When you start paying API you realize how insanely subsidized the subscriptions are; especially the ones from OAI.
As a very rough estimate you probably have 1000$ of API WEEKLY in in the 200$ monthly sub
I'm curious if they will disclose margins split by subscriptions and API on their S1; I believe the APIs margins will be very high, while the subscriptions will be very low
But as usage get more complex subscriptions won't be sufficient so the big users naturally migrate to APIs so economics are probably fine
The biggest issue is still progress stalling, becasue if they don't have anything more than the Chinese models while being a lot more expensive it's gonna be a problem
If I were Ant I would release a powerful new model a few weeks before IPO; this should also be plenty of times since Fable. If they don't it's a pretty bad sign
Runnerxbt posting for the first time ever about this spot bags after trashing btc endlessly for weeks; what a scumbag
Broken Clock
At this price I will buy several Hypurr
I can't shake from my mind that Hypurr will have an explosive move up at some point in the future, easily 10x current prices (in USD). But it might be in 2y or even in 10
Right now it's just an NFT, just a collectible for Hyperliquid nerds, the brand need to be more established, maybe just time to go by and an explosive speculative cycle
Forwarded from FinancialJuice
Canada's PM Carney: U.S. launched moves to limit Canada's capacity for other trade agreements|FJ
US wants to stop everyone from trading with China on terms that are different than what the US agrees with China
The day he passed the One Big Beautiful Bill I said he was a lameduck president, he governed for 7 months,
Broken Clock
I'm now trying to automate the storing, synthesizing, linking all the content I am sent daily and create a fact checked round up linked with previous knowledge. The idea is to stop reading emails, listening to podcasts, visiting newswebsites and probably…
This is actually harder than it sounds to do well; so many steps to optimize and think about.
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