Comment by benreesman

17 days ago

Anthropic might be the first gigantic company to destroy itself by bootstrapping a capability race it definitionally cannot win.

They've been leading in AI coding outcomes (not exactly the Olympics) via being first on a few things, notably a serious commitment to both high cost/high effort post train (curated code and a fucking gigaton of Scale/Surge/etc) and basically the entire non-retired elite ex-Meta engagement org banditing the fuck out of "best pair programmer ever!"

But Opus is good enough to build the tools you need to not need Opus much. Once you escape the Clade Code Casino, you speed run to agent as stochastic omega tactic fast. I'll be AI sovereign in January with better outcomes.

The big AI establishment says AI will change everything. Except their job and status. Everything but that. gl

> AI sovereign in January

You mean you won't need tokens anymore? Are you taking bets?

  • I mean I'm running TensorRT-LLM on a basket of spot vendors at NVFP4 with auction convexity math and Clickhouse Keeper and custom passthrough.

    I need more tokens not less because the available weight models aren't quite as strong, but I roofline sm_100 and sm_120 for a living: I get a factor of 2 on the spot arb, a factor of 2 on the utilization, and a factor of 4-16 on the quant.

    I come out ahead.