
Jetsetta
150 posts

Jetsetta
@ReadySettJet
I have too many interests for my own good, and will pursue any rabbit hole that opens up. Also a dad, husband. Taking time in BKK to reflect on the future.


BREAKING: Meta just pricemogged OpenAI & Anthropic with Muse Spark 1.1 that’s reportedly 75% cheaper, putting new pressure on both open & closed models We’ve now hit the price wars phase of the AI cycle. @amitisinvesting covers how models are going to battle, including our interview w/ @Cerebras CEO @andrewdfeldman on Alex Karp’s sovereign AI thesis: “You shouldn’t be dependent on NVIDIA. You shouldn’t be dependent on one model maker… you’d like to have choices at each layer of the stack.” “If you have unique data, be sure you don’t give that away… have multiple choices in different parts of the stack, but you get the credit for your data.” Amit’s take: “This is great for Meta. It’s great for NVIDIA. It’s great for all the semi-stack. It means they’re gonna spend more on compute. It’s good for Nebius. It’s good for CoreWeave. It’s good for all the software names.”



GPT 5.6 SOL CANNOT BE TRUSTED. I woke up this morning and my MRR was down THOUSANDS of dollars. My customers did not cancel. Code written by GPT 5.6 Sol canceled EVERY active Stripe subscription my business had. In 7 seconds. While I slept. Fable 5 has never done this to me. Fable 5 can be trusted with production. GPT 5.6 cannot.


🚨SCOOP: MY Friend at Anthropic says things are VERY tense internally. Dario's running tough meetings — GPT-5.6 Sol is strong and Grok 4.5 is right on Opus's heels. Pulling Fable from subs on July 12 would trigger mass cancellations (why keep Max for Opus 4.8?), so they're now pushing to keep Fable 5 in subs permanently.





Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)





















