1) Trying again. 
TLDR: Everyone can win. Open-source, frontier labs, infrastructure, applications and most importantly the American people.   I understand all of the jitters about Anthropic losing share, real rates, spreads and second derivatives. Still think the most likely fut…↗

Hmm. Let’s think for a second. Why are the frontier models cutting price? Might it possibly, just possibly, be a result of the fact that they are losing share to open-weight models? Given positive elasticity, their price cuts are clearly good for AI infra demand. Open weight m…↗

Why open-weight models that compress margins at the model layer are net positive for AI infra demand, exhibit 1001. An open-weight token consumes *roughly* the same amount of compute as a frontier token for a similar size model.↗

this is clearly slop-coded but… it is absolutely wild we live in a world where I can send off one paragraph of dictated text before going to a meeting, and come out of that meeting thirty minutes later to this. …oint-report.nathan-clark.chatgpt.site↗

For those that are curious... this is my personal AI infrastructure / I had my personal description describe itself... Love muse, but pratically for me - this slaps.↗

OpenRouter & Stripe: The Intelligence Network Stripe has signed a deal to acquire OpenRouter. Together, they become the trusted, scaled, and performant network where the world’s AI companies exchange intelligence. This is a good thing for everybody, and it comes not a moment to…↗

Josh Kushner wrote his first-ever formal letter to backers of his $65 billion investment firm, Thrive. The letter is an opportunity to understand what Thrive is seeing real-time, and to better understand how Thrive is applying its strategy to this current moment. Letter to Thri…↗

x.com/i/article/2077…↗

Five frontiers defining the next wave of investments in AI infrastructure, each solving a structural limit that model scaling alone can't fix 🧵↗

OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it. In the cloud supercycle, semi…↗

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.↗