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“Use Anthropic and OpenAI’s best models for the really big brain stuff, but do most of the work with cheap Chinese open source models.”
@Not Boring
Routing work to cheap Chinese open source models displaces premium US model spend as cost discipline returns
BABALONG@ $118.43
$124.46+5.09%
since call Jun 10
peak +5.5%
00:00SHORT
“Tokenmaxxing was a lab-grown supermeme that worked better than the labs could have hoped.”
@Not Boring
Lab AI revenue went parabolic on token-maxxing waste, and the spell is breaking; consumption revenue is at risk
MSFTSHORT@ $407.07
$471.11-15.73%
since call Jun 10
peak +5.0%
“we believe that there are more fundamental structural reasons for the negative ROT: Agents are the wrong architecture for most work.”
@Not Boring
If agents are the wrong architecture for enterprise work, the vendor that bet the company on Agentforce reprices down.
CRMSHORT@ $176.68
$186.74-5.69%
since call Jun 10
peak +11.0%
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