David Bruining

Equity Derivs trader. Eleutheromaniac.

[David Bruining @davebruining]

Fable 5 finally made its way public (again). Where it belongs. But is charging extra usage for it right?

I’m a max subscriber. I pay $217.75 every month.
Token-maxing is the plan, but I have unused compute every month.

Should Anthropic track this & replace with Fable access?

[David Bruining @davebruining]

______________
|\ \
\|\ \|||||||||||/
\|\ \
\|\ \____
\|\ \ able is so back
\|\ \|||/
\|\ \
\|\ \
\|\___\
\/////

[Anthropic @AnthropicAI]

We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5.

We'll begin restoring access tomorrow, and will share an update soon.

We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.

[David Bruining @davebruining]

I used to laugh at people getting an online degree from the University of Phenix. Now I laugh at the chumps getting an online AI LLM degree certificate from Stanford’s YouTube channel. Like, go build something. That’s the degree you can never ‘get’, you have to build it.

[David Bruining @davebruining]

Is nivida a car? No.
Is Apple a car? It is after all.

[Ritwik Pavan @ritwikpavan]

NEW: Apple and Audi alumni just unveiled a $25,000 open-air electric neighborhood vehicle.

Amble One is a street-legal EV built for short local trips, with no doors, fewer screens, and a modular design inspired by the 1960s lunar rover.

• Goes up to 40 mph with 60+ miles of range
• Weighs under 1,000 lbs with a 5-hour home charge
• Rear seats fold flat for cargo, surfboards, or gear
• Built-in mounts let you add baskets, straps, mirrors, and cargo accessories
• Already has 500+ vehicles committed by resorts

Reservations are open now for 2028 deliveries.

[David Bruining @davebruining]

What more could you expect?

Doesn’t bother me. I like the hat.

[David Bruining @davebruining]

Currently on the way to Philly via bus to catch Croatia play tmrw at the World Cup.

Guess what I’m doing? Figuring out the closest possible Philly cheese steak joint outside of bus terminal.

What’s my girlfriend doing? Watching Minecraft videos.

[David Bruining @davebruining]

Dude.

[Limestone Digital @LimestoneHQ]

None of this is satire.

Everything below happened in the last 18 months.

→ OpenAI announced $500 billion in AI infrastructure at the White House. Altman inflated it to $1.4 trillion. Then told investors the real number was $600 billion. Then abandoned building data centers and started renting from the cloud providers it said it would replace.

→ OpenAI filed for an IPO targeting $1 trillion+. It’s projecting a $14 billion operating loss this year. Its own CFO reportedly wasn’t sure revenue growth could support the spend.

→ SpaceX went public at $1.77 trillion. 94x revenue. Its xAI division lost $6.36 billion last year. Musk is now the world’s first trillionaire.

→ Apple rebuilt Siri from scratch on Google’s Gemini. $1 billion a year for a 1.2 trillion parameter model. OpenAI was evaluated and passed on the deal.

→ Anthropic launched its most capable model on a Monday. By Tuesday, researchers discovered it was silently degrading its own answers for anyone working on frontier AI. No notification. Just quietly worse output.

→ By Wednesday, Microsoft banned employees from using it.

→ By Friday, the US government ordered the model shut down for every foreign national on earth. Including Anthropic’s own foreign employees.

→ Anthropic refused to let the Pentagon use its AI for autonomous weapons and mass domestic surveillance. The Pentagon labeled them a “supply chain risk.” A designation historically reserved for foreign adversaries.

→ Anthropic is suing the US government over that designation. It also filed for an IPO this month. Last valuation: $965 billion.

→ Hyperscalers are spending $690 billion on AI infrastructure in 2025-2026. Combined AI revenues don’t cover a third of it.

→ The President floated giving the public equity in AI companies. No mechanism exists to do this.

→ Meanwhile, 99% of companies deploying “AI” are running a coding assistant in VS Code and calling it transformation.

None of this is satire.

[David Bruining @davebruining]

Technology wins (again).

[Danny Bernstein 🍇🥬 @bernsteind]

autonomous robot driving through the field at night. no chemicals. no pesticides. just UV light killing pathogens and pests while everyone sleeps. this is @tricrobotics.

this is what chemical-free pest control looks like at scale.

[David Bruining @davebruining]

Dude.

[Hedgeye @Hedgeye]

Electricity prices hit a record high as data center demand strains the grid

[David Bruining @davebruining]

Dude.

Maybe.

[Money Quotes @MoneyQuotesX]

Making money with money is the ultimate life hack.

[David Bruining @davebruining]

I don’t think enough people realize the only real inflation hedge was having a friend with a Costco membership or Amazon prime.

I wish there was a new way to do it.

[David Bruining @davebruining]

With AI making the cost of creation near zero, everyone has (or will have) access to the tools necessary to make an app for that.

The only real question to ask yourself now is, “do they fuck with my shit?”

This is the only question relevant for the next decade.

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[David Bruining @davebruining]

New York forever

[David Bruining @davebruining]

🍕 Pizza Competition 🍕

New York or Chicago style??? Only one can survive.