levered beta is all you need - by Ethan Ding - mandates
how to win by riding waves you didn't make.| ethanding.substack.com
how to win by riding waves you didn't make.| ethanding.substack.com
For LLM of equivalent performance, the inference cost is decreasing by 10x every year. What cost $60/million tokens in 2021 costs $.06/million tokens today.| Andreessen Horowitz
