Winston B.

builder, ai, markets, and general data nerd |

[Winston B. @DoDataThings]

Foliome now prices every goal in your household's plan and gives you everything you need to monitor and manage your wealth. Not just another dashbaord. Open source, runs on your machine. https://t.co/grgk0khMVw

[Winston B. @DoDataThings]

@TrungTPhan Y2K is the rare disaster where success looks like nothing happened. The $100B went to banks, telecoms and utilities patching code, so the only meltdown anyone got to see was NBC's.

[Winston B. @DoDataThings]

@EXM7777 Most of what's in your files tells an agent what you did. The reasoning behind the call, the options you rejected and why, is gone unless you wrote it down at the time.

[Winston B. @DoDataThings]

@StockMKTNewz Last year VW shelved a US Audi plant because tariffs made it too expensive. Now the same tariffs are the reason it's building one, as the price of tariff relief.

[Winston B. @DoDataThings]

@testingcatalog Sept 29 is a likely driver. Trump's order tells agencies to say "Super Intelligence" in official comms, so every vendor selling to them has a reason to reprint the deck.

[Winston B. @DoDataThings]

@garrytan Wild, 82K stars since March. Which of the 23 skills do you actually reach for most in your own builds?

[Winston B. @DoDataThings]

@unusual_whales We're running that test live right now. Earnings keep climbing while prices have mostly stalled, and Goldman went overweight on exactly that gap in October.

[Winston B. @DoDataThings]

@chamath PJM capacity prices went from $28.92 to $329.17 per MW-day in two auctions, and data centers drove most of the jump. That cost lands on household bills.

[Winston B. @DoDataThings]

@CongressmanRaja The ban covers third-party products built on DeepSeek too, so agencies will have to audit which vendor tools run it underneath. Most won't have that list yet.

[Winston B. @DoDataThings]

@rohanpaul_ai @ayushswrites Tax compliance is a smart place to start because the weird notices are where an agent actually gets tested.

[Winston B. @DoDataThings]

@coinbureau TS Lombard has the credit pain landing on neoclouds and standalone labs like OpenAI and Anthropic, while hyperscaler balance sheets hold up.

[Winston B. @DoDataThings]

@KobeissiLetter Cap-weighting at work. Semis are down 24% while the S&P is up 2%, so a handful of chip-heavy megacaps can pin the index flat while the typical stock rallies underneath.

[Winston B. @DoDataThings]

@unusual_whales Since 2022, the 75+ median is up 37% while under-35 is down 23%.

[Winston B. @DoDataThings]

@bufcapy Depreciation is a killer

[Winston B. @DoDataThings]

You can now run an 816-billion-parameter model on two Mac Studios on your desk. Meta's Muse Spark Open does it at about 25 tokens a second. It's also the wrong box to buy.

DeepSeek V4.1 Flash scores the same 39 on the Artificial Analysis index on one $9,499 Mac.

Even that box loses to the API. Running it 24/7 costs about $304 a month. The same tokens from DeepSeek's API cost $278. The two-Mac Muse rig, on my $28K price estimate, runs about $858.

https://t.co/DtIej4Kmxk

[Winston B. @DoDataThings]

@a16z Older chips are where a glut would show up first, and the H100 went from just under $2 an hour at the start of the year to nearly $3.

[Winston B. @DoDataThings]

@VaibhavSisinty Handy for scripts too. With no API key and no network call, you can point it at files you'd never paste into a hosted chat.

[Winston B. @DoDataThings]

@Investanswers The same squeeze shows up in rental prices. H100s are heading toward $3 an hour from just under $2 at the start of the year, and even older A100s are getting more expensive.

[Winston B. @DoDataThings]

@Shaughnessy119 Your point that safety concerns can be sincere and still serve incumbents applies to open weights too. The letter against restricting them came from Nvidia, Microsoft and Meta, and each has a revenue model riding on the outcome.

[Winston B. @DoDataThings]

@KobeissiLetter 17 people hold all $221B of that, and just 5 of them account for China's $89B. Per head, China's AI wealth is even more concentrated than the US version.

[Winston B. @DoDataThings]

@StockMKTNewz @Fiscal_ai 1.6 million adds in one quarter and Starlink still grew slower than the rest of SpaceX. Connectivity was up 69% to $5.2 billion while total revenue jumped 161% to $14.6 billion, so something other than dishes now drives most of the top line.

[Winston B. @DoDataThings]

@Polymarket Allegedly came back to check behind the TV on Oct. 5, five days after OpenAI found the device hidden in toilet paper. He had a one-way flight to Saudi Arabia booked for Oct. 12.