In 2022 ChatGPT couldn't lose at Tic-Tac-Toe on purpose.
Adding "let's think step by step" to a prompt changed that - and eventually led to reasoning models that outperform larger LLMs by thinking longer instead of growing bigger. The path from AlphaGo's Monte Carlo tree search
AI has peak hours now. DeepSeek charges full price during the busy window and half price the other 17 hours, like a rideshare in the rain.
It ran out of compute, so now the hour you run your job sets what you pay.
Nvidia and oai bubble.
Nvidia: - second quarter earnings $96BN (sheesh!) - sees Ant + OAI + other labs build chips - buys hugging face OAI: - commits to $1TN in infrastructure - mark cuban says they will never be profitable - is diverted in many paths towards ASI unlike Ant
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