Return of JC
3.1K posts


AI is extremely good at spending your money very quietly. our own token spend went from a rounding error to more than 10% of payroll in a year. one week in May we burned through $1.5 m. our CFO didn't love telling me that number, and he really didn't love telling the internet. but every finance leader we talk to is living the same story. the bill keeps going up and teams can't answer basic questions about it. which team is driving it? which models they're using? what changed this month? whether a cheaper model would do the same job? so finance gets two bad options: keep paying and hope, or cut broadly and slow down the work that's actually compounding. we built a third one. Ramp now connects to OpenAI, Anthropic, Gemini, Cursor and pulls it all into one place. see it, understand it, control it - down to a single API key. built with 1,000+ companies managing 100T+ tokens a month, and now spending less than they expected too! try it today at ramp.com/ai-cost-monito…


Congratulations to Zhilin Yang, founder and CEO of @Kimi_Moonshot, on the latest Kimi release. What a huge win for the open-source community! It feels like just yesterday Zhilin was graduating from my lab at CMU, jointly co-advised with William Cohen. Not only did he complete his Ph.D. in just four years, but he also made truly fundamental contributions to ML during his time at CMU. What a spectacular career! Congrats again Zhilin, and thank you and the entire Kimi team for everything you're doing for the open-source community.


I’m calling it now: the biggest winners in H2 2026 will be neoclouds.

JUST IN: China’s DeepSeek annualized revenue reaches $500 million
















