Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
Episode publishedPodcast: SemiAnalysis WeeklySemiAnalysis Weekly
Transcript preview
Preview only
Hello
everyone. Welcome back to Semi Analysis Weekly. We're here with episode 20 with the Tokenomics team. Things are moving fast. We are recording this on Wednesday, July 15. I assume by the time this episode comes out, there's going to be a lot more releases of models, disclosures from these companies about their profitability revenue, many active users they've got. Regardless, we're going to record a point in time right now. Let's talk about token budgeting, metas compute strategy, MSL futures, the release of fable soul and anthropics profit margins. So excited to dig in with me today. We've got
Doing great. Thanks for having me.
Welcome. We got Crystal. How's it going Crystal?
Hey Jordan.
And we got Joey.
Hey Jordan.
Cool. So we're going to start with token budgeting. Crystal over to you. We got lots of conversations that we've been having with enterprises over time and just asking them like what's going on. At somebody else's, we're still token maxing, but others are moving into the time of austerity. Can you take me through a little bit about what you've found with this article?
So there's a lot of people, like, enterprises right now that are cracking down on their budgeting because they think their employees are spending too much. And a lot of people are getting scared because they're like, oh, what if I don't have enough tokens to do my work? I don't think that's necessarily true then, and it applies to most people. Right? Because a lot of people aren't even getting close to that limit. There's probably a few handful power users at each of these companies which will really be affected. But other than that, I think it's been it hasn't been as big of an impact, I thin
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.