Paul Tibbets

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Paul Tibbets

Paul Tibbets

@EG45bets

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Beigetreten Ocak 2025
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Paul Tibbets
Paul Tibbets@EG45bets·
Expert Soon
Neo Kim@systemdesignone

If you want to become good at AI engineering (in 3 weeks), then learn these 15 concepts: 1 AI Agents: Memory, State & Consistency → newsletter.systemdesign.one/p/ai-agent-mem… 2 Machine Learning System Design 101 → newsletter.systemdesign.one/p/machine-lear… 3 Design Personal AI Chat Assistant → newsletter.systemdesign.one/p/ai-chat-assi… 4 How RAG Works → newsletter.systemdesign.one/p/how-rag-works 5 LLM Concepts - A Deep Dive → newsletter.systemdesign.one/p/llm-concepts 6 How to Design an AI Agent → newsletter.systemdesign.one/p/how-do-ai-ag… 7 What is Reinforcement Learning → newsletter.systemdesign.one/p/what-is-rein… 8 How Vector Databases Work → newsletter.systemdesign.one/p/what-is-a-ve… 9 Context Engineering 101 → newsletter.systemdesign.one/p/what-is-cont… 10 AI Coding Workflow 101 → newsletter.systemdesign.one/p/ai-coding-wo… 11 LLM Evals Explained → newsletter.systemdesign.one/p/llm-evals 12 How AI Agents Work → newsletter.systemdesign.one/p/ai-agents-ex… 13 How MCP Works → newsletter.systemdesign.one/p/how-mcp-works 14 Agentic Patterns Explained → newsletter.systemdesign.one/p/agentic-desi… 15 Multi-Agent Architecture Explained → newsletter.systemdesign.one/p/multi-agent-… What else should make this list? === 👋 PS - Want my System Design Playbook for FREE? Join my newsletter with 210K+ software engineers right now: → newsletter.systemdesign.one/join === 💾 Save & RT to help others ace AI engineering. 👤 Follow @systemdesignone + turn on notifications.

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Paul Tibbets
Paul Tibbets@EG45bets·
Oh?
Hedgie@HedgieMarkets

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

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Paul Tibbets
Paul Tibbets@EG45bets·
Less Than $100k? Forget You.
Sawyer Merritt@SawyerMerritt

I just spoke with Charles Schwab about the @SpaceX IPO. Schwab is one of a handful of brokerages selected by SpaceX to allocate IPO shares to retail investors. If you have an account with Schwab, here’s how to prepare for the SpaceX IPO: 1) You first need to opt into IPOs from the Trade > IPOs page on Schwab's website. 2) After you've opted in and the IPO shows on the page, you can submit an Indication of Interest. The indication of interest will be able to be submitted when the Roadshow period begins for the stock. This is currently expected to be early June. 3) You need to have minimum $100,000 in total balance to be eligible to participate in the SpaceX IPO share allocation. Schwab still doesn't know how many shares will be allocated to their brokerage at this point since SpaceX will be the one to decide that in the coming weeks. Just be prepared to check back on the IPO section of Schwab's website. Additional info will come later. Lastly, don’t be surprised if you receive fewer IPO shares than you requested (if any at all). Demand for the limited number of available IPO shares will almost certainly be extremely high, and these participating brokerages will only get a certain sized allocation of shares to offer to retail investors, so it'll likely be tough to accommodate everyone. The best thing you can do is to just be prepared. Note: SpaceX specifically stated in their S-1 filing that any purchase of their Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, which means any retail investors that are lucky enough to get allocated some SpaceX IPO shares will pay the same price as the big guys.

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Paul Tibbets
Paul Tibbets@EG45bets·
Zero Per User Per Month
Nav Toor@heynavtoor

10 GitHub repos that should be illegal — they're killing $50 billion in corporate revenue. SAVE IT 1. yt-dlp Downloads any video from YouTube, X, TikTok, Instagram, anywhere. YouTube Premium charges $14 a month to do less than this. It is 100% free. Repo → github.com/yt-dlp/yt-dlp 2. Ollama Run GPT-4-class AI on your laptop. No API costs. Developers spend $500 a month on OpenAI for what Ollama runs offline for $0. Repo → github.com/ollama/ollama 3. Fooocus Midjourney-quality image generation on your own GPU. Midjourney charges $30 a month. Fooocus runs unlimited generations for free. Repo → github.com/lllyasviel/Foo… 4. Whisper OpenAI's transcription model, open-sourced. Otter charges $20 a month for what Whisper does for free, in 99 languages. Repo → github.com/openai/whisper 5. Plausible Analytics Privacy-first Google Analytics replacement. Google Analytics 360 costs $150,000 a year for enterprises. Plausible self-hosted costs $0. Repo → github.com/plausible/anal… 6. AppFlowy Open-source Notion. Notion charges $20 per user per month for teams. AppFlowy runs unlimited users on your server for free. Repo → github.com/AppFlowy-IO/Ap… 7. Penpot Open-source Figma. Figma charges $45 per editor per month. Penpot does the same job, self-hosted, free forever. Repo → github.com/penpot/penpot 8. n8n Open-source Zapier. Zapier Pro costs $600 a month for a real workflow. n8n self-hosted runs unlimited automations for $0. Repo → github.com/n8n-io/n8n 9. Cal .com Open-source Calendly. Calendly Teams costs $16 per user per month. Cal. com is free for individuals and open source for teams. Repo → github.com/calcom/cal.com 10. Bitwarden Open-source 1Password. Password managers charge $8 per user. Bitwarden is unlimited, forever, free. Repo → github.com/bitwarden/serv… Here's the wildest part: That's $50 billion in corporate revenue these repos are quietly destroying every single year. None of these are illegal. All of them should be. Save this. Share it with the person in your life still paying for what's been free this whole time. 100% free. 100% open source.

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Paul Tibbets
Paul Tibbets@EG45bets·
Safe As Microsoft
Evan Luthra@EvanLuthra

🚨A HACKER GROUP JUST STOLE 4,000 OF GITHUB'S OWN PRIVATE REPOSITORIES.. PUT THEM UP FOR SALE FOR $50,000.. AND THE WAY THEY GOT IN IS THE SCARIEST PART.. They didn't hack GitHub's servers.. They poisoned a VS Code extension.. One GitHub employee installed it.. And the attackers walked through the front door using the employee's own credentials.. The group calls themselves TeamPCP.. They name their malware after the sandworms from Dune.. And they've been running the most sophisticated supply chain attack campaign in cybersecurity history.. Here's how the whole thing unfolded.. In March.. They poisoned Trivy.. One of the most trusted security scanners in the world.. Used by over 10,000 development workflows globally.. They injected credential-stealing malware into Trivy's official GitHub Action.. The malware ran silently BEFORE the security scan.. So every log showed "scan completed successfully" while the malware was stealing AWS keys, SSH credentials, database passwords, and Kubernetes tokens in the background.. It took Aqua Security 5 days to fully remove them.. Using the stolen credentials.. They breached Cisco Systems.. Cloned over 300 private repositories.. Including source code for unreleased AI products.. And repositories belonging to Cisco's customers.. Major banks.. Government agencies.. BPO firms.. In April.. They hit Checkmarx.. Another security vendor.. Poisoned 5 official Docker images in 83 minutes.. The scanner worked perfectly.. It just silently sent all your secrets to the attackers.. That automatically cascaded into Bitwarden.. The password manager.. Their CI/CD system pulled the poisoned Docker image.. And the attackers injected malware into Bitwarden's official CLI package published on npm.. One compromised security scanner poisoned a password manager.. Automatically.. No human involved.. In May.. They hit TanStack.. Libraries downloaded millions of times per week.. 84 malicious package versions across 42 packages.. And here's the terrifying part.. The malware scraped the raw memory of GitHub's build servers.. Extracted authentication tokens.. Used those tokens to bypass two-factor authentication.. And then published the infected packages with completely valid cryptographic signatures.. Every security verification tool on earth said the packages were legitimate.. Because they were signed by the real pipeline.. Using real keys.. The attackers just happened to be inside the pipeline when it signed.. They defeated the entire trust model of modern software supply chains.. The same week they hit the Nx Console VS Code extension.. 2.2 million installations.. The malware specifically targeted Claude Code configurations.. Hunting for AI assistant credentials.. That's a first.. Supply chain malware designed to steal your AI's access keys.. Then on May 19.. They revealed the GitHub breach.. 4,000 internal repositories.. Listed for sale at $50,000.. With a warning.. "If nobody buys it.. We leak everything for free".. Their malware is self-propagating.. Once it infects one package.. It automatically finds every other package that developer maintains.. Steals the publish tokens.. And infects all of them.. Then those packages infect the next developer.. And the next.. It jumps between npm and PyPI automatically.. The group doesn't even do the extortion themselves.. They sell stolen credentials to ransomware gangs.. One gang used TeamPCP's data to threaten Cisco with leaking FBI and NASA personnel records.. And the scariest part of all.. They didn't break any encryption.. They didn't find any zero-days.. They exploited the fact that the entire software industry blindly trusts its own build tools.. Every security scanner.. Every Docker image.. Every VS Code extension.. Every GitHub Action.. Is a potential weapon if someone poisons it upstream.. And right now.. Nobody can tell the difference between a legitimate build and a compromised one.. Because the compromised ones have valid signatures too.

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Michael Savage
Michael Savage@ASavageNation·
"I listened to your beautiful musical voice before the video became private. Your message was truly moving. The way you perceive the reality of the world around you is so rare, precious, and deeply liberating to those who listen. What touches people most is not who you pretend to be, but the purity that flows naturally from your heart, your spirit, your truth, and your resonant voice. Thank you for sharing your thoughts, your feelings, your visions, and your presence with the world. So many people tune into your YouTube channel not only to hear your voice, but to experience your ideas, your inspiration, and the depth of your soul. You are truly one of the magnificent men of this world." Keep shining as bright as you are truly ⭐️⭐️⭐️
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Paul Tibbets
Paul Tibbets@EG45bets·
If That Don't Beat All
Sama Hoole@SamaHoole

Dr James Salisbury was a Civil War physician in the 1860s, working in Union army hospitals where soldiers were dying in numbers that bullets alone couldn't account for. The killers were dysentery, scurvy, and typhoid. The military diet didn't help. Hardtack. Beans. Coffee. Meat was rationed thin for cost. Salisbury noticed something. Soldiers who somehow got hold of beef recovered faster from everything in front of them. Wounds closed. Infections cleared. Energy returned to men the surgeons had quietly given up on. He ran the experiment formally. Lean ground beef, scraped from the cut to remove connective tissue, broiled and served three times daily with hot water. Nothing else for weeks at a stretch. The results were dramatic enough that officers began requisitioning beef specifically for the sick wards. The dying got up. The chronic cases improved. The numbers were impossible to ignore. Salisbury published his findings in 1888 in The Relation of Alimentation and Disease. His thesis: most chronic illness stemmed from fermentation in the gut caused by starches and vegetables, and could be reversed by an exclusive diet of beef. He documented successful treatment of tuberculosis, rheumatism, gout, digestive disorders, obesity, and what we'd now call mental illness. His work was widely read across the United States. Salisbury steak was named after him. It wasn't a convenience food. It was a prescription. Then came the 1920s. Pharmaceutical companies began producing patentable drugs for the same conditions. By the 1950s, Salisbury's work was mocked or forgotten entirely. By the 2000s, his name had been reduced to a frozen meal on a school cafeteria tray. An American physician who cured chronic disease with beef was quietly erased because his cure couldn't be bottled and sold by prescription. His name survives on a microwave dinner. The medicine has been stripped out of it.

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