Founder of @indexifyapp ; NFA
Joined February 2025
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- Following 588
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“Clubbing is dead in nyc”
Says a washed up 35 year old tech bro who can’t get in
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Jun 11
Incredibly bullish on compute components
All value is going to the compute providers / components
Jun 10
Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)
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Jun 10
AI claims like this are over exaggerated ….They limit fable against any cyber related tasks
Seemingly already attributing exploits to it
Jun 10
Sorry to see this. Thankfully no current users are affected.
But this is a warning. Fable is out and people are actively using it to exploit legacy code and contracts.
Don't wait to secure your shit.
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Jun 10
Most bullish thing for a company is gating a feature and have people crash out bc they don’t have it
What's crazy to me is that Fable is blocked from life sciences broadly, nerfed even if you get passed the classifiers and filter level blocks.
The whole point of AGI/ASI is to cure all diseases. Everything else is just nice to haves. But Anthropic wants to close off that path.
I think Anthropic might be the worst company on the planet.
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Jun 10
I would argue that it’s a low risk play to signal to the market that there is active bidding on discounted DATs
No risk to say you’ll buy at a premium (which is actually a discount) to SOL holdings - especially in a non binding all stock txn
The board rejects bc they could liquidate SOL and just have a treasury - 2.1mm which is valued at $133mm - a 30% premium to the stock price is a laughable proposal hence why I think it’s moreso signaling
Jun 10
can someone skilled in public company m&a explain the purpose of a "non-binding" acquisition proposal?
is it basically a marketing and sentiment driving tactic to bring another party to the table while attempting a hostile action that the target management will be opposed to?
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Jun 10
Long compute
Jun 9
dear anthropic
been using fable for maybe 2 hours. please reset limits for the week because how is this even possible
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$HOOD is going full stack
Might add
Jun 9
Robinhood Securities is now approved to serve as an underwriter.
Since IPO Access launched in 2021, we've watched retail go from an afterthought to a key part of how companies plan an IPO. The question changed from "why allocate to retail at all?" to "how big can the allocation be?"
Becoming an underwriter, and not just a selling group member, is the natural next step to better serve our customers and our issuers.
We intend to be disruptive in this space.
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.@POLYMARKET VOIDS ALL BETS THAT SAYS MYTHOS TO BE RELEASED BY 6/9
CC: @willo2_Poly - hit him up for suing Polymarket
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All the VC bros vibecoding with Mythos
Fable 5 is state-of-the-art on nearly all tested benchmarks, with exceptional performance in software engineering, knowledge work, scientific research, and vision.
The longer and more complex the task, the larger Fable 5’s lead over our other models.
ALT Benchmark table titled Mythos 5 & Fable 5, comparing Claude Mythos 5 and Fable 5 against Claude Mythos Preview, Claude Opus 4.8, GPT 5.5, and Gemini 3.1 Pro.
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Here we go!
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.
Its capabilities exceed those of any model we’ve ever made generally available.
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Bearish or bullish that VC kids are coming up with lingo like “proto-looping”
It will be interesting to see if the VC vibe coding era will amount to anything of value
In theory, an ideator/business person and executor, could be a good mix for success
Jun 9
Just realized I’ve been doing proto-looping
“Build a plan. Iterate with /codex until you both agree”
Then you get to watch two IQ 200 friends go back and forth. I’ve seen up to 9 rounds before they agree. Median is probably 3 rounds
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1/ This weekend I tested a thesis on @freeportmarkets I’ve had for months:
Weekend markets, especially $HYPE weekend markets, react slowly to material news.
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4/ I put the thesis to work and went long SKHX equity perps.
The idea was simple: the news was public, but the market hadn’t fully absorbed it yet.
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5/ My working theory:
24/7 markets don’t mean 24/7 efficient pricing.
The information may be live, but the capital and attention needed to price it often are not.
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