Dave Davies

The Gemini Pro model is rumored to be a GPT 5.5 level coding model 🧐 The catch - it will be more than 50% cheaper at $12/1M output token Gemini will take the lead over both GPT 5.5. and Opus 4.7 on the price-performance curve

Boston, we're coming for you. May 29 we're hosting Engineers Day as part of the first ever Boston Tech Week. Our team will be on the ground sharing what actually works (and what breaks) when you're building agent swarms. Food, drinks + real talk with people actually shipping.

Hot take on Elon’s surprise decision to rent 30 megawatts of compute to Anthropic: 1. It’s a tacit concession that xAI is not all that close to AGI (despite what he suggested last year). 2. It’s more evidence that pure scaling doesn’t get you to AGI. 3. If xAI turns out to be just another cloud company, in an increasingly crowded market, SpaceX investors very likely overpaid. 4. The very fact that xAI *has* an enough of oversupply to sell some to a big competitors doesn’t bode well for hyperscalers. We may very quickly find ourselves in a world where supply outstrips demands and prices drop precipitously. 5. Customers win but … 6. Companies like Amazon, Google, Meta, Microsoft and Oracle could all take a hit, especially given what they have done to their cash flows to build up their cloud compute resources.

Getting married tomorrow. 🎉

Effective today, we are: 1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans; 2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and 3) Substantially raising our API rate limits for Opus models.