If you're restless and you know it, take your chance

Joined March 2016
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New host-html.com features today: Create an account to manage your pages (edit names, set password protection, extend lifespan, delete) See per-page analytics (!) and allow downloads Disposable software is serious business 😘 **Bonus in the first comment
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ditto
dear @AnthropicAI, I love Claude but I can't find my old chats to save my life. fix the search please 🙏
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Phanos Hadjikyriakou retweeted
To all technical students and engineers in Europe. The US export control on LLMs is the first taste of what will become the new norm. Many people are calling for "radical measures" and that we need the equivalent of a Manhattan Project to create change in Europe. But this is not how change will happen. Change will never come top-down from a government. The state and EU can fund, but they cannot found it. That part is on us. You are the only ones who can change this. You are among the few people on this continent who actually know how to build foundational technology - LLMs, robotic AI, actuators from scratch, chip infrastructure, rocket engines, organoids. ETH, EPFL, TUM, École Polytechnique, KTH, Imperial and dozens more produce absurd talent every single year. And almost all of it talks itself out of building. We finish our degrees surrounded by such an incredible average that we're sure someone is always better at [your idea] - so who are we to start? I've seen so many friends at ETH think they need to "get more experience first" and take a job at Nvidia or Google and never do anything interesting again. Technology-driven companies aren't founded by the most qualified person. They're willed into existence by people who see what others do not and refuse to stop. The person who's "better than you" almost never does it. And as for experience, nothing will teach you how to build the thing like, well, just trying to build the thing. Our education is a chance most of the world will never have. There are people in Europe who have to worry about getting a job. We get to worry about finding our dream job. We're able to make bets that not many people can make or afford. It's nothing anybody expects you to do, but if you want a life filled with purpose, this is a unique kind of responsibility you can choose to step up to. So if you actually want to do something ambitious, how about changing a continent? If you really want change, you cannot wait for others. You are one of the few people who can create it. It starts with you.
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New host-html.com features today: Create an account to manage your pages (edit names, set password protection, extend lifespan, delete) See per-page analytics (!) and allow downloads Disposable software is serious business 😘 **Bonus in the first comment
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welcome to the age of disposable software
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Relatable
New host-html.com features today: Create an account to manage your pages (edit names, set password protection, extend lifespan, delete) See per-page analytics (!) and allow downloads Disposable software is serious business 😘 **Bonus in the first comment
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cooking in 2026
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This is banging and a big inspiration for host-html.com
Everyone's talking about AI-generated HTML. But have you tried giving your sites a zero-config API for saving data, file storage, AI, websockets, etc? We did this at Shopify. Runs on a single VM that costs $200/month, and it's changed the way we work. We call it Quick 👇🧵
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Published page analytics added on host-html.com, and a couple of more features, will record a video run-through tomorrow
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Highly recommend to attend if you are in Munich, what @ben_sdl and @DominiqueCAPaul are doing is 👌
We need more people building if we want more upside in Europe. @DominiqueCAPaul and I want to demystify what it actually takes to build something. By showing how we and every Demo Night participant go from the first line of code that follows an idea all the way to a finished project or a real business, it becomes clear what works and what doesn’t. If you want to be part of this and meet people who, like you, are just going for it, sign up here. luma.com/kw4c85ea A random side project, the latest paper, or the newest core feature you shipped, whatever it is, everyone here wants to see it and help you succeed (you might also win one of our prizes). We’re thrilled to have PXR as our host and sponsor for the food afterwards. And if you’re weighing the legal side of turning your demo into a company, I know Daniel and the team are happy to help.
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Phanos Hadjikyriakou retweeted
The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening - Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs - For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval - On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect - This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API I shared more on this here: x.com/Shaughnessy119/status/… - And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed) - Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1. More on open source inference provider raises here: x.com/Shaughnessy119/status/… - And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th - Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free - This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models - Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months - So go forward, what happens? - I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter) - It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122% - With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it) - The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses - Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more - This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

🦔GitHub Copilot switched to token-based billing this morning and users are already out of credits. Pro subscribers paying $39 a month are reporting 60% of their credits gone in two hours of normal use. One user lost 20% of their allowance from a single file review with no code changes. Another hit their monthly cap before the calendar even flipped to June. Orgs with shared token pools have no way to see individual usage, so entire teams get cut off when one person runs a heavy prompt. Users are canceling and moving to Claude Code and Codex. GitHub community forums are on fire. My Take Flat-rate AI subscriptions were always subsidized. Everyone in the industry knew it. Today the subsidy ran out for a few million developers at once. The problem is a lot of companies already restructured around these tools. They cut headcount and told remaining engineers to lean on Copilot instead of building skills internally. Those companies now depend on a tool whose cost just became unpredictable and whose usefulness completely changes when you have to ration prompts to stay under budget. The developers moving to Claude Code and Codex will hit the same wall eventually. Every AI provider faces the same unit economics. Anthropic filed its S-1 this morning, and the durability of its revenue depends on whether customers stick around once real pricing kicks in everywhere. If a $39 subscriber cancels after one day because the tool became unusable, multiply that across millions of seats and the churn risk becomes very real. Today showed what happens when AI pricing meets reality. The companies that built their workflows around cheap tokens just discovered the tokens aren't cheap anymore and the people who knew how to do the work without them are already gone. Hedgie🤗
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ah, they joys of a dying internet as the bots start spamming us all.. @polsia
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probably late to the party, but Codex's "steer" combined with Wispr Flow completely changes both how I interact with the harness while it's working as well as how good the outcome is
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you can just do things
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love a good burn 🔥
I’ve decided to leave @AnthropicAI Never thought I’d say this so soon. The pursuit of AGI has truly been my life’s work but something more important has emerged. In 1942, hundreds of America’s best scientists made huge sacrifices and joined the Manhattan Project to protect this nation against immense evil. Today, America faces a similar danger. Over the last few years sparks of AGI have been felt across the world. In order to protect this great nation against the threat of AGI ending up in the hands of evil, I have decided to join the modern day Manhattan Project. I’m excited to announce that I’ll be joining (and moving into the office) @UseCorgi as a sales development representative!
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Phanos Hadjikyriakou retweeted
atheism leaving my body with every new Pope tweet
Artificial intelligences do not undergo experiences, do not possess a body, do not feel joy or pain, do not mature through relationships, and do not know from within what love, work, friendship or responsibility mean. Nor do they have a moral conscience, since they do not judge good and evil, grasp the ultimate meaning of situations, or bear responsibility for consequences. They may imitate or even simulate, but they do not understand what they produce, for they lack the affective, relational, and spiritual perspective through which human beings grow in wisdom. #MagnificaHumanitas
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