Margins tell everything
Margins are the clearest confession of what a company wants, and Nvidia could cut them and still profit – so nothing but the choice itself stops the market from flooding with builders.
Margins are the clearest confession of what a company wants, and Nvidia could cut them and still profit – so nothing but the choice itself stops the market from flooding with builders.
Meta now sells a “contributor” endpoint – roughly 5% of the normal API price in exchange for storing, sharing, and training on your prompts. That’s the great move, and every open-weight lab should copy it: a honest direct endpoint specifically to get datasets in exchange for discount.
The author proposes capping any company at 10 percent of server-grade GPUs, with progressive taxes on excess, to prevent AI monopolies, preserve competition, and force algorithmic progress rather than compute brute force.
Argues ASML’s monopoly on EUV chipmaking machines and export controls choke global progress, and calls for essential semiconductor technology to be opened so all countries can build their own.
Argues protesters should oppose data centers not for taxes, water, or noise, but because closed models fence off public resources and concentrate control over essential compute infrastructure.
Argues that businesses should prefer open models over closed APIs, weighing refusals, outages, terms-of-service changes, and data harvesting against benchmarks, and calls for self-hosting, fine-tuning, and control of runtime parameters.