historically they've averaged 11% returns though, so if past performance is a predictor of future, they can cover 100% of Federal gap and still grow the endowment annually with no new donations.
With network monitoring we could now detect breaks in the fence at a 1 mile increment to let the ranch hands know where to go and when it broke.
It is not replacing engineers, it isn't one where you give it a broad set of requirements and it just goes and builds, it is helping increase productivity, to get folks through areas where they need to bounce ideas off of someone.
We're coding mostly in Python, C++, and .NET Core where I do expect it'll have a much deeper set of training data than it will for Lisp (and even for those languages we're getting marginally better performance from specialized engines than we are general GPT 4).
The non-OpenAI other coding AIs so far are all performing worse for us than GPT4. We've done testing against LeetCode challenges and a bunch of other things.
https://www.gemrockauctions.com/search?query=morganite&weigh...
1505 ct for $3999 asking https://www.gemrockauctions.com/products/1505cts-morganite-c...