vfedoroff

@drawio That is cool feature. Thank you for releasing it.

draw.io diagrams now stream into Claude as they're generated. Shape by shape, edge by edge. github.com/jgraph/drawio-…

@TSLAFanMtl Tesla FSD is $99/month on top of a $50k car. The tech might be worth it — the pricing psychology isn’t.

FSD is only adopted by a small % of people who buy a Tesla - and that's only 2% of people who buy a car. Clearly this is a combination of the consumer not seeing the value - even at $99/month - and not being aware. Tesla is trying to increase awareness with some ads - but it's not nearly enough - but the rate limiter is that most early adopters have been converted and FSD still needs to get a lot better before it goes mainstream.

@alt_w_v_g SiriusXM has an advantage over Spotify and similar services because it works even when the cellular signal is weak. However, it is the only advantage.

Ran some diligence on SiriusXM this weekend Not because anyone asked Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for I didn't have an answer So I pulled the 10-K SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap Read that again The debt is larger than the company Their business model, simplified: 1. Pay automakers to install radios nobody asked for 2. Give every new car buyer a free trial they didn't request 3. Hope they forget to cancel 4. Charge them $25.99/month for something their phone does for $10.99 That's it. That's the model. They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that. Revenue has declined three consecutive years The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years. These aren't loyal customers These are people whose spouses haven't noticed the $25.99 charge on the Amex yet The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners. That's $800 per listener per year My analyst did the math three times because he thought he was wrong He wasn't For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made. SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite. Spotify's full-year revenue grew 19%. SiriusXM's declined 2%. Spotify trades at 74x earnings. SiriusXM trades at 5x. The market is not confused about which direction these businesses are headed Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed. Probably because it's embarrassing They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install. 82% of the cars with their radios in them are generating zero revenue In any other industry an 18% hit rate gets you fired In satellite radio, it gets you a seat on the NYSE Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior. Adjusted EBITDA was $2.73B that same year The distance between those two numbers is called addbacks And they're working overtime 2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress. On Wall Street, we call this managed decline Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth. His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs. I don't know why he's still in. You don't know why. His shareholders definitely don't know why. The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies. The bear thesis: Every teenager alive today has never used a car radio Both are probably right SiriusXM's competitive moat is not content. It's not technology. It's not brand. It's the 47 minutes it takes to cancel over the phone SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors. Plz fix. Thx. Sent from my iPhone

@rezoundous I have both Claude and Codex. I chose Claude.

Are you team Claude or Codex?

This is just Wow!

@adocomplete And more tokens, because of extra context use and extra loop.

Claude Code's new auto mode is here. Skip the permission prompts. A classifier reviews every action before it runs. Safe = go. Risky = blocked. Less friction, more control. Research preview on Team plan now, Enterprise & API rolling out soon.

It is a “normal” situation for people with high-deductible insurance at the beginning of the year. When insurance doesn’t pay, you pay the full amount out of pocket, which counts toward the deductible. Medical billing is also part of the problem: medical offices see insurance and charge as much as they can.

American has Cigna health insurance Her daughter was sick, she takes her to the doctor thinking it would likely be at most a couple hundred bucks with insurance All they did was a nose swab for the flu She just got the bill It’s $984 “What the f*ck is going on, what do you mean by a thousand dollars for a Q-tip up a nostril” The American healthcare system is legalized robbery

It is important to add that Claude's computer use works only when the computer is unlocked. This poses a security issue if you keep your computer unattended.

@birdabo It is important to add disclaimer: if you have enough tokens:)

Claude can now control your entire computer with one prompt. forever. read that again. you tell it “scan my email every morning” once. it just does it, forever. it can also open apps, edit spreadsheets, move files, batch process 150 photos in Photoshop, export PDFs. all of it. you can also start a task from your phone, go to dinner, come back to finished work like nothing happened. anthropic is giving us the full desktop agent that uses the actual screen, mouse, and keyboard. not a sandbox. not a simulation. your real jarvis. this is absolutely insane. the LLM era is over.

@jamesqquick cmux

What terminal are people using these days? 👀

@BreannaMorello True story. Everyone who comes to Texas and lives here long enough develops allergies.

Allergies in Texas are no joke! Y’all gotta start warning people!! 🥹

I stopped using Windows 14 years ago and I don’t regret it.

Windows is the only: 1. Mainstream OS that is *paid* (Linux: free; Mac: free as part of buying an Apple device) 2. OS that doesn't allow use without creating a Microsoft account Kind of ridiculous, especially in light of #1. A big turn-off for me. Microsoft SHOULD remove it

Why can't EV batteries provide the same mileage as gas-powered cars?🤔

@camerontstow Are you going to add Apple health?

You can now build personal health tools with Perplexity Computer by connecting your wearables, apps, labs results, and medical records

@robinebers I wonder, did they test Composer-2 with Agent CLI or Cursor IDE? My observation is that how good a model is depends on the harness.

Composer-2 is pretty insane in terms of benchmark this is Terminal Bench btw, not Cursor Bench GPT-5.4 still absolute supreme though not gonna use it for now, but very interesting

I wonder what happened with ChatGPT Health, which was announced a few months ago. Claude has health features. Perplexity went further and added health with access to EHR. What happened with OpenAI Health? It disappeared like it never existed. #health #ai

@testingcatalog Just a copycat. They repeat what Anthropic does with Claude.

BREAKING 🚨: OpenAI is planing to launch a Super App that would unify ChatGPT, Codex and Atlas into one, as reported by WSJ. OneAI 👀

I think the truth behind $20 subscriptions is that they are primarily designed to capture market share and let more people try AI, with the idea of monetizing it later. Second, it's like a gym membership model where people subscribe but don't actually use it. I don't think that is a bubble; it's a thoughtful strategy, imo.

AI about to get 20x expensive. These $200 / month claude subscriptions are burning $5,000 worth of credits. The bubble is going to pop and it will pop soon.

Right now, renting beats owning investment property. Prices are down. Maintenance costs remain unchanged. One mid-size repair wipes out the year's profit. The renter's risk is zero. The landlord's is not.