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Last week we argued the $25 token was dying. This week: that's exactly when the hardware boom starts. Frank takes the hot seat with a paradox. If intelligence keeps getting cheaper, we don't use less of it — we invent more things to do with it. More agents, more inference, more workloads. Which lea…
An escape hatch is the thing that lets you leave. You build on something that also works on somebody else's hardware, so your vendor can't lock you in. Open weight models were supposed to be that hatch for AI. Download them, run them yourself, walk away whenever you want. Then NVIDIA bought Hugging…
Five tech industry veterans, one hot seat, and a vote. In our first episode: Meta gave away a new AI model and promised the big one soon, NVIDIA's CEO used his first ever post on X to defend open weights, and 270 companies signed on. One did not. So Frank takes the hot seat to argue that openness i…
Last week the conversation was cost vs. control. This week the cost floor fell out. Frontier models are getting dramatically cheaper, the models you can run on your own hardware are getting dramatically better — and Robert makes the case that within 18 months the only thing frontier labs will reall…
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