Rezo🛡₿RRR

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Rezo🛡₿RRR

Rezo🛡₿RRR

@rezosh

crypto since 2015 | building where attention lags power

Decentralized Se unió Kasım 2010
2.5K Siguiendo55.5K Seguidores
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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
Why should you #HODL your #Bitcoin and never sell it? I know why. A short thread 👇
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Robert Greene
Robert Greene@RobertGreene·
Operating with long-term goals will bring you tremendous clarity and resolve.
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Pedro Domingos
Pedro Domingos@pmddomingos·
“Made without AI” is the new prestige label.
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unusual_whales
unusual_whales@unusual_whales·
NEWS: Anthropic is preparing for the release of its new Opus 4.7 model, per the Information
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Beth Kindig
Beth Kindig@Beth_Kindig·
Bloom expanded its agreement with Oracle to provide up to 2.8GW of fuel cells for Oracle’s data centers, with 1.2GW initially contracted. This deal “underscores Bloom’s capability to provide fast, reliable power suited for AI workloads, which require rapid, load‑following support that traditional grids were not designed to deliver.” $BE $ORCL
Beth Kindig@Beth_Kindig

There’s no single fix for the data center power bottleneck, but my top stock pick for 2026 addresses the most urgent one: time-to-power — helping bring new data centers online faster through on-site, behind-the-meter generation. $BE $NVDA io-fund.com/ai-stocks/bloo…

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sui ☄️
sui ☄️@birdabo·
claude is insanely nerfed right now it’s ridiculous.
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🍓🍓🍓@iruletheworldmo·
can i show you something cool about compute. Haiku - 0.5t Sonnet - 1t Opus - 5t Mythos - 10t (now view the image then read again) the main reason anthropic can not serve these models is because they went for a different recipe. lemme simplify. 90% big model smell 10% thinking hence 90% of the time anthropic thinks for 5 seconds where chatty will take 3 mins. openai decided to take a 1t model and push reasoning hard. the story here is about trade offs and the scarcity of compute we have. if you scale compute, intelligence lifts. radically lifts. i’ve included the image because i want you to imagine what this looks like in a few years. 50t model that spawns infinite instance of 10t models if we could just un bottleneck ourselves you’d see magic i’d quite like to see all of the worlds labs pool resources.
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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
Two things people are complaining about with Anthropic: 1) Claude got dumber, and 2) Claude keeps crashing. Telemetry from an AMD Senior AI Director across 6,852 sessions show the "dumber" part is real: - thinking tokens dropped 73% - API retries surged 80x - contradictions tripled Anthropic confirmed they lowered the default effort from high to medium... /effort max restores it and the model itself is unchanged. But here's what ties both complaints together. OpenAI's leaked COO memo put it plainly: "Anthropic made a strategic misstep to not acquire enough compute." The downtimes weren't random bad luck... the quality cuts weren't a product decision but infrastructure reality hitting a product.
Teng Yan@tengyanAI

basically: anthropic sneakily turned down how hard claude thinks before editing code, changed the default from "high" to "medium" effort, and hid the reasoning from session logs. all without telling users. an amd director had 7k sessions of telemetry to prove the degradation was real and measurable (not just vibes). anthropic admitted to the changes. there's a workaround (use "/effort max"). the uncomfortable part is most users had no data to notice it happened at all.

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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
@unusual_whales The students are fleeing writing, coding while chasing healthcare and trades instead but the AI-based frame is backwards. The whole "AI-proof career" frame is the misread cos no job escapes AI. The question was never "which field survives," it's how you integrate.
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unusual_whales
unusual_whales@unusual_whales·
One in six students, roughly 16%, say they've changed their major because of AI's impact on the job market, per Gallup.
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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
@thejustinwelsh What everyone's forgetting is to focus on the 20% of work that gives 80% of the results.
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Justin Welsh
Justin Welsh@thejustinwelsh·
People who tell you to grind 24/7 have created zero leverage or are remarkably uninteresting people.
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Tech Layoff Tracker
Tech Layoff Tracker@TechLayoffLover·
**META JUST BURNED 16,000 ENGINEERS WHILE MARK ZUCKERBERG POCKETED $1 BILLION AND ANNOUNCED THEY'RE SPENDING $135 BILLION TO AUTOMATE EVERYONE ELSE** 20% workforce reduction. 80,000 to 64,000 overnight. Stock rallied 8% the moment he said "AI-first organizational structure" But here's the math that'll make you sick $201 billion annual revenue. $83 billion operating income. Record fucking profits while escorting software engineers out with security Mark's compensation package: $1 billion. The entire layoff saves them $800 million annually They fired 16,000 people to pay one man more than the salaries they eliminated I'm hearing the internal messaging was even more disgusting. "Trading human talent for compute talent." That's an actual quote from the all-hands Sources saying they're filing 8,000 new H-1B petitions next quarter while the American engineers they just torched are updating LinkedIn with "Open to Work" The AI spending? $135 billion. Same amount as the GDP of Ukraine. All to build systems that'll eliminate the rest of their engineering org by 2027 They called it "strategic workforce optimization" in the press release Translation: we're replacing you with machines and paying ourselves with the savings If you're still at Meta right now, you're not an employee. You're training data with legs Update your resume tonight. Screenshot everything. The next "optimization" is already in planning
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Kieran Drew
Kieran Drew@ItsKieranDrew·
Optimism isn’t about having an unreasonable belief for the future. It is an understanding that whatever comes, you will face it in the best way you can. And that is more than enough.
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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
Nobody ships anything that matters on the first try. The only mistake is stopping at the first.
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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
Perplexity scaled from $100M to $500M revenue on 34% headcount growth. Plans another 2x in 2026 while keeping team flat. Meanwhile: - OpenAI spent $41B last year - Anthropic spent $17.5B We're fixated on the frontier labs while tooling-layer companies quietly do the actual math. Revenue scaling 5x with minimal hiring is operating leverage, and it's available to every AI company running the numbers. The real question: who captures the margin on that efficiency? - If it's builders, then "built for builders" is the answer. - If it's the model layer, then efficiency without moat is just a race to the bottom with extra steps.
Aravind Srinivas@AravSrinivas

Perplexity started as a small business tool for ourselves. We had 4 people and no revenue with AI at our fingertips. The pivot to Computer is actually a full circle. Founders are using it to grow companies that matter to the economy and their communities.  It’s rewarding to see it now powering small businesses and startups in big ways. Perplexity is still a startup. We just 5X’ed revenue from $100M to $500M with only 34% growth in team size. 2x revenue growth in 2026 with same small team. And we’re just warming up. Everyone here works at a small business, and everything we build is for people who build.

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Rezo🛡₿RRR
Rezo🛡₿RRR@rezosh·
@aakashgupta Dario's not contradicting himself. 454 roles at $320K+ isn't hiring coders... it's hiring directors for the AI that codes. When execution gets cheap, orchestration gets expensive... every transition looks like this.
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Aakash Gupta
Aakash Gupta@aakashgupta·
Anthropic has 454 open roles. The company is hiring software engineers at $320K-$405K. Their CEO, Dario, said three months ago that coding is "going away first, then all of software engineering." The paradox resolves instantly. Dario's engineers told him they don't write code anymore. They let Claude write it. They edit. They review. They architect. They didn't lose their jobs. They got faster. Anthropic grew from a small research lab to 1,500 employees in four years, adding engineers the entire time. This has played out five times in computing history. Compilers replaced assembly. Frameworks replaced boilerplate. Cloud replaced server management. Every prediction was the same: most programmers won't be needed. Every result was the same: the number of engineers grew. The global software engineer pool went from roughly 5 million in 2010 to 28.7 million today. BLS projects 17% growth in US software developer roles through 2033, adding 304,000 positions. The pool is projected to hit 45 million by 2030. When building software gets cheaper, more problems become worth solving with software. A startup that needed 10 engineers now needs 3. But 50 companies that couldn't afford to build at all now can. The denominator shrinks. The numerator explodes. Meta's engineering headcount is up 19% from January 2022. Google's is up 16%. Apple, 13%. These companies adopted AI coding tools years ago. They're using Copilot and Claude Code daily. They're hiring more engineers than before those tools existed. Every generation of "coding is dead" content creates two cohorts: engineers who freeze up, and engineers who build 10x more with the new tools. The second group has won every single time.
Aakash Gupta tweet mediaAakash Gupta tweet media
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Wall St Engine
Wall St Engine@wallstengine·
FT: $META is developing photorealistic AI-powered 3D characters, including an AI version of Mark Zuckerberg that he is personally helping train and test to give employees feedback.
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Exec Sum
Exec Sum@exec_sum·
BREAKING: OpenAI CRO Denise Dresser claims Anthropic is inflating their stated run rate by ~$8B by grossing up its rev share with hyperscalers, per an internal memo
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