This One Is a LONG. That's All You Need to Know.
Why It Matters
Higher LLM fees could reshape AI service economics, and Kioxia’s dividend adds a rare yield play in a high‑growth memory market.
Key Takeaways
- •Anthropic's Mythos model runs on Blackwell chips, preview-only.
- •Mythos withheld due to recent data leakage safety concerns.
- •Anthropic charges $125 per million output tokens, far above peers.
- •Pricing pressure may force LLM providers to raise rates soon.
- •Kioxia stock jumps 19% after announcing first-ever dividend.
Summary
The video spotlights two distinct investment ideas: Anthropic’s newly unveiled Mythos large‑language model and Japanese NAND‑maker Kioxia’s dividend announcement.
Mythos is the first Anthropic model built on Blackwell chips and is being released only as a preview because a data‑leak incident raised safety alarms. The model commands a premium price of $125 per million output tokens, dramatically higher than competing LLMs, highlighting growing cost pressures as token consumption climbs.
The presenter notes that such pricing could trigger a broader industry shift toward higher rates, and points to Kioxia’s 19% overnight rally after it disclosed its inaugural dividend—marking the company’s first payout in its history.
For investors, Anthropic’s pricing strategy may reshape LLM economics, while Kioxia’s dividend makes the stock an attractive long‑position in the NAND sector.
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