Breno Brito
32.7K posts

Breno Brito
@brenorb
Fusing AI and Bitcoin. Machine Learning engineer. Host of @BitdevsBSB. Co-author of BIP39 PT seedwords ⚡ [email protected] Nostr [email protected] Livro 👇




Literally the first time I see GPT do this (it's for Sol)



The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.


Underrated challenge in war: If you try to maintain equal unit sizes, then bad commanders will receive more resources over time than good commanders. Ukraine solved this for drone teams by creating a marketplace where the currency is video-confirmed kills of Russians.











Today, together with @kyutai_labs, we’re introducing our new Audio-to-MIDI model. It takes a finished recording, identifies the instruments playing, and returns separate MIDI tracks for each — voice, drums, bass, keys, and more. Unlike most existing solutions, our model works directly from the full mix rather than requiring separate stems. It also detects chords, key, and tempo, giving producers broader musical context. We’ve written more about the model, the problem, and how it works here: mirelo.ai/blog/turning-a…


fwiw, I think that turning Codex into ChatGPT Desktop is a generational fumble












