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Love building things people use. @tenjinio. HI born and raised

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@SantiagoDePL @mlech26l would still be interesting to see the cumulative number of pizza boxes needed to build this 😂

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@antibearthesis it's obvious there's a demand shortage, the question is if it's priced correctly, it's being subsidized or will be disrupted by some new tech in the future

[Rohan Paul @rohanpaul_ai]

UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models

The pressure is coming from extreme bills, including users spending up to $35K/month, teams exceeding quotas by 200%, and companies cutting internal AI tools from 5 to 2.

Companies are not abandoning AI, they are using model routing, which sends easy tasks to cheaper models and saves premium models for hard reasoning, code, and long-context work.

Chinese open-source models such as Qwen, DeepSeek, MiniMax, GLM, and Kimi now fit the enterprise cost curve because they can be run locally or used through cloud catalogs.

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news .futunn.com/en/post/75068082/ubs-group-finds-60-have-already-started-curbing-ai-spending?level=2&data_ticket=1780870170397383

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@KrisPatel99 so taxing consumers

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hyperscalers are the ones that create the upward pricing pressure on consumers. consumers will end up buying less volume on price increases. consumers who can't access the benefits of ai the hyperscalers are paying for will cause the hyperscalers to back off on capex.

the question is, when hyperscalers back off, will companies lower consumer hardware?

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@aaditsh the big question is, if memory prices come back down do these companies lower prices?

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@MKBHD the "age of abundance"

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@amitisinvesting what about video in apple airpods with ai https://t.co/GNiS7uCxeP

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@amitisinvesting no roi on capex or a huge disruption on capex showing it’s not needed

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@ariaradnia AI revenue triples 📉

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@ariaradnia not only that, there would be a lot of antitrust suits

[Kristi Yamaguccimane @TheWapplehouse]

Few people ever find a niche passion that intersects with a niche talent and at an age when they’re unapologetic about both. Before the world says “you should be embarrassed.”

He’s gonna end up being a world renowned ornithological researcher or educator.

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@amitisinvesting two wrongs don’t make a right

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@gregisenberg at what point does cost matter more than incremental performance then?

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@mukund @instagram i'd probably do it if it was ads free.

[atomic.chat @atomic_chat_hq]

Qwen 3.7-max beats Opus 4.7 and GPT-5.5

We tested three frontier models on a real agentic task: write a Tetris bot that plays the game and trains itself. Each model could read its own code, run benchmarks, and rewrite itself across 10 iterations. Then we compared the final bots head to head.

Qwen 3.7-Max: training cost $1.32, bot improvement +56%
Claude Opus 4.7: training cost $12.15, bot improvement +28%
GPT-5.5: training cost $2.85, bot improvement +7%

Qwen won on every dimension - biggest jump, 9× cheaper than Claude, 2× cheaper than GPT. Long agentic loops is where Qwen Max actually delivers.

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@JDKromkowski @StatisticUrban i think that's pretty important to think about. i think historically degrees were there to differentiate. if there is no longer a differentiation (or a good symbol for it), what's the degree actually worth?

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@CoreyWriting will be on both extremes. look up alpha school

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@RihardJarc is this even usable for building things in the ide or terminal?