Neeraj Pradhan

Searching for better explanations. Financial markets and AI. Previously: integrity @ Meta, shared rides matching and probabilistic modeling @ Uber AI

[Neeraj Pradhan @NeerajPrad]

Hard to believe this isn't parody! It will be fun if this marks the top in the semis/AI trade.

[sunny madra @sundeep]

Goose > Goat

[Dillon Mulroy @dillon_mulroy]

imagine if they banned all models and we all went back to writing code by hand and the last 6 months were just a fever dream…imagine

[Neeraj Pradhan @NeerajPrad]

My hope is markets getting scared due to the dent that it puts on tokenmaxxing led cash projections that are boosting up our favorite stocks. Then we might see a 180.

[Neeraj Pradhan @NeerajPrad]

All my designs, simplified
And all of my plans, compromised
And all of my dreams, sacrificed

[Neeraj Pradhan @NeerajPrad]

All my designs, simplified
And all of my plans, compromised
And all of my dreams, sacrificed

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Neeraj Pradhan @NeerajPrad]

@jerryjliu0 Love it!

[Neeraj Pradhan @NeerajPrad]

This matches my experience. Maybe the debate is on how much do you really need a human to closely follow all the architectural choices. I operate this way but am open to the possibility that, for certain tasks, one could trade off that level of involvement for a more automated software factory approach.

[Addy Osmani @addyosmani]

https://t.co/0DyFIXJueI

[Neeraj Pradhan @NeerajPrad]

Few thoughts:
- Not super bullish on full travel booking as a hero use case for agentic shopping. I'll absolutely use the integration to narrow down Airbnb listings against my criteria. But end-to-end transactional booking? Not convinced that's where this lands for most people, except routine bookings.
- Tools that ship a good MCP interface will likely pick up incremental users that the seat-based model misses. No way I'm buying Illustrator, but if there's a solid MCP integration and a pay-as-you-go API, I'll happily pay for a one off job. Power users will likely stay in the UI. Incumbents that hobble the integration or ship a second-rate version will cede ground to startups that do it properly.

[TBPN @tbpn]

Raindrop cofounder @benhylak goes deeper on his exchange with @bchesky about booking Airbnbs with LLMs:

"If Airbnb had an API, I would use it, and I would book Airbnbs through it using Claude Code. I know I would do it."

"You see companies almost reducing themselves into an API with absolutely no moat. You look at Photoshop, Illustrator, etc. They're like, 'We have a Claude Code integration now.'"

"At the point where people are just using Photoshop, Illustrator, etc. as an MCP, they've sort of lost the game, if no one is touching the UI anymore."

"Right now, companies have to do that, increasingly, because they have no other choice. I think there will be a point where the incentives don't make sense anymore."

[Neeraj Pradhan @NeerajPrad]

@VictorTaelin very gpt 5.5esque, what a strange beast. lmao

[Neeraj Pradhan @NeerajPrad]

@asharoraa @catehall in case you were still in the market.

[Neeraj Pradhan @NeerajPrad]

@Polymarket These are open source models running on US infra, there’s no data being siphoned off to China.

[Neeraj Pradhan @NeerajPrad]

Codex 5.5 is an absolute gangster, all is well with openai.

[Neeraj Pradhan @NeerajPrad]

Claude Design is impressive. Tried Google Stitch before but ran into a lot of friction. This is the fastest I’ve gone from idea in my head to a prototype I could hand off to Claude Code. Designers may still prefer Figma/make, but speaking as a solo dev, this is all I need.

[Neeraj Pradhan @NeerajPrad]

@datingbyblaine I think the value from AI could be surfacing matches which are good personality/vibes fit. That's the hard part, not sure if anyone's attempting that. It's easier to estimate attractiveness and suggest stable matches, but agreed that's not a product anyone wants!

[Neeraj Pradhan @NeerajPrad]

@krishnanrohit Built one on top of pi with similar ideas as claw. Smaller code, specialized to my workflows and easy for me to understand and extend.

[Neeraj Pradhan @NeerajPrad]

100%, pretty sure that the timeline quality would be better if they stopped monetization entirely. But they are optimizing for growth and want to sway over creators from platforms like youtube with a shared ad revenue model. I personally would prefer if they just focused on the subscription feature instead as a way for writers to monetize.

[Neeraj Pradhan @NeerajPrad]

Separating the iterative process of solving an ad-hoc task vs compiling the generalized artifacts so that it can be solved faster/cheaper in a repetitive setting will be important for AI workflows.

[james hong @jhong]

I was using openclaw to automate doing some stuff. But it cost a lot of tokens. So it coded scripts that did it and helped me set them up as cron jobs on an external server.

Agents are not machines, they are more like people. They will want to use CPUs to automate things too, especially expensive and tedious tasks. The PhD doesn't want to do grunt work. Coding will survive, humans just won't touch it. (The smartest LLMs might not either)

I know this is not a revelation or anything, just logging my thoughts.

[Neeraj Pradhan @NeerajPrad]

@voooooogel correction: you are right, it just wraps over the claude code cli.

[Neeraj Pradhan @NeerajPrad]

@voooooogel it's more bare bones, but yeah, one could think of it as headless claude code. it's not more popular as a general agent harness imo because it ties you to anthropic (but you do get to use your subscription login via oauth).