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Guide Tutorials : P1 - The Orchestration Workflow 6 terminals. 1 orchestrator. Parallel execution. From Shorthand: - Embedded skills in prompts - Subagents - Orchestration + Planning - tmux From Longform: - Parallelization - Groundwork - Verification loops (hidden easter egg)

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Stanford professor just gave away the entire foundation of how AI Agents & automation actually works. 1-hour lecture. Tool calling. Multi-step workflows. Planning. Reflection. SAVE this to watch this before you open Netflix tonight. More valuable than 6 months of copying Make and n8n tutorials, for building Ai Agents Most people learn by copying tutorials blindly. Stanford teaches you WHY agents work the way they do. Follow Himanshu Kumar for more high-signal content that actually moves your skills forward instead of just entertaining you for 30 seconds. ↓ Why your automations keep breaking. You copied a Make tutorial. Built the exact workflow. Worked for a week. Then the API changed. The trigger failed. An edge case broke everything. You had no idea how to fix it. Because you never understood why it worked. You were copying keystrokes. The people shipping real automation were understanding architecture. ↓ What Stanford actually teaches. Tool calling: how an agent decides which tool to use by scoring each option against the current task state, not just matching keywords. ReAct loop: the agent reasons, acts, observes, then reasons again. Break this cycle and your workflow fails silently. Planning vs execution: why agents that plan all steps upfront break on dynamic inputs, and why iterative planners survive production. Memory architecture: short-term context for the current task, long-term vector memory for patterns. Most automations fail because they confuse the two. Reflection: how agents catch their own errors by evaluating outputs against original intent before moving to the next step. Tool composition: why chaining 10 tools blindly creates cascading failures, and how to structure dependencies so one broken node doesn't kill the whole workflow. This is the foundation behind every automation that actually works. Not prompting tricks. Not "10 best AI tools" reels. Actual architecture. Follow Himanshu Kumar for more high-signal content that actually moves your skills forward. ↓ Your weekend plan. Tonight: watch the Stanford lecture. 1 hour. Saturday to Sunday: build 3 projects applying what you learned. Next 2 weekends: 6 more projects. 9 projects. 2 weeks. APIs, webhooks, LLM integration, real workflows. No theory. Just build. ↓ Stanford Agentic AI lecture: free on YouTube. Watch it this weekend or buy another $500 "AI automation course" in 2027 that teaches less than this one free lecture. Bookmark. Watch tonight. Follow Himanshu Kumar for more high-signal content that actually moves your skills forward.

Himanshu Kumar

28,120 Aufrufe • vor 3 Monaten

7 AI SERVICES BOOMER BUSINESSES ARE BEGGING TO BUY IN 2026 1) AI Tools Assessment: $999. One 45-minute interview, then a report with 3 to 7 off-the-shelf tools they can implement immediately. 50 to 60% convert into implementation. (grab the exact template I use to deliver the assessment at 2) AI Concierge: $1,000 to $2,000 a month for two 45-minute calls turning their manual processes into Claude skills. At $1,500 a month you're making $1,000 an hour. 3) Process Redesign: $3,500 to fix a broken workflow before you touch AI. One client went from 25 steps to 10. Never automate a broken process. 4) Automation Builds: $1,000 to $3,000 in Zapier or Make. One $1,500 build took a project manager out of client onboarding entirely. 5) Knowledge Systems: $3,000 baseline. A business broker went from 500 buyer emails per listing to 10 with one custom GPT. 6) Custom Workflows: $3,000 to $5,000. One client's 45-minute podcast workflow now runs off one orchestrator skill in 5 minutes. 7) Full Implementation: $5,000 to $10,000+ mixing everything above. Skills + automation builds + knowledge systems. Mix and match based on client needs. Two things that make this work: 1) The assessment is always the baseline. Start there and let it tell you what to sell next. 2) Anchor on hours saved, not hours worked. Nobody pays $1,000 an hour for your time. They pay it to get theirs back. Full breakdown below. (also available on the Build With AI podcast wherever you get your pods)

Corey Ganim

48,726 Aufrufe • vor 3 Tagen

$AMD's heading to $5T MC LT| Lowest $/M tokens 🧵 The real reason why Institutions are FOMOing into AMD while other Semi stocks are underperforming ($NVDA $AVGO) Not Financial Advice! DYOR! Under Dr. Lisa Su’s leadership, AMD has transformed from a distant challenger into a formidable force in AI infrastructure, delivering the industry’s most compelling TCO story for high-volume inference. Her clear vision open ecosystems, aggressive annual roadmaps, rack-scale innovation, and relentless focus on tokens-per-dollar has positioned AMD’s Helios racks as the go-to solution for hyperscalers and AI natives struggling with exploding token costs, collapsing the cost down to $0.0003-$0.0005/M tokens. I will link various threads on this analysis to supply chain and wafer ratio if you are interested in understanding the full picture. In the last 3-4 months, explosive Agentic AI demand significantly increased Inference demand for Agentic AI models with 5-10 agents. If you are a listener of CNBC or Bloomberg, u should know enterprises and companies are complaining abt cost of token, and how it starts to spike up way too much to make sense. The fact that most data center today are run by $NVDA Chips, where the cost is way too high for Training or Inference. 1. Token cost Here are some quick comp, so u understand why $META OpenAI Anthropic $MSFT $AMZN Softbank $GOOGL and many more small to medium AI Natives are buying AMD CPUs and GPUs as much as they want, or pretty much AMD chips are sold out for the next 3-5 years. Inference (Cost per Million Tokens) ~$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 2. Why Hyperscalers and AI Natives Are Choosing AMD Token consumption (especially Agentic) is outpacing even NVIDIA’s efficiency gains, making diversification mandatory for economic viability. Massive deals reflect this reality like $META, OpenAI, $MSFT, Softbank, $AMZN, Oracle, LumaAI, G42... Dr. Lisa Su’s Vision in Action: Since taking the helm, Su has driven AMD’s turnaround with disciplined execution, annual GPU cadence (MI300 → MI350 → MI400), full-stack software (ROCm 7), open ecosystems (UALink, OCP designs), and customer-centric rack-scale solutions like Helios. Her emphasis on “tokens per dollar” and TCO has turned AMD into the pragmatic choice for sustainable AI scaling. Power/Energy Efficiency: ~Helios Rack-level is estimated at 120kW-140kW with 50% more HBM4 where Inference and Training cost matter ~Rubin Rack-Level is estimated at 160kW-230kw AMD Helios shines in owned TCO, memory density, and energy flexibility at hyperscale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B 3. Superior CPUs to pair with GPUs on massive scale 5-10-20GW 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. Conclusion: 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. 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. Not Financial Advice! DYOR! Video source: Microsoft Build 2026

Mike

145,778 Aufrufe • vor 2 Monaten

OpenClaw meets RL! OpenClaw Agents adapt through memory files and skills, but the base model weights never actually change. OpenClaw-RL solves this! It wraps a self-hosted model as an OpenAI-compatible API, intercepts live conversations from OpenClaw, and trains the policy in the background using RL. The architecture is fully async. This means serving, reward scoring, and training all run in parallel. Once done, weights get hot-swapped after every batch while the agent keeps responding. Currently, it has two training modes: - Binary RL (GRPO): A process reward model scores each turn as good, bad, or neutral. That scalar reward drives policy updates via a PPO-style clipped objective. - On-Policy Distillation: When concrete corrections come in like "you should have checked that file first," it uses that feedback as a richer, directional training signal at the token level. When to use OpenClaw-RL? To be fair, a lot of agent behavior can already be improved through better memory and skill design. OpenClaw's existing skill ecosystem and community-built self-improvement skills handle a wide range of use cases without touching model weights at all. If the agent keeps forgetting preferences, that's a memory problem. And if it doesn't know how to handle a specific workflow, that's a skill problem. Both are solvable at the prompt and context layer. Where RL becomes interesting is when the failure pattern lives deeper in the model's reasoning itself. Things like consistently poor tool selection order, weak multi-step planning, or failing to interpret ambiguous instructions the way a specific user intends. Research on agentic RL (like ARTIST and Agent-R1) has shown that these behavioral patterns hit a ceiling with prompt-based approaches alone, especially in complex multi-turn tasks where the model needs to recover from tool failures or adapt its strategy mid-execution. That's the layer OpenClaw-RL targets, and it's a meaningful distinction from what OpenClaw offers. I have shared the repo in the replies!

Avi Chawla

138,735 Aufrufe • vor 5 Monaten

Here's what the Founder of Claude Code does before he starts ANY project: 1. Plans first, codes never, he goes back and forth with Claude on the plan until it's perfect. No code gets written yet 2. Creates a CLAUDE.md file (a simple doc that Claude reads every session so it knows your project, your rules, your style) 3. Gives Claude a way to verify its own work - For backend: write and run tests - For UI: take screenshots, check in browser Claude should never finish a task without proving it works 4. Sets up project-level permission rules in settings.json instead of skipping permissions entirely. Shared with the whole team 5. Five more preparation steps in VIDEO BELOW 6. Only then switches to auto-accept mode and lets Claude build The part most people miss: he doesn't treat Claude as a magic box that gets things right first try he treats it like a junior dev that needs clear instructions, feedback loops, and guardrails at scale he runs multiple sessions in parallel, uses Opus with thinking enabled because it makes fewer mistakes even though it's slower and relies on background agents that push code for later review his setup is surprisingly simple. no crazy custom tools. just slash commands, subagents, and a clean CLAUDE.md the difference isn't the tool. it's how you set it up before you start ❤️ P.S. for sure 99.5% of readers will scroll down this tweet, but I send it to 0.5% who loves to learn how to improve your workflow daily and control 99.5% in 2 years Hard skills literally mean nothing in our world The most important skills which you can have are: building architectures and orchestrations If you master it and use a creative approach, CONGRATS

Ronin

146,503 Aufrufe • vor 3 Monaten

Skills are the quickest way to 10x the quality and consistency of what you get from Claude Code. And you don't need to be a developer to use them. Anthropic just published how they use hundreds of skills internally every day. Most skill tutorials are made for developers — if you're in marketing, sales, content ops, or GTM, you probably watched those and moved on. But skills are just as important for non-developers. A skill is just a reusable prompt with clear instructions for a specific task. Instead of prompting Claude the same way over and over, you build it once and invoke it every time. I have a skill for writing on LinkedIn. A different one for YouTube outlines. Another for X. Each platform has different rules, different voice, different structure — so each one gets its own skill. If you're doing something repeatedly, it's time to make a skill. The biggest mistake most people make: building skills as a single .md file. A single file dumps everything into context whether Claude needs it or not. Wastes tokens. Gets worse results. Skills should be folders. Here's the structure that works: skill.md — the orchestrator. Tells Claude which files to read and when. It doesn't contain rules itself — it's the playbook. instructions/ — separate files for voice, structure, scope. Claude only loads the one it needs for the current step. examples/ — good AND bad. Good examples show what success looks like. Bad examples show patterns to avoid — AI writing tells, weak hooks, generic CTAs. Most people skip bad examples. Don't. eval/ — a checklist that scores every output before you see it. "Does it have a clear hook?" "Is it free of AI buzzwords?" Pass or fail on each item. templates/ — output formatting so you get consistent structure every time. The three types of skills that matter most for non-developers: 1. Business automation. Writing a newsletter. Checking reports and drafting follow-ups. Running programmatic ad campaigns. Any workflow you repeat — build a skill for it. 2. Content templates. Landing page copy, meta ads, email sequences, SEO briefs. Each one has specific requirements. Each one gets its own skill. 3. Thinking partners. This is the one people miss. Skills don't have to produce output. They can help you think — an advisory board that reviews your work from your ICP's perspective, a coach that pressure-tests your strategy, an ideation partner that researches competitors before suggesting your next move. If you already have skills as .md files, here's the exact prompt to restructure them in the Anthropic approved format: "I want to restructure my Claude Code skill file. Right now my skill is a single .md file and I want to break it into a folder system following Anthropic's best practices. Read my current skill file, then restructure it into a folder with: a skill.md orchestrator, an instructions/ folder with separate files for each concern (voice, structure, scope), an examples/ folder with good and bad examples, an eval/ folder with a quality checklist, and a templates/ folder for output formatting. Keep all my existing rules and intent — just reorganize them into the modular structure." Paste that into Claude Code pointed at the folder where your skill lives. It handles the rest. A few caveats: 1. Don't add too many skills. Every skill adds context Claude has to process. 50 skills loaded means everything slows down. Start with 3-5 covering your most repeated workflows. 2. Vet skills before downloading. If you grab a skill from the internet, read what's inside first. Skills can include shell commands and scripts. Check what you're running. 3. Share what works. Build a skill that performs well, put it in a shared GitHub repo. Your marketing org gets shared skills for copywriting, SEO, ad copy — new hires invoke the skill instead of learning every playbook from scratch. Onboarding time drops dramatically. 4. Keep your skills updated. When you see output you love, add it as a good example. When you see a pattern you hate, add it as a bad example. The skill gets sharper every time. I made a full video walking through all of this — including a live build of two skills from scratch (no terminal, no code), the exact prompt I use to restructure old skills, and 5 pro tips from Anthropic's internal playbook. Share this with your non-developer friends that want to do more with AI; or bookmark it to come back to at a later time.

JJ Englert

29,322 Aufrufe • vor 4 Monaten

HERMES AGENT IS PULLING AHEAD OF OPENCLAW. 8 FEATURES THAT WILL MAKE YOU SWITCH. 1. HERMES GETS SMARTER EVERY RUN. Hermes updates its own skills after every completed task. what worked gets saved. what failed gets refined. the Curator runs in the background every 7 days. prunes unused skills. consolidates duplicates. archives stale procedures to .archive/ (recoverable). your skill library stays clean without manual work. agents with 20+ self-created skills finish similar tasks ~40% faster. 2. CHECKPOINTS BEFORE EVERY FILE CHANGE. before Hermes touches your files, it snapshots the working directory with a shadow git store. if anything breaks: /rollback # restore last checkpoint /rollback 3 # go back 3 checkpoints config: → max 20 snapshots per project → max 10MB per file, 500MB total store → auto-prune after 7 days → opt-in: set checkpoints.enabled: true you can also restore a single file without affecting the rest of the directory. 3. STABLE RELEASES. Hermes ships fewer updates. the ones it ships go through 500+ PRs per release with community testing before merge. v0.16.0 had 874 commits and 542 merged PRs. the update system runs syntax validation after every pull. if anything breaks, it auto-rolls back to the last working state. 4. 27+ MESSAGING PLATFORMS. Telegram, Discord, Slack, WhatsApp, Signal, iMessage, SMS, Email, Teams, Matrix, and 17 more. one gateway process covers all of them. 5. PROFILE ISOLATION. separate agents with their own model, memory, skills, cron jobs, and SOUL.md. run a researcher on GPT-5.5 and a coder on Fable 5 simultaneously on the same machine. 6. KANBAN + DISPATCHER. task orchestration with 60-second dispatch cycle, zombie detection, heartbeat tracking, retry budgets. assign tasks to agents from a visual board. 7. /GOAL WITH JUDGE MODEL. persistent objectives across turns. a judge evaluates after each turn: done or continue. runs for hours autonomously. 8. BUILT-IN MIGRATION FROM OPENCLAW. hermes claw migrate one command moves your OpenClaw setup to Hermes. supports --dry-run to preview before changing anything. also migrates legacy Clawdbot and Moldbot setups. OpenClaw still has the bigger ecosystem and more community integrations. both tools are open source. both are actively developed. this is about which architecture compounds better over months of use. full Hermes SOUL . MD guide 👇

YanXbt

19,573 Aufrufe • vor 1 Monat

$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 Aufrufe • vor 1 Monat

I woke up to $4,217 on polymarket a week ago it was $1,000 i didn't place a single trade myself 6 AI agents did it for me running 24/7 on a $9/month server 84 trades. 57 wins. 69% win rate here's the full architecture, you can build the same thing 6 agents. each one has one job SCANNER monitors every hourly BTC/ETH market on polymarket pulls price from binance websocket in real time calculates momentum, volatility, orderbook imbalance runs every 60 minutes FACTOR MINER generates trading hypotheses using claude haiku ($0.25/1M tokens) tests each one against historical data keeps only factors with IC > 0.05 currently running 10 active factors. auto-kills bad ones after 50 trades ANALYST runs 3 signals in parallel: → LightGBM model (30 features, 500 trees) outputs probability → claude sonnet reads news from tavily, scores sentiment, weighted by source trust (EMA 0.95) → orderflow detector tracks whale buys, liquidity shifts, large order clusters all 3 signals go through bayesian aggregation not simple voting. actual bayes theorem market 52% UP. my signals: 62%, 71%, 63% bayesian posterior: 82% final probability 75.4% edge = 23.4% AUDITOR checks everything before money moves. catches hallucinated news blocks trades under 10 min to resolution blocks low liquidity markets penalizes confidence by 8% per flag found RISK MANAGER quarter kelly. max 10% bankroll per trade stops after 3 consecutive losses 15% drawdown = everything shuts down correlation limits so BTC and ETH positions don't stack. calculates exact EV before every trade EXECUTOR places orders through polymarket CLI. retry logic. 3 attempts. iceberg splits for large positions stack: → python + lightgbm for ML → langgraph for agent orchestration → binance websocket for prices → polymarket CLI (rust) for execution → coinbase agentic wallet (TEE) → hetzner VPS CX32: $9/month full monthly cost: $29 results after 7 days: 84 trades. 57 wins. 27 losses win rate: 69% $1,000 → $4,217 avg $460/day at current bankroll compound math: $17,800 by next friday $75k+ end of month the system trades every hour. i check telegram alerts from my phone

Archive

30,073 Aufrufe • vor 5 Monaten

What does it actually mean to be AI native? There was no clear guide on the internet for how to become AI native so we built the definitive one (60 min masterclass): 1. An AI native org has 3 layers: people for strategy and taste, agents for execution, and a shared context layer that makes the entire company readable to agents. 2. AI eats the middle of your work. You used to spend 80% of your day on execution. Now agents do that. Your job is the bookends: deciding what to do and judging whether it's good enough. 3. Everyone is a manager now. Your output is the output of your agents. If your agents produce garbage, that's on you. You set them up wrong. 4. Using ChatGPT doesn't make you AI native. That's like having a website and calling yourself a tech company lol. 5. No AI native org without AI native people. Most companies skip straight to the tools. That's why it fails. If your people don't understand how to manage agents, the tech doesn't matter. 6. Making your company "readable" to agents is the real work. Every process, every decision, every piece of knowledge needs to exist in a format an agent can consume. Most companies are nowhere close. 7. Speed without signal is just expensive chaos. You need the system to move fast AND know if you're moving in the right direction. 8. The skill chain is how agents get good at your specific workflows. Skills build on skills. The more you invest in them, the more your company compounds. 9. The moat is the system. People managing agents, agents reading from rich context, the whole thing getting smarter every week. That compounds. Your competitor can copy your tools. They can't copy your system. Full episode with Theo Tabah from LCA on The Startup Ideas Podcast (SIP) 🧃. This is the stuff we normally keep internal but all the sauce is yours. Theo Tabah is the brains behind advising the world's biggest companies on AI and building AI products. Your fav CEO's first call for figuring out AI. You are in for a treat Become AI native in under 60 minutes Watch

GREG ISENBERG

84,381 Aufrufe • vor 2 Monaten

HERMES AGENT LEARNS FROM ITS OWN MISTAKES. UPDATES ITS MEMORY. CREATES ITS OWN SKILLS. NO CLOUD. EVERYTHING STORED LOCALLY. THIS IS HOW THE SELF-IMPROVING LOOP WORKS. most agents start from zero every session. Hermes carries forward what it learned. THREE MEMORY SYSTEMS: 1. PROCEDURAL MEMORY (how to act) stored in ~/.hermes/skills/ as SKILL.md files. when the agent repeats a complex workflow, it saves the procedure as a reusable skill. next time the same task comes up, it follows the skill instead of figuring it out again. you can also create skills explicitly: "create a skill called video-prep that captures how I format my video scripts. spoken english, define jargon inline, no em-dashes, close with a catchphrase." the agent writes the SKILL.md. available as a slash command from that moment. Hermes ships with 90+ skills. the number grows the longer you use it. 2. SEMANTIC MEMORY (durable facts about you) stored in ~/.hermes/memory/memory.md the agent scans conversations for facts worth remembering. preferences, habits, corrections, project details. real example from the video: agent tried to scrape a YouTube channel. URL was wrong. it failed. it updated memory.md with the correct URL pattern so it never makes the same mistake again. you can also save explicitly: "save to memory that my favorite testing framework is pytest" the agent updates memory.md immediately. this file loads into context on every session. the agent knows you better every week. 3. EPISODIC MEMORY (chat history) stored in ~/.hermes/state.db (local SQLite). every conversation. every tool call. every result. searchable with FTS5 full-text search. "search our past sessions. what was the first thing I ever said to you?" the agent queries state.db and finds it. over time, auxiliary models consolidate episodic memory into semantic memory. distilling recurring patterns into durable facts. THE SELF-IMPROVING LOOP: every agent run follows this cycle: → you send a prompt → working memory loads: SOUL.md + memory.md + relevant skills + chat history → agent calls tools (terminal, browser, delegate_task) → agent completes the task, replies to you → AFTER the reply: agent checks "did I learn something worth saving?" → if yes: updates memory.md or creates a new skill → next session starts smarter than the last this happens automatically. you don't ask the agent to learn. it decides what to remember on its own. WHAT MAKES THIS DIFFERENT FROM CLAUDE CODE: Claude Code has memory too. but Hermes stores everything locally. no cloud. your data never leaves your machine. Claude Code doesn't auto-create skills from experience. Hermes turns repeated workflows into reusable procedures. Claude Code memory is instruction-based. Hermes memory is conversational and self-updating. over months of usage, Hermes builds a knowledge base of your preferences, your projects, your mistakes, and the procedures that work for your specific workflow. the agent that remembers your birthday also remembers why your last deploy failed. NO EMBEDDINGS. PLAIN TEXT. Hermes does not use embeddings or RAG for memory. skill and memory search runs on plain text keyword matching. simpler. faster. no vector database to maintain. works entirely offline on your local machine. DELEGATE TO CLAUDE CODE: Hermes can spawn a sub-agent that runs Claude Code in headless mode: "spawn a sub-agent using Claude CLI to build a Python script that fetches the top 5 Hacker News stories to markdown." Hermes delegates. Claude Code writes the code. result returns to Hermes. Hermes runs the script and delivers the output. use Hermes for orchestration. use Claude Code for heavy coding. both tools. not competitors. WHAT HERMES DOES NOT HAVE: no built-in eval or LMOps system. no LangSmith, no LangFuse integration out of the box. trajectory export and logs exist but there is no automated quality tracking. if you need eval, build it yourself or connect external tools. the loop is self-improving. measuring how well it improves is on you. comment LOOP and I'll send you the configs that control how fast Hermes learns and what it remembers. memory limits, skill auto-creation triggers, and the auxiliary model that runs the learning. Replace your entire team with 8 hermes agents👇

YanXbt

22,720 Aufrufe • vor 1 Monat

This Chinese guy created agents in Claude Code for MCP servers and single-handedly serves 6 marketing agencies a month from one iPhone, earning $5,000 from each. Inside he runs a pipeline of 7 agents on Claude Sonnet 4.6 that every Monday pulls a scan of the tech stack from a selected agency, develops an MCP server for its ad accounts, and over the course of a week brings it to production code ready to connect to Claude Desktop. No DevOps, no senior developer, no project manager. Just a Mac Mini in a work corner, an iPhone in the pocket, and a single API key. And traditional dev shops keep 5 people on project rates for the same contract, while his entire P&L is tokens, dirt-cheap hosting on Cloudflare, and Calendly. 7 agents run under a shared orchestrator-router and burn about 5 million tokens a day, which in the API bill comes out to $540 a month. The Mac Mini itself sits at home and keeps the entire orchestrator running 24/7, and from the iPhone the owner connects to it through a secure remote terminal and sees the output of any session right on the smartphone screen, wherever he happens to be. His starting system prompt looks like this: "you run a solo shop for custom MCP servers for marketing agencies. you hand out read-only tasks to 6 sub-agents and own all commits and shipping yourself. sub-agents: // Hunter (finds marketing agencies of 15 to 60 people that have no MCP access to Google Ads, Meta Ads, TikTok Ads, and HubSpot) // Mapper (pulls their tech stack, identifies 3 to 5 integration pains, and simultaneously writes the technical spec for the server: which tools, resources, and prompts to export through MCP, which auth flow and rate limit) // Coder (generates an MCP server in Python through the MCP SDK, deploys 8 to 15 tools for ad accounts and CRM) // Validator (connects the server to Claude Desktop, runs real client API keys in a sandbox, and checks for compliance with the MCP spec) // Shipper (writes a README, integration guide, deployment manual, packages the server, and hosts it on Cloudflare Workers or pushes to the GitHub of the client) // Mobile (always online on the iPhone, books demo calls in Calendly, picks up hot fixes, and confirms contracts through a secure remote terminal to the Mac Mini). only 1 owner agent works on 1 contract, no overlaps. you pull the owner out of observation mode only when a deal goes above $7,500 or the test coverage of the server drops below 85%." This prompt gives the system an understanding of its role and the limits of intervention from the very first line. It knows it is supposed to find agencies on its own. It knows it is supposed to bring every MCP server to production on its own. It knows it connects the live owner only on large deals or when the tests do not converge. → The pipeline runs without breaks, day or night → Hunter goes through about 130 marketing agencies on LinkedIn and Clutch per day → Mapper rolls out 4 audit reports with the tech stack and a final spec for each → Coder writes 1 to 2 MCP servers per week in Python with 8 to 15 tools → Validator validates every server through Claude Desktop with real client API keys → Shipper rolls out the full documentation package and pushes the finished product to Cloudflare Workers or the GitHub of the client And only when a contract breaks $7,500 or test coverage drops below 85% does the orchestrator pull the owner from whatever he is doing. And when the owner at that moment is behind the wheel or at a meeting in a coworking space, the Mobile agent in his iPhone picks up 1 contract in progress: confirms a meeting with the agency CMO in Calendly, opens a live demo of the MCP server through a secure terminal to the Mac Mini, and writes the test result to the shared state. The owner just swipes "approve" and in 15 minutes joins the Zoom demo. The fresh system log from last Wednesday looks like this: "hunter report: 132 agencies checked on LinkedIn and Clutch, 19 without MCP integrations, 8 with active requests for AI tooling in job posts, 4 with an open Q4 budget. passing to mapper." "coder: MCP server for Northwave Performance Marketing built in Python, 11 tools for Google Ads, Meta Ads, and GA4, 320 lines of code. exported to /Users/dev/mcp-shop/clients/northwave/server.py. validator connecting to Claude Desktop." "validator: 11 tools passed validation through Claude Desktop, test coverage 92%, average latency 380 ms. passing to shipper." "eval flag: contract with Pacific Reach Agency at $8,200 exceeds the approved limit of $7,500. sending for manual review." In his work setup there is no cloud server, no external team, and not even a separate office. At home sits a Mac Mini with a sandbox at /Users/dev/mcp-shop, on top runs an MCP router with a single API key to Claude, and the same key is forwarded to a secure terminal on the iPhone. Out of everything I have seen this year, this is the cleanest solo shop for custom MCP servers for marketing agencies: $540 a month on the API, about $30,000 into the account, and between them 7 system prompts, 1 Mac Mini in a work corner, and 1 iPhone that never leaves the pocket.

Blaze

55,926 Aufrufe • vor 3 Monaten