GLM 5.2 and the coming AI margin collapse(martinalderson.com)
641 points by martinald | 412 comments
Blog post by Martin Alderson, first of a two-part series arguing that open models like GLM 5.2 will drive a collapse in AI provider margins.
martinalderson.com on Hacker News
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xAI is looking more like a datacentre REIT than a frontier lab(martinalderson.com)
658 points by martinald | 507 comments
Blog post by Martin Alderson arguing xAI's capacity deals with Anthropic and Google make it resemble a datacentre REIT more than a frontier AI lab.
No, it doesn't cost Anthropic $5k per Claude Code user(martinalderson.com)
401 points by jnord | 292 comments
Blog post by Martin Alderson rebutting a Forbes claim that Anthropic's $200/month Claude Code Max plan consumes $5,000 in compute per user.
AI agents are starting to eat SaaS(martinalderson.com)
343 points by jnord | 343 comments
Martin Alderson blog post arguing that AI coding agents are reducing demand for SaaS products as companies can cheaply build their own software.
Has the cost of building software dropped 90%?(martinalderson.com)
376 points by martinald | 584 comments
Blog post by Martin Alderson arguing that agentic AI coding has dramatically cut the cost of building software and will transform the industry by 2026.
Are OpenAI and Anthropic losing money on inference?(martinalderson.com)
472 points by martinald | 438 comments
Blog post by Martin Alderson doing napkin-math estimates of whether OpenAI and Anthropic actually lose money serving LLM inference at scale.