lynxcat

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This is rare miss from you. Your expense exposure to gas prices is not limited to direct fuel consumption.

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As I replied to Obtuse, this topic conflates two different things. The gas pump outrage is a microeconomics issue. I absolutely agree with the macroeconomic impact that fuel has on inflation. What I disagree on is that the average American getting pissed off about fuel prices isn’t thinking about all the downstream producer input costs and how that eventually hits their wallets. Average consumer is reacting to the pump price and the immediate cost to fill up. Of which, I think that pump price is overinflated in importance (the macro toll that fuel price increases drive is a much greater and stickier issue).

Gas prices are an immaterial component of my household monthly spend. Would I prefer it cost $40 to fill up instead of $60? Of course. But it’s not going to change how I live my life.

I think gas prices are arguably the most visibly priced item in the country (seeing daily, numerous times, even when not “shopping”) so they are way more top of mind than they deserve.

If someone is driving an hour to work each day in an F250, then yeah, I see this mattering more to those individuals.

He didn’t use the exotic zone blitzes enough. Those plays rattled OM.

It’s so expensive.

Give your notice.

Arsenal has a 16 year old that scored today and is getting consistent minutes. It’s not unheard of albeit very rare.

I don’t understand how these frontier companies are going to keep consumers engaged. Consumers do not need the very best models…open weight will be totally sufficient going forward. Consumers just need an easy wrapper to access them and the cost of those tokens is minimal versus the frontier.

Frontier models are really a professional use case. Corporations and research labs can get utility from the very best models and will be willing to pay a premium for some of their use cases.

I do think we are on the cusp of the open weight models shifting to prominence. I don’t need to spend $20/month on Claude or GPT forever.

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Plus, you’ve not heard a peep out of Meta and Google,

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Google and to a lesser extent, Apple, are too big to just be tertiary players in the most transformational technology of our lives.

I will not be surprised when Google eventually does a drop that makes the whole planet go "oh shite" and they leapfrog. I would not bet against them as they have too many resources and proof points of best-in-class development to sleep on.

What OpenAI does has nothing to do with Anthropic. I fully expect Anthropic to go public.

I do think that the models are progressing faster than anyone could have expected and the unknowns are growing. I’m not a doomer and see a ton of near term benefits.

It also slows down everyone else. Nothing like passing up a spot, then hitting the brakes to throw it in reverse when someone is right behind you.

Trucks are the only vehicles I expect to back in.