4 x Co-Founder and CEO in Fintech, Martech, B2B SaaS • Pre-seed investor and BoD • Father & cyclist.
Joined October 2009
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The New York Times sued Brave over scraping, while Google tied K-12 Search access to mandatory AI tooling. The fight is shifting from the loss function to who controls data and distribution. davidabaum.substack.com/p/tw…
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A dollar of Nvidia silicon yields $4 of chip revenue, rents at an 83 percent cloud margin, and carries $18 of Anthropic revenue. Defensibility sits in the silicon and frontier model. davidabaum.substack.com/p/tw…
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OpenAI released GPT-6 Cyber, rated Critical. It breaks into systems and patches them in the same run. Over any real horizon, the defender holds the edge. davidabaum.substack.com/p/tw…
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Anthropic's IPO risk factors barely mention demand. The entire bottleneck is power, grid capacity, and permits. The near-term fight moved to utilities and statehouses. davidabaum.substack.com/p/tw…
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OpenAI's LifeVal benchmark tracks mundane browser tasks like childcare and budgeting. Success leaped from 49 to 80 percent in nine months. Daily utility is compounding fast. davidabaum.substack.com/p/tw…
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Alphabet dropped $500 billion as Search slipped below half of revenue and ad growth slowed from 17 to 12 percent. Yet Google Cloud doubled to $30.7 billion. Alphabet is morphing into a conglomerate. davidabaum.substack.com/p/tw…
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Anthropic filed to go public at a two trillion dollar valuation on 85 percent gross margins. They raised $110 billion and spent nine. This reprices the whole field, even though the stock market hasn’t adjusted yet. davidabaum.substack.com/p/tw…
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At +1,500 t/s most teams will have to think hard about what to do next.
DeepSeek V4.1 Flash 1017 runs at 1,521+ tok/s on Fireworks Ultrafast.
Fast enough to ship Tetris in 11 seconds, 7x faster than Claude Opus 5.5.
Join the Ultrafast waitlist: bit.ly/3UA0wKq
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David Baum retweeted
With Trump's removal of Starlink, Russians are now hunting cars full of people in Kyiv, using jet drones for which Ukraine's interceptors no longer function to stop.
Three people murdered an hour ago in southern Kyiv, with six others injured, three of which are children.
David Baum retweeted
The 🇫🇷 way
72% of the intelligence with 3.8% of the GPUs.
Just to show how talented @MistralAI team is: this shows the "intelligence per GPU" ratio.
- Mistral 4: 3,800 Grace Blackwell (published) 🇫🇷
- GPT-6 Astra: 100,000+ Grace Blackwell (published)
- Grok 4.7: ~200,000 GPUs (estimate)
- Claude Opus 5.5: ~500,000 Trainium2 (estimate)
Proud!
501B total, 23B active. That ratio is the story: big-model capacity at a fraction of the inference cost.
For anyone building agents, a frontier-class open model you can host and inspect yourself changes both the economics and the control question.
Weights this month. Will be testing.
Introducing Beam: a highly efficient agentic open model with 501B total parameters and 23B active.
- Frontier reasoning efficiency
- Advances the Western open frontier on coding & agentic tasks
- Trained end-to-end from scratch
Full weights release this month.
Learn more about Beam: reflection.ai/beam
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This is entirely as expected, and also a shot across the bow of every AI bookkeeping, accounting and tax reporting startup.
The next generation of wrappers are about to be outrun by the very models they run in a harness.
New research: we hired 12 CPAs to complete four realistic accounting tasks, then had AI models from the past few years complete the same work.
As of May 2025, accountants outperformed AI. Now they lose out to today's frontier models, which are near perfect on these tasks. 🧵
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arXiv just capped everyone at 2 submissions a month.
40,363 papers in September, double two years ago.
When output costs nothing, the scarce resource is the person who has to read it.
I’d expect every open system with human reviewers to follow.
arXiv has updated our policy on rate limiting for all submitters.
This update was made to fairly distribute moderator time & support the arXiv community of staff, volunteers, readers & authors.
Please read our announcement to learn more: blog.arxiv.org/2026/10/01/up…
ALT arXiv logo in white over a whiteboard with math symbols.
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David Baum retweeted
Introducing @Supertake, a new platform that transforms your unique takes on the world into real, shareable investment portfolios using frontier AI and trading agents.
Supertake makes it easy for anyone to invest in their ideas, even if they know nothing about investing.
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🤖 Made with AI
David Baum retweeted
Opus 5.5 is way, way, way better than Opus 5. Sorry about that model, please try this one.
FAQ Generator finds the exact questions people search for. Here is why that matters. Answer a real question and you can show up for it. A guessed FAQ fills space and gets found by no one.
nitter.gq/relatohq/status/210268…
The questions in your FAQ block should be ones people actually asked. FAQ Generator finds them in Search Console, Reddit and People Also Ask, ranks them by impressions, and drafts the answers in your voice. relato.com/skills/faq-genera…
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David Baum retweeted
Sweden's coast guard boarded the sanctioned tanker SEA OWL I this week off Trelleborg, citing threats to safety and the environment. Tracked AIS shows it hasn't moved in over 24 hours. Designated by Canada, Switzerland, the EU and the UK, broadcasting a Comorian flag.
We refresh one blog post every weekday, and a Claude Skill does the boring eighty percent. Here is what it does and where to get it, free.
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It works because the page already ranks. The impressions are yours. Moving it from position 8 toward 4 is the cheapest traffic your blog will ever get, and most teams skip it because no one owns the habit.
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One page per run, no fabricated numbers, your voice left alone. It is one of ten content-operations skills we are opening up, all free: relato.com/skills
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