What is happening, page-3898

Correction - that should be $4 per million tokens vs Deepseek 10cents per million tokens. Deepseek needs 20 to 30x less compute.

I stress this principle of designing better from first principles in order to deliver more for less. This is what tends to disrupt markets. AXE has also been following this principle, trying to find the most efficient ways to fabricate more for less effort and expense. Whether it's the vapour deposition process or the clustering of electrons, it allows for more transistors with less defects, which in turn allows economies of scale. This holds true for the bio chip as well as any of the single electron transistor products AXE will make.

Delivering value has somehow gotten lost in the mindless hype and hopium of tech and it's the retail investors (and now also the more sophisticated private equity and VC) who get burned for gambling. Assuming that the majority of retail doesn't research tech investments much, there's going to be extreme volatility at this end of town. In an auction environment, sp will always get bid up and sold down quite dramatically which is fine for short term trading.