Chase Sagum

Currently working on: using X to grow ecommerce.

[Chase Sagum @chasesagum]

🤯

[OpenRouter @OpenRouter]

Notably, the budget panel was comparable with Claude Fable 5 in performance.

A panel of Gemini 3 Flash, Kimi K2.6, and DeepSeek V4 Pro, fused together, beat solo GPT-5.5 and solo Opus 4.8 outright.

And it landed within 1% of Fable 5 while costing roughly half the price.

[Rohan Paul @rohanpaul_ai]

Great article here on DeepSeek.

Their real story is not cheaper chatbots, but architecture that turns hardware scarcity into strategy.

DeepSeek is not trying to sell coding seats, it is trying to make Chinese memory, accelerators, and systems useful for frontier AI.

Every recent DeepSeek move attacks a bottleneck that makes frontier models dependent on elite HBM-heavy GPU stacks: MoE activates only parts of a model, DSA reduces long-context attention cost, and V4-Pro’s official card says CSA/HCA cuts 1M-token single-token inference FLOPs to 27% and KV cache to 10% of V3.2.

Engram, a separate research line, pushes the same logic from another side: let static knowledge live in scalable lookup memory, then fetch it predictably from host memory instead of forcing every fact through dense computation.

That sounds like engineering detail until you see the business consequence.

If models need less HBM and less brute-force compute, then second-best chips, abundant LPDDR, NAND, and customized ASICs become less second-best.

Reuters has already reported a permanent 75% DeepSeek V4-Pro price cut, while noting Huawei Ascend supply constraints and expected supernode availability, which is exactly the kind of feedback loop that they wanted.

DeepSeek is not only optimizing models for benchmarks, it is optimizing AI for a different industrial base.

The prize is not the app layer.

The prize is making scarcity programmable.

[Elon Musk @elonmusk]

Tesla FSD

[Reads with Ravi @readswithravi]

The antidote for brain rot is books.
The antidote for brain rot is books.
The antidote for brain rot is books.
The antidote for brain rot is books.
The antidote for brain rot is books.
The antidote for brain rot is books.
The antidote for brain rot is books.

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“The best math you can learn is how to calculate the future cost of current decisions.”

[Michael Dell 🇺🇸 @MichaelDell]

Choose transformation over comfort.

Curiosity over certainty.

Action over analysis.

The cost of being wrong is almost always less than the cost of doing nothing.

Build, evolve, repeat.

[@jason @Jason]

🤌

[Sam Altman @sama]

First, the good part of the Anthropic ads: they are funny, and I laughed.

But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that.

I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it.

More importantly, we believe everyone deserves to use AI and are committed to free access, because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.)

Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.

Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don't like from using their coding product (including us), they want to write the rules themselves for what people can and can't use AI for, and now they also want to tell other companies what their business models can be.

We are committed to broad, democratic decision making in addition to access. We are also committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI, and we know the only way to get there is to work with the world to prepare.

One authoritarian company won't get us there on their own, to say nothing of the other obvious risks. It is a dark path.

As for our Super Bowl ad: it’s about builders, and how anyone can now build anything.

We are enjoying watching so many people switch to Codex. There have now been 500,000 app downloads since launch on Monday, and we think builders are really going to love what’s coming in the next few weeks. I believe Codex is going to win.

We will continue to work hard to make even more intelligence available for lower and lower prices to our users.

This time belongs to the builders, not the people who want to control them.

[@jason @Jason]

Savage 💀https://t.co/bvvV2lDAGY

[Grant @Grantblocmates]

Anthropic have just buried OpenAI and ChatGPT with this ad lmfao

There’s no coming back from that

[Chase Sagum @chasesagum]

@DefiantLs A Muslim calling a Jew a Nazi. Hilarious

[Chase Sagum @chasesagum]

@LBC If TDS were a face

[Chase Sagum @chasesagum]

@priyaee Spot on 🎯

[a16z @a16z]

Marc Andreessen:

"The job is not actually the atomic unit of what happens in the workplace. The atomic unit of what happens in the workplace is the task."

"A job is a bundle of tasks."

“Everybody wants to talk about job loss, but really what you want to look at is task loss.”

"As the tasks change enough, then that’s when the jobs change."

"Ten years from now, is your job title coder, or coder-designer-product manager, or is it just, ‘I build products,’ or is it just, ‘I tell the AI how to build products.’ Whatever that job is called, it’s going to be incredibly important, because the people doing that job are going to be orchestrating the AI."

@pmarca on Lenny's Podcast with @lennysan

[Chase Sagum @chasesagum]

If those here illegally "should" have U.S constitutional rights, why have borders then? Why wouldn't the U.S. just conquer all lands around the globe? If our constitution applies to all around the globe, then shouldn't we be able to annex all land around the globe?

[Chase Sagum @chasesagum]

This has aged very well.

[Donald J. Trump @realDonaldTrump]

RIGGED ELECTION!

[Geiger Capital @Geiger_Capital]

Barack Obama on deportations.

2010. Just 15 years ago.

Today’s Democratic party would call him a far-right extremist. CNN would say he’s a bigot.

[Chase Sagum @chasesagum]

@Geiger_Capital If you’re planning on being super aggro with law enforcement, not the best idea to be carrying a gun on you.

[Peter St Onge, Ph.D. @profstonge]

Fed: Household wealth grew $12 trillion last year.

Twenty times faster than Biden.

What drove it:
- Blockbuster economic growth
- Tax cuts and deregulation
- American workers replacing foreigners
- Deportations opening blue-collar jobs at twice the pay