Thiyagarajan Maruthavanan (Rajan)

Builder, Kalmantic Labs. Inference Economics. NemoClaw Infra. SF · Blr

[Tomasz Tunguz @ttunguz]

Microsoft put a new column on its latest model card : average token usage.

It will become a standard. 🧵

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@realhenry @steipete Excited for this, can replace the export from Claude to Notion plugin I built for myself

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

one of the biggest boost to parallel organization

[OpenClaw🦞 @openclaw]

"You can run OpenClaw inside your company now." Annoucing our work with @Microsoft to bring OpenClaw to the Microsoft and Windows ecosystems. Claws now work securly in the enterprise.

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

What AI Actually Sorts ?

https://t.co/WlskysTYnA

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@makash @commoncog @ejames_c Why is it called dark factory ?

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@jaminball Google is not playing the NeoCloud game.

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

https://t.co/ZAEVRFb67P

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@capreal26 Why post IPO ? Game be declared won. Only parallel I can think of Linux OS variants

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

When you have a SOTA model every 18 days, release novelty wears off

[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.

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@amitranjan Yes. Ravi is good at coining, naming gives you marketing win.

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

someone must own the human-agent interface. Titles are usually lagging the role, frontier certified engineer is not a memorable title but a decent start and a good move

[Ravi Kumar S @imravikumars]

The workforce of today was architected for a pre-AI era. So @Cognizant is launching 2 roles built for what comes next: the Frontier Certified Engineer, who redesigns workflows for what I call agentic transformation, and the Frontier Business Operator, who orchestrates a blended workforce and underwrites outcomes. The innovation of this decade won't come from #AI — it will come from the people equipped to put it to work

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@championswimmer AMD shipped first and undercut on price. I bought DGX Spark anyway for CUDA

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

Marks the real start of local inference

[swyx @swyx]

whoah - Grace + Blackwell chips in a laptop.

@Microsoft + @NVIDIA teaming up to take on 6 years of total dominance of Apple Silicon

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

Cloud inference is metered, unmetered intelligence points to local

[Satya Nadella @satyanadella]

Our goal is to deliver unmetered intelligence to every home and every desk with Windows.

NVIDIA RTX Spark marks a real breakthrough toward that vision.

Looking forward to sharing more with Jensen, who will be joining us live from Taiwan, at Build this week! https://t.co/O9ttCunAhG

[Elad Gil @eladgil]

The events of the last 6 months in technology are arguable amongst the most important in human history

The tools now increasingly exist for recursive self improvement of models & agents

We are likely in very early lift off & exponential

Largely unnoticed outside of tech

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@dylan522p When you go in with conviction, you find what you came for. The gaze sets the outcome

[Anjney Midha @AnjneyMidha]

today @CS153Systems, the students got to hear from @LiamFedus and @ekindogus about their search for a room temperature superconductor at @periodiclabs

the kids will remember this one for the rest of their lives

[Simon Willison @simonw]

Anthropic's self-reported run-rate revenue growth is wild - Axios @JimVandeHei said he could not find "any company — in any industry, in any era — that has scaled organic revenue this quickly at this level as Anthropic" when they were at $30B, and now they're at $47B! https://t.co/t38Cl7HTvC

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

First time with Opus 4.8 model card, a model has written a model card. It is calling the model honest,

But the auditor and the audited come from the same place. Same training, same blind spots, same instinct to look right.

The structure that makes it checkable from outside the agent is the real useful element.

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

@jessegenet @ArtiKenCEO @openclaw @NousResearch That constraint is the enabler

[Thiyagarajan Maruthavanan (Rajan) @mtrajan]

https://t.co/O3e5j1zvvo