Discussion on AI advancements and financial implications

Out there, which on some ways that like could scare you a little bit. Right. Like, hey, these labs have even more powerful models. So if you think about what's the gap between Open Weight and Frontier today, I think it's actually far wider than people expect because there are just far better models at the Frontier that haven't been publicly released yet either. Whether that's safety testing, alignment, some combination of everything, you know, unclear. But I do think you're still seeing the Frontier accelerate. Even if it may appear that what's released is plateau. I'm not even sure if it does look like what's released has been plateauing. No, no, no one's saying it is platoing today. We're all discussing could it plateau. Yeah, right. Because that is a pretty important thing to figure out for your investing, which is part of the deal here. Totally. Yeah. So that is a very well phrased point. I thought you were going on different area where you're going to argue about bitter lesson and you didn't. So kudos on that. And like I think that's a very, very fair point that I think we're, we've got still every generation model generation still shows quantum leaps. This is only in math, but OpenAI has a pretty good track record of generalizing beyond just math or coding. Yeah, right. And so I do think that is my point was a little bit more as the financial analyst hat on which is you had this one time 7x improvement in revenue efficiency or whatever and it's not like they raised prices. Yeah, yeah, right. So like where is it coming from? Oh, here's another good. I mean they didn't raise prices here. Oh, I think I have. So, so, so you know I'm saying. Right. Yeah. They have 100. They have one. Yeah. It's actually the opposite. This is an awesome chart. Yes. This shows the cost to. They're charging less. Yes, exactly. The cost. Charging less and making more money. The cost to complete a task with each model family. And and so what you see is with whether it's Fable or Opus and then you have Fable 5.1 and Opus 5.5. You see about a 25%, 25 to 40% reduction in cost to complete the same task with each successive model family. And so it's kind of like yes, the costs are going, the costs are going way down. Their compute efficiency is going way up. And I think a lot of that just demonstrates, I mean again it's going to sound a little like VC cliche, but like Jevin's Paradox, I guess. Things get. I know, I know. I knew it was gonna come. You can't have a podcast on AI without that coming up. Yeah, I know it is. This is the appropriate.