There will be such a massive shift to Qwen VL when Google shoots itself in the foot retiring Gemini 2.5 Flash just because a $1 million/yr L7 wanted to show initiative to become a $1.2 million/yr L8
There is so much happening in that scene, where tokens/sec double or 10x
So I could see the same hardware doing 20 tokens/sec on a large model suddenly doing 200 tokens/sec in the future, a better device in the future doing 500 tokens/sec, while having vision models baked in, audio models etc
Users wont consciously switch to local, they will just have it and use it
this is insightful to me as well, I'm glad to know modern memory is less polluting in use but now I wonder about how it compares to the manufacturing process
Agreed but I think enterprise AI offerings are pretty impressive, investors and consumers aren’t really aware, employees aren’t able to trade
The revenue is there and also impressive, and supplanting consumer and seat based revenue
The market is still shedding SaaS multiples, which I think is accurate, but break out the revenue in those quarterly reports and there is a huge growth story, from real efficiencies
I earn more than most doctors but am so low key that hypergamy doesn’t work which is fine but sometimes I’m into it, I’m a “mysterious source of income guy” in a fun city, which just means “has a high paying 9-5 job” but that goes over most people’s heads since I don't tell them what, and its not a tech hub where it would be both obvious and more unremarkable
Doctors that like to the play the field show up to events in their scrubs. It works. They get a lot of attention from potential mates, and I've seen some people I know completely switch character to something more seductive.
Sometimes I think I want that attention, but people remember what you do so I don't want that, I havent really struck a balance and enjoy who I do attract. It's great that they're interested in me, sometimes I hear them mention someone who is interesting because of their occupation or material wealth, and I think "I have those attributes and more, how is that not obvious". In San Francisco it would be obvious, but not here unless you do flashy things.
People that have voiced a guess have guessed I earn at 1/5th of what I do, despite the loft in a HCOL and additional place and lifestyle for my comfort, to me they are just divorced from value.
Whats more interesting is that people have pretty strong opinions about the fickle and malleable nature of attraction, but you can always play if you want
Consumers that actually spend (Americans) pay with unsecured credit, crypto ecosystem doesn't have robust unsecured credit systems. It has plenty of secured credit systems though because it is extremely optimal at collecting collateral and settlement, extremely unoptimal at rendering judgements and seizing non-possessed assets. Many applications try unsecured lending and solve nothing or gain no traction, running out of capital to unsecurely lend. This renders x402 for consumer applications dead in the water.
And if consumer applications were unlocked, the law of diminishing returns comes into play immediately as everyone tries to paywall their service, just like seen on Medium and Substack.
x402 is for agents to pay for something they need access to. The agents themselves will be speculators just like the users.
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