Tai Rattigan

The grass is greener where you water it. Take that new idea energy and put it into making your existing thing work better. Compound.

@levie Not a model release, a policy change

He just spent a year building scaffolding for his agent harness. Now release a new model update that makes all of it obsolete.

Bruh

For the first time since 2022, Claude has overtaken ChatGPT as the primary tool being used by Partnership Teams. Partnerships generate 30%+ of a tech company's revenue on average. It's a key go-to-market function for mature technology companies.

1,000+ people registered for our AI in Partnerships webinar this morning.

@matt_slotnick Yeah, I think PMF requires the customer to ultimately get requisite value from the product - or they will churn. They have definitely found a huge amount of demand.

@XOptimiser ahh you're talking about servicenow, not anthropic. right. "it's a hard problem" can be taken in a lot of contexts... but i do think it's a natural progression. you need to discover use cases before you optimize. you do what you can to compress organizational the learning curve

there's product market fit, and there's whatever this is

@TheRealDanSaedi Doesn’t OpenAI alone account for 900M active users? Have to assume Gemini in Google search etc is comparable. ‘Never used AI’ seem much larger than it should be.

The singular red dot is causing a massive compute shortage and you think memory stocks have topped?

@matt_slotnick I could be wrong, but if ServiceNow was seeing meaningful revenue growth thanks to the usage of AI then it wouldn’t be a problem for them that they’d spent their budget already. Much like how people don’t mind paying AWS more money when their customers are paying them for usage

@XOptimiser don't totally follow... it's definitely translating to revenue growth?

@ethanyish @ttunguz @eltoniselton @AlliumLabs ‘the only limitation is your ability to verify methodology (honestly still hard) and that your AI doesn't hallucinate’ this becomes all of the work and it’s absolute drudgery unfortunately 🫠

this is scary, this took our research team @eltoniselton less than an hour to put together he asked the Allium mcp: give a market overview of crypto right now using onchain data I think this is an inflection point for onchain research analysts the only limitation is your ability to verify methodology (honestly still hard) and that your AI doesn't hallucinate should we make more of these?

@typesfast Mogged

Robotaxi sighting in SF. No mirrors.

@scottdwitt It’s a great point. I think continuing with the investment account initiatives of this government beyond kids to all working age adults could help with that, but there aren’t silver bullets.

@XOptimiser "the top 10% of households own 87% of all stocks, the bottom 50% own 1%" Perhaps there are more universal ways to ensure broad benefits from AI ?

The only way AI wealth distribution works is the right incentives need to be in place so that the next Anthropic, Anduril, SpaceX, OpenAI etc go public early and retail investors/401ks/ETFs etc get to participate in the upside.

@WhiteHouse @ufc CHAMA

America’s epic 250 summer loading… 🔥 @UFC FIGHT NIGHT ON THE SOUTH LAWN 🥊 🇺🇸

I’ve been doing this for a while now because it’s so much easier to review - making the HTML interactive with the ability to download responses/commentary has been a game changer for data tagging/taxonomy work

@OpenAIDevs Restock

Available until the goblins notice. supply.openai.com

Thing is limited. US discovers record amount of it. No more news. Repeat.

My Anthropic limits have been miraculously fixed over the last week or so. No session limit hits, back to previous workload levels. No clear reason why.

@danbarker @winstone2601 @dank_ackroyd A friend at school became known as Navy Troy because he once wore very dark navy trousers instead of black to school. If he was ever not in attendance everyone would be told that he was at Navy cadets. ‘In the navy’ would sung when he entered a room.

@winstone2601 @dank_ackroyd A school friend became known as 'the long arm of the law', as he had once worn a jacket with very long sleeves.

Just said ‘alright Lord Snooty’ because someone’s got a box of Thorntons

@blader how are you handling Taskmaster with the 'Monitoring' and 'Waiting' statuses in Claude Code now? These trigger the Taskmaster stophook incorrectly, I think.

What you’re saying is correct, and I also think the speed at which these costs are compressing drives the thinking - folks know that they will be able to offer more for less in a really short period of time so increasing prices in the short term because of constraints seems stupid.

I find this conversation foreign - along with the argument that we are "data center constrained" or "energy constrained." Historically, in markets - price is the leveler of supply and demand. If you have a constraint, you price higher - you don't have "surplus demand." But in this market, VC$$$ act as subsidies (as they did in consumer internet). Everyone believes if they have high growth they get unlimited VC$$$. The biggest fear becomes losing market share. So "growth at all costs" becomes the game on the field. With that reality, you are always going to have some constraint, because you are "knowingly" choosing pricing that is out of whack with balancing supply/demand. It will continue until the major players feel they are forced to reconcile unit economics and profitability (as eventually happened in ride sharing when Lyft went public). Until then, you by definition have constraints. We can’t disentangle true demand from subsidized demand yet. Some of the incremental demand is being engineered by the excessive VC$$$ forced into the system, and the competitive dynamic between two companies that are losing massive amounts of money. No one can argue they aren't losing tons of money. Amazon and Uber maxed out around $2B a year. These companies could lose $10B on more in 2026.

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."