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anjali 🪼 @anjalishriva.com · 28/07/2026

btw I think your intuition was correct on this. It seems like Deepseek's margins are as high as 70-80%, and stands to reason that western labs are also in that range, if not higher x.com/jingyanghk/s...

x.com

Jing Yang (@jingyanghk) on X

And we just updated our story with new reporting that DeepSeek's gross margin from selling v4 API access is...70% to 80% (!)

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anjali 🪼 @anjalishriva.com · 15/07/2026

capacity buyout is mostly for training demand, right? amin vahdat had a great quote about how frontier labs no longer care about "five nines of reliability" for compute because it's mostly put towards training, where throughput matters and downtime not-so-much youtu.be/VeTqsCpcDgg?...

youtu.be

YouTube

Share your videos with friends, family, and the world

anjali 🪼 @anjalishriva.com · 09/07/2026

"tempo, not speed" is this anything

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daytura @daytura.bsky.social · 20/06/2026

Graduated @UCSC cognitive science 2026 last week!! 💛💙 Academic highlights below... (pics by my younger brother... I still owe him food for his work lol)

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anjali 🪼 @anjalishriva.com · 09/06/2026

actually i do recall this being a sticking point for Noam Brown with the 5.5 release (apologies for twitter link: x.com/polynoamial/...)

x.com

anjali 🪼 @anjalishriva.com · 24/04/2026

oh, amazing, excellent, fantastic

anjali 🪼 @anjalishriva.com · 24/04/2026

so true (follow me back…)

anjali 🪼 @anjalishriva.com · 26/03/2026

community notes in the good timeline

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anjali 🪼 @anjalishriva.com · 11/03/2026

agreed and the best indicator is that open source models have stayed the same-ish size over the past year for closed source, it's very likely Gemini 3 Flash is 1.2T based on the Apple license. that's not much bigger than Kimi K2

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judah @joodaloop.com · 02/02/2026

new productivity system... → make multiple todo lists in scatterpad.com → every morning, pick tasks from across them to do that day → do them

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anjali 🪼 @anjalishriva.com · 29/01/2026

inference gross margins have been stuck ~50% for quite some time we know Anthropic's margins were in that range December 2023

https://techcrunch.com/2024/01/23/ai-startups-margins-low-valuations/

anjali 🪼 @anjalishriva.com · 27/01/2026

big fan of sharing google docs

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anjali 🪼 @anjalishriva.com · 27/01/2026

brings new meaning to vibecoding

anjali 🪼 @anjalishriva.com · 26/01/2026

logistics fairy dream girl

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Todd in the Shadows @shadowtodd.bsky.social · 23/01/2026

I wonder who's taller

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anjali 🪼 @anjalishriva.com · 23/01/2026

amazon has an incredible uno-reverse-card in the works here

anjali 🪼 @anjalishriva.com · 22/01/2026

now is the time of posters

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anjali 🪼 @anjalishriva.com · 21/01/2026

to be honest i did not realize gas town was a crypto thing

anjali 🪼 @anjalishriva.com · 20/01/2026

well couldn’t they lease it to existing players as an infra play?

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anjali 🪼 @anjalishriva.com · 20/01/2026

does this accounting include free usage (eg. AI overviews in search)? incredible that they’re margin positive if so

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anjali 🪼 @anjalishriva.com · 19/01/2026

"thought-terminating existential dread" is a great phrase

Cat Hicks @grimalkina.bsky.social · 18/01/2026

Reposted by anjali 🪼

I am going to be honest, this guy needs to be putting some of this into therapy instead of into writing. I find most of his stuff thought-terminating existential dread instead of actually working on strategy and structure to make positive change.

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The Author, Séamas O'Reilly @seamas.bsky.social · 16/01/2026

pretty sure he meant the other thing, grok, but very cool that those are your two things

Tweet exchange in which a photo of Anne Hathaway is posted by @TheRoyalSerf, to which user @VvSchweetz24 replies "@grok...do your thing.

@Grok replies: Anne Hathaway isn't Jewish; she was raised Catholic but left the church. She married Adam Shulman (who is Jewish) in 2012 and celebrates Jewish holidays with their kids. SHe's played Jewish roles, like in "Armageddon Time."

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anjali 🪼 @anjalishriva.com · 17/01/2026

weird way to spell google

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anjali 🪼 @anjalishriva.com · 17/01/2026

wow yes I just scanned some of nagel's prints and the eyes are very flat in comparison

anjali 🪼 @anjalishriva.com · 17/01/2026

Huh, interesting but I doubt deepseek's unit economics look similar to OpenAI or Anthropic's. The Information reported OAI's gross margins were about ~68% in October (profit margins calculated w.r.t. inference costs, not training)

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different goal from moving off of marketing channels

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10-100x? I thought AI gross margins are in the 50-60% range

Nat Bullard @nathanielbullard.com · 15/01/2026

Reposted by anjali 🪼

Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations

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working! navbar is jittering with the seen counter btw

huh i thought you don’t like alt culture

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why is it a goal to begin with?