cordial retweeted
Ya empezó a pasar, y lo vengo diciendo desde hace meses: esto era inevitable.
Revolut, la empresa privada más grande de Europa, decidió adoptar modelos chinos de IA de pesos abiertos, ejecutados en su propia infraestructura, y dejar herramientas como Claude Code y Codex para casos excepcionales.
Con 56 GPU Nvidia B200, están ejecutando GLM a un costo promedio de apenas $0,30 por millón de tokens, un 90% menos de lo que pagaban a OpenAI y Anthropic, y reportan una reducción del 70% en los tiempos de desarrollo.
Esto es precisamente lo que llevo meses anticipando. A medida que los modelos abiertos mejoran y las empresas desarrollan su propia infraestructura, la dependencia de las API propietarias comienza a perder sentido económico.
Y aquí hay un problema enorme para las valoraciones actuales del sector: el crecimiento del consumo de tokens no necesariamente se traducirá en un crecimiento proporcional de los ingresos.
Revolut no es una pequeña startup experimentando con IA. Es una de las mayores fintech del mundo, y ya está haciendo las cuentas.
Y entonces, ¿cuál es realmente la ventaja competitiva de los modelos frontier? Si los modelos abiertos ya pueden hacer prácticamente lo mismo, son gratuitos para instalar en tu propia infraestructura, cuestan 10 veces menos y permiten reducir los tiempos de desarrollo un 70%, ¿qué justifica seguir pagando esas diferencias?
Además, mantienes el control de tus datos, la privacidad de tus aplicaciones y tu código, sin depender de terceros ni aceptar restricciones sobre lo que tú mismo desarrollas.
cordial retweeted
Repudiation
The American people repudiated Donald Trump’s presidency yesterday.
They rejected his policies, his strategy and the culture of corruption he made the symbol of his government. They rejected a president who attacked America’s closest allies, imposed enormous costs on people at home and around the world, and used public office to enrich himself and his allies. The result was unmistakable: Democrats won control of both chambers of Congress, flipping seats in states and districts Trump carried in 2024.
This was a historic rebuke. Trump repeatedly urged voters to treat him as if he were on the ballot. They did. Voters turned his own demand into a verdict on his leadership.
It is a relief to see the country reject this kind of politics. It is also a mistake to confuse repudiation with renewal.
For nearly two decades, American elections have followed the same pattern. Barack Obama’s 2008 victory repudiated George W. Bush’s presidency and the Iraq War. Obama entered office with extraordinary goodwill. His administration left the country with private health insurers still at the center of health care, a banking system whose largest institutions remained too big to fail, and an expanded presidency with enormous power over war and surveillance.
Trump’s first victory repudiated Hillary Clinton and the Obama-era promise that the system was working. Biden’s victory repudiated Trump. Trump’s return repudiated Biden. Yesterday, voters repudiated Trump again.
Each election ends one political moment. None has repaired the machinery that keeps producing the next one.
Repudiation destroys the authority of a leader. It does not build a government people trust. It does not change the incentives that reward corruption, make political money powerful or let elected officials shape rules that protect themselves. The names change. The machinery remains.
The Democratic Party now controls Congress. Its victory is not proof that Americans trust the party or its leaders to reform government. A new majority can block an agenda, investigate abuses and reject nominees. That is power. It is not structural reform.
The danger is that the winners treat this result as permission to celebrate, reward their allies and take their turn operating the same system. The country has watched that performance before. Replacing one party with the other does not end the two-party cycle.
The public is already moving beyond party loyalty. Gallup found that 45 percent of Americans identified as political independents in 2025, compared with 27 percent identifying as Democrats and 27 percent as Republicans. The independent bloc is larger than either party’s base. Millions of people do not see either party as their political home.
The winners must answer the demand beneath this election: reform the system of government. That means comprehensive campaign-finance reform, independent redistricting to end gerrymandering, radical transparency and term limits. These are the foundations of a government that answers to the public instead of protecting the people who hold power.
Yesterday’s vote was a clear rejection of Trump. It was also a warning to the Democrats who replace him in Congress. Americans are finished granting political parties trust simply because the other party has lost it.
Repudiation is a necessary act. It removes permission to continue. It does not create a future.
The test begins now: whether the winners change the rules that enabled this crisis, or use their victory to inherit them.
Subscribe: dylanratigan.substack.com
cordial retweeted
I am so happy that Bernie Sanders is with us today to be able to see the fruits of his labor. He cultivated a whole generation of young leaders through the movement he spawned who are now winning seats everywhere. And he gets to live to witness it. Thank you, Bernie.
cordial retweeted
Scott Colom's got a real chance
@alldspeed has been telling us all along
cordial retweeted
Osceola County, FL (heavily Puerto Rican)
Early Vote:
🔴 2024: Donald Trump +3
🔵 2026: David Jolly +24
Massive 27-point shift to the left.
cordial retweeted
Replying to @gtconway3d @harrisonjaime
I now want El-Sayed to win more than any other candidate. I am Jewish. I went to Yeshiva for 8 years as a boy. I find El-Sayed to be clear, smart, honest, and running for the right reasons. He's answered the questions in his way, he hasn't dodged them, they were good answers.
cordial retweeted
I just want Sam Altman to know I have 32GB of DDR4 I'm not even using right now and he can't have it
cordial retweeted
Oh noooooooooooo!
In lieu of flowers, memorial contributions may be made to:
Johns Hopkins Alzheimer’s Disease Research Center Fund
alzresearch.org/giving/
Alzheimer’s Foundation of America Caregiver Resources
alzfdn.org/donate/
Photo Credit: Tommy Garcia
cordial retweeted
Not an overstatement to say Lula winning could save the planet by protecting the Amazon
cordial retweeted
The new crime survey is out - the "Lawless Britain" picture in full
- Violence at lowest since records began in 1981
- Corroborated by hospital figures for knife wounds
- Robbery: record low
- Overall crime 78% below 1995 peak.
- Shoplifting up
More:-
comment.press/lawless




























