Person · appeared on 2 episodes
Analyst at SemiAnalysis who co-leads its Tokenomics research team, with earlier strategy and product work at Jane Street and a past cofounding role at Habitat.
TBPN · 3 Nov · guest
SemiAnalysis Weekly · 3 Nov · guest
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TBPN· 3 Nov
Max Kan says the on-prem and open-source market is real and will keep growing fast in absolute terms, but the frontier intelligence market should grow faster in relative terms.SemiAnalysis Weekly· 3 Nov
Max Kan says the trade-off for any benchmark is that making tasks public lets experts QA them but makes hill-climbing easy, so the benchmark ends up measuring which lab bought more data of that shape.