simobis

Obsessed with AI progress 🚀

[simobis @simobis23]

Big tech's core AI bet has quietly shifted.
Winning the model race still matters but it's no longer the only game.
The real hedge: own the compute infrastructure.
Lose the model war? You still win because whoever builds AGI will need your datacenter to run it.

[simobis @simobis23]

The real benchmark is ARR

[simobis @simobis23]

Some people don't just expect the AI bubble to burst.

They're praying for it.

[simobis @simobis23]

@thetreygoff This is why Anthropic has an ARR of $45B:
GPT is a professional camera. Claude is an iPhone.
The tool that breaks the entry barrier always wins the bigger market.

[simobis @simobis23]

@kimmonismus Same price of opus 4 :

[simobis @simobis23]

@scaling01 Anthropic’s real goal? Slow down AI progress.
Best way they figured? Take the lead, kill off the competition, then hit the brakes.

[simobis @simobis23]

@bindureddy A waste of compute

[simobis @simobis23]

@AnthropicAI This Anthropic report feels like preparation for Mythos.

Notice the shift:

Not "the model is dangerous."

But "the danger comes from agentic scaffolding and deployment."

An important distinction when you're about to release a far more capable model.

[simobis @simobis23]

The moment you get used to a top-tier AI model, every slightly weaker model suddenly feels like absolute garbage.

[simobis @simobis23]

@synthwavedd @kimmonismus This month ?

[simobis @simobis23]

@amasad 5.4 mini is good model

[simobis @simobis23]

Opus 4.7 was released on April 16, and OpenAI responded with GPT-5.5 just 1 week later (April 23).
Now, GPT-5.6 is maybe dropping tomorrow exactly 1 week after Opus 4.8.

[simobis @simobis23]

There is a keynote by Jensen Huang every day

[simobis @simobis23]

@LayoffAI Recruiters are the first to be laid off, simply because there are no new jobs for them to recruit for

[simobis @simobis23]

@iruletheworldmo https://t.co/HA3x0oorah

[simobis @simobis23]

"Model release cadence: from 15 months → 6 weeks."
• GPT-5.5 release date: April 23, 2026
• GPT-5.6 release date: June 4, 2026 (Thursday)
Exactly 6 weeks (42 days) between GPT-5.5 and GPT-5.6.

[simobis @simobis23]

@sundarpichai https://t.co/JTJSHQsLkS

[simobis @simobis23]

Ironically, the two giants of the consumer and ads era, Google and Meta, may end up becoming enterprise companies.

The reason is simple: AI's ultimate objective is to absorb larger and larger parts of the economy, and economies are absorbed through businesses, not individuals.

[simobis @simobis23]

Enterprises are the scaffolding of AI models.

[simobis @simobis23]

Ironically, the two giants of the consumer and ads era, Google and Meta, may end up becoming enterprise companies.

The reason is simple: AI's ultimate objective is to absorb larger and larger parts of the economy, and economies are absorbed through businesses, not individuals.

[Andrew Curran @AndrewCurran_]

No official post up yet, probably later today, but Mark Zuckerberg announced the META Business Agent this morning via video.

[simobis @simobis23]

@ajambrosino Universal Basic intelligence

[simobis @simobis23]

@synthwavedd https://t.co/HA3x0oorah

[simobis @simobis23]

"Model release cadence: from 15 months → 6 weeks."
• GPT-5.5 release date: April 23, 2026
• GPT-5.6 release date: June 4, 2026 (Thursday)
Exactly 6 weeks (42 days) between GPT-5.5 and GPT-5.6.