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enos_feedler 2 hours ago

There is zero evidence of this shift in pricing occurring. It’s still a dream which seems unlikely

dylan604 2 hours ago | parent | next [-]

It feels like this is the line people are using to justify the expense of compute capex

otterley 2 hours ago | parent | next [-]

The fact that you can sell or lease out something for more than you bought it for is justification in and of itself.

BoorishBears 2 hours ago | parent | prev [-]

I run a consumer AI product and the current reality of trying to get compute vs what it was 6-12 months ago is enough to justify it to anyone who has the money.

I think OpenClaw created a mania that was completely unfounded (Apple Silicon is worth dirt compared to literally anything from NVIDIA including consumer GPUs), but the prediction of compute becoming scarce was correct

BoorishBears 2 hours ago | parent | prev [-]

News to me?

Opus 4.7 has all the signs of a smaller model distilled from a newer pretraining run... except a smaller price.

Flash 3.5 raised in price pretty meaningfully over Flash 3

GPT 5.4 got a small price bump over gpt-5.3-Codex/gpt-5.2, then gpt-5.5 doubled pricing over gpt-5.4

Even open weights isn't immune: Kimi K2.6 was originally priced higher despite openly being 2.5 + more post-training, same with GLM 5.1 vs 5

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All while rental prices are spiking month over month, and NVIDIA Inception discounted prices for buying are higher than undiscounted prices for buying 6 months ago...