Prices are moving inference to highly profitable, oAI seems to have solved their training problems, and they're currently competing nicely with Anthropic on the coding side. I'd wait, too -- why fight this stuff out in public when you can …
가격들이 추론을 매우 수익성 높은 쪽으로 이동시키고 있고, oAI는 훈련 문제를 해결한 것으로 보이며, 현재 코딩 쪽에서 Anthropic과 괜찮게 경쟁하고 있어요. 저도 기다리겠습니다 — 이걸 공개적으로 싸울 필요가 뭐 있겠어요, 그냥…
I like Gaben's take on going public. This is a clip from a longer talk he gave which I think is really insightful into many aspects of the economics of software and company culture. https://www.youtube.com/watch?v=QvS-IwYFCP4
저는 게이븐이 상장하는 것에 대한 견해가 마음에 듭니다. 이건 그가 한 더 긴 강연에서 가져온 클립인데, 소프트웨어 경제와 회사 문화의 여러 측면에 대해 정말 통찰력 있다고 생각합니다. https://www.youtube.com/watch?v=QvS-IwYFCP4
The time to go public was about 16 months ago. People are waking up to large bills now, Chinese models are nipping at their heels, public sentiment has turned, money is becoming more expensive. The market no longer cares about fundamentals…