Investor: model version numbers are a mirage, only datacenter margins are real
StewartalsopIII · x · 2026-10-27
Investor Stewart Alsop III offers a pointed take on model release culture: "model numbers" don't really exist — all that exists is profit margins on datacenters supplying you with tokens, and what you can build on a $100 or $200 plan, which keeps growing. The practical takeaway: version numbers are marketing narrative; judge models by what your subscription tier actually lets you produce.
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