David Claydon

Partner and Founder, Kaya Partners. AI infrastructure, energy and growth.

[David Claydon @dcbath]

@AndrewCurran_ An extraordinary context for leaders to meet.

[David Claydon @dcbath]

@arakharazian How should we think about the effect of anti distillation measures on token volumes?

[David Claydon @dcbath]

@ramez Thanks Ramez. My question is how long will it now take for cost per task to fall to below 5.1? My guess is about 8-10weeks.

[David Claydon @dcbath]

@BobEUnlimited This reflects the efforts from GOOG and ANT to stop distillation efforts - a significant source of token volume which has been erased or sharply reduced.

[David Claydon @dcbath]

@hsu_steve 10x is a significant understatement. China must already train and serve frontier OW on US compute. China faces potential limitations on cloud, new restrictions on lithography and US moving from GB to VR and on to Feynman - all while distillation ends and US labs move to RSI…

[David Claydon @dcbath]

@carmenli @BusinessInsider @silicondata Surely logical: less compute supply means much more value in existing and marginal (permissioned) new compute.

[David Claydon @dcbath]

@niubi Don’t think that will be a new finding

[David Claydon @dcbath]

@pj_lambert @patricksecon @Nik_Datta @cage_warwick @warwickecon Superb piece Peter. Thanks. Will dig in. Do you breakout use of frontier/ near frontier and sub frontier models? Any data on paid cost per task?

[David Claydon @dcbath]

@rohanpaul_ai Have link Rohan?

[David Claydon @dcbath]

@DratchCap V good. Efficiency boom part model, part compute. Compute next gen leaps again, we know. Efficiency of inference leaps again. Mechanically profit per unit of compute jumps. Token price can fall. Your point on b/e for enterprise waiting gets binding. Uptake jumps, cycle spins.

[David Claydon @dcbath]

@BenZaranko It already is, Ben.

[David Claydon @dcbath]

@ZavCorin @amitisinvesting @ZavCorin is about as shrewd a thinker on credit markets/ instruments as there is… duly noted Zav.

[David Claydon @dcbath]

@TorstenBell Yup. We have to do more because the UK has the biggest gap between the stock of debt + cost of funding vs the underlying deficit and the rate of nominal growth.

[David Claydon @dcbath]

@coatuemgmt Is this not a nonsense comment? Agents work for humans. The future is proliferating agents doing a myriad of background tasks, serving users in a different way, migrating away from chatbot interface. Will we call that no human traffic? Odd.

[David Claydon @dcbath]

@SanderTordoir Better late than never, eh

[David Claydon @dcbath]

@kellyjgreer What throughput efficiency gains at what volumes would that require?

[David Claydon @dcbath]

@ericlonners Tell us more Eric..

[David Claydon @dcbath]

@rowlsmanthorpe Yeah… but don’t people use agents…?!

[David Claydon @dcbath]

@ZavCorin No. It’s routine. No plan to get hooked, China simply has a compute shortage.