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260514 minghao douyin update #디에잇# #THE8# #Minghao# 🐸: Live Clip
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[📢YENA] Catch my heart with #SEVENTEEN# (@pledis_17) 🔗 🔗 🔗 #최예나# #예나# #YENA# #세븐틴# #THE8# #디에잇# #SEUNGKWAN# #승관# #LOVE_CATCHER# #캐치캐치# #YENA_CatchCatch#
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The story of AI in the next few years is going to be compute: an essay on the future of AI. K3 in 2 days is already #10# on OpenRouter with ~140B tok/day, and it’s infra is crumbling. Throughput is down from 30tok/s to 13tok/s, E2E latency is up to 72s and time to first token is >20s! It would cost a minimum of $500k to buy the 8 B300s it would take to serve even quantized Kimi K3 and ~$4M for the more recommended GB300 NVL72 rack. I don’t think Moonshot has the compute available to scale to their demand! In fact, even the US based inference providers will likely not be able to scale capacity as much as they’d like even if they were to host it: a 2.8T model is no joke. GPU providers (neoclouds etc) are doing 3yr and I recently hear 5yr commits with an ungodly 30% down, and customers are chomping it up. Prices continue to go to the moon. The two big labs, hyperscaler clouds, Grok and Meta have compute deals locked in prior, and the rest are fighting for scraps. Tier 1 neoclouds (coreweave/nebius etc) are rumored to not even small “smaller” customers. Meta is the biggest wildcard here. With ~7GW of compute by eoy 2026 and no clear big model ties, they either get to frontier on their own or can host the most Kimi K3 capacity (unless they sell it to the labs). Even though the price of models has fallen over time, it’s worth noting that the price of frontier has not. 3yrs ago, GPT-4 released at $60/M, o1 at $60/M, Opus 4 at $75/M, GPT5 at $10/M, Fable at $50/M and now Sol at $30/M and K3 at $15/M. Even if you consider K3 frontier, that’s only a 4-5x flux in 3yrs. In that time, frontier demand has increased at least 3+ ooms and frontier intelligence performance has gone 32x at least by task time by METR. Essentially, so long as a) the demand for frontier intelligence continues to grow to near infinity, b) the frontier continues to grow in performance, even as c) if the price of frontier declines a little, the value accrued to frontier grows significantly! And there’s a tremendous bull case for those who have locked up compute if you’re bitter lesson pilled and believe larger models will always be smarter models.
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“I just want to put the 8 in the back of the head because it's special to me.” The 4th overall pick, @CalebWilson2025, explains his No. 8⃣ braids at the NBA Rookie Photoshoot 🔥
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Thrilled to announce American Bitcoin crossing the 8,000 BTC mark! 🇺🇸 Even with crypto market volatility, I want to reiterate how we continue to differentiate ourselves, mining at a 52% profit margin in Q1 and continually adding to our treasury, all while maintaining one of the lowest SG&A ratios in the industry The stacking continues. Huge congrats to the incredible @ABTC team! Onwards we go!
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A retired sex therapist said: "The couples having the best sex after 15 years together all share these eight habits in common." They have nothing to do with positions, looks, or hormones. Here are the 8 habits…
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I directed a full AI-assisted series using Invideo Agent One. Here are the 8 things that experience taught me about what actually matters in AI filmmaking.
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Warren Buffett: "Would we want to own the 8% we own of Coca-Cola, the 11% of Gillette, if they said we're going to delist the stock and we'll open it again in 20 years? That's fine with us. And if it goes down on the news, we'll buy more of it."
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