Ed Gilmore

Entrepreneur

[Ed Gilmore @elg]

If you want to build a ship, don’t drum up men to gather wood, divide work, and give orders. Instead, tell stories of a vast and endless sea

[Ed Gilmore @elg]

FOMO vs price discovery. https://t.co/Sg0px7HdGU

[Ed Gilmore @elg]

@Rory_Johnston You or someone else said on @MacroVoices that within 3-5 years new pipeline(s) will be up and running to bypass the strait. So are you just forecasting disruptions to traffic? Or that the disruptions actually matter / force demand destruction?

[Ed Gilmore @elg]

@justinthemind Claude for coding has been decent, but at the moment I like where Google is going with Gemini, Gemma, AI studio because I think they’re taking a much needed product approach to things right now. @OfficialLoganK is the guy to follow to keep up with Google if you’re interested

[Ed Gilmore @elg]

> “I think we're maybe 6 months from nobody caring which model they're using the way nobody cares which engine is in their Uber.”

I already don’t care.

The hallucinations, the contrastive framing, the UI, the acquiescence bias, the limited context - it’s meh.

Ironically, in 3 months iOS 27 will have a feature a top level control in the Siri UI to let users pick the model they want to use for each query.

[GREG ISENBERG @gregisenberg]

I didn't cover Claude Opus 4.8 on my pod because I don't think it's MEANINGFULLY better than GPT 5.5 as of May 29th.

We're entering the era where model releases start to feel like iPhone releases. Remember when every new iPhone was a genuine leap? Now it's a slightly better camera and you can't really tell the difference. That's where models are heading. 4.6 to 4.7 to 4.8. Each one is a little different. Nobody can agree if it's better or worse. The benchmarks say one thing, the vibes say another.

The thing that actually matters right now is what's happening around the models. Claude Code shipped dynamic workflows this same week and that genuinely changes what one person can build.

Codex shipped a desktop app with an in app browser that combines coding and knowledge work in one surface. Those are the releases that move the needle for people. The model underneath is becoming interchangeable.

I think we're maybe 6 months from nobody caring which model they're using the way nobody cares which engine is in their Uber. You just want to get where you're going.

When something genuinely changes the game for builders, I'll cover it on @startupideaspod. Opus 4.8 wasn't that. Dynamic workflows was.

I'd rather save you the hour.

[Ed Gilmore @elg]

Very excited about this

[Google Gemma @googlegemma]

Introducing the newest Coral board, for efficient, on-device AI!

Check out the demos in the video:
- On-board speech translation
- Natural language controlling hardware
- Vision & sound generating music

[Ed Gilmore @elg]

Uber CTO “realized higher token usage did not translate into a proportional increase in useful consumer features.”

How many CTOs already know this? If there’s one, there’s more. Is higher token usage somehow magically more useful for Lyft? Doubt it.

And once you fire all the low token employees that aren’t productive, what’s left to save on costs? Maybe stock based comp should be tied to token efficiency, or maybe AI maxing isn’t for everyone 😬

[Laura Bratton @LauraBratton5]

My interview with @praveenTweets for @theinformation sparked internal discussions at Uber about the return on AI costs, per @BusinessInsider

[Ed Gilmore @elg]

Watching Wemby feels like watching Jordan and Kobe again. Half court shot. Amazing.

[Ed Gilmore @elg]

DeepSeek appears to have made its pricing cuts permanent.

If frontier model pricing is collapsing this fast, what does that mean for the quarterly markups Microsoft, Google, and Amazon assign to their OpenAI / Anthropic investments?

Current API pricing per 1M tokens:

DeepSeek V4 Pro
Input: $0.435
Output: $0.87

OpenAI GPT-5.5
Input: $5
Output: $30

Claude Opus 4.7
Input: $5
Output: $25

Claude Sonnet 4.6
Input: $3
Output: $15

[DeepSeek @deepseek_ai]

We are making our discount permanent! 🎉

Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀

[Ed Gilmore @elg]

If you’ve been early, this is starting to feel like the part of the cycle where you can make stupid amounts of money.

[Douglas Swift @SwiftMacro]

If Iran could indefinitely shut critical global shipping lanes and digital infrastructure without catastrophic retaliation, they already would have.

Threat inflation is part of the strategy.

Markets should focus on actual logistics disruption, not maximalist anonymous threat posting.

[Techmeme @Techmeme]

Sources: Starbucks shut down an AI program for automating inventory counts, nine months after deploying it, after it frequently miscounted and mislabeled items (@waylon_wc / Reuters)

(Visit Techmeme dot com for the link and full context!)

[Ed Gilmore @elg]

This is awesome. Google is crushing it rn. Watch the IO keynote if you get a chance.

[Steren @steren]

Starting today, deploy two apps from @GoogleAIStudio to Cloud Run without the need for a credit card or a Google Cloud account.

Your apps can authenticate users with Firebase, store data in Firestore, use Gmail, Calendar, Docs, Sheets, Tasks...

[Mark Cuban @mcuban]

Message to entrepreneurs Your product is their feature

[Charlie Bilello @charliebilello]

13.1% of credit card balances in the US are now 90+ days delinquent, the highest since 2011.

10.3% of student loan balances are now 90+ days delinquent, the highest since 2020.

5.6% of auto loan balances are now 90+ days delinquent, the highest level on record.

[Ed Gilmore @elg]

@JoshCrumb Enron tried to make a market in trading memory futures. I’d read it as a sign of excess speculation and stay focused on your core vision.

https://t.co/5EPHNxKkeq

[Ed Gilmore @elg]

Cobra effect

[Joe Weisenthal @TheStalwart]

The FT says that Amazon employees are doing random unnecessary task automations to consume tokens and to show their bosses that they're using AI more https://t.co/wZ204CKi32

[Costa Kapothanasis @CostaKapo]

Just got word Mobil and Shell have informed Costco and Walmart they have no packaged product to send them and to expect bare shelves in the motor oil section in a few weeks

[Ed Gilmore @elg]

@trevor_rose_ The common remark I hear from investors is basically, “I don’t know how to price this, so I’m going to ignore it for now.” And, that sentiment feels embedded in areas of the market beyond oil

[Ed Gilmore @elg]

Florida’s wilderness can be truly great! I’ve seen a bear, panther, monkeys, alligators, bald eagles, and more! Great shots!

[XANDER GEOGRAPHIC 🏕️ @actionxander]

Not the world's greatest wildlife photos, but these snaps from Florida's wilderness hold a very special place in my heart.

[Ed Gilmore @elg]

This is super useful. Nicely done @supabase

[Supabase @supabase]

https://t.co/H1Rz4myVIz

[Ed Gilmore @elg]

@markgurman How is the wearer supposed to see the light if they’re in your ears?