I feel like I’m being sold something. Mostly the use of contrasting-phrases to repeat points… Unsure if that’s just the smell of second-hand LLM-use or if the article was largely generated.

Tbh Im more excited for cheap tokens decent quality than tokens that are a fraction of a percentage better on some benchmark.

A lot of problems out there can be solved with volume rather than bleeding edge

I'm not sure this is the right outlook. This massive spend isn't even necessary to get huge returns. We should look at how people are using LLMs right now instead of chasing promises of superintelligence.

There is a ton of value in LLMs improving accessibility for the web, and it feels like we're on the brink of AI assistants finally delivering. The new SEO is MCP tools and it's forcing app designs to be more robust than the brittle flows of the past.

This means less friction for ecommerce and breaking ground on all new UX. How is that not a big deal? Developers can provide better apps with more accurate and flexible designs on more devices. Customers will go where the best UX is and reshape who is on top in every category of consumer tech.

What can 6x extra compute do split between all these companies? It seems they've already exhausted all natural data + curated sets + ai generated data. What else can be added?

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