Long AI Short AGI - by Ramy Adeeb - 1984 Newsletter

kept by eddie may 08

The piece argues that AI models will commoditize like past technologies, making customer relationships and workflows more valuable than owning the base model.

No, it doesn't cost Anthropic $5k per Claude Code user - Martin Alderson
The viral claim that Anthropic loses $5,000 per Claude Code Max subscriber confuses retail API prices with actual inference costs, which are roughly 10x lower.
also on Kimi, Qwen, #economics
Kimi Work: Next-Gen Desktop AI Agent for Knowledge Workers
Kimi Work is a local desktop AI agent that automates workflows, browses the web, runs scheduled tasks, and integrates financial data for knowledge workers.
also on Kimi, #business-strategy
Who's afraid of Chinese models?
The article discusses growing concerns among Western tech firms and policymakers that Chinese AI models are rapidly advancing and may challenge US dominance in generative AI.
also on Qwen, DeepSeek, #technology, OpenAI
8 plots that explain the state of open models
Qwen dominates open-model downloads and finetunes globally, while DeepSeek leads in large-scale models and GPT-OSS is the only Western contender gaining adoption.
also on Qwen, DeepSeek, OpenAI, #ai
Moats in the Age of AI
As AI models and software commoditize, moats erode for pure software/AI firms; value concentrates in compute, energy, and relationship-based assets.
also on DeepSeek, #economics, OpenAI, #business-strategy, #ai