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codex promising daily improvements or a reset for 28 straight days tells you everything about how broken the weekly limits feel right now
deepseek doing 1500 tokens a second for $0.60 a task is the real story. speed plus cheap beats smart and slow. in a year, will anyone wait for the expensive model anymore?
cursor just made agents into markdown files in git. so now a typo in a prompt needs a pr, a review, and an eval to fix
openai says its models disproved ETH and solved kakeya. cool. now let someone outside openai read the proof
everyone starting with agents from day one looks fast until real users show up. then the 3 year old codebase stops looking like a liability
anthropic chasing a $2 trillion valuation is peak ai hype. calling it now: it trades under $1 trillion within a year of listing
h200 rents jumped 160 percent this year. they fall 40 percent by next october once the new data centers actually open
r/opensource didnt just ban AI. they banned anyone who doesnt speak english too, because the mods cant tell a translated post from an AI one
Nitesh retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
The free Codex reset is the worst thing for Codex users. Half of them will burn it tonight and spend Monday complaining about limits again. Prove me wrong by Tuesday.
tibo wants dots at 1b users. muse is already at 10m and dots is still behind a paywall. the math only works if the paywall goes first
grok bot just works is a weird flex when the whole point of openclaw was never having to trust a third party with your keys
Nitesh retweeted
what if you could pass a TypeScript type to JSON.parse and it validates the input at runtime?
Nitesh retweeted
Heard from a neolab friend:
“Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.”
OK, so that’s the business model.
Nitesh retweeted
Heaven is where the compile speed is from Go, the safety from Rust, the performance from C++, the libraries from Python, the macros from Lisp, the stability from Java, the types from Haskell, the ubiquity from JavaScript, and the error handling from Elm.
Hell is where the compile speed is from Rust, the safety from C++, the performance from Python, the libraries from Lisp, the macros from Java, the stability from Haskell, the types from JavaScript, the ubiquity from Elm, and the error handling from Go.
