Aditya Karad

interested in AI, coding agents, systems, & stocks.

software engineer at @oracle database, previously at AppLovin & JP Morgan

[rahul @0interestrates]

guy selling post trained oss models: if you don’t own your models you don’t own anything

guy selling harness on top of models: if you rely on one model you are cooked

guy selling tokens: instead of manually prompting your models just put them in a loop where they prompt themselves

[Aditya Karad @itsKarad]

kunal shah is cooking

[Dmitrii Kovanikov @ChShersh]

POV: You opened WhatsApp to wish your mom Happy Birthday and Meta instantly had an existential crisis

[Aditya Karad @itsKarad]

@CKCapitalxx Always bullish on $HOOD

[Aditya Karad @itsKarad]

@Jason lets goooo

[Aditya Karad @itsKarad]

@Jessicalessin *Correction: 1900s

[Aditya Karad @itsKarad]

1) Both are exploding at the same time. Growth of one does not eat into the growth of other. More and more people are consuming tokens, and existing users and agents are consuming more tokens. This is the best sort of growth. It’s like the growth of milk chocolate in 1800s

2) The models of these companies sit at number 4 and 5 (or even below if you add recent open source models). xAI got the deal done due to the SpaceX IPO and Meta probably wants to get investors ready for even more capex in the coming quarter.

[Aditya Karad @itsKarad]

open source vs closed source debate is rebooted every decade -

90s: Databases - SQL Server vs MySQL
2000s: OS - Windows vs Linux
2010s: Mobile OS - Android vs iOS
2020s: Models - OpenAI / Anthropic vs Kimi / Deepseek
2030s: ???

[@jason @Jason]

I've been shouting about this for over a year….

The Frontier models need to win the application layer and they're going to do that by giving free tokens to startups and discounted ones to large companies in order to steal their IP, innovations, and businesses

The only way to fight this is to use open source software

[Aditya Karad @itsKarad]

Feature request: I want the ability to choose when I want to update my Codex Desktop version as it breaks compatibility with remote connections.

[Aditya Karad @itsKarad]

Codex Desktop doesn’t maintain backward compatibility with older Codex CLI versions.

This completely breaks remote connections because my local Codex Desktop is running on a different version than my devbox’s CLI version.

@thsottiaux can you please look into this? In my case Codex CLI version is handled by my org’s internal devtooling team who doesn’t update the version as frequently as you guys ship.

[Aditya Karad @itsKarad]

@babyfolio I just DCA added more $NBIS

[Aditya Karad @itsKarad]

@SemiAnalysis_ Add xAI to this

[Aditya Karad @itsKarad]

@SemiAnalysis_ identity crisis 😂😂😂

[Aditya Karad @itsKarad]

$META has been sidequestmaxxing lately

- new cloud business?
- arena: prediction market app
- cheaper $299 glasses released last week
- (rumoured) 3 more smart glasses to be released this year
- subscriptions in instagram & whatsapp
- meta business manager & agents

[Aditya Karad @itsKarad]

@oguzerkan It wasn't priced it for $META, whereas it's priced in for everyone else.

You have to remember that the market is a goldfish with adhd.

[Aditya Karad @itsKarad]

@pitdesi How can I get this? I can’t see a discount in the build page.

[Aditya Karad @itsKarad]

@babyfolio Lol great allocation

[Aditya Karad @itsKarad]

Codex Desktop doesn’t maintain backward compatibility with older Codex CLI versions.

This completely breaks remote connections because my local Codex Desktop is running on a different version than my devbox’s CLI version.

@thsottiaux can you please look into this? In my case Codex CLI version is handled by my org’s internal devtooling team who doesn’t update the version as frequently as you guys ship.

[Aditya Karad @itsKarad]

Wonder if they're using these drones for filming

https://t.co/ToSFsr6bPJ

[Formula 1 @F1]

This view 🤩

#F1 #AustrianGP

[Aditya Karad @itsKarad]

@babyfolio Do you have a deep dive on $NBIS?

Curious as to when I should add more.

[Aditya Karad @itsKarad]

It feels so great when a new model solves something that was on the brink & hard to do with your current model, feels like gaining IQ points.