Headline is innacuralte. Customers who purchase a $200/month subscription, can save up to $13800 on token costs compared to “a la carte” token pricing. Open AI does lose over $1 per $ in revenue, but this is more a function of them having too much compute, and very high training costs, rather than a loss per gpu hour on tokens served, it should stilll be a loss for OpenAI:

Open source model pricing per gpu hour, ranges from 80% margins at high batch saturation per user (low tps per user) to 50% at concurency of 8, to loss at fewer user requests per gpu. https://inferencex.semianalysis.com/compare/deepseek-r1-b300-vs-h200

OpenAI has very high prices, and too much compute. They would likely lose $6000 per user who maxes out their $200 plan, and certainly over $1000 per user.

It’s a good deal for world for reopening SoH. No other alternative for opening it. US/GCC would have incurred too much permanent damage. While Trump is only president stupid/compromised enough to have fallen for Netanyahu bait to start, he’s also only one with reality distortion power to call a stop, victory.

World/Americans being liberated from USrael empire is closer today. There is crazy congressional bills to add $700B (70%) in military spending this year with $500B permanent, and to put Mossad in command of US intelligence. This gets harder, if military goals are limited to Cuba/Canada, or recession hits, and US power/“pretenses of idealism in abusing power” loses credibility. There’s a far better world with Iran an influence peer.

I’m optimistic this will stick. Quiet control/tolls over SoH. Sanctions/funds relief. US leaves. 60 days talks likely to extend past mid terms, with Trump declaring victory the whole time for stopping nuclear program, before finalization. GCC likely to line up investments in Iran.

Israel can likely be contained. American assets will be forced to say how great Trump’s victory is. Israel has limited supply of US missiles, and needs cooperation from air refueling services to bring planes to Iran.

Starship is targeting $50-$200/kg or lower if they are successful.

$30m is $200/kg for full starship capacity (150T). AI1 is volume constrained.

where you’re getting $4.5 million for 150kw of solar. Space will be more expensive, but it’s $1.1-$1.5w in the USA right now at large commercial scale on land

$4.5m is standard space GaS solar cost. SpaceX does claim $3000/w. $450k. 1MW solar in US is under $1m. Add 16 hour battery 2mwh = $200k. At $1m space equipment before GPUs, is $6m equivalent terrestrial costs due to 5 year replacement. Actually 5x the cost. You can also cut earth costs by over half by installing in China or Mongolia with the same latency to US as from space.

$30m launch costs seem a floor. Very high employee count. Higher maintenance than planes per flight, Expensive rockets. Very complex attachment/detachment from solar+radiators that would last longer than 5 years (apparently they scrap solar/radiators every 5 years because that is too complex)

AI 1 is 125kw. $2.5m would be building allocation. $625k-$1.5m would be solar power costs with battery. All in US. Cheaper elsewhere. lasts 30+ years = 6 launches. Nebraska farmland would be under $1000/year (4 acres) for 1mw of solar, batteries, datacenter. Desert land in NV $100/year.

At well over 2x the cost for a space datacenter, you need to charge 2x the rate to terrestrial competition. But its much more than 2x more expensive. 150kw of space solar is $4.5m. 18x more expensive yearly, though even at 1/10th cost, 1.8x more expensive yearly. Radiators, shielding another $600k, so adding to best case solar, 3.3x more expensive/year. Comparing launch costs to building to get just 2x price difference, needs $1m/satellite(with solar/radiators) launch costs which is the just fuel costs.

I didn’t include the minimal land lease requirement for fully green earth datacenter. An unsustainable aspect of current space law is that SpaceX gets free squatter’s rights for first to take valuable Sun Synchronous Orbit, including using the most convenient wasteful overuse of prime solar facing angles that denies space to all others. In it’s current wasteful design, if a 1m wide window was taxed at $1000, they would pay $70k/year in taxes to UN/global UBI fund. If they redesigned to a 1x500m solar array, they’d pay $1000 in taxes, but leave room for them and others to fill the rest of SSO space. The value of that space fully saturated could fund $47B/year of something earth people need.

Very frustrating that criticism shifts to adding an extra comma to his wealth. Zero change will happen over maximum allowed commas.

The bigger issue is the complete fraud of SpaceX valuation. Terafab is not something they have compentence for, and space datacenters are simply more expensive, and cannot replace GPUs after 5 years obsolescence. Being angry at Musk’s wealth is pointless. Distracts from the direct fraud and theft of Nasdaq Index shareholders, and those who don’t time their dumping when indexes are forced to buy.

surprise attack on 80 year old pope, and schoolgirls, was totally going to make Iranians love the US.

And specific cap on oil prices is because depletion of those reserves have been so rapid, together with less China imports (they have their own high reserves). This can make the latest wolf cry for imminent peace more likely true, if reserves are on the brink.

Over 1/6th of global deaths from Covid were in US. You’re technically right on the list.

Monarchies over the ages are a bad example, because there was a sustainability mandate to pass off a good country as inheritence to heirs. A candidate for worse countries would be Idi Amin, and US allies, but for US allies, their alliance is forced due to CIA coups/colour revolutions, and the scale of Idi Amin’s pillage is a million x lower. The utter oligarchist/corporatist supremacist nazi economics and geopolitics of US, together with the pure Israel/Zionazi capture of every elected official is a corruption that is beyond any other in both scale, and in fundamentally voluntary complicit bribery scheme for pure bribery value, excluding Mossad operations such as Epstein. The late stage empire pillaging stage is next level. That Congo arrests officials for corruption proves low levels of extended corruption. ie. punishments happen.

The US had the highest deaths per capita from Covid. It was bad because so many people angry at covid would listen to anyone who made them angrier, by first denying it actually existed, then later, that vaccines were an attempt to murder them.

In top 50 worst things Trump has ever done, make covid worse in blue states/cities to claim that democrats are incompetent.

Brooke Rollins doubled down on claims that an “open border policy” under the Biden administration was to blame.

Nevermind, that Trump’s ICE is not checking the flies documentation any more than Biden’s ICE was, Trump also lifted a ban on cattle imports from Mexico, and so they’re the ones with the open border to fly larva policy.

China does build datacenters in desert next to solar farms. Water access is overblown, because it can use a closed loop system where water is trucked in from somewhere it is more abundant. Cooling in desert is more expensive, but China has abundant cheap power. It is unfair to say the US is only place that cares about it’s people, when it is the most corrupt country in history that cares the least about popular welfare. China’s drive for abundance is a populist drive. US scarcity profit maximizing mindset is the opposite.

One of the reasons Huawei is far ahead of Nvidia on cost competitiveness of cluster systems is both their last (384 matrix) and current (950 based) clusters are containerized and don’t need buildings. Nvidia B200 and later systems require liquid cooling with heavy duty single story floors purposed built with embedded liquid cooling pipes in them. This is usually a $10b premium per gw of compute in building, not including the ability to reuse any other building/datacenter with older nvidia systems.

training data is as important as the source code here to replicate the end result

this is the nature of this flame war. Perfect replication of the end result, which is extremely opaque in how it works, is not nearly as important as the weights, that you can post train for any domain specific/general improvement with any other dataset. Which is how the authors would improve/change the weights further as well.

It could also take $Trillions to make better EVs or solar panels or sneakers than China. Instead of spending $Trillions, just buy Chinese AI, and make them invest in US datacenters. The need for sectoral supremacy is objectively/purely for war against China “value”. This necessitates a skynet goal for military and information/population control supremacy. Neither skynet nor war on China will make your (non corrupt insider) life better.

This is needed for all the 0 negotiation BS between reopening somewhere between any day in last 2 months and labour day, and just letting Israel supremacists derail any reopening of SoH.

It’s treasonous corruption that steals too much of our money for their privatized profits that need to be nationalized, in similar confiscation proposal. Amtrak/rail doesn’t steal excessive public money or elect corrupt leaders. Nationalizing libraries or transportation doesn’t necessarily fund it more. Nationilazing corrupt evil is path to control lobbying for the supremacism of evil.

it actually creates symetry for risk/reward, but it does incentivize giving skynet contracts with argument that people get 50% of the proceeds from skynet abuse.

Defense, oil, and media industries should be a higher percentage. They are historically responsible for most corrupt lobbying/disinformation/warmongering and alliance with zionazi rule over the US. The strategic unanimity of “must beat China or maintain zionazi bias over population control” for AI means that it is meant to be a corruption vector for skynet, funneling all of our wealth and liberty onto privatized profit from skynet.