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it’s been just one month since Dedalus Labs hosted Y Combinator’s first-ever overnight hackathon… here’s the recap 🪽 take a look to see what all the teams built! ft. our friends Vapi Browser Use @onkernel Nozomio Labs Autumn Vercel Anthropic and OpenAI

Cathy Di

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90,827 次观看 • 9 个月前 •via X (Twitter)

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“How to cancel Claude” searches spiked overnight here’s what anthropic did quietly moved Claude Code from $20/month to $100/month Anthropic said “it’s just a 2% test.” but the whole pricing page changed Anthropic is making $14 billion a year IPO reportedly coming soon same day, OpenAI dropped ChatGPT Images 2.0 free. for everyone…

“How to cancel Claude” searches spiked overnight here’s what anthropic did quietly moved Claude Code from $20/month to $100/month Anthropic said “it’s just a 2% test.” but the whole pricing page changed Anthropic is making $14 billion a year IPO reportedly coming soon same day, OpenAI dropped ChatGPT Images 2.0 free. for everyone…

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OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

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I’ve been very lucky over last few months to be supported by SUB70 Together we have an offer for all UK and EU based golfers. Just copy the below link into your browser and go take a look. Use Code GLU10 to get 10% off

I’ve been very lucky over last few months to be supported by SUB70 Together we have an offer for all UK and EU based golfers. Just copy the below link into your browser and go take a look. Use Code GLU10 to get 10% off

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CV Labs

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We're winning the AI browser wars, and we're not even trying. Our mission isn't to build a browser. We're an agent company, not a browser company. We've seen firsthand how teams struggle to get started with AI. The tools they tried are too complex and lack the context you need. We decided to build a browser since it's already the tool you work in. We all know how to use a browser. You can pick up Strawberry and start using AI agents from day one. By building a browser we are also positioning ourselves to build towards the internet of the future. An internet where trillions of agents will be communicating with each other. This is the biggest opportunity of our lifetime. But someone has to make sure it is safe, effective and accessible to teams across the world. That is our mission.

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Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

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Infantry Month - Being an Infantryman is the core of what the Marine Corps and the Army is. Make no mistake, if you’re not Infantry, your sole purpose is to support the Infantry. - March isn’t just another month, Infantry Month is about you, the Infantryman. A month to highlight you, for you to take pride in being an Infantryman because being an Infantryman truly is the best job in the military. I extend this to ALL Infantrymen; Marines, Army, doesn’t matter to me, you’re all my brothers and March is our month. - Most of the Infantrymen I’ve ever known enlisted for the sole purpose of being Infantry. It’s one of the few MOSs where you are specifically signing up knowing there’s potential for you to take the fight to the enemy; face to face and hand to hand. It might suck now but, one day you’ll look back and realize how awesome it is. - Here’s to the Infantry. Happy Infantry Month. - This audio from Bones and this photo just go so well together.

Infantry Month - Being an Infantryman is the core of what the Marine Corps and the Army is. Make no mistake, if you’re not Infantry, your sole purpose is to support the Infantry. - March isn’t just another month, Infantry Month is about you, the Infantryman. A month to highlight you, for you to take pride in being an Infantryman because being an Infantryman truly is the best job in the military. I extend this to ALL Infantrymen; Marines, Army, doesn’t matter to me, you’re all my brothers and March is our month. - Most of the Infantrymen I’ve ever known enlisted for the sole purpose of being Infantry. It’s one of the few MOSs where you are specifically signing up knowing there’s potential for you to take the fight to the enemy; face to face and hand to hand. It might suck now but, one day you’ll look back and realize how awesome it is. - Here’s to the Infantry. Happy Infantry Month. - This audio from Bones and this photo just go so well together.

Goons Up

52,492 次观看 • 4 个月前