averyandon @averyandon

The harder I work, the luckier I get. artlife.com Miami, FL Joined January 2021

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Gavin Baker @GavinSBaker

4 days ago

Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that was also token efficient unlike Kimi K3 which is 50-70% more expensive to run than GPT 5.6 per Artificial Analysis. Rationale: A world where there are only 2-3 dominant frontier labs with 90% inference margins is net negative for every other layer while being awesome for those 2-3 labs. Those labs would become monopsonies for power, data centers, semiconductors and hyperscalers and would obviously vertically integrate over time into all those layers while also completely subsuming the application/software layers. Anything that lowers margins and increases competition at the model layer is good for every other AI layer: power, semiconductors, hyperscalers, neoclouds and yes even software. This is why Jensen is so supportive of open-source. An open-source model requires the *exact* same amount of compute to run as a closed frontier model of similar size and architecture. Kimi K3 is roughly the same price as GPT 5.6 Terra on a per token basis, which actually suggests that it is less computationally efficient as I am sure that GPT 5.6 is priced to a higher margin than K3. And given that K3 is a token wastrel, i.e. token inefficient, it is significantly more expensive per task than GPT 5.6 and Grok 4.5, which are much more token efficient. Cost per token and token efficiency (i.e. intelligence density per token) are the drivers of intelligence per unit of cost. The winning AI companies will be those that offer the most intelligence per $ over time. Lower margin % at the model layer = more margin $ at every part of the infrastructure layer and is a godsend for software. This can happen either through open-source models like K3 at the frontier *or* having a vertically integrated model company like Meta, SpaceX or Google at the frontier. Both outcomes result in a lower margin % at the model layer as vertically integrated model companies don’t really care where the margin $ come from. This is why it was so painful for OpenAI and Anthropic when Google was right there with them from a model competitiveness perspective and why Grok 4.5 and Muse 1.1 were just as important as Kimi K3.  The reason Kimi K3 is only *potentially* negative for Anthropic and OpenAI is 1) the @ericvishria point that the Claude and ChatGPT products and harnesses may be more important than their models today and 2) the hypothesis that they have much more advanced model checkpoints internally that are already being used for RSI. In the latter scenario, reaching RSI even a few months ahead of other labs might be enough to cement a permanent lead. Time will tell on both points. And likely fairly quickly. Caveat would be that since Kimi K3 is not token efficient and thereby actually more expensive than ChatGPT 5.6, we may need to see a more token efficient open-source model at the frontier or see Grok 5/Composer 4/Muse 2 at multiple points on the Pareto frontier for this potential risk to Anthropic and OpenAI to play out. And I am sure they will both vertically integrate as quickly as possible while continuing the product/harness strength they have shown over the last 8 months.

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averyandon @averyandon

4 months ago

Everyone got it wrong! This is NOT Banksy, its George Georgeous a north london property manager who is PISSED 😂 #banksy #banksydoxed #graffiti

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averyandon @averyandon

4 months ago

#banksy just got DOXED! Or did he? #streetart #graffiti #artlife

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averyandon @averyandon

4 months ago

I did NOT see that coming! Larry Bird has been Banksy this whole time apparently!? #banksy #banksydoxed

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averyandon @averyandon

5 months ago

If you are interested in #AI I highly recommend @alexwg newsletter and Moonshots podcast. TBD if he isn’t an Agentic AI Spawn from future, but insightful either way lol! theinnermostloop.substack.com #OpenClaw #Anthropic #Openai

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averyandon @averyandon

5 months ago

@bhorowitz new book is incredible! If you are an entrepreneur or always dreamed of being one, 100% worth the read!

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averyandon @averyandon

5 months ago

@MatthewBerman @openclaw @MatthewBerman is the OpenClaw Final Boss 👏

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averyandon @averyandon

5 months ago

Whats the coolest thing you’ve seen #openclaw do? Send me the best API’s I should be using!

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averyandon @averyandon

5 months ago

I understand the decision, but really wish @steipete had kept OpenClaw as a powerful counterweight to the frontier models! Still an incredible innovation, congrats 🚀 #openclaw #Clawdbot #chatgpt

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averyandon @averyandon

6 months ago

What are the most powerful uses you’re seeing for Clawdbot aka Moltbot aka OpenClaw lol?

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averyandon @averyandon

8 months ago

@JimmyFarley00 JSX is the ultimate MIA ✈️ NYC hack. Skipping TSA and saving two hours of travel time, without burning 15k on a PJ 👏

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averyandon @averyandon

8 months ago

@Jason______A @Jason______A more importantly did you delete your IG!? Sorry to hear about Lexi :(

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averyandon @averyandon

9 months ago

@Jason______A @lukebelmar Team JASON A!

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averyandon @averyandon

9 months ago

So glad @PalmerLuckey is on our team 🇺🇸 One of the smartest, most fascinating people - love hearing his @anduriltech updates and opinions.

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averyandon @averyandon

10 months ago

To build in AI today you need to be developing for where it will be in 12 months. @OpenAI just crushed half the startups my friends are building 🤦‍♂️ 🤣

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averyandon @averyandon

10 months ago

@gordongekko I support this message

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averyandon @averyandon

10 months ago

After the Novelty of @Replit wears off, you realize it can’t build anything truly complex or significant. It gets 80 % of the way there and then gets caught in failing feedback loops 🤦‍♂️ #ai #replit