If you aren’t buying $GOOGL at 18x forward PE because of a fraudulent DOJ, then you’re a fool. Simple as that.
Hilarious that the DOJ wants to go after Google of all corporations.
#google#doj
@BlackPantherCap@KawzInvests Why would you want to move inference to a edge node cell tower when you could compute on device? Seems more like a crutch than an innovative solution. Future inference will all be done on device. You will not need to run opus 4.7 or big world models to achieve desired outcomes.
Actually selling it here would be selling the stock at a higher valuation than we’ve seen in the past few years. Also selling a stock of a company which has to do circular financing in order for people to buy their products. I don’t see @nvidia or @intel even doing any of these sketchy deals.
GPT 5.5 is so good I’m convinced @OpenAI is back. It feels like Opus level intelligence with even better reasoning. I’m tired of benchmarks being the rule of thumb for LLMs as most are trained specifically to perform well on benchmarks for stakeholders etc. However it’s clear in my day to day use that 5.5 is a noticeable improvement over 5.4.
📢 Kimi K2.6 API is live
• Input Price (Cache Hit): $0.16 / M tokens
• Input Price (Cache Miss): $0.95 / M tokens
• Output: $4.00 / M tokens
Kimi K2.6 is our latest + most intelligent model - stronger long-horizon coding, better instruction following & self-correction.
Native multimodal (text/image/video), thinking + non-thinking, 256K context. Supports tool calls, JSON / Partial mode, and web search.
Try it → https://t.co/XCrgjXAqMw
It was a great honor to Co-Found the Waves Innovation Summit.
WIS will return to @Pepperdine next Spring.
Very excited to see the future of innovation out of Malibu.
Kimi K2.6 is now live on OpenRouter.
$0.95 per million input tokens.
$4 per million output.
262K context window.
Claude Opus 4.7 is $5 input, $25 output.
That's 94% cheaper input. 95% cheaper output.
And Kimi K2.6 beats Opus 4.6 on SWE-Bench Pro.
The math doesn't lie.
claude cowork is making me think maybe we’ll look back and it’ll be obvious that humans were never meant to spend their lives working behind a screen. we’ll see it as inevitable that computers do everything for us on computers and the future of work is cooler than we can imagine
This is a terrible idea. What’s a good way to increase volatility post earnings? Only require 2 per year, thus making these 2 reports much more significant and making it more difficult for companies to recover from poor sentiment post-report. Huge mistake!
BREAKING: The Securities and Exchange Commission is preparing a proposal to eliminate the quarterly earnings report requirement and instead give companies the option to share results twice a year, per WSJ
Not to mention the business users as well, on-prem will 100% be making a comeback in some capacity. It’s interesting to think about the broader cloud & hyperscaler compute implications once local models can become serious value adds.
The top .1% of users are playing with local LLMS
This will 10x every 12 months....
Until Apple, Dell and MSFT have one on your local device BY DEFAULT in 2028
This takes the local hardware spec race from irrelevant for 99% of users to critical.
Going to be insane.
Perplexity has officially begun its transformation from an AI afterthought to a legit model agnostic powerhouse that will have a lot of pull once people and businesses realize the power of model fluidity. Funny that people were asking “does perplexity even do AI?” Model agnostic is the future!
Announcing Personal Computer.
Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7.
It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.
@amitisinvesting It’s happening because the market has run up on the backs of a race that has no fungible profit or economic viability yet. On top of that the market is very weary of OpenAI and their ability to pay their commitments and continue to raise money.
I’m not sure if they’re pricing in “the collapse of the US dollar I think that’s hyperbolizing things. I think the market is pricing in a supply shock, coupled with the export controls put in place by major exporters. The result is a short squeeze like effect that looks like a meme coin.
So precise as I fell into a similar position, I’ve been using FSD since the early days, and watched it grow from a honestly scary and speculative technology to a must have for me. Most people don’t realize what you can do with that time and brain power when you’re not focused on driving but rather being a high level monitor. If you commute it’s really a no-brainer.
@pandaofrandom@kitty_bit_games I completely agree with this sentiment. I think a bailout is more likely than not to be honest, given that the AI trade is currently holding up our economy.