Dustin Thomas

PERE investor in Des Moines. Finance junkie. CFA. CAIA. Husband. Father. Still a farm boy at heart. Baseball fan. Sporting Clays.

[Dustin Thomas @dustinthomas02]

@FundamentEdge My son (12) and I started on Claude. He is a gamer so very computer native. It feels like a lot. I will look into this.

[Dustin Thomas @dustinthomas02]

@RosserJobs DM’d you a potential place to look. Several internal groups shifting to external management. Possible to find trained talent getting caught in the shuffle

[Dustin Thomas @dustinthomas02]

@PEoperator I 100% agree with this analogy. It will be a revolutionary productivity enhancement, but there will be winners and losers -over investment and underinvestment in different areas, but an overall lift to the economy at large

[Dustin Thomas @dustinthomas02]

@FlowAltDelete I would add knowing what cost credits and what is included with premium.

[Dustin Thomas @dustinthomas02]

@BigJohn043 I died at the ending of this - on their boat is something I need to adopt in my vocabulary.

[Dustin Thomas @dustinthomas02]

@PEoperator I would love to see more aligned by local government in design implications (water usage, sight lines, light pollution, and power infrastructure) rather than hard lines of Pro data center or Anti data center.

[Dustin Thomas @dustinthomas02]

@PEoperator We have the fight going on in my community right now. The anti group is incredibly vocal for several good reasons. The pro group (which I generally find myself) is getting bullied online (in a forum powered in part by a data center 20 miles away which is ironic).

[Dustin Thomas @dustinthomas02]

@farman4x 343

[Dustin Thomas @dustinthomas02]

@scotty_bowler @FlowAltDelete Run a test prompt in CoWork and then run /cost multiply times the magnitude of test run to use case. That is better than any of the other CoWork features at the labs. Scout is an entirely different function set than CoWork.

[Dustin Thomas @dustinthomas02]

@scotty_bowler @FlowAltDelete It’s part of the solution. There is no buying of CoWork unless you are talking credit packs. I must be misunderstanding what you are meaning.

[Dustin Thomas @dustinthomas02]

@scotty_bowler @FlowAltDelete That’s true of all the providers though. Not exclusive to CoPilot unless I am missing something. Claude CoWork and GPT Work don’t allow you to predetermine how much usage you will have.

[Dustin Thomas @dustinthomas02]

@FlowAltDelete I’m pretty sure I nailed this prediction!

[Dustin Thomas @dustinthomas02]

@scotty_bowler @FlowAltDelete The limit setting is fairly straight forward now. Worked with our admin and set three tiers in about 15 mins and no one can blow up a bill.

[Dustin Thomas @dustinthomas02]

@HabShano @FlowAltDelete Business already dealing with that if they are using Claude or ChatGPT at a mid enterprise or larger. The visibility is getting better with the /cost.

[Dustin Thomas @dustinthomas02]

@FlowAltDelete How did everything shake out?

[Dustin Thomas @dustinthomas02]

@FlowAltDelete If it was complex I am going with Opus as the most cost effective and Sol or fable as the least cost effective.

Sonnet close behind Opus and Terra middle if the pack.

[Dustin Thomas @dustinthomas02]

@PythiaR It’s been getting better fast. The delivery of new features is almost weekly.

[Dustin Thomas @dustinthomas02]

@PEoperator Kroll was fantastic to work with. If you want a reference feel free to DM me.

[Dustin Thomas @dustinthomas02]

@junkbondanalyst I remember a Parmesan cheese securitization in the late 2000’s. There was a spoilage model assumption. I think it was a $10 or $15 million deal to monetize inventory for a family owned processor. I’m pretty sure it was the ag banking group from Wipfli’s IB team in WI.

[Dustin Thomas @dustinthomas02]

@Cryptobro299 @christene738154 @Mr_Neutral_Man No they didn’t. They rolled one off deals into the REIT. The Fund was a different vehicle.