SAIL Research
“"Sail Research is a token factory. We have an API where anyone can send us requests where they can use large language models, open source language models for any task they want. We will serve those tokens to them at a price that is unbeatable in the market."”
Source→“"I see this going to 90-10 in favor of background."”
Source→“"My contrarian take is that it wouldn't be that bad. Supply would take a shock for sure. But the best processes that we have in the West, like Intel, not that far behind. At worst, like maybe 2x, worst performance per watt. The gap is just far smaller than you would make it out to be."”
Source→“"If you look at Hopper to Blackwell to Rubin and you compare like for like, what is the performance per watt of BFloat16 multiply? It hasn't improved all that much."”
Source→“"I don't know that the premium for being three to six months ahead is going to last that long. A lot of enterprises are probably still on like Opus 4.6 or Opus 4.7. They don't adopt the bleeding edge rapidly."”
Source→“"DeepSeek certainly publishes really interesting work to compress that further and further. And they're making good progress."”
Source→“"There is alpha and just other people have this perception that AMD is not as good as NVIDIA. That's music to my ears. I'm very happy for them to sleep on this chip and for me to buy as much as I can."”
Source→“"We all make fun of xAI for having some challenges with total flop utilization on its clusters. The reality for the rest of the world is it's far worse."”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.