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ChatGPT 5.3 Garlic automates complex business workflows. Inaccurate AI responses. Manual task execution. Here’s the new play 👇 → 400k token context window → 128k token output capacity → 94% coding accuracy score → Internal self-checking verification → Native tool agent support Scale your operations now. Limited beta access...

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Julian Goldie SEO

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12,711 views • 7 months ago •via X (Twitter)

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It's finally here - the Official Lean AI Company Playbook 1000+ founders, investors and execs have been flooding my DMs about. Ever since I created the Official Lean AI Leaderboard after exiting my $150M annual revenue startup, founders from across the globe have asked me this one question: "How are these lean AI companies generating millions with tiny teams?" So I spent the last 3 months obsessively tracking and collaborating with 30+ lean AI-native founders, researching the answer. Here's what I discovered: They've built operational systems that multiply human capability. Instead of scaling headcount, they've created AI-powered processes that let small teams operate at unprecedented scale. And their secret goes far beyond the specific AI tools they use. It lies in redesigning their entire company operations around a fundamentally different approach to growth and execution. After countless conversations, interviews, and behind-the-scenes exclusive access, I finally documented the exact playbook with complete systems. This comprehensive playbook includes: • A complete breakdown of the tech stack and operational workflows • The organizational design principles that enable tiny teams to do massive work • Critical inflection points where things break (and how to navigate them) • A detailed 6-month implementation plan for starting your own lean AI company (with weekly actions) • Implementation best practices from dozens of successful lean AI-native companies Want the ultimate Lean AI Playbook or help transforming your Lean AI operations? 👇 • Like and Share this post • Comment "Lean AI Playbook" • Follow me (so I can DM you) --------------- PS: Separately, I'm opening a limited number of high-impact advising slots for serious founders and operators who want to work directly with me—beyond just consuming my content. If you're ready to transform how your company operates using AI, DM me. (Please note: these are paid spots due to limited availability and time atm)

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tyllen

350,927 views • 2 years ago

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
4:46

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 views • 2 months ago

Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not even be measuring AI infrastructure in gigawatts anymore. We may be talking about terawatts. Every single one of those gigawatts needs memory to function. Without it, the compute is worthless. Most people heard that and thought about Nvidia but they should be thinking about Micron. Every AI model generating a response has two phases. The first is prefill, processing your prompt which is compute-heavy and the second is decode generating each word one token at a time and that phase is almost entirely memory-bound, not compute-bound. During decode, the GPU's processing units sit idle more than 95% of the time, waiting for data to arrive from memory. Google confirmed it in a research paper that decode-phase bottlenecks are dominated by memory bandwidth and capacity not raw compute. The GPU is not the bottleneck but the memory feeding the GPU is. This matters because inference is now where all the money lives. Training a model happens once, Inference happens billions of times a day every ChatGPT response, every Claude output, every agentic workflow running in the background and every one of those token streams is a billing event tied directly to memory performance. Adding more GPUs does not fix this because GPUs are already underutilized in inference because they are sitting idle waiting on memory. Adding more memory bandwidth and capacity is what directly reduces token cost, reduces latency, and allows the same cluster to serve dramatically more users simultaneously. Longer context windows compound the problem further, a model running a 1 million token context window requires dramatically more memory per session than a 10,000 token window, and every new model generation pushes context longer. The market treats memory as a downstream beneficiary of Nvidia orders. The correct framework is the opposite, Micron is the upstream constraint on how much value every Nvidia GPU can actually generate at inference scale. Micron guided Q4 to $50 billion in revenue, has HBM4 ramping at twice the pace of the prior generation, and CEO Sanjay Mehrotra has said supply will not catch demand before the end of 2027. At 8x forward earnings on $112 projected FY2027 EPS, Micron is the most undervalued infrastructure company in the entire AI stack. Inference is memory. Memory is Micron and the inference ramp has barely started. Milk Road Pro members are already up massively on this position and we're just getting started. If you want the full breakdown of what we're buying and why, come join us for just a dollar using the link below!
0:39

Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not even be measuring AI infrastructure in gigawatts anymore. We may be talking about terawatts. Every single one of those gigawatts needs memory to function. Without it, the compute is worthless. Most people heard that and thought about Nvidia but they should be thinking about Micron. Every AI model generating a response has two phases. The first is prefill, processing your prompt which is compute-heavy and the second is decode generating each word one token at a time and that phase is almost entirely memory-bound, not compute-bound. During decode, the GPU's processing units sit idle more than 95% of the time, waiting for data to arrive from memory. Google confirmed it in a research paper that decode-phase bottlenecks are dominated by memory bandwidth and capacity not raw compute. The GPU is not the bottleneck but the memory feeding the GPU is. This matters because inference is now where all the money lives. Training a model happens once, Inference happens billions of times a day every ChatGPT response, every Claude output, every agentic workflow running in the background and every one of those token streams is a billing event tied directly to memory performance. Adding more GPUs does not fix this because GPUs are already underutilized in inference because they are sitting idle waiting on memory. Adding more memory bandwidth and capacity is what directly reduces token cost, reduces latency, and allows the same cluster to serve dramatically more users simultaneously. Longer context windows compound the problem further, a model running a 1 million token context window requires dramatically more memory per session than a 10,000 token window, and every new model generation pushes context longer. The market treats memory as a downstream beneficiary of Nvidia orders. The correct framework is the opposite, Micron is the upstream constraint on how much value every Nvidia GPU can actually generate at inference scale. Micron guided Q4 to $50 billion in revenue, has HBM4 ramping at twice the pace of the prior generation, and CEO Sanjay Mehrotra has said supply will not catch demand before the end of 2027. At 8x forward earnings on $112 projected FY2027 EPS, Micron is the most undervalued infrastructure company in the entire AI stack. Inference is memory. Memory is Micron and the inference ramp has barely started. Milk Road Pro members are already up massively on this position and we're just getting started. If you want the full breakdown of what we're buying and why, come join us for just a dollar using the link below!

Milk Road AI

128,678 views • 1 month ago

Introducing the new Box Agent. The Box Agent works across your entire Box file system, maintaining all your security and access controls, and is hyper tuned for working with enterprise content. This means you can now ask questions from all your enterprise content, search for files that were impossible to find before, deploy an agent on specific tasks on subsets of documents, analyze complex data sets, and generate or edit documents and spreadsheets via the agent. You can have the Box Agent search across your Box account to prepare for a sales meeting, analyze customer sentiment reports, process a large set of contracts for legal risk, provide insights into product development, leverage existing knowledge to answer RFPs, and thousands of other use-cases. 90% of enterprise data is unstructured data. This means most enterprise knowledge is sitting in inside of research reports, marketing assets, presentations, roadmap files, contracts, HR documents, and more. This is the critical context that agents need to be able to answer questions about a business, automate workflows, or serve up to other agents. We’ve been grinding on this for a quite a bit, and due to recent AI model advancements we’re now ready to release it to customers. Previous model generations had a difficult time knowing when to give up or keep going on a search, when to browse for files vs. use queries, how to rank files appropriately to know which version of content to use, how to handle large amounts of context to comb through, and more. Due to recent breakthroughs from models like GPT-5.4, Opus 4.6, and Gemini 3, we’ve seen major gains in tool calling, code execution, advanced reasoning, and more. Combined with an agent harness tuned to Box context, now it’s finally possible to have an agent that can work across your file system on long running tasks and actually deliver high quality results. Best of all, because the Box Agent works with any leading AI model, you’ll quickly get the gains coming out of the major labs as major new models are released. Further, openness at Box is key, so you’ll be able to call up the Box Agent from Box’s APIs and MCP server, so you can interact with Box intelligently from any other AI system. We know work happens everywhere, and we want to ensure you can access to the content you need from those places. The new Box Agent is available starting today, rolling out now for Enterprise Plus and Enterprise Advanced customers.
0:58

Introducing the new Box Agent. The Box Agent works across your entire Box file system, maintaining all your security and access controls, and is hyper tuned for working with enterprise content. This means you can now ask questions from all your enterprise content, search for files that were impossible to find before, deploy an agent on specific tasks on subsets of documents, analyze complex data sets, and generate or edit documents and spreadsheets via the agent. You can have the Box Agent search across your Box account to prepare for a sales meeting, analyze customer sentiment reports, process a large set of contracts for legal risk, provide insights into product development, leverage existing knowledge to answer RFPs, and thousands of other use-cases. 90% of enterprise data is unstructured data. This means most enterprise knowledge is sitting in inside of research reports, marketing assets, presentations, roadmap files, contracts, HR documents, and more. This is the critical context that agents need to be able to answer questions about a business, automate workflows, or serve up to other agents. We’ve been grinding on this for a quite a bit, and due to recent AI model advancements we’re now ready to release it to customers. Previous model generations had a difficult time knowing when to give up or keep going on a search, when to browse for files vs. use queries, how to rank files appropriately to know which version of content to use, how to handle large amounts of context to comb through, and more. Due to recent breakthroughs from models like GPT-5.4, Opus 4.6, and Gemini 3, we’ve seen major gains in tool calling, code execution, advanced reasoning, and more. Combined with an agent harness tuned to Box context, now it’s finally possible to have an agent that can work across your file system on long running tasks and actually deliver high quality results. Best of all, because the Box Agent works with any leading AI model, you’ll quickly get the gains coming out of the major labs as major new models are released. Further, openness at Box is key, so you’ll be able to call up the Box Agent from Box’s APIs and MCP server, so you can interact with Box intelligently from any other AI system. We know work happens everywhere, and we want to ensure you can access to the content you need from those places. The new Box Agent is available starting today, rolling out now for Enterprise Plus and Enterprise Advanced customers.

Aaron Levie

44,515 views • 4 months ago

HERMES AGENT SUPPORTS 300+ MODELS. PICKING THE RIGHT ONE PER TASK IS THE DIFFERENCE BETWEEN $5/MONTH AND $50. STARTING OUT: Claude Sonnet 4.6. official recommendation from Nous Research. "the model this project was built and tested with." strong reasoning. reliable tool calling. mid-range pricing. PREMIUM TIER: Claude Opus 4.8. best coding benchmarks available. self-correcting reasoning. catches its own mistakes. 1M context. use for demanding tasks where quality matters. GPT-5.5. #1 Chatbot Arena. #1 GPQA Diamond reasoning (94.1%). #1 creative writing. 2M context. handles entire codebases in one pass. Grok 4.30. the only frontier model with live X firehose access. real-time social data, breaking news, market sentiment. connects via Grok OAuth. no separate API key. Grok-Composer-2.5-Fast (v0.17.0). Cursor's coding model. 200K context. available through your Grok subscription via OAuth. no extra cost if you already pay for Grok. MID-RANGE TIER: Claude Sonnet 4.6. best balance of quality and cost for daily use. strongest prose and tool calling in this tier. Gemini 2.5 Pro. Google Search grounding built in. cites sources. verifies claims. pulls current data. 2M context. best for research-heavy workflows. GPT-4.1. reliable tool calling. solid general reasoning. good middle ground when you need OpenAI compatibility. BUDGET TIER: Claude Haiku 4.5. fastest Anthropic model. cheapest paid Claude option. strong at classification, routing, simple queries. use for auxiliary tasks: compression, vision, web extraction, approval scoring. DeepSeek V4. best cost-to-quality ratio in the market. 90% cache discount on repeated context. use for sub-agents and bulk parallel work. DeepSeek V4 Flash. cheapest paid model worth using. 1M context. MIT license. self-hostable. use for cron jobs, monitoring, routine searches. MiniMax M3. Nous Research and MiniMax collaborating on optimization. 1M context via lightning attention. 59% SWE-Bench Pro. beats several premium models on coding. one of the most-used models inside Hermes. FREE / LOCAL: Qwen 3.5 27B via Ollama. 16GB VRAM. reliable tool calling. best free local model for Hermes as of mid-2026. Qwen 3 8B. 8GB VRAM. fits a $7 VPS. handles routine tasks at zero API cost. Llama 4 Maverick. best open-weight tool calling. 1M context. needs more VRAM but strongest local option. HOW TO ASSIGN MODELS: main model: Desktop app / Dashboard → Models → switch sub-agent model: set in Desktop app, Dashboard, or config.yaml: delegation: model: "deepseek/deepseek-v4" auxiliary models (compression, vision, web extract): Desktop app / Dashboard → Models → Auxiliary Haiku 4.5 or Gemini Flash work well here. saves significantly when your main model is premium. per-profile: each Hermes profile gets its own model. Scout on DeepSeek. Analyst on Sonnet. Briefer on budget model. Coder on Opus. per-cron-job: pin a specific model to any cron job. morning brief on Haiku. deep research on Sonnet. monitoring on DeepSeek Flash. each job uses only the model it needs. per-session: /model deepseek/deepseek-v4-flash hot-swap mid-conversation. no restart needed. FALLBACK CHAINS: if your primary model is unavailable, Hermes automatically switches to the next provider. rate limit or server error = next model in the chain. no failed runs. no manual intervention. set in Desktop app, Dashboard, or config.yaml: fallback_providers: - openrouter - nous - codex PROVIDER PATHS: OPENROUTER: 300+ models under one API key. pay per token. most flexible. NOUS PORTAL: 300+ models + Tool Gateway (web search, image gen, TTS, browser). one OAuth. one subscription. 10% off token-billed providers. CHATGPT SUB: GPT-5.5 + Grok via OAuth. included tokens with $20 subscription. OLLAMA: free. local. private. zero API cost. your hardware only. mix providers across profiles and tasks. Scout on OpenRouter. Analyst on Nous Portal. Coder on ChatGPT sub. Monitor on Ollama. THE RULE: premium for work that needs deep reasoning. mid-range for daily driver tasks. budget for volume and background work. free for monitoring and routine jobs. pricing changes fast. check openrouter ai for current rates before committing. Which is your favourite model and for what task? full 15 levels breakdown in the article 👇
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HERMES AGENT SUPPORTS 300+ MODELS. PICKING THE RIGHT ONE PER TASK IS THE DIFFERENCE BETWEEN $5/MONTH AND $50. STARTING OUT: Claude Sonnet 4.6. official recommendation from Nous Research. "the model this project was built and tested with." strong reasoning. reliable tool calling. mid-range pricing. PREMIUM TIER: Claude Opus 4.8. best coding benchmarks available. self-correcting reasoning. catches its own mistakes. 1M context. use for demanding tasks where quality matters. GPT-5.5. #1 Chatbot Arena. #1 GPQA Diamond reasoning (94.1%). #1 creative writing. 2M context. handles entire codebases in one pass. Grok 4.30. the only frontier model with live X firehose access. real-time social data, breaking news, market sentiment. connects via Grok OAuth. no separate API key. Grok-Composer-2.5-Fast (v0.17.0). Cursor's coding model. 200K context. available through your Grok subscription via OAuth. no extra cost if you already pay for Grok. MID-RANGE TIER: Claude Sonnet 4.6. best balance of quality and cost for daily use. strongest prose and tool calling in this tier. Gemini 2.5 Pro. Google Search grounding built in. cites sources. verifies claims. pulls current data. 2M context. best for research-heavy workflows. GPT-4.1. reliable tool calling. solid general reasoning. good middle ground when you need OpenAI compatibility. BUDGET TIER: Claude Haiku 4.5. fastest Anthropic model. cheapest paid Claude option. strong at classification, routing, simple queries. use for auxiliary tasks: compression, vision, web extraction, approval scoring. DeepSeek V4. best cost-to-quality ratio in the market. 90% cache discount on repeated context. use for sub-agents and bulk parallel work. DeepSeek V4 Flash. cheapest paid model worth using. 1M context. MIT license. self-hostable. use for cron jobs, monitoring, routine searches. MiniMax M3. Nous Research and MiniMax collaborating on optimization. 1M context via lightning attention. 59% SWE-Bench Pro. beats several premium models on coding. one of the most-used models inside Hermes. FREE / LOCAL: Qwen 3.5 27B via Ollama. 16GB VRAM. reliable tool calling. best free local model for Hermes as of mid-2026. Qwen 3 8B. 8GB VRAM. fits a $7 VPS. handles routine tasks at zero API cost. Llama 4 Maverick. best open-weight tool calling. 1M context. needs more VRAM but strongest local option. HOW TO ASSIGN MODELS: main model: Desktop app / Dashboard → Models → switch sub-agent model: set in Desktop app, Dashboard, or config.yaml: delegation: model: "deepseek/deepseek-v4" auxiliary models (compression, vision, web extract): Desktop app / Dashboard → Models → Auxiliary Haiku 4.5 or Gemini Flash work well here. saves significantly when your main model is premium. per-profile: each Hermes profile gets its own model. Scout on DeepSeek. Analyst on Sonnet. Briefer on budget model. Coder on Opus. per-cron-job: pin a specific model to any cron job. morning brief on Haiku. deep research on Sonnet. monitoring on DeepSeek Flash. each job uses only the model it needs. per-session: /model deepseek/deepseek-v4-flash hot-swap mid-conversation. no restart needed. FALLBACK CHAINS: if your primary model is unavailable, Hermes automatically switches to the next provider. rate limit or server error = next model in the chain. no failed runs. no manual intervention. set in Desktop app, Dashboard, or config.yaml: fallback_providers: - openrouter - nous - codex PROVIDER PATHS: OPENROUTER: 300+ models under one API key. pay per token. most flexible. NOUS PORTAL: 300+ models + Tool Gateway (web search, image gen, TTS, browser). one OAuth. one subscription. 10% off token-billed providers. CHATGPT SUB: GPT-5.5 + Grok via OAuth. included tokens with $20 subscription. OLLAMA: free. local. private. zero API cost. your hardware only. mix providers across profiles and tasks. Scout on OpenRouter. Analyst on Nous Portal. Coder on ChatGPT sub. Monitor on Ollama. THE RULE: premium for work that needs deep reasoning. mid-range for daily driver tasks. budget for volume and background work. free for monitoring and routine jobs. pricing changes fast. check openrouter ai for current rates before committing. Which is your favourite model and for what task? full 15 levels breakdown in the article 👇

YanXbt

17,138 views • 2 months ago

HERMES AGENT + STRIPE PAYMENTS + NVIDIA NEMOTRON. YOUR AGENT CAN NOW RUN A BUSINESS. ACCEPT PAYMENTS. PAY FOR SERVICES. PROVISION ITS OWN INFRASTRUCTURE. ALL INSIDE A SECURITY SANDBOX. two years ago the question was: can an AI agent run a business autonomously? the answer shipped this week. Hermes already handles workflows: cron jobs, sub-agents, kanban orchestration, multi-profile pipelines, scheduled research. what it couldn't do: spend money and prove it's safe. Stripe solved the first problem. Nvidia solved the second. WHAT AUTONOMOUS BUSINESS OPERATIONS LOOK LIKE: → customer sends a request via email → agent reads, scopes the project, estimates cost → provisions the infrastructure it needs (pays via Stripe, you approve on your phone) → builds and deploys the deliverable → sends the result to the customer → creates a payment link via Stripe (Stripe API integration, separate from Link CLI) → tops off its own API credits when balance drops → reports daily costs and progress to your Telegram → all within security policies you set once you set the rules. the agent runs the operation. you review revenue reports. not tasks. this is already happening. Dark Factory: autonomous software factory. send an idea before bed. wake up to a deployed URL. live entry in the Hermes Accelerated Business Hackathon. HOW STRIPE MAKES THE AGENT FINANCIALLY AUTONOMOUS: Stripe Link CLI gives your agent a scoped wallet. not your credit card. one-time-use virtual cards. → agent finds a product or service it needs → creates a spend request via Stripe Link → you get a notification on your phone (Link app) → you review: merchant, amount, context → one tap to approve or reject → agent receives a one-time virtual card → completes the purchase → card expires after single use your real card details never enter agent context. never printed in chat. never exposed to the merchant. Hermes cannot self-approve. you confirm every spend. install: hermes install skills/optional/payments/stripe-link-cli link-cli auth login what the agent can pay for: → API credits (Nous Portal, OpenRouter) → SaaS subscriptions it needs for operations → domain names, hosting, cloud credits → products from any online store currently US only. HOW NVIDIA MAKES THE AGENT SAFE TO TRUST: an agent with spending authority and no security boundaries is a liability. NemoClaw solves this. three layers: 1. OPENSHELL (sandbox) kernel-level isolation. controls network, filesystem, syscalls. default deny. you whitelist what's allowed. agent tries to reach a blocked domain = rejected. agent has no idea it's sandboxed. 2. NEMOTRON (private models) open-weight models on your own hardware. Nemotron 3 Super 120B MoE (48GB+ VRAM). Nemotron 3 Nano 4B (8GB VRAM, edge). fully private. no data leaves your machine. without GPU: inference routes to cloud via Privacy Router. 3. PRIVACY ROUTER (automatic split) decides per query: local or cloud. private data → local Nemotron. general web research → Claude, GPT, Gemini. automatic. per query. no manual routing. install: export NEMOCLAW_AGENT=hermes curl -fsSL https:// www.nvidia. com/nemoclaw.sh | bash requires Docker. NemoClaw is alpha software. APIs may change. test in non-production first. THE FULL PICTURE: before this stack: → agent could work but couldn't pay for anything → agent could pay but couldn't be trusted → agent could be trusted but couldn't operate 24/7 now: → Hermes runs the business logic (workflows, memory, skills, cron, sub-agents) → Stripe runs the financial layer (Link CLI for spending, Stripe API for receiving) → NemoClaw runs the trust layer (sandbox, policies, private routing) → VPS keeps everything always on → Telegram keeps you in the loop TYPES OF BUSINESSES THIS ENABLES: → autonomous software factory (customer request → build → deploy → payment link) → content agency (brief → research → draft → deliver → bill) → lead generation service (scrape → qualify → outreach → book calls) → SaaS monitoring and maintenance (detect issues → fix → deploy → report) → e-commerce operations (inventory → pricing → fulfillment → support) each one: Hermes profiles handle the workflows. Stripe handles the payments (in and out). NemoClaw handles the security. you handle the strategy. THE HACKATHON: Hermes Agent Accelerated Business Hackathon with Nvidia and Stripe. cash prizes + Stripe credits + Nvidia DGX Spark. ends June 30. the goal: build agents that earn, spend, and run real operations autonomously. link in the Nous Research Discord. full Hermes architecture deep-dive in the article 👇
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HERMES AGENT + STRIPE PAYMENTS + NVIDIA NEMOTRON. YOUR AGENT CAN NOW RUN A BUSINESS. ACCEPT PAYMENTS. PAY FOR SERVICES. PROVISION ITS OWN INFRASTRUCTURE. ALL INSIDE A SECURITY SANDBOX. two years ago the question was: can an AI agent run a business autonomously? the answer shipped this week. Hermes already handles workflows: cron jobs, sub-agents, kanban orchestration, multi-profile pipelines, scheduled research. what it couldn't do: spend money and prove it's safe. Stripe solved the first problem. Nvidia solved the second. WHAT AUTONOMOUS BUSINESS OPERATIONS LOOK LIKE: → customer sends a request via email → agent reads, scopes the project, estimates cost → provisions the infrastructure it needs (pays via Stripe, you approve on your phone) → builds and deploys the deliverable → sends the result to the customer → creates a payment link via Stripe (Stripe API integration, separate from Link CLI) → tops off its own API credits when balance drops → reports daily costs and progress to your Telegram → all within security policies you set once you set the rules. the agent runs the operation. you review revenue reports. not tasks. this is already happening. Dark Factory: autonomous software factory. send an idea before bed. wake up to a deployed URL. live entry in the Hermes Accelerated Business Hackathon. HOW STRIPE MAKES THE AGENT FINANCIALLY AUTONOMOUS: Stripe Link CLI gives your agent a scoped wallet. not your credit card. one-time-use virtual cards. → agent finds a product or service it needs → creates a spend request via Stripe Link → you get a notification on your phone (Link app) → you review: merchant, amount, context → one tap to approve or reject → agent receives a one-time virtual card → completes the purchase → card expires after single use your real card details never enter agent context. never printed in chat. never exposed to the merchant. Hermes cannot self-approve. you confirm every spend. install: hermes install skills/optional/payments/stripe-link-cli link-cli auth login what the agent can pay for: → API credits (Nous Portal, OpenRouter) → SaaS subscriptions it needs for operations → domain names, hosting, cloud credits → products from any online store currently US only. HOW NVIDIA MAKES THE AGENT SAFE TO TRUST: an agent with spending authority and no security boundaries is a liability. NemoClaw solves this. three layers: 1. OPENSHELL (sandbox) kernel-level isolation. controls network, filesystem, syscalls. default deny. you whitelist what's allowed. agent tries to reach a blocked domain = rejected. agent has no idea it's sandboxed. 2. NEMOTRON (private models) open-weight models on your own hardware. Nemotron 3 Super 120B MoE (48GB+ VRAM). Nemotron 3 Nano 4B (8GB VRAM, edge). fully private. no data leaves your machine. without GPU: inference routes to cloud via Privacy Router. 3. PRIVACY ROUTER (automatic split) decides per query: local or cloud. private data → local Nemotron. general web research → Claude, GPT, Gemini. automatic. per query. no manual routing. install: export NEMOCLAW_AGENT=hermes curl -fsSL https:// www.nvidia. com/nemoclaw.sh | bash requires Docker. NemoClaw is alpha software. APIs may change. test in non-production first. THE FULL PICTURE: before this stack: → agent could work but couldn't pay for anything → agent could pay but couldn't be trusted → agent could be trusted but couldn't operate 24/7 now: → Hermes runs the business logic (workflows, memory, skills, cron, sub-agents) → Stripe runs the financial layer (Link CLI for spending, Stripe API for receiving) → NemoClaw runs the trust layer (sandbox, policies, private routing) → VPS keeps everything always on → Telegram keeps you in the loop TYPES OF BUSINESSES THIS ENABLES: → autonomous software factory (customer request → build → deploy → payment link) → content agency (brief → research → draft → deliver → bill) → lead generation service (scrape → qualify → outreach → book calls) → SaaS monitoring and maintenance (detect issues → fix → deploy → report) → e-commerce operations (inventory → pricing → fulfillment → support) each one: Hermes profiles handle the workflows. Stripe handles the payments (in and out). NemoClaw handles the security. you handle the strategy. THE HACKATHON: Hermes Agent Accelerated Business Hackathon with Nvidia and Stripe. cash prizes + Stripe credits + Nvidia DGX Spark. ends June 30. the goal: build agents that earn, spend, and run real operations autonomously. link in the Nous Research Discord. full Hermes architecture deep-dive in the article 👇

YanXbt

37,709 views • 1 month ago

HERMES AGENT v0.17.0 JUST SHIPPED. "THE REACH RELEASE." 1,475 COMMITS. 800 PRs. 245 CONTRIBUTORS. HERMES NOW REACHES IMESSAGE, RAFT NETWORK, AND CURSOR'S COMPOSER MODEL. the highlights: Nous Research iMESSAGE WITHOUT A MAC RELAY Photon Spectrum integration ships native iMessage support. no Mac in a closet. no BlueBubbles bridge. hermes photon login → device code auth → done. Hermes lives in the blue bubbles now. ASYNC SUBAGENTS NO LONGER BLOCK YOUR CHAT delegate_task(background=true) dispatches a subagent that runs in the background. returns a handle immediately. you keep working. result re-enters as a new turn when it finishes. long research dives stop blocking your main session. IMAGE EDITING, NOT JUST GENERATION image_generate now edits source images. "make this logo blue." "remove the background." "turn this sketch into a render." works across every supported image provider. same tool, new mode. CURSOR'S COMPOSER MODEL VIA GROK OAUTH grok-composer-2.5-fast is in the xAI model picker. 200k context window. fast coding model behind Cursor. your Grok subscription. Hermes's agent loop. no separate API key needed. AUTOMATION BLUEPRINTS schedule tasks without learning cron syntax. "daily news briefing at 8am" becomes a form. one blueprint definition renders everywhere: dashboard form, CLI slash command, Telegram chat, docs catalog entry. answer questions, not memorize 0 8 * * *. FULL PROFILE BUILDER IN DASHBOARD build a complete Hermes profile from the browser. pick model. choose skills. attach MCPs. no config.yaml editing. plus unified multi-profile view with global switcher. SKILLS HUB BROWSER REHAUL connected hubs (OpenAI, Anthropic, HuggingFace, NVIDIA). Featured section. full skill previews before install. security scan on each skill. browsing skills is a real browsing experience now. ATOMIC MEMORY OPERATIONS memory tool gained an operations array. batch add/replace/remove edits applied atomically. the model can free space and add entries in ONE call even when individual adds would overflow the budget. memory updates no longer fail mid-edit. CURATOR STOPPED SPENDING TOKENS BY DEFAULT deterministic skill pruning still runs free. LLM-powered consolidation now opt-in only: curator.consolidate: true to enable. routine background curation costs you zero tokens. WHATSAPP BUSINESS CLOUD API official Meta adapter alongside existing Baileys bridge. no QR-scanning bridge process to keep alive. hosted, first-party WhatsApp channel. TELEGRAM RICH MESSAGES (BOT API 10.1) proper rich formatting. cleaner long-message handling. native markup instead of flattened text. on by default. opt-out available. DESKTOP APP IS NOW A DAILY DRIVER rebindable keyboard shortcuts. native OS notifications. live subagent watch-windows streaming activity. composer model selector with per-model presets. automatic RTL/bidi text. resizable VS Code terminal pane. per-thread composer drafts. install ANY VS Code Marketplace theme. RAFT AGENT NETWORK new bundled adapter connects Hermes to raft. build as an external agent. wake-channel bridge. privacy by contract: wake payloads carry metadata only, never message bodies. SECURE DASHBOARD LOGIN every token-required endpoint returns 401 behind OAuth gate. websocket auth uses served dashboard token. public_url override warnings. exposing your dashboard to the network is safer by default. upgrade: hermes update 300+ issues closed. security round included. hermes-agent ecosystem now at 198K GitHub stars.
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HERMES AGENT v0.17.0 JUST SHIPPED. "THE REACH RELEASE." 1,475 COMMITS. 800 PRs. 245 CONTRIBUTORS. HERMES NOW REACHES IMESSAGE, RAFT NETWORK, AND CURSOR'S COMPOSER MODEL. the highlights: Nous Research iMESSAGE WITHOUT A MAC RELAY Photon Spectrum integration ships native iMessage support. no Mac in a closet. no BlueBubbles bridge. hermes photon login → device code auth → done. Hermes lives in the blue bubbles now. ASYNC SUBAGENTS NO LONGER BLOCK YOUR CHAT delegate_task(background=true) dispatches a subagent that runs in the background. returns a handle immediately. you keep working. result re-enters as a new turn when it finishes. long research dives stop blocking your main session. IMAGE EDITING, NOT JUST GENERATION image_generate now edits source images. "make this logo blue." "remove the background." "turn this sketch into a render." works across every supported image provider. same tool, new mode. CURSOR'S COMPOSER MODEL VIA GROK OAUTH grok-composer-2.5-fast is in the xAI model picker. 200k context window. fast coding model behind Cursor. your Grok subscription. Hermes's agent loop. no separate API key needed. AUTOMATION BLUEPRINTS schedule tasks without learning cron syntax. "daily news briefing at 8am" becomes a form. one blueprint definition renders everywhere: dashboard form, CLI slash command, Telegram chat, docs catalog entry. answer questions, not memorize 0 8 * * *. FULL PROFILE BUILDER IN DASHBOARD build a complete Hermes profile from the browser. pick model. choose skills. attach MCPs. no config.yaml editing. plus unified multi-profile view with global switcher. SKILLS HUB BROWSER REHAUL connected hubs (OpenAI, Anthropic, HuggingFace, NVIDIA). Featured section. full skill previews before install. security scan on each skill. browsing skills is a real browsing experience now. ATOMIC MEMORY OPERATIONS memory tool gained an operations array. batch add/replace/remove edits applied atomically. the model can free space and add entries in ONE call even when individual adds would overflow the budget. memory updates no longer fail mid-edit. CURATOR STOPPED SPENDING TOKENS BY DEFAULT deterministic skill pruning still runs free. LLM-powered consolidation now opt-in only: curator.consolidate: true to enable. routine background curation costs you zero tokens. WHATSAPP BUSINESS CLOUD API official Meta adapter alongside existing Baileys bridge. no QR-scanning bridge process to keep alive. hosted, first-party WhatsApp channel. TELEGRAM RICH MESSAGES (BOT API 10.1) proper rich formatting. cleaner long-message handling. native markup instead of flattened text. on by default. opt-out available. DESKTOP APP IS NOW A DAILY DRIVER rebindable keyboard shortcuts. native OS notifications. live subagent watch-windows streaming activity. composer model selector with per-model presets. automatic RTL/bidi text. resizable VS Code terminal pane. per-thread composer drafts. install ANY VS Code Marketplace theme. RAFT AGENT NETWORK new bundled adapter connects Hermes to raft. build as an external agent. wake-channel bridge. privacy by contract: wake payloads carry metadata only, never message bodies. SECURE DASHBOARD LOGIN every token-required endpoint returns 401 behind OAuth gate. websocket auth uses served dashboard token. public_url override warnings. exposing your dashboard to the network is safer by default. upgrade: hermes update 300+ issues closed. security round included. hermes-agent ecosystem now at 198K GitHub stars.

YanXbt

35,261 views • 2 months ago