Fable 5 absolutely crushed the HTML5 physics contest, but... cost 6x more than Opus 4.8 and 39× more than GLM 5.2 in that test. Test was done on atomic[.]chat, a desktop app that runs LLMs locally. The test asked 4 models to generate self-contained canvas demos with believable motion and collisions. The scenes were not simple animations because every crash needed gravity, force, timing, and contact handling. Outputs: - Fable 5: 62,158 tokens, $3.12 - GPT 5.5: 37,753 tokens, $1.14 - Opus 4.8: 22,280 tokens, $0.56 - GLM 5.2: 36,246 tokens, $0.08show more

Rohan Paul
205,771 Aufrufe • vor 1 Monat
New Claude Sonnet 5 performs at GPT 5.5 level... 6x cheaper! We gave 4 models the same prompt: build three self-contained HTML5 canvas scenes with real physics crash demos Prompts: - A car crashes into a brick wall - A wrecking ball destroys a house - A catapult throws a rock at a castle wall Outputs: Sonnet 5: 15,047 tokens, $0.15 Opus 4.8: 23,063 tokens, $0.58 Sonnet 4.6: 25,824 tokens, $0.39 GPT 5.5: 31,152 tokens, $0.94 Sonnet 5 did as well as Opus 4.8 and GPT 5.5 on all three tests. In the wrecking ball test, it beat Opus 4.8. The cable moves smoothly and every hit connects. In the catapult test, it beat GPT 5.5. The rock always lands inside the wall. Sonnet 5 still needs better detail and graphics. But it used fewer tokens than every other modelshow more

atomic.chat
728,248 Aufrufe • vor 1 Monat
Grok 4.5 performed GPT Sol level for free! We... gave 4 models the same prompt: build three self-contained HTML5 canvas scenes with real physics demos Prompts: -robot deathmatch, Tombstone vs Minotaur -a hydraulic press flattening stuff on a conveyor -a semi truck jumping a canyon Outputs: GPT-5.6 Sol: 12.9K tokens, $0.51 (~7 min) Grok 4.5: 10.8K tokens, $0 (~5 min) Muse Spark 1.1: 26.8K tokens, $0.12 (~7.5 min) GLM 5.2: 10.9K tokens, $0.02 (~12 min) Grok 4.5 handled all three scenes genuinely well and got surprisingly close to GPT-5.6 this round. On top of that, it ran on the free tier. GPT-5.6 Sol, the frontier model, put out solid but not standout work. GLM 5.2 rendered all three scenes for pennies, but it came out the roughest of the four. Meta's new Muse Spark burned the most tokens yet still stayed cheap, delivering an average result.show more

atomic.chat
70,490 Aufrufe • vor 1 Monat
1-bit Kimi K3 performs at Opus 5 level on... 3D physics! We ran our Atomic Chat quant of Kimi K3 locally on 4x B200 against three cloud models and gave them all the same task, to build a giant anvil drop test as a single HTML file with real physics Outputs: K3 1bit (local): 15.8K tokens, $0 API cost Kimi K3 (API): 15.3K tokens, $0.30 API cost Opus 5: 22.8K tokens, $0.77 API cost GPT 5.6: 14.5K tokens, $0.72 API cost All four got the physics right. But only Kimi made a working winch. The drum turns and the chain drags the flat car off the pad. Opus 5 drew the most detail, road markings and sparks on the hit. And you can run a model at this level on your own box now. That still feels insane to usshow more

atomic.chat
52,841 Aufrufe • vor 13 Tagen
New Hunyuan Hy3 hits Gemini 3.5 quality on physics... for 35x cheaper! We gave 4 models the same prompt: build three self-contained HTML5 canvas scenes with real physics demos Prompts: - A bowling ball knocking down the pins - An air hockey rally that ends in a goal - A pool break scattering the rack Outputs: Hunyuan Hy3: 29,757 tokens, $0.006 Gemini 3.5: 23,300 tokens, $0.21 GLM-5.2: 25,454 tokens, $0.07 DeepSeek-V4: 50,600 tokens, $0.009 Tencent's Hy3 matched Gemini across all three: clean collisions, the puck bounced true, the pins scattered like a real strike, the rack broke with real momentum, nothing clipped or floated. GLM is genuinely strong on pure coding tasks, but the moment the job steps outside clean code it gives way. DeepSeek was the letdown, it burned the most tokens of anyone (50k, almost 2x Hy3) and still turned in the weakest scenesshow more

atomic.chat
96,930 Aufrufe • vor 1 Monat
Sakana Fugu surprisingly performed near GLM 5.2 level but... 17× more expensive! We gave the same prompt to 4 models: build a complete live Trader Desk with both frontend and backend components, real-time market data fetched from external APIs for 8 symbols, and a custom dark-theme UI. Outputs: Fugu Ultra — 22,225 t, $0.51 Opus 4.8 — 15,802 t, $0.31 GPT-5.5 — 11,474 t, $0.26 GLM 5.2 — 13,677 t, $0.03 Fugu created the most polished and feature-rich trading desk in the run. GLM 5.2 was very close behind, with a similarly complete multi-panel interface and live data, but at a much lower cost. Opus and GPT also performed well, delivering solid results with a better balance between quality and costshow more

atomic.chat
743,937 Aufrufe • vor 1 Monat
Laguna S 2.1 performs at GLM-5.2 level on building... popular games with 6x fewer params! We gave three local models the same task: build three popular arcade games that play themselves. Each game is one self-contained HTML file with a bot that plays it. Prompts: – Geometry Dash – Doodle Jump – Air Hockey Outputs: Laguna S 2.1: 10.3K tokens GLM-5.2: 26.4K tokens Hy3: 10.4K tokens Laguna held its quality against a 753B model. We think Laguna's Geometry Dash looked the best of the three, the cube clears every spike and block. GLM won Air Hockey. Its table looked the most detailed of all. Hy3 was the only model that added shooting to its Doodle Jump. But Laguna is the only model in our benchmark that runs on a MacBook with 128GB!show more

atomic.chat
66,405 Aufrufe • vor 23 Tagen
HERMES AGENT NOW RUNS CLAUDE OPUS 5. NEAR FABLE... 5 INTELLIGENCE. HALF THE PRICE. SELF-VERIFIES ITS OWN WORK. AVAILABLE TODAY VIA NOUS PORTAL (20% OFF ALL MODELS). Anthropic shipped Opus 5 on July 24, 2026. same $5/$25 per million tokens as Opus 4.8. but the benchmarks tell a different story. WHAT CHANGED FROM OPUS 4.8: FrontierBench v0.1: Opus 5: 43.3%. Opus 4.8: 18.7%. 2.3x jump on the same test. ARC-AGI-3: Opus 5: 30.2%. 3x better than the next closest model. beat Fable 5 on 8 out of 13 benchmarks. at half the cost ($5/$25 vs $10/$50). same price as Opus 4.8. twice the intelligence. no reason to stay on 4.8. THE SPECS: model ID: claude-opus-5 context: 1M tokens (default and maximum) max output: 128K tokens thinking: on by default effort toggle: low / medium / high per request fast mode: $10/$50, 2.5x faster knowledge cutoff: May 2026 minimum cacheable prompt: 512 tokens (was 1,024) SELF-VERIFICATION (the biggest change): Opus 5 checks its own work automatically. Anthropic says: delete your verification prompts. "include a final verification step" now causes OVER-verification because the model already does it. for Hermes /goal tasks this is a direct upgrade. the judge checks evidence. the model also checks evidence. double layer of verification without extra tokens. EFFORT TOGGLE: low: fast, cheap, routine work. medium: balanced, daily tasks. high: full reasoning, complex problems. set per request. not a global switch. matches Hermes /reasoning command: /reasoning low (routine) /reasoning high (complex) Opus 5 effort toggle + Hermes reasoning control = precise cost management per turn. WHERE OPUS 5 FITS IN HERMES: DAILY DRIVER (replaces Opus 4.8): same price. 2.3x better benchmarks. set as your main model: Desktop app / Dashboard: Models → claude-opus-5 CHIEF OF STAFF: synthesis across multiple agents. reads Kanban, prioritizes, routes tasks. self-verification catches routing errors before they cascade. COMPLEX CODING: SOTA on agentic coding benchmarks. FrontierBench 43.3% = best public model for coding. set as coder profile model. /GOAL TASKS: self-verification + completion contracts = the model proves its work AND double-checks the proof. long-horizon goals finish correctly more often. MoA AGGREGATOR: strongest synthesis model at $5/$25. pair with GPT-5.6 and Grok 4.5 as references. Opus 5 aggregates. best quality at mid-range price. presets: max-quality: reference_models: - provider: openai-codex model: gpt-5.6-sol - provider: xai model: grok-4.5 aggregator: provider: anthropic model: claude-opus-5 COMPUTER USE: near-Fable 5 quality for browser automation. at half the token cost per session. computer_use tasks burn lots of vision tokens. Opus 5 halves that bill vs Fable 5. WHAT TO KEEP OPUS 5 AWAY FROM: cron monitoring: too expensive. use DeepSeek or no_agent mode. sub-agent grunt work: use GPT-5.6 Luna ($1/$6) or DeepSeek. auxiliary tasks: use Gemini Flash. routine web extraction: use a cheap model. Opus 5 is for the turns where quality compounds. planning, synthesis, verification, complex reasoning. budget models handle everything else. NOUS PORTAL: 20% OFF ALL MODELS Nous Portal currently runs a 20% discount on all models including Opus 5. $5/$25 official → $4/$20 through Nous Portal. the cheapest way to run Opus 5 right now. hermes setup --portal select claude-opus-5 as your model. discount applies automatically. Opus 5 replaces Opus 4.8 everywhere. same price. better at everything. no tradeoff. straight upgrade. hermes update /model claude-opus-5show more

YanXbt
16,744 Aufrufe • vor 19 Tagen
Sonnet 5 is here. It's worse than Opus 4.8... on nearly every benchmark... Does that mean it's useless? Absolutely not. Use it with Claude Code Dynamic Workflows! 1. /model set to Sonnet 5 2. /effort set to Ultracode 3. Any complex task will kick off a dynamic workflow This will only become more powerful when Fable is back. You'll use Fable 5 as the superintelligent advisor and Sonnet 5 as the fast and efficient implementer.show more

Dan McAteer
663,679 Aufrufe • vor 1 Monat
Flappy Bird w/ DeepSeek V4 Pro vs GLM 5.2... vs Fable 5 I ran a small experiment: same game, same prompt, three different models. Test setup was simple: /𝚍𝚎𝚜𝚒𝚐𝚗 in Command Code. The thing I cared about was not UI. UI is now relatively easy for models to imitate. I cared more about UX: whether the model understands the interaction, the flow, the hierarchy, the little product decisions that make something feel usable. 𝙲𝚘𝚜𝚝𝚜: 𝙳𝚎𝚎𝚙𝚂𝚎𝚎𝚔 𝚟𝟺 𝙿𝚛𝚘: $𝟶.𝟶𝟶𝟶𝟾 𝙶𝙻𝙼 𝟻.𝟸: $𝟶.𝟶𝟺𝟾 𝙵𝚊𝚋𝚕𝚎 𝟻: $𝟶.𝟺𝟸 The surprising result was that Fable 5 did not produce a meaningfully better UX. It was good, but not good enough to justify the pricing delta for this kind of design task. Open-source models are getting very interesting here. They are much cheaper, competitive on UI, and increasingly good enough on UX. The gap is closing fast.show more

Ahmad Awais
26,918 Aufrufe • vor 1 Monat
BREAKING: Anthropic just dropped Opus 4.8—and it is a... MONSTER We've been testing for about a week Every 🧱 and our verdict is they could've just called it Opus 5, it's that good. Here's our vibe check: - Beats GPT-5.5 on Senior Engineer bench. On our toughest benchmark Opus 4.8 scores a 63—a hair higher than GPT-5.5's score of 62, and a full 30 points higher than Opus 4.7. It tackled a ground-up rewrite of a production codebase, and actually built something that works. HOWEVER: Coding performance varied a lot at different reasoning levels. We recommend using it on xhigh for best results. - Incredibly good writer. Opus 4.8 scored a 79.6 on our writing benchmark—measuring models on real-world writing tasks we do all of the time like essay writing, promo email writing, and more. It beats GPT-5.5 by 6 points. It produces well-written prose with fewer "AI-isms". It's also very good at writing in your voice given the right context. HOWEVER: Writing performance also varied with reasoning levels. Medium reasoning had higher incidence of AI-isms—we found best results with high. - Beast at knowledge work. Opus 4.8 is very good at general knowledge work tasks like report creation, research and more. It produced the best PowerPoint one-shot we've ever seen on our deck generation benchmark. - Emotionally intelligent, willing to question the frame. I've also found it to be quite good at talking through psychological or interpersonal issues. It has a high EQ, and it's also good at not glazing and helping to expand your perspective. Its thought process feels extremely rich and dynamic. THE BAD: These days a model is only as good as its harness, and Codex is still a far superior harness to the Claude Desktop app. This has kept me using Codex + GPT-5.5 as my daily driver, but I am flipping back and forth a lot more between Codex and Claude. Anthropic is back baby! Read the rest on Every 🧱:show more

Dan Shipper 📧
354,290 Aufrufe • vor 2 Monaten
I can't believe this is real I have GLM... 5.2 running 100% locally on my Mac Studio. 2 bit quant. The results I'm getting are better than Opus 4.8 It's now powering my Hermes Agent and Codex. 100% free, local, private super intelligence on my desk I also have it in a loop coding for me 24/7 now I thought we were at least a year away from this type of event. It happened today. The model takes up about 250gb of memory. So you can technically run it on a Mac Studio with 256gb, but you probably want the 512gb memory version (please tell me you listened to me 5 months ago when these were sitting on store shelves) With Fable gone, I now have Opus 4.8 level intelligence on my desk for free. This is the future. Local, private, secure, personal super intelligence. If you're still writing off local AI as a fad or engagement bait, you are officially delusionalshow more

Alex Finn
621,464 Aufrufe • vor 1 Monat
Most recent diffusion language model research (that I’ve seen)... seems to be using masking as the noising process. It looks like, however, most closed-source models (Google Gemini Diffusion and possibly Inception Labs’ Mercury) use a different noising process, where instead of masking tokens, they replace them with different tokens (either with a random token or a semantically similar token). I wondered how they were getting such high throughput with the latter noising process, since I believed that optimizing inference with KVCache approximation would be more difficult (for various reasons). I visualized this noising process with tiny-diffusion and compared it to normal unmasking, and was very surprised to see how fast the generation “settles” into a reasonable output, and then only slightly refines afterwards, requiring much fewer steps in total. Unmasking (where tokens are never remasked, the typical implementation) is inherently limited in generation speed by the fact that an increase in tokens decoded per step leads to more errors due to the mismatch between individual and marginal token probability distributions we sample from. The token replacement noising process seems to have a much different set of characteristics. Because we sample each token per step, every token makes “progress” towards the final output each iteration (in addition to *potentially* giving other tokens more information in future steps). Generally, masking has outperformed other noising processes, which is probably why most research focused on it (using smaller models). But the paper referred to in the retweet shows that random replacement as a noising process may scale better as model size increases. Big labs might have noticed these results much earlier (due to having drastically more training resources and being able to test larger models), which may explain the discrepancy in the choice of noising process. I’m gonna test this with larger models, since tiny-diffusion only has 10M parameters.show more

nathan (in sf)
40,440 Aufrufe • vor 7 Monaten
Right now, you may not have access to models... like GPT‑5.6 Sol, GPT‑4.6 Terra, GPT‑5.6 Luna, Claude Mythos 5, or Claude Fable 5. But you can run something surprisingly powerful today, locally, and completely free. in the next 10 mins on your 8 GB VRAM gaming laptop. Gemma 4 26B A4B QAT (MoE) delivers strong performance on a standard 8 GB VRAM GPU using Ollama, with no API, no usage limits, and no external dependencies. Out of the box, it reaches around 20 tokens per second without any optimizations. Only one command in your terminal: Ollama run gemma4:26b This means: Full offline capability (privacy by default) Zero recurring cost Competitive performance for many real world tasks Fast enough for interactive use on cheap consumer hardware If you're waiting for cutting edge cloud models, you're missing what is already practical today: a capable, local LLM that runs entirely on your own machine.show more

Alok
65,387 Aufrufe • vor 1 Monat
Fine-tune DeepSeek-OCR on your own language! (100% local) DeepSeek-OCR... is a 3B-parameter vision model that achieves 97% precision while using 10× fewer vision tokens than text-based LLMs. It handles tables, papers, and handwriting without killing your GPU or budget. Why it matters: Most vision models treat documents as massive sequences of tokens, making long-context processing expensive and slow. DeepSeek-OCR uses context optical compression to convert 2D layouts into vision tokens, enabling efficient processing of complex documents. The best part? You can easily fine-tune it for your specific use case on a single GPU. I used Unsloth to run this experiment on Persian text and saw an 88.26% improvement in character error rate. ↳ Base model: 149% character error rate (CER) ↳ Fine-tuned model: 60% CER (57% more accurate) ↳ Training time: 60 steps on a single GPU Persian was just the test case. You can swap in your own dataset for any language, document type, or specific domain you're working with. I've shared the complete guide in the next tweet - all the code, notebooks, and environment setup ready to run with a single click. Everything is 100% open-source!show more

Akshay 🚀
126,122 Aufrufe • vor 9 Monaten
Does LLM really need to be a helpful assistant... all the time? No. If you want to simulate people, “perfectly helpful” could be the wrong objective. Meet OdysSim, a journey toward LLMs beyond assistants, as behavioral foundation models (10B tokens of real human behavior; 23 sim benchmarks, finally in one place. new open models: outperform or on par with GPT-5.5, Gemini 3.1, or Claude Opus 4.7 in many behavior-sim dimensions). Human behavior simulation is becoming essential. Agent evaluation needs realistic users before real users show up. Medical and classroom training need realistic patients and students. Social science needs synthetic participants at scale. But real people are not ideal assistants. Real patients panic or ignore good advice. Real students misunderstand. Real customers are vague, picky, impatient, or simply leave. Human behavior is messy, diverse, and often imperfect. Frontier LLMs are getting better at math, code, and long-horizon tasks. They are NOT getting better at simulating human behavior. If anything, they drift the other way: more assistant-ish, more homogeneous, fewer of the errors and quirks real humans show. This is no accident. The whole pipeline is built for helpfulness and task success, not behavioral realism. And you can't prompt your way out of that. So we rethink the recipe from scratch and release: 🧠 The OdysSim corpus: 21.4M real human interactions (~10B tokens) from 62 sources, every conversation retrofitted with social grounding (who is talking, and why) 📏 SOUL-Index: 23 human-behavior benchmarks unified into one suite across 5 axes 🤖 OSim-8B: open weights; tops more SOUL-Index benchmarks than any frontier model, acts more like a real user than any of them on τ-bench (nearly matching real humans in the reaction dimension), and writes far more human-like text along the way.show more

Xuhui Zhou
141,404 Aufrufe • vor 2 Monaten
After a few more hours, I think I've figured... out Opus 5. Opus 5 is trained to be more agentic than anything I've used. All Claude 5 models are like that. So what changes? The way to interact with Opus 5 or contextualize it won't work the same way as with other models. It loves exploring, so it doesn't need much guidance for it. Unique preferences, artifacts, and references compliment it well and enable cleaner and more effective exploration and execution. Now that it can explore more effectively on its own and understand intent better, the best thing to do is to get out of its way (e.g., it doesn't need examples of your preferences; a clear high-level description of it works best). It's truly agentic in that sense. A good first step to provide better context for Opus 5 is to distinguish between what's situational and what needs persistence. Regardless, persistent system prompts and CLAUDE.MD needs to stay lightweight. Remove memories and tool descriptions from these. CLAUDE.MD is also a great place to tap into progressive disclosure by linking command/skills to it. On the situational side, agent skills and auto-memory can leverage progressive disclosure and the improved ability of the model to use its external context/knowledge. Conflicting and unnecessary instructions, which are common at this layer (mainly to ensure reliability), are going to throw off this model easily. That's the biggest change I had to make. Simple, clean, and clear prompts and skills work best. I had to clean a lot of my skills and system prompts. The way I prompt remains the same (usually clear and well-scoped). MCP tool descriptions are also more descriptive and have been deduped from the system prompt. Anthropic released a guide on the new rules for context engineering, which was helpful here. I started to test the recommendations and created a little artifact with the things that worked along the way. This might feel like a lot of work. Believe me, it has been frustrating. But I think we can expect future frontier models to become more agentic and smarter at figuring out the right context/gaps. The best thing to do is to prepare for that now. Boris Cherny mentioned that Opus 5 is their least prompt-injectable model yet. I am not sure if that was something they intentionally trained for or if it emerged based on how it was trained, which is to be extremely agentic in nature and more direct in execution.show more

elvis
37,551 Aufrufe • vor 15 Tagen
Fable 5 comes back!It can now build playable game... prototypes. I think it is actually a signal for where AI coding is going. Making a game is not just “write some code.” Even a small browser game needs: game loop;character movement;collision logic;scoring system;UI states;physics tuning;visual feedback;bug fixing;playtesting This is why game prototyping is a great test for AI models. A model cannot fake it with a pretty answer. Either the game runs, or it does not. What impressed me about Fable 5 is that it is useful for the messy middle: turning an idea into mechanics, turning mechanics into code, debugging broken interactions, and iterating until the prototype feels playable. But here is the practical part: I would not use the strongest model for every step. For game building, I would split the workflow: 1. Fable 5 for game design + architecture 2. a fast coding model for routine implementation 3. a vision-capable model for screenshot/UI feedback 4. a cheaper model for docs, test cases, and small fixes 5. fallback when latency, cost, or output quality becomes a problem That is the real AI coding stack. Not “one magic model does everything.” More like: the right model, for the right task, at the right cost, with fallback when things break. This is why I’ve been looking at ZenMux ZenMux. ZenMux gives developers one gateway to access multiple leading AI models, with OpenAI / Anthropic / Google Vertex compatible APIs, cost tracking, quality benchmarks, auto-routing, and compensation when output quality, latency, or throughput falls short. If AI can now make games, the next question is not just “which model is strongest?” It is:how do we manage the whole model workflow Fable 5 shows the creative ceiling. ZenMux is closer to the infrastructure layer you need when AI coding becomes a real production habit.show more

Rachel🥥
61,143 Aufrufe • vor 1 Monat
50% cheaper Claude inference with just one line of... code change! - Remove → model="claude-opus-4-8" - Add → model="ship-like/claude-opus-4-8" I verified the cost saving in my own terminal by invoking the same Anthropic model with the same prompt. The underlying engineering by Ship is actually interesting, and the patterns can be used in any production LLM stack. Essentially, a trained model is a frozen artifact. Every request performs the same forward-pass, whether it extracts a date or refactors a module, because the compute decision was made at training time, before the request existed. Ship makes that decision at inference time instead. After seeing a request, it searches over executions, involving single models, cascades, ensembles, or harnesses with tools, and serves the cheapest one that will match the reference model's quality. This is not a basic router, because picking a cheaper model per query doesn't ensure the cheaper model preserves the original's behavior, like output shape, tool-call patterns, and refusals. Ship measures this equivalence directly. Outputs stay distributionally indistinguishable from the reference model, not token-identical, since two calls to the same model already differ, but they are indistinguishable in capability and behavior. Of course, some requests execute cheaply and some cost Ship more than the customer pays, but the price per request is still a flat 50% off either way, so the execution-cost variance moves off the application's bill entirely. The video below depicts the cost savings and output in my real invocation, and I partnered with the team to put this together.show more

Akshay 🚀
63,725 Aufrufe • vor 23 Tagen
I Combined ChatGPT 5.5 Image-2 + Claude Fable 5…... And Built This FULL Game in JUST 8 Hours 😱 The World Has Officially Changed Forever Guys… I still can’t believe what I just pulled off. I took ChatGPT 5.5’s new Image-2 to generate every single visual characters, environments, UI, particles, everything and paired it with Claude Fable 5 for the entire codebase. The result? A complete, polished, fully playable game… finished in only 8 hours. No massive team. No months of crunch. No expensive asset packs. Image-2 created mind-blowing art assets on demand. Fable 5 turned those images into real, working code mechanics, physics, AI, animations, menus everything. This hybrid combo is straight-up sorcery. The world has truly changed. We are no longer waiting years for games to be made. One person + these two god-tier AIs just built something that used to require entire studios and huge budgets… in less than a single workday. This is the next level of human civilization. This is what creation looks like from now on. But here’s the crazy part: This free access ends June 22, 2026. After that, you’ll have to pay/subscribe to keep using it. If you’ve been waiting to see what the future of game dev actually looks like… THIS IS IT. Go try it right now before the paywall hits. Don’t sleep on this. Seriously. Drop in the comments: What game should I build next with this insane Image-2 + Fable 5 hybrid? Like if your mind is blown too 🔥 And tag a friend who NEEDS to see this before it’s gone. The future isn’t coming… It’s already here. And it’s free for one more day only. #Fable5 #ChatGPT55 #Image2 #AIHybrid #GameDevRevolutionshow more

Zayro.ETH
27,929 Aufrufe • vor 2 Monaten
AI token usage is up 10x in 7 months,... compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!show more

Kyle Reidhead | Milk Road
27,977 Aufrufe • vor 2 Tagen