Arihan

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Arihan

Arihan

@arihanxv

19, CS @Stanford, founder @watolabs

🇺🇸 Katılım Haziran 2023
213 Takip Edilen174 Takipçiler
Arihan
Arihan@arihanxv·
Code is cheap, taste is priceless
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Yuvraj Singh SherGill
Yuvraj Singh SherGill@YuvrajSShergill·
@arihanxv Responding to the issues during scale up and product breakdown maybe, ending up with technical debt
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Arihan
Arihan@arihanxv·
If the code is written by AI, and the reviewer is AI, and the one who catches bugs in production is also AI, what exactly is a human engineer doing?
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Arihan
Arihan@arihanxv·
Working with Composer 2.5 is like working with a senior engineer who types at 11,000+ words per minute. @cursor_ai now owns the model and the distribution. I'm bullish
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Arihan
Arihan@arihanxv·
@CustomAIMath We keep seeing that humans are being pulled out of both via many prompt-to-company apps. Where we instead provide a generic idea and it’s up to the model to decide how to frame, build, distribute, and maintain the product.
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Arihan
Arihan@arihanxv·
@NorthSecureAI True, unfortunately today, many are optimizing for speed to ship under the assumption that no one will ever read the code. That’s why we see some much slop and over complexity
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NorthSecureAI
NorthSecureAI@NorthSecureAI·
@arihanxv Choosing tradeoffs, owning outcomes, and explaining why the system should exist in the first place. Also cleaning up after three confident AIs agree on the same bad idea.
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Arihan
Arihan@arihanxv·
YC's shown me that many AI companies are converging to variations of the same products. The interesting part is how each team frames its take. That's where short-term differentiation lives, but framing is really just a bet on distribution. And distribution is the deepest moat.
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Arihan
Arihan@arihanxv·
@savrov At this point its all about taste
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Nikita Savrov
Nikita Savrov@savrov·
The difference between good and great engineers is rarely technical skill.
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Atty Eleti
Atty Eleti@athyuttamre·
let a thousand agents bloom
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Kaito
Kaito@KaiXCreator·
Can you call yourself a founder if your entire product was built by Claude?
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Arihan
Arihan@arihanxv·
@cgenco Codex limits and /fast seem to be much more economical nowadays
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Christian Genco
Christian Genco@cgenco·
The Claude Pro Max plan is the greatest deal in history. For $200 you get like $20k of frontier-level tokens. Anthropic is funding your seed round.
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Arihan
Arihan@arihanxv·
@elonmusk grok-fast-1 -> grok-build-0.1 -> composer 3
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Elon Musk
Elon Musk@elonmusk·
Grok foundation model V9-Medium (1.5T) has finished training. Evals look good. A lot of Cursor data was added in supplementary training and there is more to come. Fine-tuning is underway and reinforcement learning begins in a few days. 2 to 3 weeks to public release. This will be a major improvement over the 0.5T v8-small that currently serves all Grok production traffic, especially for difficult coding tasks.
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Arihan
Arihan@arihanxv·
What's the Pareto frontier of human cognition on the curve of speed of output / depth of understanding? AI pushes us hard along the speed axis, but we're outsourcing the critical thinking that got us here. How soon before human intelligence atrophies?
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Arihan
Arihan@arihanxv·
Who is building the layer that gives companies both generous limits and real freedom of model choice?
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Arihan
Arihan@arihanxv·
Token usage billing has become unsustainable in most teams where adoption is growing while frontier models have had a steady increase in price the past years. Even companies like Cursor are managing costs by shifting more usage to their own frontier models while moving away from being the "Costco of tokens". The best value today comes from using a heavily subsidized plan from a frontier lab like Chatgpt and Claude. But this inherently diminishes freedom of choice as you must either commit to one provider or pay for multiple subscriptions just to use other models. At enterprise scale, we’ve seen that the lock-in gets even worse as companies are pushed into expensive Chatgpt or Claude Enterprise plans, with workflows, permissioning, and procurement all baked into one stack. However, the problem is that nobody knows what the best frontier model provider will be in a year, a month, or even a week
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Arihan
Arihan@arihanxv·
So intelligence is not "too cheap to meter"
Hedgie@HedgieMarkets

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

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Arihan
Arihan@arihanxv·
@thsottiaux Would much rather pay double the price for /ultrafast
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Tibo
Tibo@thsottiaux·
Should we bring batch compute to codex? Aka /slow mode
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Arihan
Arihan@arihanxv·
@zayvik12667 Models can easily produce lots of code but its difficult to thoroughly verify them outside of just throwing slop into production, especially if the code reviewer is also AI
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Zayvik chauhan
Zayvik chauhan@zayvik12667·
AI coding tools are changing software development from “typing everything manually” to “guiding intelligent systems effectively.” That shift is happening faster than most people realize.
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