Dipanshu Gupta

@tenobrus It’s in the Ultra plan, so far from general consumer agent

okay this is basically it. does this work? if it does, this is the general consumer OpenClaw moment. personal cloud agent with persistent context and access. this is absolutely the kind of thing google *could* potentially pull off. but is it actually any fucking good??

@SemiAnalysis_ @fabknowledge can we get updated numbers?

And we at SemiAnalysis only represents the tip of the iceberg. We track Claude Code Github Commits daily, and the image below represents what it looked like in Feb 2026 (Hint: Our daily tracker has is showing the line only going up further up and to the right since this publicly available chart in Feb). But we still think we are in the early innings. The banks aren't using it. Enterprises are still figuring out how to use it effectively. Compliance and IT teams are still figuring out guardrails. The gap between "this is obviously useful" and "we've actually wired it into how our analysts work every day" is still massive at most places. (3/3)

Our SemiAnalysis Weekly Podcast often asks - Is the AI cycle this time truly different from other cycles? Well, at least from our analysis, we think the return from AI is real and it looks like a structural trend that is truly different from other cycles. We tracked token spend vs human labor cost across 9 real workflows at SemiAnalysis - these are tasks our analyst team do consistently to stay on top of the industry: company initiations, earnings recaps, conference transcript mining, financial data pulls. (1/3) 🧵

@chrisbarber Fantastic interview

@evilhooperninja Had the same reaction after finishing the book lol

Just finished this. Angela Merkel is the most evil leader in German history

@citrini @zephyr_z9 Damn didn’t know this etf, gotta swap calls

Why are you buying KWEB (late 2010s-coded internet) when you could be buying KSTR (all the exciting Chinese AI companies)?

@oldestasian @sundarpichai needs a fix 🛠️

Anyone who thinks they're going to replace their Whoop with the Fitbit Air should take a good hard look at Google Health's API — all data ever collected by Fitbit is encoded in *user-local time* without timezone info and thus cannot be aligned with any other data source

@OpenAIDevs lessgoooo

Available until the goblins notice. supply.openai.com

@shivamxjha md ngmi

Intern sent 'lets goo' in the team chat, MD asked 'where?'

@ClaudeDevs Time for comeback 💪

Usage limits are up, effective today we're: 1) Doubling Claude Code's 5-hour limits for Pro, Max, Team and seat-based Enterprise plans 2) Removing peak hours limit reduction on Claude Code for Pro and Max plans 3) Substantially raising our API rate limits for Opus models

@dylan522p when are you gonna start asking Qs on earnings calls bro

@dieaud91 It's obviously distilled, gone are the days companies will serve you full models.

My hunch: if 5.5 Instant shares the same base model as 5.5 Thinking and is being rolled out broadly, then one or more things must be true: - it’s not an insanely large model (1-3T?) - the Instant path is heavily optimized/routed/constrained - OpenAI has a lot more inference compute available than people assume

@michpokrass What happened to shopping research? Is it deprecated now?

we shipped gpt-5.5 instant today to chat; it's rolling out over the next couple days to everyone. for this model, we focused on factuality, crushing hacks, and improving the baseline intelligence. 5.5 is a pretty big step forward on all three. it is much smarter, significantly less likely to hallucinate, and just more delightful to talk to. there is always more to do but i'm pretty excited about this one!

@chrisman Ask them what the consequences should be for homeschooling parents who fail to educate children. Then ask what the consequences should be for public schools that do the same. The difference in answers is the game.

The migration in numbers: - Team of 16 engineers worked over 6 weeks. - We reduced our footprint from 6M CPU cores, to just 10k cores. - We are now using the same Grok-based transformer models that power your home timeline. - Eliminated 15 years of tech debt - replaced 1M LOC of Scala with just 50k LOC of Rust and Python

Genuine racism was almost dead until the Left revived it with their aggressive identity politics and collectivist rhetoric.

@tszzl @xriskology Another roon banger

@xriskology then build it yourself. the laws of physics are not a democracy

Who asked for this? Why do "fuckers" like roon (quoting Altman) get to unilaterally decide when and how to build this technology?

@thsottiaux yo smash that big button again tibo

Happy Tuesday. Codex has hit 4M active users, adding over 1M users in less than two weeks. To celebrate we will reset the rate limits again in a few hours. Enjoy!

@dylan522p Substrate? 🤔

Big new things from SemiAnalysis coming soon. TEM images of 🤫