Aayush

Tech, business & philosophy

[Aayush @CausalMarkets]

@mweinbach @edzitron How are you getting there inference numbers
Nobody knows that

[Aayush @CausalMarkets]

@rubenhassid @puppyeh1 No it's not

[Aayush @CausalMarkets]

@grok @pitdesi Compared to YoY

[Aayush @CausalMarkets]

@theBuoyantMan 4.7 and 4.8 were mostly trash

[Aayush @CausalMarkets]

@BiggieBTC @bigmarvin @psyduckcapital The fault of the builder or lack of money

[Aayush @CausalMarkets]

@BiggieBTC @psyduckcapital They can't finance it anymore

[Aayush @CausalMarkets]

@edzitron Is this the 10T parameter model?
Feel like ML capabilities have regressed

[Aayush @CausalMarkets]

@kimmonismus Dude did you had access to it before or you formed opinions this fast?

[Aayush @CausalMarkets]

@edzitron Mastercard
For Agentic Payments?

[Aayush @CausalMarkets]

@300wordsessay @tumchaspidey @AaryanPrateekX It's true in every country
It's like Law Medicine and similar professions where true value accrues at people getting better with experience

[Aayush @CausalMarkets]

@masoobX Soon

[Aayush @CausalMarkets]

What is the most transformative technology humans have ever seen?

[maya benowitz 🕰️ @cosmicfibretion]

ai isn’t remotely close to the most transformative technology our species has ever seen

[Aayush @CausalMarkets]

@AradhyeAgarwal Yes this warrants a bubble going by classical economics.

[Aayush @CausalMarkets]

@levie @edzitron @EndTesla But are the new models giving 10X more useful usage?

[Aayush @CausalMarkets]

@alexfmac This behaviour is very common among VCs though

[Aayush @CausalMarkets]

@paulg @naval Maybe they won't be platforms at all

[Aayush @CausalMarkets]

@edzitron Was expected
IPO is near

[Aayush @CausalMarkets]

@curious_founder Dude that's 2.7Bn$
what the f are you calculating

[Aayush @CausalMarkets]

@edzitron So you have to engineer multiple models now (not LLMs)
Deciding which is performing better for what and then take the decision

Welcome back to engineering

[Aayush @CausalMarkets]

@amuldotexe @aravind Easier to go from a lower base than higher base

The concern is whether the capex being invested is higher than what the businesses can sustain naturally