Skip to content

factcheck: corrections to 3 originals [skip-factcheck] #149

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
github-actions wants to merge 1 commit into
base: main
Choose a base branch
from
Open

factcheck: corrections to 3 originals [skip-factcheck] #149

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
2 changes: 1 addition & 1 deletion src/app/originals/amazon-anthropic-mark-496b-backlog/page.tsx
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -86,7 +86,7 @@ export default function AmazonAnthropicMark496bBacklogPage() {
<p>
That resolves the first signpost from our Wednesday piece cleanly. We asked whether Amazon
would confirm the split the market drew on Tuesday night, where backlog plus acceleration
gets rewarded and everything else gets sold. It did. Alphabet fell 5, Meta fell 10,
gets rewarded and everything else gets sold. It did. Alphabet fell 5, Meta fell 8,
Microsoft rose 8, Amazon rose 9, and the two winners are the two companies that walked in
holding a half-trillion-dollar order book.
</p>
Expand Down
2 changes: 1 addition & 1 deletion src/app/originals/gpt-56-luna-80-cut-sol-rewrote-inference-stack/page.tsx
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -251,7 +251,7 @@ export default function GPT56Luna80CutSolInferenceStackPage() {
>
price war we wrote up in April
</Link>
, with DeepSeek V3.2 setting the floor at roughly $0.28 input and $1.10 output, Gemini
, with DeepSeek V3.2 setting the floor at roughly $0.28 input and $0.42 output, Gemini
3.6 Flash inside the same neighborhood, and Anthropic&apos;s Haiku tier holding a
premium against the pack. Luna at $0.20 and $1.20 is now the floor for a closed-API
frontier lab, undercuts DeepSeek on input, and matches or beats Gemini Flash across
Expand Down
2 changes: 1 addition & 1 deletion src/app/originals/naver-nvidia-brookfield-10b-sovereign-ai-triangle/page.tsx
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -286,7 +286,7 @@ export default function NaverNvidiaBrookfield10BSovereignAiTrianglePage() {
That matters because the offtake math on a sovereign AI factory is nothing like the
offtake math on a frontier lab. NAVER cannot double revenue every six months. It runs a
business inside Korea&apos;s advertising, commerce, and mapping economy, and its top
line is roughly $10B. The compute at Sejong has to service a longer, flatter demand
line is roughly $8 billion. The compute at Sejong has to service a longer, flatter demand
curve than what Anthropic or OpenAI runs against, and Brookfield knows this. That is
precisely why the term sheet is non-binding today and why the guarantee, when it
hardens, will be a much stronger take-or-pay than any hyperscaler has ever asked a
Expand Down