Immad Akhund is an entrepreneur and author of 'The Last Economy', deriving economics from generative AI math. He leads research on quantization, edge deployment, and AI forecasting, and runs an AI startup.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Chinese labs are algorithmically routing around HBM constraints via sparsity and encoder-decoder innovations — DeepSeek's $10M training cost vs $1B+ for Western models proves a 10-15x cost advantage for fast followers using distillation, reshaping the inference economics and fab investment thesis.
Tencent's WizardLM-derived team broke the 1-bit barrier, enabling 300B parameter models on MacBooks — a milestone for edge AI deployment.
Specialized inference platforms are raising large rounds to optimize and serve open-weight models like Kimi K3, capturing value as model serving commoditizes.