rosicky311

[Hedgeye @Hedgeye]

Nothing is forever.

[rosicky311 @wuqingsubstack]

差不多一年之前
在英伟达当时那个季度财报发布之前
@Quartr_App "All eyes on huang”的海报
当时每个季度英伟达财报就是全球AI行业最重要的指标了
而今天回头看
这个“All eyes on huang”也算是一语成谶了
🤷

[Ara Kharazian @arakharazian]

NEW Ramp AI Index: In October, AI spend rose 2%. OpenAI and Anthropic growth fell to low single-digits.

Engineering teams drove 72% of spend, followed by customer service and leadership.

Given this relatively modest growth in spend, and new competitive dynamics that may stick around, the markt should look to new fronts in the AI trade.

[Fiscal.ai @Fiscal_ai]

Here's how much the Neoclouds currently spend on interest.

[rosicky311 @wuqingsubstack]

@ameliax111 那些细微的体验 操作习惯 甚至是软件的ui 颜色 都是原因

[rosicky311 @wuqingsubstack]

@LJKawa 所以 https://t.co/twyiPmJJqH 还在更新吗

[OpenRouter @OpenRouter]

Our October data recap covers token growth, agentic usage, token prices, model lab retention, and inference providers. Here's what stood out.

1/ October in tokens: 790T tokens, up 25x from January.

[Mundo Kame @MundoKame]

La taza perfecta no exis...

[Hedgeye @Hedgeye]

Hedgeye CEO @KeithMcCullough has called every stock market crash since 2008.

Now he’s calling the next Quad 4.

“First half of 2027, that’s pretty definitively Quad 4.”

Read the full note 👇

[Carbon Finance @carbonfinancex]

AI Stocks % Below 52-Week High:

1/ $CRWV: -64%
2/ $INTC: -58%
3/ $ORCL: -55%
4/ $NBIS: -53%
5/ $SPCX: -39%
6/ $AVGO: -35%
7/ $GOOG: -31%
8/ $AMD: -29%
9/ $ASML: -24%
10/ $META: -22%

[Menlo Ventures @MenloVentures]

The biggest story of the year? Agents.

Enterprises planned to spend 1.9x last year’s AI budget. On average, they spent 4.7x.

Agents change the economics of AI. They work in parallel and keep going after people step away, so spend scales with work, not headcount.

The same pattern shows up in usage. On @OpenRouter*, a platform that gives developers access to hundreds of AI models, agents now generate 80% of all tokens, about 7x human-driven usage. Agent traffic is up 37x since it overtook humans in February.

The center of AI usage has moved from a person with a question to a machine with a task.

More from our 2026 State of Enterprise AI report: https://t.co/YTjYg03W0w

*Menlo Ventures is an investor in OpenRouter.

[rosicky311 @wuqingsubstack]

@BoringBiz_ 所以一定有一边不对？

[Andrew Curran @AndrewCurran_]

This is from the Roblox Q3 2026 Shareholder Letter. The top chart is daily users of their MCP server, the bottom is assets uploaded. Opus 5.5 was released September 22nd. Over the past month, more than 80% of the top 100 games used AI. Things changed in September.

[Nathan Lambert @natolambert]

This is very needed. Talking to models like Claude about anything that has an overlap with an area like legal, healthcare, etc is mind numbing. They’re so desperate to hedge and steer away from grey area that they often are really avoiding the real question.

[Boring_Business @BoringBiz_]

Think 2026 will be remembered as the year where AI went into mainstream adoption

Look at this list of what product launches we saw this year, and just imagine where we will be in a year from now

Before 2026, we didn't have
> Claude Cowork
> Opus 4.6
> GPT 5.3 Codex
> Sonnet 4.6
> Grok 4.20
> Gemini 3.1 Pro
> Gemini 3.1 Flash-Lite
> GPT-5.4
> Gemma 4
> Claude Mythos
> Meta Muse Spark
> Opus 4.7
> GPT-5.5
> DeepSeek V4
> Gemini 3.5 Flash
> Opus 4.8
> Fable 5 / Mythos 5
> Sonnet 5
> Muse Image + Video
> Grok 4.5
> GPT-5.6 Sol Terra Luna
> Gemini 3.6 Flash
> Opus 5
> Muse Code
> Grok 4.6
> Gemini 3.7 Flash
> Fable 5.1 / Mythos 5.1
> Gemini 3.8 Flash
> GPT-6 Astra
> Meta's Muse agent
> Grok 4.7
> Opus 5.5
> GPT-6 Sol + Luna
> Sonnet 5.5
> GPT-6.1 Sol
> Gemini 4 Argon
> Nano Banana 2.1
> Haiku 5.5
> Muse Wonder
> GPT-6.1 Terra

[Couch Investor🛋️ @Couch_Investor]

For the first time EVER, $GOOGL Search as a % of revenue is now below 50%.

[Deedy @deedydas]

The Ultimate List of Artificial Intelligence Neolabs now has 100+ companies!

A Neolab is a usually pre-revenue startup with elite researchers buying a lot of compute, often with a $1B+ valuation.

The list is now public and open for everyone to explore:
https://t.co/ldCq8uP3Vl

[Nathan Lambert @natolambert]

Lmk which resources warrant and addition/discussion.
Web version of the slidedeck is here: https://t.co/dZDZnrBK1r

[Milton Yan @miltonheyan]

@claudeai now we have to update this