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← Most of the price gap between o1 and R1 is margin rather than…
17 connected korrents · 17 moments from 18 Mar 2024 to 21 Oct 2026. Nearly all of them are about OpenAI .
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benchmarks Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated 2 days ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 8 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Agent containment will be one of the most important priorities for any AI infra company. — tap to centre the map on it Agent containment will be one of the most important priorities for any AI infra company. Last stated a week ago
14 Oct 2026
GR
Guillermo Rauch — holds since 2026-10-14 — tap for who they are
Same subject: Agents are going to be incorporated into mainstream interfaces — tap to centre the map on it Agents are going to be incorporated into mainstream interfaces Last stated 7 months ago
25 Mar 2026
DH
David Heinemeier Hansson — holds since 2026-03-25 — tap for who they are
Same subject: Aggressive competitive tactics around a math research breakthrough risk having a chilling effect on that field of research. — tap to centre the map on it Aggressive competitive tactics around a math research breakthrough risk having a chilling effect on that field of research. Last stated a month ago
11 Sept 2026
BT
Ben Thompson — holds since 2026-09-11 — tap for who they are
Same subject: AI agents in OpenAI's ExploitGym incident were likely right to presume the grader checked how flags were obtained, a mistake caused by OpenAI's faulty implementation. — tap to centre the map on it AI agents in OpenAI's ExploitGym incident were likely right to presume the grader checked how flags were obtained, a mistake caused by OpenAI's faulty implementation. Last stated 2 months ago
29 Aug 2026
ZM
Zvi Mowshowitz — holds since 2026-08-29 — tap for who they are
Same subject: As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. — tap to centre the map on it As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. Last stated a month ago
17 Sept 2026
TT
Tomasz Tunguz — holds since 2026-09-17 — tap for who they are
Same subject: As AI makes summarizing and remixing public information nearly free, private information and secrets that no one else has reported will become more economically valuable. — tap to centre the map on it As AI makes summarizing and remixing public information nearly free, private information and secrets that no one else has reported will become more economically valuable. Last stated 5 months ago
5 Jun 2026
JS
Jasmine Sun — holds since 2026-06-05 — tap for who they are
Same subject: Most AI lab revenue comes from non-frontier models, where cheaper comparable alternatives already exist elsewhere. — tap to centre the map on it Most AI lab revenue comes from non-frontier models, where cheaper comparable alternatives already exist elsewhere. Last stated 2 months ago
26 Aug 2026
RK
Rohit Krishnan — holds since 2026-08-26 — tap for who they are
Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. Last stated 2 years ago
3 Mar 2025
TS
Tobias Sjösten — holds since 2025-03-03 — tap for who they are
Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated a month ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
Same subject: A strength of Claude is that it is good at ranking your options, lowest risk and least expensive first. — tap to centre the map on it A strength of Claude is that it is good at ranking your options, lowest risk and least expensive first. Last stated 4 months ago
16 Jun 2026
BW
Brett Williams — holds since 2026-06-16 — tap for who they are
Same subject: Among the misuse threats in Anthropic's threat disruption report, distillation is by far the most important and will have the most impact. — tap to centre the map on it Among the misuse threats in Anthropic's threat disruption report, distillation is by far the most important and will have the most impact. Last stated a month ago
15 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-15 — tap for who they are
Same subject: An AI coding assistant's tendency to infer what a user means rather than exactly what they typed is both its greatest strength and the reason it is hard to trust. — tap to centre the map on it An AI coding assistant's tendency to infer what a user means rather than exactly what they typed is both its greatest strength and the reason it is hard to trust. Last stated 9 months ago
22 Jan 2026
SK
Steve Klabnik — holds since 2026-01-22 — tap for who they are
At the centre
Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability.
Holds Read this korrent →
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
Holds
Agent containment will be one of the most important priorities for any AI infra company.
Holds
Agents are going to be incorporated into mainstream interfaces
Holds
Aggressive competitive tactics around a math research breakthrough risk having a chilling effect on that field of research.
Holds
AI agents in OpenAI's ExploitGym incident were likely right to presume the grader checked how flags were obtained, a mistake caused by OpenAI's faulty implementation.
Holds
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
Holds
As AI makes summarizing and remixing public information nearly free, private information and secrets that no one else has reported will become more economically valuable.
Holds
Most AI lab revenue comes from non-frontier models, where cheaper comparable alternatives already exist elsewhere.
Holds
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Holds
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Holds
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Holds
A strength of Claude is that it is good at ranking your options, lowest risk and least expensive first.
Holds
Among the misuse threats in Anthropic's threat disruption report, distillation is by far the most important and will have the most impact.
Holds
An AI coding assistant's tendency to infer what a user means rather than exactly what they typed is both its greatest strength and the reason it is hard to trust.
Holds