William Nurmi

703 posts

William Nurmi

William Nurmi

@NurmiWilliam

CTO & Co-founder @resistomap. Data, adventure, and growth

Helsinki, Finland Katılım Kasım 2018
61 Takip Edilen56 Takipçiler
TheGameVerse
TheGameVerse@TheGameVerse·
This video alone proves photorealism has been achieved in video games 🔥
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William Nurmi
William Nurmi@NurmiWilliam·
@HedgieMarkets Lol, I wish. For constant inteligence, the inference prices are dropping and the current inteligence is worth way more than it costs now
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Hedgie
Hedgie@HedgieMarkets·
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
Hedgie tweet media
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luma
luma@lumathrax·
@zcelestialbaby @signulll Not wanting anything is not negative. It’s being free from desire/want. Existing to exist
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JaguarAnalytics
JaguarAnalytics@JaguarAnalytics·
$SPCX Highlights of $1.75 trillion company: -- 2025 sales $18.7 bn -- 2025 operating loss $2.6 bn -- 1Q26 sales $4.7 bn -- 1Q26 operating loss $1.9 bn You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales. S-1 filing: sec.gov/Archives/edgar…
JaguarAnalytics tweet media
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Sam Altman
Sam Altman@sama·
customers are increasingly asking us for certainty on capacity. as models get better, we expect that the world will be capacity-constrained for some time. we are offering discounted tokens for 1-3 year commits. (it also helps us plan, so hopefully a big win-win.)
OpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. openai.com/guaranteed-cap…

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Omar Shahine
Omar Shahine@OmarShahine·
Shit wow I just gave my @openclaw Lobster a real phone number using @twilio and called him. Mind blown. Took 20 min to set up. I still can't believe it.
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Ethan Mollick
Ethan Mollick@emollick·
Everyone has seen the @waitbutwhy cartoon of AI capability growth with a "you are here" indicator just before the exponential really starts, but the independent assessments of both METR and the UK's AISA do seem to show that we are past that point now (until we hit a slowdown?)
Ethan Mollick tweet mediaEthan Mollick tweet mediaEthan Mollick tweet media
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William Nurmi
William Nurmi@NurmiWilliam·
@zephyr_z9 Your thoughts on Chinese stocks in general? I'm under the impression that I can't trust them to transfer the business value to share price due to PRC control
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William Nurmi
William Nurmi@NurmiWilliam·
@Aella_Girl I'd never want to arrive on a date knowing I'm immediatelly letting them down. Been on dates with women who've done it to me. Just one of many sad side effect of the twisted ideals we have these days 😕
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William Nurmi
William Nurmi@NurmiWilliam·
@TheRealDanSaedi That dot is being served by existing servers. The shortage is due to ramp up for serving the rest
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Daniel A. Saedi (DataManDan)
Daniel A. Saedi (DataManDan)@TheRealDanSaedi·
The singular red dot is causing a massive compute shortage and you think memory stocks have topped?
Daniel A. Saedi (DataManDan) tweet media
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William Nurmi
William Nurmi@NurmiWilliam·
@bcherny Research preview is the new beta testing with paying users 😅
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Jukan
Jukan@jukan05·
HOLY SMOKE. What the hell is this?? Memory prices are going absolutely insane. $DRAM $MU $SNDK
Jukan tweet media
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Zephyr
Zephyr@zephyr_z9·
Crazy chart for the old dog
Zephyr tweet media
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