Comment by aurareturn

7 days ago

Cost of electricity isn’t a long term advantage in my opinion. Private companies will figure it out.

What matters most is $/completed task. It does seem like OpenAI and Anthropic are winning here even with worse electricity rates. Perhaps it is made up by the efficiency of Nvidia and Broadcom chips, which China can’t get in mass.

I do think that OpenAI and Anthropic are moving up in stickiness. My company has rallied around Claude. We are customizing Claude Code, adding knowledge bases for non technical people, writing skills for them, using Claude features company wide. It’s hard to move.

Meanwhile, I personally use ChatGPT outside of work. The memory, ease of use, habit keeps my subscribed.

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aurareturn

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blensor  7 days ago

I'm a model nomad, using whatever solved my last problem the best and where it makes the most sense to start my next work in.

However with the latest models Fable, Kimi K3, 5.6, it's getting to a point where I sometimes forget what model I am on without noticing a difference. And once I realize it because something may not be exactly like I expected it I won't switch for that work either because I don't want to invalidate the cache.

For the next work I will do there is maybe a 50/50 chance to remember to switch the model before I start.

That's not what I would call stickiness towards a certain provider.

  • amelius  7 days ago

    You didn't say what kind of problems you solve with AI. It matters a lot if you are doing HTML versus C++, for example.

    • blensor  7 days ago

      In no order of importance:

        - Refactoring a 13 year old in-house vacation rental booking system ( python/turbogears )
  - Backend development for our VR fitness game ( flask/python )
  - Unity development on our VR fitness game ( C#/Unity )
  - VR game development experiments ( Godot/GDScript )
  - Standalone SLAM localization service ( C++ )
  - Audio analysis ( python/pytorch )
  - Virtual display with Viture display glasses ( C )
  - Reverse engineering a library I am using for another project ( ghidra -> C - no MCP yet, that's something I am looking forward to )
  - Public facing website rebuilding for the booking system above ( PHP/JS )
  - Generative 3D environments for our VR fitness game ( python )
  - Wireless camera/IMU based tracker for the SLAM system ( C )

      Once I've dug in with a specific model into a problem I tend to stick to that because I have a feeling what it will do and how well it works, but when I start a new thing I usually use whatever the model was last set to.

      1 reply →

wbadart  7 days ago

Seems like most popular harnesses, including codex and Claude code, support Agent Skills (an open spec for skill formatting/ organization): https://agentskills.io/clients

Which is to say, this isn't really a lock-in/ stickiness vector (unless maybe the wording itself of a skill is hyper-optimized for a specific model)

  • littlecranky67  7 days ago

    you can simply switch to z.ai/GLM-5.2 inside Claude Code by settings env variables in .claude/settings.json

culi  7 days ago

> Private companies will figure it out.

Across sectors, China added 543 GW of energy in 2025. Next year, USA is expected to add between 70 and 80 GW of energy

  • metalspot  7 days ago

    You really have to look at energy/capita and how much energy is embedded in exports. The gross numbers are misleading. The US wasn't building new electrical generation capacity because it didn't need it and there was no market for it (caveats apply, but in a broad sense this is the major reason). Now that the market exists the question is how much can the US actually bring online and how rapidly, which is a real challenge after decades of degrowth politics used to justify slash and burn consumption of the industrial base.

    AI is really all about electricity. AI could be completely fake and yield zero value whatsoever and the US would do exactly what it is doing now because the AI bubble is what creates the market for building new electrical generation capacity, which is needed for re-industrialization. Also why our friends in UK/Europe/China are so busy pushing anti-AI propaganda to try to undermine this.

    • culi  6 days ago

      > The US wasn't building new electrical generation capacity because it didn't need it

      You need to understand that the US added 40.3 GW of energy capacity in 2023. 70 to 80 represents a dramatic growth (nearly doubling) in new capacity.

      Also China is just getting started. 8 out of the 12 nuclear power stations opening worldwide in 2027 are Chinese https://world-nuclear.org/information-library/current-and-fu...

      If AI is "all about electricity" as you say then the US was barely ever in the running in the first place. There's no possible way the US could compete any time in the next 2 decades (putting aside a dramatic shakeup like war)

      > Also why our friends in UK/Europe/China are so busy pushing anti-AI propaganda to try to undermine this.

      Lol people make up the funniest theories when a political idea they don't like is gaining popularity. At least you didn't blame Russian bots

    • 21asdffdsa12  7 days ago

      Oh, the UK and Europe castrated themselves and want others to follow the example. They still don't have made the connection between "I give up ability" and i get attacked by a proxxy opponent by those i gave ability up too.

      They do not want to life in the world that is and thats going to be, but in the past and the world they green ideology promised. Reality denial be a addictive poison.