Joseph Rasamat
293 posts
@JRasamat
I believe the best way for me to impact the future is to finance those creating it, and so that’s what I do.
Lindsey Graham's net worth after 23 years in Congress: $3 million Marjorie Taylor Greene's net worth after 5 years in Congress: $25 million Tells you everything you need to know
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
Politico: Treasury Secretary Scott Bessent is fielding calls to run for South Carolina's open US Senate seat after Lindsey Graham's death
PSA: The Hoffman Process retreat is transformative and I recommend it 10/10
i'd love to see interesting things people have built with 5.6 sol. i will send the person who made the coolest thing a special gift from the openai archives.
Politico: Treasury Secretary Scott Bessent is fielding calls to run for South Carolina's open US Senate seat after Lindsey Graham's death
The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
What if we could cancel out urban noise pollution? Place a set of speakers that act like noise-cancelling airpods for all pedestrians simultaneously You can actually do this - and it paves the way for an "acoustics foundation model" Simulation code + proposal 👇
A group led by San Francisco 49ers limited partner Vinod Khosla has agreed to purchase the Seattle Seahawks for $9.6 billion, a record sale price for an NFL franchise, per @SethWickersham and me.
