Some Guy

[Some Guy @WhatIsPrivate1]

@martin_casado Why you gotta do DA like that?

[Some Guy @WhatIsPrivate1]

@CapitalObserver I think this is largely correct, but the models keep becoming more efficient as well. So AI spend might decrease at largest companies (but increase overall as more people use it), but AI impact on productivity will still increase.

[Some Guy @WhatIsPrivate1]

@brandonjcarl The issue with this logic is that most AI models operate on a cost/intelligence curve. Frontier models (sorry, tractors) have very intelligent/expensive models, but they also have much cheaper models that are still better than non-OS models at the same cost. The threat is OS.

[Some Guy @WhatIsPrivate1]

@GregVorse He'd be #1 on the list if the endzone didn't keep slowing him down.

[Some Guy @WhatIsPrivate1]

@UberHansen hey now, the ST were awfully special that game too! Don't put all the blame on Josh.

[Some Guy @WhatIsPrivate1]

@emollick The visual analogy would be going from 1080p to 8k resolution. Significant technological jump, but really hard to tell with the naked eye for most people.

[Some Guy @WhatIsPrivate1]

@gobills_norcal @UberHansen my dumb ass thought "Buffalo? Nope. What about 49ers?"

Didn't even consider "San Francisco" or "Bills"

[Some Guy @WhatIsPrivate1]

@shri_shobhit Wow. So much envy of generational learning that they literally attack schools of fish.

[Some Guy @WhatIsPrivate1]

@litcapital

[Some Guy @WhatIsPrivate1]

@RRiscio37389 @emollick GPT5.5 Instant makes the same mistake.

But GPT5.5 Thinking (both standard and extended) get it right.

I think the issue is that all non-thinking models are garbage.

[Some Guy @WhatIsPrivate1]

@ChrisTrapasso Well I've been told quite convincingly that Beane sucks at drafting (excluding Allen), so clearly your analysis is missing something 😅

How did you incorporate the "Beane Sucks" variable? It might need a higher weighting.

[Some Guy @WhatIsPrivate1]

@HighyieldHarry bull

[Some Guy @WhatIsPrivate1]

@adampensel For years we were told that Rudolph would be better than Allen. And now we finally have definitive proof that it is true.

[Some Guy @WhatIsPrivate1]

@ChrisTrapasso @BuffRumblings Very interesting. Is it relatively easy to recalculate / rank by ignoring all QB picks? I feel like that probably skews it massively.

[Some Guy @WhatIsPrivate1]

@GregTompsett @Pro__Ant He took so many steps in the air that the ref called him for travelling.

[Some Guy @WhatIsPrivate1]

@CapitalObserver AI likely helps a lot with top of funnel. But then you have more real interest and need more sales people to actually on-board / convert?

Not sure, but could make sense.

[Some Guy @WhatIsPrivate1]

@CapitalObserver But not if they own Cursor. Still a major competitor that will need inference compute.

[Some Guy @WhatIsPrivate1]

@emollick but aren't they buying Cursor so that Grok can catch-up to frontier models in coding / development!?