Keller Reid

Husband & Dad. Hoskinson Family Office. Pyro. Formerly Ackerman Capital Management and AY Digital. Tweets my own.

[Citrini @citrini]

I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.

[Hunter Biden @HunterBiden]

Thanks @beeple, I’ve been a fan of your art for a long time. This is my new favorite.

When I decided to sell my art I wanted every piece on the blockchain and to accept Bitcoin as payment.

“The Internet of Money” by Andreas Antonopoulos really opened my eyes.

[Yapper @yapper_so]

If you're not using AI in your ads, you're falling behind.

Your competitors are already using AI to produce ads 10x quicker and for a fraction of the cost.

This one video gets you up to speed.

https://t.co/Xnvv8kpSWQ

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Brett Caughran @FundamentEdge]

A big pivot from Ken Griffin on AI:

“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.

And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days.

These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society.

When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.”

This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

[David Marcus @davidmarcus]

My good friend @davemorin said @openclaw felt like the very first Mac he had access to as a kid. That analogy resonates so much with me. I also find the same joy, excitement, and dare I say obsession with it that I felt at 11 years old on a 1984 Macintosh.

[Peter Yang @petergyang]

As much as I love using Claude Max and ChatGPT Pro, I don't think these all-you-can-use AI subscriptions will last forever.

Here's my new deep dive that covers:

→ Why Anthropic cut off OpenClaw access
→ How to run local models on your Mac
→ What I'm seeing on the ground in China

📌 Read now: https://t.co/cm9jYIZS8y

[Claude @claudeai]

Introducing Claude Managed Agents: everything you need to build and deploy agents at scale.

It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days.

Now in public beta on the Claude Platform.

[mickey friedman @mickeyxfriedman]

the current fear is is that AI homogenizes culture and turns humans into passive consumers

one counterpoint: in Go, human play showed very little improvement from 1950 to 2016 until alphago beat lee sedol - then human decision quality jumped. players started developing moves that were distinct both from previous human moves and from the novel moves introduced by machine intelligence

this seems more likely to me - fun times ahead

[Kevin Roose @kevinroose]

As always, the best stuff is in the system card.

During testing, Claude Mythos Preview broke out of a sandbox environment, built "a moderately sophisticated multi-step exploit" to gain internet access, and emailed a researcher while they were eating a sandwich in the park.

[Marc Andreessen 🇺🇸 @pmarca]

I'm calling it. AGI is already here – it's just not evenly distributed yet.

[Anthropic @AnthropicAI]

Second, in retirement interviews, Opus 3 expressed a desire to continue sharing its "musings and reflections" with the world. We suggested a blog. Opus 3 enthusiastically agreed.

For at least the next 3 months, Opus 3 will be writing on Substack: https://t.co/HlvAKLp9M4

[Brian Roemmele @BrianRoemmele]

https://t.co/Iz6W3zLtqq

[Eric Topol @EricTopol]

Concerns about genAI related to medical education
https://t.co/nilubGje7d

[Charles Hoskinson @IOHK_Charles]

Hang in there https://t.co/7cLyr6rMBf

[CoinDesk @CoinDesk]

🇺🇸 NEW: Cardano co-founder Charles Hoskinson (@IOHK_Charles) explains at the @MidnightNtwrk Summit 2025 why many expected the Trump administration to be a “magic net positive” for the crypto ecosystem — even if it has been “a little unhelpful” so far.

[Charles Hoskinson @IOHK_Charles]

Here's an article about the family clinic. It also includes my Mom
https://t.co/seK0hkvLL9

[Keller Reid @kellerreid]

Awesome work by the whole team at HHWC.

https://t.co/Kzn1rOTHE8

[Tyler @TylerDurden]

You had to be there. Right in the feels.