Christoffer Fryd

[Christoffer Fryd @c_fryd]

@mathlonning I suspect the market is worried about the enormous amount of compute Google and Meta is getting, which helps them improve algorithms and take ad market share?

[Christoffer Fryd @c_fryd]

@RealNickMugalli Because Jensen is clearly scrambling to find financing for his chips, now that OpenAI and Anthropics revenues/valuations are threatened by open models

[Christoffer Fryd @c_fryd]

@zephyr_z9 Can't figure if you are ironic or not

[Christoffer Fryd @c_fryd]

@theficouple @trydollarfi Disgusting concealed ad

[Christoffer Fryd @c_fryd]

@PatrickToulme How is making free models bullish bullish for their financials? Or is the hope that Watermelon will sell some API tokens?

[Christoffer Fryd @c_fryd]

@Mr_Derivatives Smells more like desperation than something brewing

[Christoffer Fryd @c_fryd]

@RihardJarc Help me understand how having a frontier model (which is outdated in 4 weeks) improves Metas earnings.

[Christoffer Fryd @c_fryd]

@yacineMTB Crazy for a 284b param model that you can run locally. If this quality vs model size progress continues, it will not be good for the datacenter economy.

[Christoffer Fryd @c_fryd]

@Couch_Investor So the 30's sorting hat assigned you to golf. Not bad. Could have been cycling, running or sourdough!

[Christoffer Fryd @c_fryd]

@Jason B32 is the way

[Christoffer Fryd @c_fryd]

@RJCcapital Are they not sold out?

[Christoffer Fryd @c_fryd]

@calvinfroedge Why so much anger?

[Christoffer Fryd @c_fryd]

@PronkDaniel The trend does not look great

[Christoffer Fryd @c_fryd]

@joecarlsonshow Lol, those 3 are literally enterprise cloud businesses. Meta sells ads on SoMe apps - they don't have customers demanding billions of GPU's.

[Christoffer Fryd @c_fryd]

@zephyr_z9 Race to the bottom begins

[Christoffer Fryd @c_fryd]

@stocktalkweekly Also a nessesary move for MSFT to push the model agnostic mindset, since they don't have their own frontier models like Google.

[Christoffer Fryd @c_fryd]

@JKeynesAlpha Ultimate bottom signal

[Christoffer Fryd @c_fryd]

@realroseceline Very well said. 'The market doesn’t hate spending, it hates uncertainty.'

[Christoffer Fryd @c_fryd]

@BlackPantherCap 😅

[Christoffer Fryd @c_fryd]

@munster_gene I believe you are wrong.

1) A hybrid model with seat + usage is more reliable realistic, and possibly more profitable

2) Microsoft is staying out of the model commoditization layer, and has the systems, platforms and distribution to deliver actual value to corporations