Comment by pzo
5 days ago
>> I think they will pull ahead with cheaper tokens similar intelligence
they just increased cache read from 0.30 to 0.50 - this has the biggest impact on agentic coding. Elon companies have the most expensive everything:
xAI sub: $30 when other starts at $20, pro like sub for $300 where other charge $200.
Expensive electric cars, powerwalls, solar roofs when competetive products/better are cheaper.
>Elon companies have the most expensive everything
The Model 3 and Model Y became the highest selling EVs of all time because they were the first below $50K to have long-range and be worth buying.
Until a few years ago, every other sub-$50K EV absolutely sucked.
> The Model 3 and Model Y became the highest selling EVs of all time because they were the first below $50K to have long-range and be worth buying.
And then Musk totally abandoned Tesla's original brilliant game plan of using the luxury models to find actual low-cost models (which $50K is not), and completely ceded the future EV market to Chinese companies that understand how to make a better car than Tesla for less money. BYD sells more cars than Tesla.
>to find actual low-cost models (which $50K is not)
Model 3 starts at $37K, and Model Y at $40K.
They are #1 and #2 best-selling EVs of all time! So clearly they are affordable.
>BYD sells more cars than Tesla.
Sure, but only by 20%, and only because it also sells low-cost EVs that have less range than anything Tesla sells.
If you exclude BYD EVs with lower range than any Tesla, Tesla outsells BYD by 50%.
Even if you don't, second place (which Tesla still holds) is really not "completely ceded"!
highest selling is not same as cheap - apple also have the highest selling iphones among smartphones and they are still pretty much the most expensive (and usually not the best either these days).
> xAI sub: $30 when other starts at $20, pro like sub for $300 where other charge $200.
This is meaningless because you're not controlling for amount of subsidized usage or model quality.
The cache reads are really insanely expensive.