@ContrarianCurse they have tons of new competitors both new startups and anthropic. Also their design software was not built for AI and figma make is ass
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Phoenix
91 posts
There is a real chance that for something like Figma you see very little seat loss because the product already existed mostly at the taste layer
And then you enable through AI models the ability for non-technical designers to also join the collab / network effect
There is a chance it expands the TAM honestly
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This makes it sound like lawmakers don't understand the difference between fine-tuning an open model and building a wrapper around a closed model API. Just because the model was trained in China, it can't magically send data back to China if you're running inference yourself.
Rachyl Jones@RachylJones
NEW: House committees are probing Airbnb and Cursor parent Anysphere over their use of Chinese AI models @semafor
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OAI and Ant exited last year doing like 30-35 combined
Real chance they are doing 80b combined now
Where you think that shows up
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First thing I did this morning after using gpt 5.5 was buy a half million in $ORCL leaps.
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Well the employees are worth single digit millions and the founders are worth 10’s of billions so idk
altra@catboosted
I’ll say it again There has never been a worse time in history to be a founder.
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@ContrarianCurse but mike kreiger just left the board presumably because anthropic is about to start competing with them tipranks.com/news/company-a…
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I can FEEEELLLLL the skittish in software
$FIG commons for now
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How much was DoorDash paying Applied Compute?
appliedcompute.com/case-studies/d…
Arfur Rock@ArfurRock
BTW, DoorDash's acquisition price for Metis was $150M, all cash. Metis only has ~10 employees, and did not raise institutional capital after the YC S25 program afaik. Incredible outcome for a ~1 year old company, congrats!
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NEW META MODEL: MUSE SPARK
AI at Meta@AIatMeta
Introducing Muse Spark, the first in the Muse family of models developed by Meta Superintelligence Labs. Muse Spark is a natively multimodal reasoning model with support for tool-use, visual chain of thought, and multi-agent orchestration. Muse Spark is available today at meta.ai and the Meta AI app. We’re also making it available in private preview via API to select partners, and we hope to open-source future versions of the model. Learn more: go.meta.me/43ea00
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1/ today we're releasing muse spark, the first model from MSL. nine months ago we rebuilt our ai stack from scratch. new infrastructure, new architecture, new data pipelines. muse spark is the result of that work, and now it powers meta ai. 🧵
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Amazing. But, one thing I noticed...they say 15 billion tok/min. That's 0.657 quadtrillion tok/month. Google claimed they were at >1 quadtrillion tok/month last year.
Google is shipping more tokens than OAI on API services? Interesting...
Sawyer Merritt@SawyerMerritt
NEWS: OpenAI just announced that it has officially closed their latest funding round with $122 billion in committed capital at a post money valuation of $852 billion. "We are now generating $2B in revenue per month. At this stage, we are growing revenue four times faster than the companies who defined the Internet and mobile eras, including Alphabet and Meta. ChatGPT has more than 900 million weekly active users, and over 50 million subscribers. Search usage has nearly tripled in a year, and our ads pilot reached more than $100 million in ARR in under six weeks. Momentum is just as strong on the enterprise side, which now makes up more than 40% of our revenue, and is on track to reach parity with consumer by the end of 2026. GPT‑5.4 is driving record engagement across agentic workflows. Our APIs now process more than 15 billion tokens per minute. Codex now serves over 2 million weekly users, up 5x in the past three months, with usage growing more than 70% month over month."
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@NatHalberstadt Yes most luxury buildings offer this but
1. the event calendar is usually quite sparse
2. The common spaces are rarely used and if so mostly for private events, so there isnt much mingling between residents.
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I don’t see anything particularly unique about Neumann’s project.
A range of “luxury” apartment tower options in any American city already offer this standard suite of amenities:
- event calendar
- office space
- gym
- pool / outdoor grills
- etc.
But the reality is inside these apartment complexes in Nova or the Seaport District or otherwise, despite the gating and the rhetoric of owners / yimby types, strangers still don’t really “spontaneously interact,” and that’s largely by choice. people don’t share close to enough in common and are busy.
Further, these spaces and events tend to be far too stale and corporate to be interesting at all.
So the spaces go unused and the events unattended.
Reality is that most people want to choose who they spend time with and where. They don’t want to be boxed into some 5-in-1 shampoo / soap / conditioner / etc type pre-packaged combo lifestyle. This typically takes on a sort of fractal quality, accomplished either more organically through existing social relationships (e.g., there’s a bar your college friends go to) and institutional bonds (e.g., there’s a church you go to) —or through more explicitly vetted, curated, and aligned private spaces that the barrier of “can you pay X thousand $ / month?” isn’t sufficient to manufacturer.
signüll@signulll
what adam neumann is doing now is such an obviously good idea. most of american life unless scheduled is super isolationist so you rarely get those spontaneous interactions with ppl.. this sorta flips that around right at the point of where ppl spend majority of their lives. anyway, it’s super duper interesting to see the wework model applied to residential.
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@alightinastorm zuck in no way hired an all star team. He hired a few starts but mainly hired grifters
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@goodalexander @notthreadguy Bush didnt want to bail out lehman for 50b but he later proceeded to spent 1 trillion bailing out every other bank
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@notthreadguy Fun thing about 2007: Bush didn’t want to bail out Lehman for $50b bc it’d cause moral hazard
We are so far deep in moral hazard we are having the treasury secretary trade $50b of oil futures intraday
When it collapses this time it’s going to be a currency crisis
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@ContrarianCurse openai ads business will bring in insane revenue
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My best guess on why $NVDA trades like shit is market has sniffed out limits to OAIs biz model and ability to raise capital unless something drastic changes
I’ll remind you the four horseman of the OAI ecosystem - $ORCL $CRWV $9984 $MSFT have traded like absolute dog shit since September where they are peaked out in the same 45 day window
This window was the first time that OAI disclosed economics, burning $2.25 per $1 of revenue
Has the market long figured out that unless something in the business model changes that this is just a matter of time? I’ve bitched about the business model in a few tweets this week as well - I don’t think it’s viable
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Trump’s done his part
starting this conflict was the final and most important mission from his handlers
the urgency for them was not in Iranian nukes “coming next week” for many decades, but rather in realizing they very likely would not get another POTUS who would “do the needful” after this one
he’ll resign sometime after the midterms (which he will lose horrendously)
and JD will be left holding the bag
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Oracle at $155 is almost as obvious a buy as it was a sell at $350.
Citrini@citrini
Oracle dip finally seems buyable.
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