Ok I take back my initial thoughts, gstack is actually good @garrytan
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Julian Lippa
795 posts
Julian Lippa
@JulianLippa
options trader
New York, NY Katılım Haziran 2019
809 Takip Edilen128 Takipçiler
this appears to be fixed today whatever it was
Paul Millerd@p_millerd
went from the max $100 plan giving tons of usage to like 20 minutes of usage until i hit session limit guess its back to using codex
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I am happy for @mansourtarek_ and the @Kalshi team, but this may be a slippery slope.
I think Kalshi is a fantastic platform but it may need guardrails for retail.
Frank Chaparro@fintechfrank
Kalshi just cleared a major hurdle with approval to offer margin trading. Users, especially hedge funds and institutional players, will be able to take leveraged positions on event outcomes, pushing prediction markets closer to traditional derivatives trading. CEO Tarek Mansour says margin is coming soon.
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I've had some people send me financial analytics/investment tools and screeners they vibe-coded. Alot of really interesting things.
What have you built? If you provide a link below, happy to provide feedback and maybe be a customer!
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These takes are wild. It makes one think it's not as easy as renaming your CLAUDE.md to AGENTS.md
Claude Code will have anything resembling a data moat when it runs as a stateful VM in the cloud. So far, the VM-bros are losing the battle.
Todd Saunders@toddsaunders
In the last 10 days, Anthropic shipped dispatch, channels, computer use, and auto mode. I don't know how you people keep up. One of my friends is high up at AWS, and he gave me a really interesting analogy Anthropic. Amazon’s moat was never the servers, it was what his team calls data gravity. Your data lived in S3, so your compute had to live in EC2, so your everything had to live in AWS. Switching costs compounded with every GB stored. Anthropic is building the same thing, but with operational context. - Every task you dispatch teaches the system how your company operates. - Every permission auto mode approves trains it on your risk tolerance. - Every app computer use navigates maps your actual workflow. - Every channels message shows your decision making patterns and framework. Six months from now the switching cost isn’t the $200/month subscription (which btw I am guessing goes up to $300). It’s the thousands of hours of accumulated operational context that no competitor can replicate. Your CLAUDE.md file becomes the most valuable asset in your company and it lives on Anthropic’s rails. It's operating system lock in! And it's not just for developers like AWS was. I think within 18 months, Anthropic’s non-developer revenue will exceed developer revenue.
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@BowTiedBull You just cannot act the same with other people's money. Simple as
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Got a lot of offers to manage money for real, this is the main reason why it has been a no
Would need someone specifics to just deal with the human interaction part
Creates a lot of stress and probably part of the reason why many funds underperform, clients transfer bad emotion
Michael (Hedge Fund Manager)@HedgeFundFomo
I hate my clients
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@bp22 @AnthropicAI They cut usage significantly across plans this week. Without communication, warning or acknowledgement.
Second order thinking seems odd that memory stocks are taking a hit at the same time as seeing this. Thoughts?
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Starting to doubt @AnthropicAI future growth. Several api issues may point to significant demand, but also may point to an inability to meet that demand.
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@tomosman @AnthropicAI Isnt it odd you see this and then memory stocks getting hit at the same time lol
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Looks like we've all been rugged by @AnthropicAI.
The ride is over.
Tom Osman 🐦⬛@tomosman
Yo @AnthropicAI why are you pillaging everyone's usage. Has it been greatly reduced without telling anyone?
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Yo @AnthropicAI why are you pillaging everyone's usage.
Has it been greatly reduced without telling anyone?
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@JulianLippa It’s sort of absurd about when you think about applying that to a 500 person team what a diff it would make
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I used to spend hours prepping for calls that lasted 20 minutes.
Then I watched a system do the same prep in 90 seconds. Better research. Better context. Pulled from every past conversation we ever had with the account.
And I realized I had been the bottleneck the entire time
65% of a sales team's day is spent on work that never touches a customer. Research. CRM updates. Proposals. Follow ups. All of it runs on autopilot now.
A 5 person team closing $3M each suddenly has the capacity to do $27M. Same people. No new hires. Under $600/month in tools.
Most companies are still trying to fix this by hiring more reps. That's the wrong variable entirely.
Kyle Machol@kylemachol
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My feed is showing me a bunch of folks who tapped out their whole usage limits on Mon/Tue.
Is this your experience? Please comment, I want to understand how widespread this is
Alexey Grigorev@Al_Grigor
I hit my limits very quick this week - even with 20x pro plan. It makes my claude code unusable A good reason to do more stuff with Codex!
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My old hedge fund boss has packages sent to me in Texas because some of the companies he buys from won’t ship to Hong Kong anymore
So I’m vitamin D maxing while shipping 24 bottles of multivitamins & 6 canisters of shaving cream to him
It takes me an hour & costs him $1,200
An hour every other month is more than fair given the frameworks he taught me over a decade ago helped liberate me from a corporate job
And yes, everyone in my neighborhood who sees me walking shirtless with a sac of packages probably thinks I’m homeless and stole them
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Got it. Here's the revised tweet:
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Set up Claude Code Channels on prednisone in an hour. Now I text Claude on Discord and it runs my morning briefing, reviews my slides, plans my meals, captures ideas. It has my memory, my files, my skills.
Not trying to sound like a 10x productivity bro. Honestly it might make my bad habits worse because I get to focus on the fun stuff more. But maybe that's how it was always supposed to work. I don't know. It's cool.
codeforcreatives.com
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Want me to adjust anything or is that ready to go?
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@dorukancs @aroussi Funny how this just made me more motivated to use 5.4 for the stuff I was using opus for.
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Just switched to Codex. So many developers on X are reporting the same issue as me, and it's crazy that I'm hitting these limits even with 2x usage rates.
Something is obviously wrong with Claude.
Ran Aroussi@aroussi
WTH @claudeai? The week *just* started 😕
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@aroussi @AnthropicAI @claudeai Same issue though. Insane. Especially when codex doubling usage and seemingly much more efficient.
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It’s kind of depressing that a post that reports a bug with 160k views and hundreds of people reporting the same issues - got no response whatsoever from anyone at @AnthropicAI or @claudeai
Ran Aroussi@aroussi
WTH @claudeai? The week *just* started 😕
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For those using OpenClaw at a high level, what’s your favorite default model? I was using Nemotron 3-super locally on my Spark but it hits context limits too quickly. I’m mostly using Sonnet-4.6 now but API costs rack up fast. I love my claw but honestly haven’t optimized models and model switching as much as I should.
I like the bigger context windows when building out new skills and automations so it doesn’t forget what we’re building but that’s also when API costs soar. I like my local models because I have a Spark for that reason but context windows aren’t great on the local models I’ve tried…
Looking for advice from some more experienced OpenClawers.
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