₿rendan

FinTech, & Motorsport | Time, Energy, and Attention. Capital markets exist in all three now.

Managing Partner @ Dartmouth Advisory Partners

[₿rendan @0xBSIB]

@AlexFinn Nailed it. 100% agreed

[Alex Finn @AlexFinn]

AI subscriptions are dead

Claude Fable 5 will only be on the Anthropic subscription until June 22nd. After that, you will need to pay for usage per token

This will be the start of a much larger trend

Frontier models will no longer be included in subs

You’ll pay a fee and it will only get you access to older, much cheaper models

If you want access to that dank AI sour diesel, you’re going to need to pay for every token you use. No more subsidies

And it make sense. The subsidies were just a Ponzi scheme

For those that don’t know, when you pay $200 a month for an AI sub, you get thousands of dollars of tokens

These AI companies actively lose tremendous amounts of money because of these subscriptions. GDPs of most countries every year are lost on your $200 Claude Max sub

The investor money is running dry. IPOs are coming because of this. And with IPOs need to come profitability

The golden age of paying $200 a month and being able to code on 40 Claude Code instances and getting a usage reset every 5 minutes are about to die

The party couldn’t continue ever. You can’t just leverage the entire global economy for years and expect nothing to break. Now it’s time to pay up

Means a few things:

1. Time to be responsible when it comes to which models you use. You don’t need Fable 5 for GPT 5.5 Xhigh for everything. Build the skill of knowing when to use cheap models

2. Local LLMS/hardware will come even more in demand. I’m currently running GLM on my Mac Studio. It’s great. Is it Fable? No. But it gets the job done for free on simple tasks. Learn about local LLMs

3. This is the beginning of the wealth gap expansion. Those that can afford to spend $10,000 a month on Fable 5 will build incredible products that eat up more and more of the economy. Those that can’t afford Fable 5 will have an insane disadvantage

4. The government will need to step in eventually. There will be too much civil unrest. I hope the answer isn’t free money. That won’t do anything. I hope the answer is education/access to AI resources for ALL. Universal Basic Opportunity

5. You need to seriously reconsider where your money goes every month. If you are complaining about AI prices and in the back of your mind you know your skill set is becoming quickly irrelevant, all while spending money every month on Netflix, Xbox Live, Paramount +, drugs, DoorDash, Uber, and other things that bring nothing positive to your life, you are simply doing it wrong. AI is an investment in yourself. It’s an investment in your relevance to the global economy. You need to make sure you make that investment

The pieces on the board are quickly moving around. The rules are changing. The battlefield is shifting. If you’re not strategizing accordingly, you’re cooked.

[₿rendan @0xBSIB]

Check out my latest article: Claude 5 Dropped the Mic... But Most Teams Still Haven't Plugged it in 🎤 https://t.co/kowuo5J9eB via @LinkedIn

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[The Globe and Mail @globeandmail]

Ontario Teachers' Pension Plan could make billions on its early investment in SpaceX.

The Toronto-based pension plan first invested in Elon Musk's company in June, 2019. It was part of a funding round that raised US$314-million for Space Exploration Technologies Corp., at a time when its Starlink internet service was just starting to launch satellites and a boom in AI was still years away.

Seven years later, the pension fund is sitting on a potential windfall of as much as US$11-billion from its initial investment of about $300-million as SpaceX prepares to go public next week.

https://t.co/9SdDmGqbbF

[Formula 1 @F1]

You can't get much closer than that, Charles! 🤯🤏

#F1 #MonacoGP

[₿rendan @0xBSIB]

Taco Tuesday, White Paper Wednesday, Whatever.

Been off X launching Dartmouth Advisory Partners.

After 13 years as the BD guy watching every “revolutionary” regtech tool overpromise and underdeliver...

I finally got sick of it and built the damn thing myself.
Living Policy Architecture + Overture (the live runtime) is here.

New working paper. Check it out and tell me where I’m wrong:
https://t.co/1zvvre0Hgs

#RegTech #Compliance #FinTech #InstitutionalInvesting

[Elon Musk @elonmusk]

Try it out!

(Partially trained on Colossus 2)

[₿rendan @0xBSIB]

@afscott Imagine jackets, but for bees 🐝

[Marie🌸 @ma_fe79]

Es sólo Q1, cálmate Max 😭

#24hNBR

[Mark Carney @MarkJCarney]

It’s time to build.

[₿rendan @0xBSIB]

@haydendevs Agreed

[CoinDesk @CoinDesk]

JUST IN: Canada's $195B Alberta pension fund discloses a $219M stake in @Strategy, its first Bitcoin-linked position

[Base @base]

Base is now supported by Visa for stablecoin settlement

Our mission is to make onchain the standard, and this partnership is a major step towards it

It's time to make stablecoin payments a reality for billions

[Castle Labs 🏰 @castle_labs]

https://t.co/YFolRkQyul

[Aspyn 🟩 @AspynPalatnick]

Bought the dip on $HOOD by texting Bankr

(coming soon)

[shah @shahh]

Wait, so you’re telling me Coinbase has 5,000 full-time employees, did $433M in profit, and is valued at $52B…And Hyperliquid has 11 employees, did $491M in in profit, and is valued at $40B?

How is that even possible? Is this real?

[₿rendan @0xBSIB]

@ammaradam_5807 Agreed

[ₕₐₘₚₜₒₙ @hamptonism]

nah what the f*ck are these qaunts in china doing.

[₿rendan @0xBSIB]

https://t.co/6Dj0d6FwuW