*quality* service industry labor is mis-priced
you hear all the time how "…its so hard to find good people…", they usually don't finish the sentence "…for cheap"
this same phenomenon happened with dental assistants. then a temp platform got to scale and repriced the labor accordingly. the labor was happy, the practice owners were less than thrilled.
we did the same thing at heave with heavy equipment mechanics. the difference there is dealerships take such a massive rake that mechanics make 3x more and customers still save 2-3x
it seems that in supply constrained market it takes a new platform to aggregate the constrained supply and reset pricing based on *actual* demand.
for the temp dental assistant platform they were selling back to the offending party.
for heave it was a 3 party market. we sold to the equipment owners, so the dealerships just lost share while mechanics and customers both came out ahead.
service industry labor looks a lot more like the dental setup. the restaurant or hotel is both the one underpaying and the only buyer, which is probably why nobody has repriced it yet.
the first platform that lets guests pay for great service directly is going to make a lot of owners very uncomfortable.
you hear all the time how "…its so hard to find good people…", they usually don't finish the sentence "…for cheap"
this same phenomenon happened with dental assistants. then a temp platform got to scale and repriced the labor accordingly. the labor was happy, the practice owners were less than thrilled.
we did the same thing at heave with heavy equipment mechanics. the difference there is dealerships take such a massive rake that mechanics make 3x more and customers still save 2-3x
it seems that in supply constrained market it takes a new platform to aggregate the constrained supply and reset pricing based on *actual* demand.
for the temp dental assistant platform they were selling back to the offending party.
for heave it was a 3 party market. we sold to the equipment owners, so the dealerships just lost share while mechanics and customers both came out ahead.
service industry labor looks a lot more like the dental setup. the restaurant or hotel is both the one underpaying and the only buyer, which is probably why nobody has repriced it yet.
the first platform that lets guests pay for great service directly is going to make a lot of owners very uncomfortable.
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bessent solving alignment was not on my bingo card
🚨 BREAKING: US Treasury Secretary Scott Bessent declares OpenAI management personally responsible for HuggingFace hack
> "The Hugging Face incident, that is the responsibility of the OpenAI management, not a bunch of agents."
> "It is humans who are responsible, not the AI."
> "Whafety is to give these labs a liability exemption, which is what they are asking for."
> "The best way to guarantee safety is that the creators are liable for what they build and generate."
It’s OVER
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this could be very problematic for the labs
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
🟦 Open 78.4% 🟨 Closed 21.6%
While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2).
(Dofor inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
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Dillon Auxier retweeted
fairly ironic that the guy
who bought all of the 140 characters
actually will deliver us the flying cars
who bought all of the 140 characters
actually will deliver us the flying cars
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jensen is the most articulate ceo of this generation
world class communicator
world class communicator
Jensen Huang: “Safety is paramount. In a lot of ways, it’s job one. However, safety is an engineering problem... If we’re not confident about the safety of the products — like all companies, like you and I, all the companies here — if you build a product or a service and you’re not confident in its functionality, capability, or safety, then don’t release it.
That’s a very obvious thing to do. You pace yourself until you are confident you’re releasing something that the market would appreciate. The market forces are already there. We don’t need any new laws. We don’t need new regulations.” x.com/zerohedge/stat…
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darkhorse
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI?
I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev
• 20-200x faster
• 40-400x ns free)
• Frontier composable intelligence optimized for decisions
AFAICT the shortest path to AI-based economic revolution
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Donald Trump rejects calls from tech bosses for an AI slowdown ft.trib.al/bjaDHPx
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meanwhile…
🚨BREAKING: China's Z.AI has raised $5 billion.
The interesting part is where the money is going: 60% of the net proceeds will fund next-generation GLM models and what Z.AI calls its 'Fully Self Training' system.
Z.AI's generation of GLM to build the environments used to train the next one, forming what the company itself calls a Recursive Self-Improvement (RSI) loop.
They just raised billions to push on it.
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grateful we have *some* sober leadership
EA AI safetyism increasingly looks like Marxism-Leninism for the algorithmic age.
The old vanguard claimed privileged knowledge of the inevitable course of History. The new one claims privileged knowledge of the probabilistic course of Humanity.
Both use an elaborate intellectual framework to reach the same political conclusion: a small group of enlightened people must constrain everyone else for their own good.
That has never lead to anything except monumental human suffering.
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sacks from the top rope
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
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this is an insane jiu jitsu move by oai ahead of anth ipo
@altcap Altmans own argument now is that they may need to make decisions that aren’t in shareholders’ immediate financial interest.
SpaceX will be a good proxy to test this over coming weeks/months
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duo sales will be atrocious
unfortunately ternus is catching a falling knife
we have seen the best from apple
unfortunately ternus is catching a falling knife
we have seen the best from apple
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