David (@dleeships) profile picture
Bay Area, CA
Joined September 2025
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Big news: Claude Fable 5.2 (Max) by @AnthropicAI takes #1 in Agent Arena with an unprecedented lead: +30.4% net improvement, about 1.6x the #2 model Opus-5.5, across 4.7k real-world agentic sessions from our global community. It's also #1 in Code, Chat and Work. A major leap over Claude Fable 5.1 (Max) - Rank: #5 → #1, Net improvement: +14.8% → +30.4% - Median cost per task: $7.7 → $7.3 (6% lower). The API pricing $10/$50 → $8/$40 per million input/output tokens (20% lower) vs. The Frontiers - #1 Claude Fable 5.1 (Max): +30.4% | $7.3/task - #2 Claude Opus 5.5 (Max):+19.5%) | $5.5/task - #3 Gemini 4 Carbon (High):+17.0%) | $1.5/task - #6 GPT-6-Astra (Max): +14.5% | $6.0/task Breaking down performance across signals: Fable 5.2 improves over 5.1 across all four reported signals, with particularly large gains in user satisfaction and steerability. - #1 Praise vs. Complaint , +73%, biggest jump vs +41% the next model. - #1 Steerability: +33% - #1 Confirmed Success: +22% - #3 Bash Reliability: +14% #1 across all major categories - #1 Code: +34% - #1 Work: +31% - #1 Chat: +27% - Versus Fable 5.1: Code #6 → #1 (+19.8 %), Work #4 → #1 (+15.8 %), Chat #6 → #1 (+12.0%). Huge congrats to the @AnthropicAI team on this incredible release!
Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges. They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision.
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Saw this and asked Astra to improve my own Qwen fine-tune for writing cold emails that are actually good I’d written 100s of cold emails and done the manual data enrichment for each one. I wanted to see how much of the improvement process I could hand over 🧵
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training. We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵 Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math. rikiyat.github.io/blog/weight-sp… github.com/RikiyaT/lm_und… huggingface.co/Qwen/Qwen3.5-0… huggingface.co/RikiyaT/Qwen3.…
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On 30 test set emails, an LLM judge ranked the new tune first 25 times against the old tune + untuned Qwen
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I used @thinkymachines Tinker for training + early inference, then ran the weights on my Mac The two 15-example jobs were ~$0.17 in estimated token charges Impressively easy, with pretty awesome results and something I'd actually use...
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It's increasingly hard to maintain Codex loyalty w Opus 5.5, Fable 5.2, Claude Docs/Sheets/Connectors, etc.
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Anyone else feel like Sol has a tendency to excessively default to completing the task you ask it rather than break it down and attack it in parts? Especially for bigger tasks @thsottiaux
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AI is using more and more of the world’s energy. But how much economic value are we getting from AI? We’re introducing Joules-to-GDP (J2G), a framework that measures how well AI turns energy into economic value and shows which tasks, models, and hardware give the best return. Across 44 occupations in finance, engineering, law, administrative work, and more in @OpenAI's GDPval, we arrive at three findings: 1) The tasks with the highest economic value are not the tasks with the highest economic value per joule. For example, CAD design earns ~10% more per task than building websites, but the latter earns ~27% more value per joule. 2) The most powerful model isn’t always the best use of energy. Gemma 4 31B delivers 56% of GLM 5.2’s net value with 23% of the energy, for 2.5x the value per joule. 3) More chips don’t guarantee proportionate returns. Moving the same model from 1 to 8 NVIDIA H100s uses 3.2x the energy but cuts completion time by only 22%, with about the same value. With @SnorkelAI, we’re also releasing GDPWorks, a benchmark for economically valuable tasks across 36 additional occupations. Joint work co-led by @amirzeinaalii and @Avanika15, with @Mersad_Abbasi, @Jon_Hartley_, John Hennessy, @HazyResearch, and @Azaliamirh. More details below 🧵
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Commit-based pricing for the #win
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Very impressive $ANT
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$ANT bear case 1. They're significantly behind in building/owning their own infra (data centers) 2. Expanding into new segments (not coding or chatbots) will take much longer and may not be as lucrative (compared to their last year of growth)
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the most pointless job at $ANT must be revenue forecasting 1,206% YoY rev growth...
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Power law rules the world $ANT
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Fireworks serves >40T tokens a day of "specialized models." I'd define this as any post-trained model for a customer.
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We @huggingface reproduced this paper!! It's built with ML Intern, an open-source harness to do AI research, train models, and more Model: huggingface.co/ML-Intern-lab… Demo: huggingface.co/spaces/ML-Int…
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training. We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵 Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math. rikiyat.github.io/blog/weight-sp… github.com/RikiyaT/lm_und… huggingface.co/Qwen/Qwen3.5-0… huggingface.co/RikiyaT/Qwen3.…
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Wonder where $ANT ranks in terms of length of risk factors section in a S-1
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The AI supply chain is as complex as it gets, with competition between all players at all levels - Memory: 3 players all at capacity - Mfg: TSMC - Compute: clouds, neoclouds - Energy: all of the above And govt is promoting and denying different parts of each pillar
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Lol, if only they negotiated this to be stock rather than cash
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$ANT states that having the most frontier-capable model is the #1 risk to the business Models keep leapfrogging each other in a matter of weeks and sometimes days - I wonder how big of a risk to $ANT's business this really is Meanwhile, open source continues to rip...
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In parallel, China is focusing on cheap, usable, and good-enough models US companies want to be frontier in everything Feels like this is playing our like luxury fashion vs. fast fashion uscc.gov/research/two-loops-…
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