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X @Ivan on Tech 🍳📈💰 Head Trader @ Bullmania
RT Shruti (@heyshrutimishra)Chinese models are 112x cheaper than Anthropic per million tokens.Chamath laid it out on CNBC: a "barrel of intelligence" costs $56 from Anthropic, $26 from OpenAI, $1.50 from Meta, $1 from xAI and Google, and $0.50 from Chinese models.That is not a pricing quirk. That is the steepest commodity curve any technology has run in recorded history.Oil took 40 years to compress like this. Semiconductors took 20. AI inference is doing it in months.The companies sitting at $26 and $56 ar ...
X @BSCN
BSCN· 2026-07-17 11:17
Interlink Wallet Launches Permissionless Perpetuals For Major U.S. EquitiesInterlink (@inter_link) wallet @Itlx_defi officially activates its permissionless perpetuals market, enabling decentralized trading for a broad spectrum of synthetic assets.The rollout includes immediate listings for traditional tech giants such as $META, $AMD, and $INTC, as well as global benchmark indices such as $SPY and $QQQ.This deployment expands on-chain liquidity beyond crypto-native tokens to include private sector leaders l ...
X @Elon Musk
Elon Musk· 2026-07-16 22:10
Product Updates - Muse Spark 1.1 has been officially released on the OpenRouter platform [1] Industry Engagement - Meta CEO Mark Zuckerberg confirmed the availability of the model following high user demand [1]
X @BSCN
BSCN· 2026-07-16 21:46
Product Strategy and Distribution - Meta has prioritized developer feedback by deploying the Muse Spark 1.1 model to the OpenRouter platform [1] - The strategic focus shifts from model architecture to distribution accessibility, ensuring the model is available on the routers currently utilized by developers [1] Industry Development - Meta has officially released Muse Spark 1.1 to the OpenRouter ecosystem in response to significant user demand [1]
Apple Sues OpenAI & Zuck Back on X | #technews
as three inveterate Twitter junkies here. We know where the action is and it ain't on threads. Okay, let's be honest, people.If there was action on threads, Harry, you'd be there. I would. If there was action on Mars, Harry, you'd be there this week.Number one, Apple sues Open AI for trade secret theft. Number two, Meta fights back on the coding model front and Zuck is back on X. And then number three, SKH Highix prices a $26.5% billion NASDAQ listing, bringing the compute and infrastructure layer to the pu ...
AMD Helios Rackscale Solution: Open AI Infrastructure for the AI Factory Era
AMD· 2026-07-16 15:00
One of the unique attributes of AI adoption compared to previous large technology transitions is the speed at which it's being adopted. Leading AI model providers have quickly scaled to support more than a billion active users, and this adoption continues to accelerate globally. Rackscale solutions are the new infrastructure building block to allow this scaling to efficiently support frontier models at gigawatt data center scale by tightly coupling the entire rack of GPU compute into a high bandwidth scale- ...
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO
AI Industry Trends & Market Dynamics - The AI sector is witnessing an intensifying pricing war, signaling a shift in competitive strategy among major players [1] - AI startups are experiencing rapid valuation growth, reaching multi-billion dollar status in significantly shorter timeframes [1] - The AI secondary market is currently undergoing a period of robust expansion and increased activity [1] - Businesses are facing significant "hidden costs" associated with the integration and operational deployment of AI technologies [1] Capital Markets & Investment Landscape - Venture capital investment strategies are undergoing fundamental, long-term structural changes [1] - A notable AI chip-focused IPO has reached a valuation of $26.5 billion, highlighting massive capital inflows into hardware infrastructure [1] - Concerns persist regarding the sustainability of current high-level capital expenditure by Big Tech firms [1] Operational & Strategic Challenges - OpenAI and other AI developers are facing substantial financial pressure due to the high consumption of token budgets [1] - The industry is closely monitoring the potential for AI to disrupt established professional roles, specifically in design and software sectors like Figma [1] - Legal and strategic conflicts, such as the Apple vs. OpenAI lawsuit, are identified as potential catalysts for significant shifts in the AI regulatory and competitive landscape [1]