Laura Shin

Crypto journalist 🎧 Host @unchained_pod 📚 Author, The Cryptopians 💌 Sign up Ads [email protected]

[Laura Shin @laurashin]

An insight I loved from my conversation with @Shaughnessy119: OpenAI's price cuts aren't about user demand. They're a pre-IPO move to damage Anthropic's growth metrics before the offering.

Full conversation on the AI business model
🎧

Timestamps:
💸 01:10 Why over $600B left crypto in 30 days: AI deal outflows, the SpaceX IPO and quantum concerns
🧵 04:46 Tom's viral tweet: the 40x subsidy gap hidden in AI subscription pricing
📊 07:51 Why AI IPO filings will force the financials nobody has seen
💡 10:16 Why open source inference will compete with the frontier labs
🏗️ 13:06 Why frontier labs need to own what they create, not collect $200 per month
📣 15:55 Cape: Get 33% off your first six months at https://t.co/2ZtLziXsHV
📣 17:01 Fidelity: Explore crypto careers that could change your future at https://t.co/8dua6AZj82
🌏 18:08 Chinese open source models and why going closed source could help OpenAI
⚔️ 20:58 Why Tom says OpenAI's price cuts target Anthropic's IPO, not users
🤬 22:09 Why AI model censorship is big brother fearmongering
🔗 24:42 Crypto's answer: ICO for open source AI, Nous Hermes, Venice, Grass, Ambient

[Laura Shin @laurashin]

NYC is the #1 most fun city in the world 💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡💙🧡

[Barstool Sports @barstoolsports]

EVERYONE IN NYC IS SINGING EMPIRE STATE OF MIND

[The Connector @the_c0nnector]

In 2022 @laurashin published a book demasking Charles Hoskinson - she didn’t get sued which in my opinion translates to everything she wrote there is true.

13 months ago, threats of litigation and cease and desist letter by Charldemort - of course empty, because accusations are true.

Charldemort you received clean slate with Cardano, community ignored warnings from Laura’s book and decided to give you a chance - you totally ruined it.

[sdmat @sdmat123]

Anthropic

[OpenRouter @OpenRouter]

Introducing the Fusion API, the smartest compound model in the market.

Fusion achieves Fable-level intelligence at half the price.

How it works 👇

[Laura Shin @laurashin]

@tayvano_ If they were smaller, like the size of a ping pong ball, I could understand. Even a golf ball! But how TF do these just disappear when they’re almost the size of tennis balls??

[Laura Shin @laurashin]

I put four of these wool dryer balls in my dryer a few months ago and now there are none. (These are the two I still had remaining in the package.) None are on the floor, none are in my laundry which I always put away in drawers/my closet. How TF did they all just disappear???

[Laura Shin @laurashin]

@kaybee_mmg 😂😂😂 These were still in the packaging in my closet on the other side of my apartment!

[Laura Shin @laurashin]

@adamshurwitz @venice_mind No! Absolutely not! A few times I did take them out with my laundry and had to put them back, but recently I only had two left and couldn’t figure out where the other two went and today there are none. NONE! WTH 😂😂😂

[Laura Shin @laurashin]

@AnalogEchoes I just put away the last fitted sheets! They’re not in there! Did my cleaner steal them??? 🤣🤣🤣 (I’m kidding, I’m sure they wouldn’t do that)

[Laura Shin @laurashin]

@ASvanevik I had paused work on something but now I wonder if I’ll be able to keep building it tomorrow 🥺

[Laura Shin @laurashin]

Catch the full conversation here 👇
https://t.co/0AUrBmJ0co

[Laura Shin @laurashin]

An insight I loved from my conversation with @Shaughnessy119: OpenAI's price cuts aren't about user demand. They're a pre-IPO move to damage Anthropic's growth metrics before the offering.

Full conversation on the AI business model
🎧

Timestamps:
💸 01:10 Why over $600B left crypto in 30 days: AI deal outflows, the SpaceX IPO and quantum concerns
🧵 04:46 Tom's viral tweet: the 40x subsidy gap hidden in AI subscription pricing
📊 07:51 Why AI IPO filings will force the financials nobody has seen
💡 10:16 Why open source inference will compete with the frontier labs
🏗️ 13:06 Why frontier labs need to own what they create, not collect $200 per month
📣 15:55 Cape: Get 33% off your first six months at https://t.co/2ZtLziXsHV
📣 17:01 Fidelity: Explore crypto careers that could change your future at https://t.co/8dua6AZj82
🌏 18:08 Chinese open source models and why going closed source could help OpenAI
⚔️ 20:58 Why Tom says OpenAI's price cuts target Anthropic's IPO, not users
🤬 22:09 Why AI model censorship is big brother fearmongering
🔗 24:42 Crypto's answer: ICO for open source AI, Nous Hermes, Venice, Grass, Ambient

[Laura Shin @laurashin]

According to @Shaughnessy119, Nous Hermes is already running 3-4x Claude's daily usage on OpenRouter.

He frames that as proof that open source on a flywheel outruns centralized labs, and the basis for why a crypto ICO could fund what frontier AI cannot. @unchained_pod 📊

[Laura Shin @laurashin]

Catch the full conversation here 👇
https://t.co/0AUrBmJ0co

[Laura Shin @laurashin]

An insight I loved from my conversation with @Shaughnessy119: OpenAI's price cuts aren't about user demand. They're a pre-IPO move to damage Anthropic's growth metrics before the offering.

Full conversation on the AI business model
🎧

Timestamps:
💸 01:10 Why over $600B left crypto in 30 days: AI deal outflows, the SpaceX IPO and quantum concerns
🧵 04:46 Tom's viral tweet: the 40x subsidy gap hidden in AI subscription pricing
📊 07:51 Why AI IPO filings will force the financials nobody has seen
💡 10:16 Why open source inference will compete with the frontier labs
🏗️ 13:06 Why frontier labs need to own what they create, not collect $200 per month
📣 15:55 Cape: Get 33% off your first six months at https://t.co/2ZtLziXsHV
📣 17:01 Fidelity: Explore crypto careers that could change your future at https://t.co/8dua6AZj82
🌏 18:08 Chinese open source models and why going closed source could help OpenAI
⚔️ 20:58 Why Tom says OpenAI's price cuts target Anthropic's IPO, not users
🤬 22:09 Why AI model censorship is big brother fearmongering
🔗 24:42 Crypto's answer: ICO for open source AI, Nous Hermes, Venice, Grass, Ambient

[Laura Shin @laurashin]

Should an AI lab decide what you're allowed to ask?

@Shaughnessy119 says no, and his argument points to Linux: open source AI is the stronger safety answer, not guardrails. @unchained_pod 🔒

[Laura Shin @laurashin]

@unusual_whales 🤨 the math ain’t mathing

[alex fazio @alxfazio]

hi there! we couldn’t help but overhear you discussing biology from across the room. we really appreciate your enthusiasm, but we’re going to need that conversation to come to an end now

[Laura Shin @laurashin]

In @Shaughnessy119's view, the 40x gap between AI subscription pricing and API costs is already sending enterprises to open source providers at 1% of the price.

So then what happens when revenue slows for the frontier labs?

On @unchained_pod 📉 https://t.co/nWyokkV9af

[Laura Shin @laurashin]

@ErikVoorhees @amandacassatt @bourscheid Erik needs to be appointed the spokesman for common sense 😂

[Erik Voorhees @ErikVoorhees]

No, you don't get it.

He does not have $1 trillion sitting in cash, it is 99% stock in his companies.

To make that wealth liquid would mean selling all that stock which would swiftly destroy *both* the companies (Tesla, SpaceX, others) and the wealth. If he sold it all, he'd end up with maybe $100b max, several hundred thousand people would be out of work, the companies ruined and many of their suppliers also ruined.

Okay, but now Elon has $100b in cash, and can "solve the world's problems".

$100b divided by the world's 8 billion people is $12

If you were in charge, several of the most innovative industrial companies in the world would be destroyed, hundreds of thousands out of work, and space would again close to human civilization for another generation.

But everyone on earth could have one nice meal and you could revel in your altruism.

[Laura Shin @laurashin]

Catch the full conversation here 👇
https://t.co/R7aGQc6ev2

[Laura Shin @laurashin]

What surprised me most about this week's Uneasy Money: @kaiynne says he burned roughly 200M tokens — about $5,000 of API value — in four hours on a $200 Claude plan.

He argues consumer AI plans are 100x subsidized, and that the subsidy ends on the 22nd when Fable goes API-only. 🤯

Worth your time. 🎧

Timestamps:
🤖 00:40 Why Kain says Fable 5 should have been named Fable zero
🛡️ 03:50 Taylor on how Fable downgrades the second anything touches security
🕵️ 10:42 Taylor on stolen AI keys, tokens and North Korea's new favorite loot
🧠 15:48 Does Fable reason like a senior engineer? Kain's 100-doc planning test
💸 20:06 How Kain pulled $5,000 of API value from a $200 Claude plan in four hours
🐧33:45 How Igloo budgets $50K a month on AI, and the bot "brain" running the org
📊 44:00 Multichain Advisors: start building real traction with the team behind $50B at https://t.co/fsTy2PEDx6
🎪 44:41 https://t.co/K2pCykwr1R's bounty circus: tattoo typo, the Bootywork coin, Luca's steelman
🚨 55:36 How one infected device cost Humanity Protocol its bridge, token, and treasury

[Laura Shin @laurashin]

'It's just a matter of time before some threat actors do get access to the models.' @tayvano_ on why AI security lockdowns only hold until the user base gets too big. Uneasy Money 🔐