Ben

Peak tourism for Europeans visiting America

Deepseek tokens are cheap but the internet search tool calls are like 1 cent per call

Claude cancelled and switching to opencode. UI is so much better and no longer a prisoner

@aaryan_kakad I think they're giving it attention internally, I just think a pure acquisition is needed so there's no race to catch up and show urgency. People in Google move way too slowly compared to Anthropic and OpenAI. They've wasted billions building in house instead of acquiring

true man. they are leaving a lot of users on the table lol. even spacexai is good to go with cursor now. google if not buy, they have the talent to build one of the best harnesses like codex and claude code. but i think they are very much focused on AI for science than other stuff like coding.

@karankendre Nvidia doesn't have a monopoly and they definitely definitely don't have a monopoly for inference

Finally someone who can end NVIDIA’s monopoly

@willchen500 Ive never tried them but I would guess you're wrong. There's value on the margins in having a good dataset in law and there's a few things off the top of my head which would improve how an LLM would have sped up things beyond what an LLM chatbot could do just like seen in coding

Harvey and Legora are essentially sales organisations that resell tokens. They have hired legions of ex big law juniors and mid levels as sales people (“GTM”) along with some ex partners to wine and dine their former colleagues. They slap on a UI that makes them look different from ChatGPT but the product differentiation and vertical specific features are far and few in between. You could just as well use both for any white collar job. Their web apps are basically 1. A chatbot interface 2. A projects function where you can upload your files 3. A tabular review function where you can bulk review documents in a table 4. Workflows which are just custom prompts you write for the chatbot or tabular review. I was able to build everything plus some additional functionality they do not have like version control in mikeoss.com in two weeks. I call this the “token reseller theory”. They are like car dealers or real estate agents but for tokens. The model providers get them to do the selling to crack open the reticent legal market. What happens to H/L now that the model providers want the market for themselves? Does not bode well for them.

@JustJake maybe stop buying them then

AirPods revenue is basically reoccurring revenue with how often these things break

@gustaf Sweden can do a lot better than Lovable tbh

At Lovable's new office today. Sweden is so lucky to have Anton, Fabian and the rest of the team. 🇸🇪

@cmurry1993 @YIMBYLAND I don't see any people

@YIMBYLAND The trash right? Yeah that’s a problem other than that two people waiting for a bus.

Imagine being a working class person that depends on this stop in order to get to/from work to provide for their family. It doesn't have to be like this.

@jeffreyhuber They only became less popular because Cognition are terrible at GTM. The product actually improved massively after the buyout. It's still excellent but Scott Wu is too attached to Devin to admit he Windsurf should be the focus of the company

i'm convinced that if windsurf had stayed independent - it would be winning the agentic coding space

@isareksopuro @jeffreyhuber The product massively improved when the founders left. The Devin guys were clearly much more competent. AntiGravity is genuinely terrible compared to Windsurf. Those top guys were obviously not as good as they thought

@jeffreyhuber wouldn't have won simply due to the fact that the founders didn't believe in it anymore - that's why they sold out and gutted the company like that

@icanvardar substack is becoming a LinkedIn competitor imo

linkedin having no real competitor is honestly kind of sad not because linkedin is bad but because it means nobody is even trying to rethink how professional identity on the internet should work

@RedbeardAI @willchen500 just self host it

@willchen500 Can I see your SOC compliance docs please?

Harvey is valued at $11B. Legora just raised at $5.5B. I built their entire web application in two weeks and I'm making it open-source and free for everyone to use. Say hi to Mike: mikeoss.com. When I got the chance to try Harvey and Legora, I was surprised by how simple they were. A thought came to mind: I could probably build something similar in no time at all with Claude. And so I did. Assistant, project, tabular review and workflows. You get it all without vendor lock-in. Mike offers law firms an alternative, where they own the application layer and aren't stuck with a vendor they're renewing forever. You can try Mike in the demo on the website, or go to the GitHub link on the site to download the code and run a local version yourself.

@weswinder easiest win would be just cloning their repos and hosting their models on the GPUs they already paid billions for

xai should really just acquire the top chinese ai labs easiest win of all time

@evisdrenova Absolutely bro. Leave your wife asap

maybe i'll just go to a cabin in the woods and learn math and physics and just do that all day

@sageaurelius @deepseek_ai Antgropic is around 1/10 for cache inputs too so i dont see anything weird

This is not normal. Every AI company is out here chasing profits… so why does DeepSeek keep dropping prices this hard (cache hits to 1/10th + 75% off) when their output is already frontier-level? I get it’s a killer deal and beats most competitors on value, but what’s the real motive? Market share grab? Data harvesting? China strategy? Or are they just built different on costs? Someone make it make sense because this feels too good to be pure charity."

🔥DeepSeek Input Cache Price Drop! Effective immediately, the price for input cache hits across the ENTIRE DeepSeek API series is reduced to just 1/10th of the original price! Build more efficiently for less. 📌Reminder: The DeepSeek-V4-Pro 75% OFF promotion is still active until May 5th, 2026, 15:59 (UTC Time).

@nishancodes @StockMKTNewz Wow you seem like a super credible guy 🙂👍

@StockMKTNewz Meta has been doing everything they can to get back at the game and failing at every single one of them. - Muse was a disaster - Now Manus blocked by China Meta is the Yahoo of internet Era

China 🇨🇳 has decided to block Meta Platforms' $META $2 Billion acquisition of agentic AI startup Manus AI

@sanarsh11 @ai_for_success $2B for $100 ARR and a quality team that was ahead of everyone on agents is definitely not overpriced

@ai_for_success China just saved Meta $2B in overpriced drama.

🚨 IT'S OVER!!! Meta’s $2 billion Manus acquisition blocked by China. On April 27, 2026, China’s National Development and Reform Commission blocked Meta AI’s acquisition of AI startup Manus, ordering all parties to cancel the deal.

@bygregorr @ai_for_success You don't understand this at all obviously. Manus is already global and available to use everywhere just like deepseek. The issue is whether they're allowed to sell the IP rights

@ai_for_success What's the theory on why China approved DeepSeek going global but drew the line here?