Your Asia-Europe rate keeps falling, the global index does not.
If you import from Asia into the UK or Europe, your lane got cheaper again last week. You would not know it from the headlines.
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2.4m TEU stuck off China. Your Q4 stock is in that queue.
If you import from Asia, two things are happening at once and they point in opposite directions.
#asia#Europe#logistics
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Chinese models are 112x cheaper than Anthropic per million tokens.
Chamath laid it out on CNBC: a "barrel of intelligence" costs $56 from Anthropic, $26 from OpenAI, $1.50 from Meta, $1 from xAI and Google, and $0.50 from Chinese models.
That is not a pricing quirk. That is the steepest commodity curve any technology has run in recorded history.
Oil took 40 years to compress like this. Semiconductors took 20. AI inference is doing it in months.
The companies sitting at $26 and $56 are not stupid. They're buying time… betting that trust, safety, and enterprise contracts hold the premium long enough for costs to catch up.
What they cannot bet on is the timeline.
Because the $0.50 model is not a demo. I've been inside the labs building it.
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It’s a very sad day for the nation and countless people around the world. We express our deepest condolences to the Royal Family on the passing of Her Majesty Queen Elizabeth II.
Congratulations @annietrev on being appointed as #Transport Secretery. As part of the #UKmaritime community we look forward to the future developments.