as a counter to anthropic s1 glaze majority of q2 was the height of tokenmaxxing where companies were spending as much money as possible on credits it wasn’t until july where the idea of managing ai spend started to get traction also q2 was peak Opus 4.7 & Mythos/Fable season hype vs GPT-5.5, and Codex didn’t really take over until 5.6 during the summer i love anthropic’s products though and probably will slam the ipo because it’s first pure play ai lab but the belief that the headwinds for the ai trade have disappeared because of this document is not accurate >models have never been more commoditized than they are right now i used to be able to tell the difference between model outputs, now it’s almost impossible the more they get commoditized, the more the margins compress. this was not clear in q2. it is now. >still no clear proof of how ai drives more profit to most businesses most of anthropic’s biggest customers are publicly traded companies & they will be incentivized to decrease their own Claude spend to improve their own margins >capex commitments already signed until 2034 every hyperscaler & lab has been racing to sign deals spanning the next decade. this is all priced in already. this means the labs/mag7 basically either find ways to make existing chips more efficient (deepseek deepinfer type stuff) or they dilute shares to spend more on capex. either way stocks go down in both those scenarios — i am an ai bull but i believe the winners have still not been decided i think muse is great but does anyone know if it can drive hundreds of billions of dollars in value to Meta? well that’s what’s priced in and that’s what it would take for the investment to be worthwhile. — of course a lot can change but it feels like the real ai trade will take place after this current one settles down the real one will take time, just don’t see how it’s going to be this business cycle

Update: #bitcoin $4,307.50 And the DOJ is investigating the price manipulation I told y'all about years ago. cnbc.com/2018/11/20/regulato… You're going to lose 100% of your money -- sell now if you can find a buyer.

Nearing 20k followers, So I'm going private for a bit. Want to take things slowly, and I'll also be filtering out negativity and blocking a few people along the way. Quality over quantity.

i think a lot of people are overlooking the opportunity in crypto AI as ive argued before, scarcity is migrating upward through the ai stack the cheaper and more interchangeable intelligence becomes, the more value shifts toward the infrastructure that makes it useful, reliable and economically accountable the interesting part is that many of these emerging bottlenecks arent computational problems - theyre problems of incentives, coordination, verification and trust and these are areas where crypto has genuine structural advantages permissionless markets for allocating resources, economic incentives for producing useful information, collateral for enforcing accountability and verifiable records of performance the opportunity isnt putting AI onchain for the sake of it its using crypto to create markets around forms of value that were previously difficult to measure, price or exchange the irony is that the commoditisation of ai models could be one of the strongest tailwinds for the right crypto infrastructure intelligence becomes abundant, but the ability to establish what its worth, whether its reliable and who deserves to be paid for it becomes increasingly valuable

Fungi 0.4.0 is out. Agents ready for heavy use: • --yolo for real full access • A Workspace sandbox with network, package caches and SSH • Read-only that means read-only • Mac sandboxing via Seatbelt • No more freezes under load Oyster, the open App platform: every Agent can now pick its own model and bring your own API key. Admin sets the key up in your OS keychain for you. Try it out and report any issues pls.

hi good morning solana:412ECWXN3jGbd1kn8ck7eeupWttkmrFkNm9JqfAzpump will be the n°1 AI coin. bookmark it. this is a financial advice.