jacky retweeted
One answer to what's driving GPU rental prices:
Token demand on OpenRouter is up ~27x since last November, from ~6T/week to ~165T/week
Open-weight models now handle ~72% of those tokens, up from ~28% last November
Charts of the Week: a16z.news/p/charts-of-th…
Token demand on OpenRouter is up ~27x since last November, from ~6T/week to ~165T/week
Open-weight models now handle ~72% of those tokens, up from ~28% last November
Charts of the Week: a16z.news/p/charts-of-th…
Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%
Most of the gap opened up after April, when token demand took off
Charts of the Week: a16z.news/p/charts-of-th…
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jacky retweeted
"Most Americans think that Donald Trump is profiting off the presidency either illegally or unethically," per a AP-NORC poll.
56% said Trump has prioritized his personal business interests “a lot,” while only 23% said he has prioritized the country overall.
56% said Trump has prioritized his personal business interests “a lot,” while only 23% said he has prioritized the country overall.
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jacky retweeted
It's fucking crazy that an investigation exposing how Jared Kushner laundered billions if dollars through Azerbaijan, including payments to a warlord, a mercenary, and a hitman, isn't getting more attention.
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jacky retweeted
I don't take money from any lab. I'm saying this impartially; the number of people on my feed over the last two weeks saying they are switching over to Anth because of Opus 5.5 is like nothing I've seen before. And even if someone does beat Opus, they have Fable 5.5 ready to go.
New from OpenRouter: 7-day average token volume for Anthropic models is up 3.6x since the launch of Opus 5.5
Sonnet 5.5 and Haiku 5.5 have also been well received.
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jacky retweeted
BREAKING: Executives at an Alaska gas venture tied to a Trump family friend have left after raising concerns about hidden Russian financing, per The New York Times and Financial Times.
The company, Polar LNG, has sought US approval to buy equipment from a sanctioned Russian gas project owned largely by Novatek. One of its investors is Gentry Beach, a friend of Donald Trump Jr.
Beach also said he separately signed a deal with Novatek last fall to develop gas in Alaska.
According to the reports, Novatek allegedly concealed its financial involvement through a UAE-linked intermediary. CEO Joel Riddle, who raised concerns about the financing and possible sanctions violations, left in September, followed by other executives, who urged the administration to investigate.
Vladimir Putin reportedly discussed Alaska energy cooperation with Trump envoys Steve Witkoff and Jared Kushner during Russia–Ukraine talks. The White House says the project came up only briefly, and there’s no evidence Witkoff or Kushner knew of the alleged financing.
Polar LNG denies wrongdoing.
The company, Polar LNG, has sought US approval to buy equipment from a sanctioned Russian gas project owned largely by Novatek. One of its investors is Gentry Beach, a friend of Donald Trump Jr.
Beach also said he separately signed a deal with Novatek last fall to develop gas in Alaska.
According to the reports, Novatek allegedly concealed its financial involvement through a UAE-linked intermediary. CEO Joel Riddle, who raised concerns about the financing and possible sanctions violations, left in September, followed by other executives, who urged the administration to investigate.
Vladimir Putin reportedly discussed Alaska energy cooperation with Trump envoys Steve Witkoff and Jared Kushner during Russia–Ukraine talks. The White House says the project came up only briefly, and there’s no evidence Witkoff or Kushner knew of the alleged financing.
Polar LNG denies wrongdoing.
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jacky retweeted
Hey please login your various accounts again
Hey login your AI subscription again. Sorry double auth again, this time
Hey you're logged out of your email, login again please. Please select secure login method. Logged in! keep your account secure, click here, just kidding its fine
Hey login your AI subscription again. Sorry double auth again, this time
Hey you're logged out of your email, login again please. Please select secure login method. Logged in! keep your account secure, click here, just kidding its fine
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jacky retweeted
US executives quit $25bn gas venture over claims of secret Russian control ft.trib.al/viVXumy
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jacky retweeted
My unfiltered thoughts on personal agents.
Grokbot has the best UI and it’s arguably the best overall. In a lot of ways they’re ahead. Their desktop app feels the best, and their multi-bot coordination is great: you can set a team lead and it passes tasks to the other bots. Grokbot also has the best “webhook” feature, which means you can easily turn outside events into triggers that start your agents. That speeds up background workflows like watching your email, Slack and more. It also has Cursor integration, so for bigger tasks Grokbot can spin up a Cursor cloud session with any model (until OpenAI cuts SpaceX off from their models, which I think will happen soon). Unfortunately, running frontier models through Cursor costs more than Claude or Codex. Still, they’re the only ones embracing a team of agents. It’s a really cool idea, but the more bots you have, the more time you spend managing and maintaining them. I’m starting to think one bot with different threads/channels is the right answer, which I’ll get to with Claude Duet.
dots by OpenAI is rough around the edges right now, but it’s probably the most powerful if you use Codex, which I do. dots can spin up Codex sessions in the cloud or locally on your computer. So if you have coding or video editing workflows that need your local files, this is very useful. Codex computer use is also the best in the world: your dot can spin up a local Codex session that fully controls your computer, as long as it’s on. Their real-time voice is incredible. If you have your email and work tools connected, try this: go on a walk with headphones in, ask the agent to summarize your emails, have it draft replies and read them back to you, then send them off. If I remember right, this is close to a workflow you (Tim) used to have with your VAs before AI. It’s my favorite use case for personal agents. The one downside is that you have to call your agent, and it’s an awful experience. It literally rings, and it’s annoying.
Muse by Meta is a toy. I’ve talked to a bunch of finance people I play poker with who all tried it and set up automations, and they all said it doesn’t reliably do what they want. It’s fast, and its user numbers will probably keep growing. But it’s basically free: you get a TON of usage without paying a dime. That’s NOT a trade I’m willing to make. An agent doing high-leverage tasks should be running at the Opus 5.5 or GPT 6.1 Sol level.
Claude Duet - is in early access, so unfortunately not everyone can use it yet. First things first, it runs on Opus 5.5, the best model in the world. I’ve only had access for 72 hours, but Duet feels different from the others. It’s not a personified agent like Grokbot, dot or Muse, which gives it a more professional vibe that I like. When you ask your Duet agent to do something, it spins up a task, which is a new chat thread. All your threads show up in a Tasks tab, so it’s easy to see everything Duet is working on or has finished. And instead of creating more agents (like Grokbot), you create channels, just like Slack (I can tell @anthropic is Slack-pilled). I have a content channel, a finances channel, etc., which keeps different kinds of tasks separate. The only other app I’ve seen do this is Buzz by @jack, and it’s a good experience. Their strong point is documents (artifacts). If you want decks, high-quality docs or design mockups, Opus just wins. Period. It’s not close right now. Their weak point is real-time voice. It’s the worst of the bunch and borderline unusable, though I think they only added it a few days ago.
Instinct lives in iMessage, has no app, and doesn’t do anything notable besides show you product suggestions you didn’t ask for. (Not ads, according to their team.)
My hot take:
The VM is overrated. SpaceX, OpenAI and Meta all talk about the VM your agent can use and feature it in their marketing. It’s not as useful as you’d think, because more and more websites block bots that visit their site on the cloud VM. All of these companies promise their agents can make payments, but most payments either take forever or get blocked altogether. SpaceX has a cool workaround with Grokbot that routes traffic through your computer so it uses your IP address. But I’d much rather the agent just USE my computer for the task, like dot does by handing it off to Codex. Also, i don't think normal people care about the virtual computer. If anything they get offended they have to "stream a computer".
The problem with personal agents: by the time you read this, pick one, and test it for 7 days, every one of them will have released 10 new features and the whole landscape will have changed. It’s nearly impossible to keep up.
Grokbot has the best UI and it’s arguably the best overall. In a lot of ways they’re ahead. Their desktop app feels the best, and their multi-bot coordination is great: you can set a team lead and it passes tasks to the other bots. Grokbot also has the best “webhook” feature, which means you can easily turn outside events into triggers that start your agents. That speeds up background workflows like watching your email, Slack and more. It also has Cursor integration, so for bigger tasks Grokbot can spin up a Cursor cloud session with any model (until OpenAI cuts SpaceX off from their models, which I think will happen soon). Unfortunately, running frontier models through Cursor costs more than Claude or Codex. Still, they’re the only ones embracing a team of agents. It’s a really cool idea, but the more bots you have, the more time you spend managing and maintaining them. I’m starting to think one bot with different threads/channels is the right answer, which I’ll get to with Claude Duet.
dots by OpenAI is rough around the edges right now, but it’s probably the most powerful if you use Codex, which I do. dots can spin up Codex sessions in the cloud or locally on your computer. So if you have coding or video editing workflows that need your local files, this is very useful. Codex computer use is also the best in the world: your dot can spin up a local Codex session that fully controls your computer, as long as it’s on. Their real-time voice is incredible. If you have your email and work tools connected, try this: go on a walk with headphones in, ask the agent to summarize your emails, have it draft replies and read them back to you, then send them off. If I remember right, this is close to a workflow you (Tim) used to have with your VAs before AI. It’s my favorite use case for personal agents. The one downside is that you have to call your agent, and it’s an awful experience. It literally rings, and it’s annoying.
Muse by Meta is a toy. I’ve talked to a bunch of finance people I play poker with who all tried it and set up automations, and they all said it doesn’t reliably do what they want. It’s fast, and its user numbers will probably keep growing. But it’s basically free: you get a TON of usage without paying a dime. That’s NOT a trade I’m willing to make. An agent doing high-leverage tasks should be running at the Opus 5.5 or GPT 6.1 Sol level.
Claude Duet - is in early access, so unfortunately not everyone can use it yet. First things first, it runs on Opus 5.5, the best model in the world. I’ve only had access for 72 hours, but Duet feels different from the others. It’s not a personified agent like Grokbot, dot or Muse, which gives it a more professional vibe that I like. When you ask your Duet agent to do something, it spins up a task, which is a new chat thread. All your threads show up in a Tasks tab, so it’s easy to see everything Duet is working on or has finished. And instead of creating more agents (like Grokbot), you create channels, just like Slack (I can tell @anthropic is Slack-pilled). I have a content channel, a finances channel, etc., which keeps different kinds of tasks separate. The only other app I’ve seen do this is Buzz by @jack, and it’s a good experience. Their strong point is documents (artifacts). If you want decks, high-quality docs or design mockups, Opus just wins. Period. It’s not close right now. Their weak point is real-time voice. It’s the worst of the bunch and borderline unusable, though I think they only added it a few days ago.
Instinct lives in iMessage, has no app, and doesn’t do anything notable besides show you product suggestions you didn’t ask for. (Not ads, according to their team.)
My hot take:
The VM is overrated. SpaceX, OpenAI and Meta all talk about the VM your agent can use and feature it in their marketing. It’s not as useful as you’d think, because more and more websites block bots that visit their site on the cloud VM. All of these companies promise their agents can make payments, but most payments either take forever or get blocked altogether. SpaceX has a cool workaround with Grokbot that routes traffic through your computer so it uses your IP address. But I’d much rather the agent just USE my computer for the task, like dot does by handing it off to Codex. Also, i don't think normal people care about the virtual computer. If anything they get offended they have to "stream a computer".
The problem with personal agents: by the time you read this, pick one, and test it for 7 days, every one of them will have released 10 new features and the whole landscape will have changed. It’s nearly impossible to keep up.
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jacky retweeted
"Sorry we didn't get back to you yet, we've been too busy on Twitter and trying to keep our investors happy"
Unbelievable statement from eMudhra!
bugzilla.mozilla.org/show_bug.cgi?i…
Unbelievable statement from eMudhra!
bugzilla.mozilla.org/show_bug.cgi?i…
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jacky retweeted
Now Alphabet/Google is super pissed with these guys.. They even say "Social media scrutiny" are not acceptable explanations. They owe an explanation to *billions* of relying parties its mistake exposed.
... Look at the questions Google's Chrome team just put to the CA behind this mess. They are clearly not happy. Not trying to pile on here but these are genuinely tough questions anyone would want answered. ...
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