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Chamath reveals the harsh reality of AI costs vs. returns: token costs double every 45 days, but downstream productivity gains are at most 5%. Large model capability improvement has hit an asymptote, and within the next 3-4 years, every company will face an ultimate reckoning between cost and benefit.
Chamath argues that companies should build their own AI intelligence using models like GLM to avoid leaking competitive advantage, emphasizing cost efficiency and control.