Nvidia

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are highly efficient and not locked in to the Nvidia chips, if you look at satisficing of models where they get good enough for the vast majority of economic tasks, they have 85% of their revenue being basically like API revenue. I've gone from maybe $5,000 of anthropic credits last month. I'm not a big a user as AWG and Dave to I'm not even using my Claude Max plan right now because 5.5 is that much more efficient.

are highly efficient and not locked in to the Nvidia chips, if you look at satisficing of models where they get good enough for the vast majority of economic tasks, they have 85% of their revenue being basically like API revenue.

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