ZAI and MiniMax may be first public companies where recursive self-improvement moves earnings
menhguin · x · 2026-09-30
menhguin argues ZAI and MiniMax will be the first publicly traded companies whose quarterly earnings are materially affected by recursive self-improvement: models contributing to their own research, with more GPUs and tokens meaningfully boosting efficiency and accelerating semi-autonomous deployment. He notes analysts haven't factored this in, and contrasts it with internet companies driven mainly by network effects.
Related event: Can Piling GPUs and Tokens Accelerate Recursive AI Self-Improvement?(2 posts)→
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