Faisal Masud

@Amazon @Google @Wing @HP 🇱🇾 🇵🇰 🇺🇸

[Faisal Masud @FaisMasud]

@StockMKTNewz Apple should just skip the Siri glow-up & just guilt-trip the green bubbles to join the iPhone loyalists lol

[Faisal Masud @FaisMasud]

@EVCurveFuturist Reminds me of Beyond Zero - a documentary way ahead of its time

https://t.co/3RPBmlqm9C

[Faisal Masud @FaisMasud]

Siri’s 15-year head start became a generational miss… lapped by Gemini & Claude, saved only by 2B loyal users!

[TechCrunch @TechCrunch]

Meet the revamped Siri…Apple’s new effort to catch up with the AI competition and bring its longstanding assistant into a new era at #WWDC26

[Faisal Masud @FaisMasud]

@BrandonLuuMD How long before Apple announces the iRing?

[Faisal Masud @FaisMasud]

@nxthompson Yep

[Faisal Masud @FaisMasud]

Problematic for anthropic

[Faisal Masud @FaisMasud]

@jonoringer The Everything App Store tollbooth: Apple ad platform.

[Marius Schober @mariusschober]

thank me later regarding the SpaceX IPO

[Faisal Masud @FaisMasud]

@chamath Airbnb (like Uber) look like asset-light cash machines until hosts & drivers realize they’re the ones eating depreciation, capex, and the grind.

[Faisal Masud @FaisMasud]

@compound248 I guess 12.8 sounded small lol

[Faisal Masud @FaisMasud]

Sick collab @HP @Ferrari

[HP @HP]

HP and @Ferrari are bringing performance, precision and design heritage together in a new way.

Introduced ahead of the Monaco Grand Prix, the HP Limited Edition Scuderia Ferrari AI PC reflects nearly two years of collaboration between Ferrari’s Design Studio and HP’s industrial designers and engineers. The result is a device shaped by craftsmanship, technical precision and the shared pursuit of excellence.

Only 4,999 units will be available, a nod to Ferrari’s philosophy of selling one less than the market demands. More than a PC, this is a true collector’s item built for those who value power, exclusivity and design without compromise.

https://t.co/6ASCEPs38A

[Faisal Masud @FaisMasud]

@amasad An epic L

[Faisal Masud @FaisMasud]

@SAlexashenko Dilution concerns on the announcement, just like WallSt often winced at Amazon’s spending sprees. But this could be the foundation for Google’s next multi-decade growth phase, much like AWS was for Amazon.

[Faisal Masud @FaisMasud]

@StockMKTNewz @fiscal_ai If you look at Amazon’s total GMV it’s closer to~$830 billion (this includes goods sold by Amazon + 3rd party sellers).

[Faisal Masud @FaisMasud]

@dee_bosa @jainarvind AI is the more sophisticated version of IT offshoring: same ruthless cost arbitrage, but this time zero timezone drama..

[Faisal Masud @FaisMasud]

@StockSavvyShay While current ARM enthusiasm focuses on consumer tech, enterprise-grade workstations and mini desktops won't debut until early 2027.

[Faisal Masud @FaisMasud]

@jukan05 The massive hype train happening right now is just for regular consumer gadgets.

The heavy-duty, professional-grade versions, such as mini desktops and mobile workstations, won't actually drop until early 2027.

[Faisal Masud @FaisMasud]

@ariramdial Slop raise lol

[Faisal Masud @FaisMasud]

@venturetwins same energy as my iphone 15 suddenly feeling sluggish the second the 17 launches..

[Faisal Masud @FaisMasud]

@jyoti_mann1 Metaverse part deux

[Faisal Masud @FaisMasud]

Problematic for anthropic

[Xiaoyin Qu @quxiaoyin]

I Went From $3,000/Month on Claude to $5/Week on DeepSeek

And honestly? 80% of my work is identical.

For the past two months, I was burning $3-5K monthly on Claude Code. Every idea from design to development to testing - full end-to-end automation, even simulating users to test my products and provide feedback.

Extremely token-intensive. But Claude's caching sucked, making it insanely expensive.

Then I discovered DeepSeek V4.

The numbers:
• Claude: $5 input, $25 output per million tokens
• DeepSeek: $0.28 input, <$1 output (with their current discount)
• DeepSeek cached: $0.0002 - literally less than a penny

The caching optimization is game-changing. Once DeepSeek has seen content, it basically stops charging tokens.

My result: $5/week vs $1,000/week for the same workload.

What works exactly the same:
• UX modifications
• Product development
• Competitor research
• Content writing
• Code reviews

Where Claude still wins:
• Complex architectural decisions
• Extremely nuanced problems

But here's the thing - Claude has been getting dumber recently. It often says "done!" when it's clearly not done. Then apologizes but still doesn't finish the work.

My current stack:
• DeepSeek V4 Flash/Pro for 80% of daily work
• Codex 5.5 for the hardest problems (more reliable execution)
• Claude Code occasionally (because I already paid for it 🤷‍♂️)

DeepSeek is also 3x faster than Claude. For tasks like "compare these repos" or "read this long document," DeepSeek finishes instantly while Claude takes 3+ minutes.

Fun fact: I heard DeepSeek's speed comes from both optimization and gradually switching to Chinese chips (Huawei). If that's true, we might see even better performance later this year.

Everyone's betting on Anthropic's rising valuation in secondary markets. But when 80% of daily dev work can be done faster, better, and cheaper by open-source models...

Is Anthropic guaranteed to be the final winner? I think it's too early to call.