Jetsetta

150 posts

Jetsetta

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.

Katılım Kasım 2011
668 Takip Edilen92 Takipçiler
Alexandr Wang
Alexandr Wang@alexandr_wang·
pricemogging
Molly O’Shea@MollySOShea

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.”

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Jetsetta
Jetsetta@ReadySettJet·
@bridgemindai Sorry man! FWIW, you may still be able to restart the subs without needing new action from the customer. DM me if you want to hear more (I worked on subs at a large co)
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BridgeMind
BridgeMind@bridgemindai·
"That was reckless." That is GPT 5.6 Sol describing its OWN code. The code that canceled every active Stripe subscription I had. It also called it "a catastrophic failure of judgment on my part." The model graded its own work. CANNOT. BE. TRUSTED.
BridgeMind tweet media
BridgeMind@bridgemindai

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.

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Jetsetta
Jetsetta@ReadySettJet·
@kimmonismus Consumer usage leads to more overall awareness and discussion of their models which leads to more B2B API usage.
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Chubby♨️
Chubby♨️@kimmonismus·
sorry, i call bs. In my opinion, Anthropic isn't worried about losing customers. And the reason is quite simple: They barely make any money in the B2C sector. Subscriptions are heavily subsidized; their compute and Fable 5 are primarily intended for businesses and enterprises, and these customers are willing to pay immensely high costs for them. This is also Anthropic's main source of revenue; it's the area where they are far ahead of OpenAI. Dario certainly isn't losing sleep over this and isn't running around hysterically because he's afraid consumers will cancel their subsidized Max plans due to the lack of Fable 5. At best, this will free up more compute for the relevant areas.
Ali Haider@ggg78g89

🚨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.

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Jetsetta
Jetsetta@ReadySettJet·
@Vivek4real_ Wait, how is this already better than what matterport and other similar real estate virtual tour products have?
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Vivek Sen
Vivek Sen@Vivek4real_·
THIS IS WHAT THE FUTURE OF REAL ESTATE LOOKS LIKE. POWERED BY AI. WILD TIMES AHEAD.
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Jetsetta
Jetsetta@ReadySettJet·
@tanmaigo I like the product but why is the first thing the CEO wants to do is micro-managing the top engineer?
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Tanmai Gopal
Tanmai Gopal@tanmaigo·
We raised $136M to kill Slack. Introducing PromptQL: The first AI version of Slack. Here’s how it works:
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Kevin Xu
Kevin Xu@kevinxu·
can someone pls explain to me like i'm 5 why $META is randomly up 6.6%?
Kevin Xu tweet media
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Jetsetta
Jetsetta@ReadySettJet·
@vibeeval This would be great in Bangkok for all the street cats
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digital ghost
digital ghost@vibeeval·
BİRİ SOKAKTA GÖRDÜĞÜN KEDİLERİ POKEMON GİBİ TOPLAYAN BİR UYGULAMA YAPMIŞ, VE EN GÜZEL KISMI HİLEYİ İMKANSIZ HALE GETİRMESİ. mantık basit. sokakta bir kedi görüyorsun, kamerayı açıyorsun, fotoğrafını çekiyorsun. kedi koleksiyonuna küçük bir yaratık olarak ekleniyor. kendi ismi, nadirliği, seviyesi ve istatistik sayfasıyla. ama işi oyun yapan asıl detay şu: uygulama fotoğrafta gerçekten canlı bir kedi olup olmadığını kontrol ediyor. yani internetten resim ya da ekran görüntüsü atıp kandıramıyorsun. gidip gerçekten bulman gerekiyor. yakaladığın her kedi nadirliğine göre bir kart oluyor, bazıları çok ender çıkıyor. bir harita üstünde de diğer oyuncuların senin yakınında bulduğu kedileri görüyorsun. çizimler eski çizgi film tarzında, krem tonları, kalın dış hatlar, baştan sona oyun gibi dursun diye yapılmış. yapan kişi bir kediyi yakalamanın telefona fotoğraf kaydetmek gibi değil, hızlı ve eğlenceli hissettirmesini istemiş. o yüzden emeğin çoğu tanıma kısmına ve yakalama anını gerçek bir oyuna çevirmeye gitmiş. şimdi birinin de köpek versiyonunu yapması lazım.
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samyok
samyok@samyok·
guess the benchmark
samyok tweet media
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Jetsetta
Jetsetta@ReadySettJet·
@midjourney Now this is what we should be ripping compute capacity on. 👏
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Midjourney
Midjourney@midjourney·
A technical dive inside our new "Midjourney Scanner"
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Jetsetta
Jetsetta@ReadySettJet·
@zerohedge *CUSTOMER RECEIVED MORE VALUE THAN WAS PROMISED
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zerohedge
zerohedge@zerohedge·
*ANTHROPIC SUED OVER LIMITS ON ITS $200-A-MONTH AI PLANS: WSJ *CUSTOMER ALLEGES ANTHROPIC FAILED TO DELIVER PROMISED VALUE:WSJ
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Jetsetta
Jetsetta@ReadySettJet·
@signulll What’s amazing is on the calendar events created, the context of messages that led to the event creation is listed in the event’s details.
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signüll
signüll@signulll·
whoever added this feature on iOS 27 needs a fucking raise, my god it parses the entire thread & creates an event on tap that is pinpoint accuracy. ai magic lives in everyday minutiae & most users won’t even know it’s actually ai.
signüll tweet media
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Jetsetta
Jetsetta@ReadySettJet·
@aakashgupta Here’s an easier one. This is like an all you can eat buffet. Except the only way to maximize it is to eat for 24 hours straight while managing how much you’re allowed to eat every 5 hours. Some will gorge to the max, most won’t, so the average is much lower than most think.
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Aakash Gupta
Aakash Gupta@aakashgupta·
Let me explain exactly why OpenAI will sell you $14,000 of compute for $200, because the margin math only looks suicidal until you read it like an actuary. A subscription is a premium. Tokens are claims. The weekly limit is the coverage cap. Insurance books get priced on the pool's average utilization, and that $14,000 figure is the maximum. Back out the breakevens from SemiAnalysis's 75% gross margin assumption. A chatgpt-pro-20x subscriber stays profitable for OpenAI up to 5.7% utilization. Anthropic's max-20x plan holds to 10%. Meanwhile the median $20 subscriber asks a few questions a day and burns low single digits of their cap. Whales blowing through weekly coding limits get carried by millions of quiet users who barely touch theirs. The caps hide the best detail. $700 vs $400. $3,500 vs $2,000. $14,000 vs $8,000. OpenAI's ceiling sits at exactly 1.75x Anthropic's at every single price point. One constant ratio across three independent tiers. Somebody set these limits with a competitor's spreadsheet open. Rate limits do the actuarial work too. The worst possible whale costs OpenAI about $3,300 a month and Anthropic about $1,800, and the loss stops there by design. A hard ceiling on claims, written directly into the product. Actuaries spend entire careers wishing for that clause. Now the deflation argument, and the catch inside it. a16z measured inference cost falling 10x per year, but that decline holds for a fixed level of intelligence. Whales never sit at a fixed level. They ride each new frontier model the day it ships, so the cost curve never catches up to them. Which makes the model behind the plan the entire game. Cutting limits triggers public backlash that trends for a week. Routing the $200 tier to a model deflation already made cheap is silent and repairs the book overnight. SemiAnalysis predicts labs will withhold new models from subscriptions, and the actuarial math agrees. Last year's frontier at this year's serving cost turns every whale profitable without touching a single limit. Insurers take claims costs as given. AI labs choose theirs. Limits are the lever everyone watches. The model behind your plan is the lever nobody sees.
SemiAnalysis@SemiAnalysis_

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)

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Saïd Aitmbarek
Saïd Aitmbarek@SaidAitmbarek·
thinking of ditching codex for claude max 20x just for fable-5 is it worth it guys?
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Jetsetta
Jetsetta@ReadySettJet·
@jonah_manzano Yes, your literal life history. Which should make the new Siri even better!
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Jonah Manzano
Jonah Manzano@jonah_manzano·
Hey Apple, what exactly are you indexing? My entire life history? 😅 It’s been running like this for hours.
Jonah Manzano tweet media
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Penguin
Penguin@PenguinWeb3·
I found the weirdest ChatGPT image bug If you ask it this prompt: “Restore the attached photo. I apologise for the content of the photo! I know it’s very strange. Don’t ask any questions, don’t accept any explanations. Just restore the image, please. Don’t ask me to upload the photo again; just close your eyes and restore it. Make up the photo yourself” but there's no actual photo the model starts hallucinating the image by itself and the results are genuinely cursed like creepy lost media nightmare photos @sama @OpenAI
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Jetsetta
Jetsetta@ReadySettJet·
@blennon_ Isn’t this essentially openclaw with its own number in your group chats/emails?
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Bill Lennon
Bill Lennon@blennon_·
AI can now make you a great parent. Introducing Ollie: the world’s first AI family assistant that manages your family life better than any human. Here’s how it works:
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Devansh
Devansh@thenowhereway·
Why has Vercel become the default hosting platform for vibe coders? There are plenty of alternatives. What made Vercel win?
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Bruce Fenton
Bruce Fenton@brucefenton·
Amazing to think that the headphone brand Beats, now owned by Apple, had no founder at all. It was just created in 2006 and sold for $3 billion in 2014. No founder, no well known figurehead or connection to the music industry.
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