Cookie Research

Tech entrepreneur - hands on market experience. Degrees in engineering, math and economics. Investing +25 years. I'm an old fart that like sarcasm, so beware :P

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@AndreasSteno But good AI open weights models are also published by US companies now (team from OpenAI). Trying to preserve Anthropic and OpenAI's monopoly on frontier models will be futile. https://t.co/xNtz7kDvi4

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@AndreasSteno Just another nail in the coffin. Inkling, a US model, also show OpenAI and anthropic has NO monopoly it can protect.

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@zerohedge Do they state how this will be paid back by the market? DotCom vibes all over again. The clicks and users are the measuring stick and nobody cares how it is going to be monetized.

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@AndreasSteno Another point.. a lot of research is currently done on compressing the models and we are only in the very very first innings of this: https://t.co/AUF4eXB6nS

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@AndreasSteno EUV = cost efficient = "One mask and one lithographic exposure". But just remember, you can do a lot with "DUV quadruple patterning". Not as efficient, but it works. You are going to see China accelerate here.. !!

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@AndreasSteno Now you can do the "After scarcity, comes glut. Always."... https://t.co/CEw2iV3vXc

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@thorborg Enig, de fleste mennesker vil ikke kunne se forkel på en 35b (Qwen3.6-35BA3B) og 765b (GLM5.2) model alligevel. Den første kan køre på en alm. AI server (ala den jeg har stående ved siden af mig pt. dyr, men ikke sindsygt).

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@DonMiami3 Nobody care about credit ratings.. until the moment EVERYBODY cares about credit ratings :-)

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@AndreasSteno Nono memory is too simple… could be that market will push it, but it will crash totally.

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@AndreasSteno https://t.co/TUkFAkmasi

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@pboockvar China is just trucking along making inference cheaper and cheaper and more obtainable for even small hosting companies to deliver frontier level models to you...
https://t.co/TUkFAkmasi

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@AndreasSteno Why in the world is memory blacklisted in the first place. It is the tech commodity equal to iron. Not that complicated, just requires work to manufacture. Normally the margin is pretty low (because its no-brain work).

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@AndreasSteno Memory is bread and butter production. No reason to involve ASML in that. China had everything they need. Not that hard….

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@zerohedge Running on US frontier models.. 100% certainty that your session logs are being scanned (by the AI company) for potential data they can use. Running on GLM5.2 on Cloudflare, probably not so much. That is why I'm using OpenRouter + GLM5.2

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@citrini Especially with models like GLM 5.2 coming out. But the thing is, you can buy them as a "commodity". Good luck trying to make people pay what inference really cost for OpenAI and Anthropic. People will just switch immediately. I've already tested, and it is on par with frontier.

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@mrconfino Hvem siger de ønsker aftalen? Mit gæt er at de ønsker at vise vesten hvor stærkt deres SoH blokade er. Pt er ingen i Europas befolkning rigtigt bange for konsekvenserne, jeg kender ihvertfald ikke nogen…Aftalen blokerer nye amerikanske angreb.

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@Vince_Stanzione @PeterBerezinBCA GLM 5.2 should be in there!

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@PeterBerezinBCA NO MONOPOLY exists for LLM's.

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@The_Pro_Invest @PeterBerezinBCA I consider memory/history to be very weak user glue. Netflix and similar platforms have stronger glue because they own exclusive content. They have movies and shows you cannot get elsewhere. AI companies mostly have convenience and familiarity, which feels much easier to replace.