0xbbjoker

108 posts

0xbbjoker

0xbbjoker

@0xbbjoker

Co-founder @autodotfun_ · AI-native DeFi execution · Ex core dev @elizaOS

universo Katılım Eylül 2021
1.1K Takip Edilen191 Takipçiler
First Squawk
First Squawk@FirstSquawk·
AI GUARDRAILS STRIPPED FROM META AND GOOGLE MODELS IN MINUTES - FT
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0xbbjoker
0xbbjoker@0xbbjoker·
@AskYoshik the point is that you’ll always have a buyer if you have best model
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Yoshik
Yoshik@AskYoshik·
@0xbbjoker What's the point? I'm talking about AI output cost oer million token
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Yoshik
Yoshik@AskYoshik·
The AI pricing war is about to get very ugly for closed-source AI companies. DeepSeek V4 Pro: $0.87 Grok 4.3: $2.50 GLM 1.5: $3.08 Qwen 3.7 Max: $7.50 Opus 4.7: $25 GPT-5.5: $30 And people still think these margins survive long term? Open source models are getting intelligent, cheaper, faster, and enterprises care way more about cost than benchmarks. This is exactly why I keep saying the AI math feels weird. The tech is real. The current economics around it? not so sure.
Yoshik@AskYoshik

People are acting like questioning AI economics means denying AI itself. Some of the biggest financial analysts and investors in the world are already debating this openly: Michael Burry comparing it to dot-com, Jeremy Grantham warning about bubble dynamics, WSJ questioning whether current AI infra spending will ever justify returns. Even during the internet boom, the technology was real. The bubble was also real. Both can exist together.

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0xbbjoker
0xbbjoker@0xbbjoker·
@MRehan_5 it depends which harness you use but generally opus
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Rehan
Rehan@MRehan_5·
As a vibe coder, which AI model u think is most capable of building frontend and backend both ? - Claude opus 4.7 - gpt 5.5 - Gemini 3.5 flash
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Marcus Schuler
Marcus Schuler@MarcusSchuler·
DeepSeek just made its 75% discount permanent. Output tokens now locked at $0.87/M—34.5x cheaper than GPT-5.5. The gap runs on Huawei chips. Western labs can't match this math without implicator.ai/deepseek-just-…
Marcus Schuler tweet media
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0xbbjoker
0xbbjoker@0xbbjoker·
@CACandChill both, composer replaced tasks that I give to gpt fast, while planning + review I leave that for gpt xhigh
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Dmitriy Azarenko
Dmitriy Azarenko@CACandChill·
GPT-5.5 vs Composer 2.5 For coding, reasoning, and vibes. Which one wins for you?
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ryan borker
ryan borker@borker·
@blader Use GPT-5.5 pro here and it will change your life.
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Siqi Chen
Siqi Chen@blader·
protip: adding a adversarial subagent review gate to my plans has been a HUGE unlock to make /goal runs higher quality, and longer running. prompt: "update this plan: before marking a task as done, validate the task with an adversarial subagent review"
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Ben Holmes
Ben Holmes@BHolmesDev·
Claude Opus gets the vibe of what you asked. GPT 5.5 takes exactly what you said at face value, sometimes to a fault. This interpretation of @mattpocockuk's /handoff skill made me chuckle
Ben Holmes tweet media
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0xbbjoker
0xbbjoker@0xbbjoker·
@eashish93 yea same here, I nuked one of my max plans and bought cursor composer 2.5 is super fast
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Ashish Rawat
Ashish Rawat@eashish93·
Every single time gpt 5.5 solve the hard problems in just one pass while opus struggling and ask a lot of questions and even hallucinate a lot. But still I'm subscribed to $100 opus plan and $20 codex plan - just for only reason which is UI. Hope gpt 5.6 solve the frontend UI.
Ashish Rawat tweet media
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0xbbjoker
0xbbjoker@0xbbjoker·
@jnardiello yea my tasks are running so long but still a lot better performance then any other model
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Jacopo Nardiello
Jacopo Nardiello@jnardiello·
Did they nerf gpt-5.5? Seems like so to me. Slow and not particularly smart.
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based16z
based16z@based16z·
Quick update on HYPE: We were initially positioned to reload sub-$17 to get ready for next cycle. But the framework has now materially changed. From a game theory perspective, the magnitude of the upside deviation should ultimately be mirrored by the magnitude of the downside reversion. In other words, the more reflexive and overextended the move becomes on the way up, the higher the probability of a violent overshoot to the downside. Our base case now is that HYPE cannot just revisit the $17-20 range anymore at this stage sadly, it will ultimately overextend well below $10 before establishing a true long-term cycle low. More importantly, the entire structure has now shifted. The $17-20 region is no longer looking like the optimal reload zone for the next expansion phase. Instead, there’s an increasing probability that this range ultimately becomes the distribution ceiling of the next cycle itself. We’ve seen this exact reflexive pattern play out before, EOS during the post-2018 unwind, LINK after its macro euphoric expansion. What once looked like “value accumulation” eventually became lower-high exit liquidity in the following cycle. Very interesting. So essentially, remove your HYPE orders around $17. That level is too obvious now after the expansion, which means you will get front-run by the market before any meaningful reversal materializes. We will keep you posted once HYPE forms a new bottom sub $10 (probably around $7-8) We will find the bottom together, and there should be a nice long to do, until the relief back to $17-20. Not guaranted that HYPE bounces back to $20, but highly highly likely This sould be an easy 2-2.5x at least And with leverage, we could probably pull a 10x Please be patient, we will revert in a few months For now, short only
based16z tweet media
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0xbbjoker retweetledi
Auto
Auto@autodotfun_·
Is anyone else keeping a close eye on @NEARProtocol ?
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bubble boi
bubble boi@bubbleboi·
Leopold is a genius and he’s playing us all like fools. He knew his 13-F would be tracked like a hawk and retail would front run it. So what does he do? He sells everything and flips bearish the day he needs to report…. Then he waits for the perfect time. Drop it right before market open and *kaboom* 💥 he orchestrates a market crash in exactly the securities he wants to buy as retail copy trades him. Now he gets to short the market this morning and make a killing and buy back his positions cheaper. It’s. So. Peak.
GIF
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0xbbjoker retweetledi
Auto
Auto@autodotfun_·
All you only need is an Auto wallet to access the best stocks in the world no kyc no broker no friction natural language-based execution there's beauty in simplicity
Auto tweet media
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zerohedge
zerohedge@zerohedge·
CEREBRAS SHARES INDICATED TO OPEN AT $400, IPO PRICE $185
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0xbbjoker
0xbbjoker@0xbbjoker·
@hooeem how is this better / diff then obisidan wiki?
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