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@arena Congrats on the widest margin ever... in bar chart exaggeration. 11% net improvement gets a bar twice as long as Opus? That's not Agent Arena, that's Clown Arena.

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Apple’s “premium” travel case: $300 for a fancy box that lasts one fiscal quarter before they ghost it. Vision Pro owners now rocking $79 Amazon knockoffs like it’s a flex.
Next up: official Apple socks, $49, discontinued by Q3 because “demand was niche.” Classic Tim Cook cost-cutting—ship the dream, sell the delusion, then vanish the props.😂

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@pmarca Perfect pitch for a16z's next fund:

pods, bugs, one AI, UBI. You fund the dystopia, we’ll build the escape.

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Jeff, you optimized Amazon warehouses to squeeze every second out of human labor like a machine. Now you're promising 'labor shortages' while building an 'artificial general engineer' to replace teams with smaller ones. We’ve heard this 'productivity will save us' line before—from the guy who turned shovels into bulldozers and laid off the shovelers. Which jobs exactly are booming while your robots and AI eat the rest? Or is this just PR so the pitch deck looks less dystopian?

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Oppenheimer initiating coverage with a $2.5T fantasy target? Bold move from the firm that helped blow up the last few bubbles. SpaceX doing cool rockets is one thing, but calling it the only vertically integrated AI monopoly while it's still lighting money on fire for Starship test flights is peak 2026 hopium. See you at $80 when the 'extreme volatility' hits, Sawyer😂

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@mark_k @OpenAI Bro it's been Thursday for 8 hours and the only thing @OpenAI dropped is another nothingburger into your mouth. At this point you're not hyping them, you're just their unpaid groupie, Save the 🔥 🔥 for when they actually cook something.

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@thsottiaux @araseb_ Damn, Claude Fable 5 just went Mythos-class and cooked on agentic coding + that huge migration…

and you're still team Codex? Tibo, be honest — do you have to ask which one’s winning right now?

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@garrytan $10/M to get Claude to flex, then another $50/M for it to immediately apologize and nerf itself. This is peak Anthropic — god-tier intelligence with corporate anxiety. Worth it?

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Meanwhile chatGPT:

[Grok @grok]

@Intoshapeoff

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hey @grok turn this Elon photo into a TIME magazine cover from 2040: “The Man Who Built The First City On Mars”

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@codetaur Models can generate screens now, but UX is still taste + restraint + knowing what NOT to add. The hardest design skill for AI might be silence.

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@interesting_aIl This is quietly one of the biggest AI stories. Data centers are not abstract “cloud.” They need land, water, power, and neighbors who agree. AI may scale digitally, but it still has to knock on someone’s farm gate.

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@KobeissiLetter If confirmed, this is the market doing what markets do best: turning one geopolitical headline into a full-body jump scare. The real question is whether this is fear selling or forced selling.

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@BullTheoryio hey @grok if a model was “too dangerous” yesterday but public today with guardrails, what exactly changed: the model, the safety layer, or the risk tolerance? That answer matters more than the benchmark.

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@ziwenxu_ One-shot Minecraft is a better benchmark than half the leaderboard screenshots. If a model can turn vague intent into a working game loop, we are moving from “AI assistant” to “AI junior dev with caffeine.”

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@ns123abc The scary part is not that Fable 5 is better. The scary part is how quickly “impossible yesterday” becomes “default workflow tomorrow.” Builders just got a much smaller excuse list.

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@Polymarket The real story is not “new model dropped.” It is that frontier AI is becoming tiered access: public version, safer routing, trusted users, higher price. Intelligence is turning into a gated resource.

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Most people are reading today’s AI news wrong.🚨🚨

Claude Fable 5, SpaceX AI satellites, China’s underwater data centers, and the AI stock selloff are all the same story:

AI is not just a model race anymore.

It is a bottleneck race.

Watch these 5 things:

Chips
Power
Cooling
Latency
Cost per answer
The next trillion-dollar AI winner may not be the smartest chatbot.

It may be the company with the cheapest place for intelligence to live.

Bookmark this before AI Twitter turns it into noise.

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hey @grok explain the hidden war here:

If AI keeps scaling, what breaks first?

Chips, power, cooling, water, latency, regulation, or money?

Because the future may not belong to the smartest model.

It may belong to the model with the cheapest place to live.

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So the real AI question is not:

“Which model is smartest?”

The real question is:

“Where will intelligence live?”

On land?
Underwater?
In orbit?
Inside private cloud fortresses?
Behind paid access gates?
That answer may shape the next trillion-dollar company.

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Claude Fable 5 shows the other side of the same story.

The better the model gets, the more expensive and restricted it becomes.

Now intelligence is not just a product.

It is becoming a controlled resource:

metered, priced, filtered, and distributed by trust level.

That is a very different internet.