Brett Queener

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Brett Queener

Brett Queener

@bqueener

Advisor & Investor, Humble Parent, Sports Fanatic. Clear Eyes, Full Hearts, Can't Lose.

Santa Barbara, CA Katılım Mart 2009
1K Takip Edilen2.5K Takipçiler
Brett Queener
Brett Queener@bqueener·
@levie everyone is going to quickly realize the value of leveraging shared context/semantic layers from vendors so they are not buring billions of dollars all token maxxing across their companies
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Aaron Levie
Aaron Levie@levie·
What’s happened is that we went from AI chat tools that were relatively cheap and had small context windows, to AI agents that have giant context windows, the ability to keep track of longer running work, and models that cost an order of magnitude more on inference because they’re that much better. This has compounded far faster than most realized (unless you were paying close attention at the middle or end of last year, which many here were), and the dollars flowing in now are much more real. What follows is a continued march of AI capability that will continue to be used by anyone with a frontier use-case (like coding, sciences, finance, consulting) and then a peeling off of tasks to lower cost models that are capable enough for the job. Whereas we thought the cost of AI might converge on a single low price per token before, it’s clear the stratification is only widening based on the task you need performed. This will be yet another component that has to be figured out for broad AI diffusion. Enterprises will need to put in programs, new finance teams, and technology solutions to manage this all. The labs and platforms that can ensure customers can price optimize for the task at hand will be in the best position.
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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Brett Queener
Brett Queener@bqueener·
@davidu Claude co work with powerpoint works great although the design is clearly claudish
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David Ulevitch 🇺🇸
Lazyweb: What’s the best AI tool to help me generate a small 5-10 slide presentation? Ideally I'd just prompt the structure and have it make the slides, text, images, etc. and then let me fine tune it and edit the copy as I see fit.
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yon
yon@young_yonnn·
GREATNESS
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Brett Queener
Brett Queener@bqueener·
@Alfred_Lin I needed this post two decades ago. I was just labeled “difficult”
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Brett Queener
Brett Queener@bqueener·
@loganbartlett Great stuff logan. I am working on a similar presentation with the guts to try and predict the economic effects of ai ten years from now:).
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logan bartlett
logan bartlett@loganbartlett·
Spent the last few weeks pulling together our thoughts on the state of the software and ai market ahead of our annual meeting yesterday. Obviously a dynamic time with a lot going on so tried to unpack what is happening and our view on the different levels of risk and opportunities. Thank you to my colleagues @AdilBhatia and @lydianday for the hard work on this with me.
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Brett Queener
Brett Queener@bqueener·
ChatGpt really lagging now in trying to think through basic tasks - cmon openai, focus on what matters
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Eric Vishria
Eric Vishria@ericvishria·
The identify crisis that very good, especially mid-level, software engineers are going through with AI is a huge cultural challenge inside of companies, and a harbinger of the challenge to come for most other functions. Great, self-reflective articulation from @adityaag here:
Aditya Agarwal@adityaag

x.com/i/article/2031…

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Dr. Sally Sharif
Dr. Sally Sharif@Sally_Sharif1·
I just gave a closed-book, pen-and-paper midterm exam in my 300-level course at UBC with 100 students. All exams were graded by an experienced graduate-level TA according to a rubric. *** The average was 64/100.*** My class averages at UBC are usually 80-85. Context: • This was the first midterm, covering ONLY 4 weeks of material. • Students had a list of possible questions in advance: no surprise questions. • Questions included (a) 3 concept definitions, (b) 3 paragraph-long questions, and (c) a 1.5-page essay. • I have taught this class multiple times. Nothing in my teaching style changed this semester. • We read entire paragraphs of text in class, so students don't have to do something on their own that wasn't covered during the lecture. • Students take a 10-question multiple-choice quiz at the end of every class (30% of the final grade). • Attendance is 95-99% every class. Attention during lectures and participation in pair-work activities are very high → anticipating the end-of-class quiz. *** But unfortunately, I suspect many students are not reading the material on the syllabus. They are asking LLMs to summarize it instead.*** After the midterm, students reported: • They thought they knew concept definitions but couldn't produce them on paper. • They thought they understood the arguments but struggled to connect them or identify points of agreement and disagreement. My view: It might be “cool” or “innovative” to teach students to summarize readings with ChatGPT or write essays with Claude. But we may be doing them a disservice: reducing their ability to retain material, think creatively, and reason from what they know. If you only read what AI has summarized for you, you don’t truly "know" the material. Moving forward: We have a second midterm coming up. I don't know how to convey to students that the best way to do better on the exam is to rely on and improve their own reading skills.
David Perell Clips@PerellClips

Ezra Klein: "Having AI summarize a book or paper for me is a disaster. It has no idea what I really wanted to know and wouldn't have made the connections I would've made. I'm interested in the thing I will see that other people wouldn't have seen, and I think AI typically sees what everybody else would see. I'm not saying that AI can't be useful, but I'm pretty against shortcuts. And obviously, you have to limit the amount of work you're doing. You can't read literally everything. But in some ways, I think it's more dangerous to think you've read something that you haven't than to not read it at all. I think the time you spend with things is pretty important." @ezraklein

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sachin.
sachin.@sachinyadav699·
Me reviewing code generated by Claude before pushing to prod
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Jason,
Jason,@jasonc_nc·
@Acyn Where are all my DOGE enthusiasts?
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Juri Strumpflohner
Juri Strumpflohner@juristr·
POV: Senior Agentic Engineer
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Brett Queener
Brett Queener@bqueener·
Under-rated - AI's ability, when given proper context, to be an incredible thought partner to flesh through ideas.
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b@bmontxna·
california is like claude code but for beautiful sunsets
b tweet media
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