Alan Siefert on nostr

Alternatively, the US government decides the US ABSOLUTELY MUST BEAT CHINA IN AI and then the money printer skips the VC middle man and funds the frontier labs directly. Then all bets are off I guess.

Globe99 · 5d

VC fiat funny money ---> funds data centers ---> powers "frontier models" ----> "Open source models" then steal to catch up What happens when part 1 gets shut down 😶

Alan Siefert @Alan Siefert 1772996630

It all slows a bit and we get hardware prices back down. I’m all for it! 🦾

Alan Siefert · 5d

Alan Siefert

@Alan Siefert 1772996222

I guess we’re waiting for Deepseek V4 to be distilled on GPT 5.4 Pro a bit.

Globe99 · 5d

VC fiat funny money ---> funds data centers ---> powers "frontier models" ----> "Open source models" then steal to catch up What happens when part 1 gets shut down 😶

hodlbod · 1w

That 20% matters. I try to use kimi k2.5 as much as possible, but it's just not as good as sonnet

Alan Siefert @Alan Siefert 1772568131

But is Kimi K2.5 good enough that Sonnet is unprofitable for Anthropic?

Globe99 · 1w

Aren't those models "skimming" off the frontier models? (forget the term, but basically training themselves by prompting Claude / OpenAI etc) If that's the case then once the data center / GPU money ...

Alan Siefert @Alan Siefert 1772566197

It doesn’t crap out. It causes more AI labs to work on efficiency, which the US labs currently have little interest in doing because they want everyone to depend on their giant trillion dollar data centers. We will get more efficient AI and our hardware back when this bubble bursts, hopefully sooner than later.

Globe99 · 1w

Well OK but "bubble bursting" means a massive change in how we should view AI. This means that companies that have fired employees to replace them with AI systems are going to get see cost/performance ratios of these systems skyrocket. It means "vibe coding" costs $200/mo to do anything useful. The...

Enki · 1w

Why, in the holiest of fucks, is a 4 terabyte internal SSD $700?

Alan Siefert @Alan Siefert 1772564842

Data centers using VC money and the Money Printer to buy up all the computer hardware at prices nobody can afford.

💯1

Alan Siefert

@Alan Siefert 1772563818

W Zig! https://www-marktechpost-com.cdn.ampproject.org/v/s/www.marktechpost.com/2026/03/02/meet-nullclaw-the-678-kb-zig-ai-agent-framework-running-on-1-mb-ram-and-booting-in-two-milliseconds/?amp&amp_js_v=0.1&amp_gsa=1#webview=1&cap=swipe

hodlbod · 1w

Agents are getting more expensive: https://newsletter.danielpaleka.com/p/you-are-going-to-get-priced-out-of

Alan Siefert @Alan Siefert 1772563790

Seems like the Chinese open source models are mostly keeping pace to be ~80%+ as good as the latest frontier models. If that continues I don’t see how the frontier labs could get these premium prices.

Globe99 · 1w

hodlbod · 1w

That 20% matters. I try to use kimi k2.5 as much as possible, but it's just not as good as sonnet

Alan Siefert

@Alan Siefert 1772511102

If you ever feel dumb think about the California legislators who are currently trying to regulate Linux and 3D printer firmware.