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🚀 Meet the new Qwen3-TTS lineup: VoiceDesign & VoiceClone! Create, control, and clone voices—faster and more expressive than ever. ⚡ VoiceDesign-VD-Flash • Fully controllable speech via free-form text instructions — tone, rhythm, emotion, persona • No preset voices. Design your own unique vocal identity • Outperforms GPT-4o-mini-tts & Gemini-2.5-pro...

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180,928 views • 7 months ago •via X (Twitter)

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Introducing Lightning V3 - it beats every model we tested against. ElevenLabs, Cartesia, OpenAI. Lightning sets a new SOTA with V3 in conversational text-to-speech. → Highest MOS score for conversational TTS at 3.9 → ~76% win rate vs gpt-4o-mini-tts on naturalness → 15 languages with mid-sentence code-switching → Built from scratch for voice agents, not read-aloud Every TTS model sounds clean in a demo. You type a sentence and you get beautiful audio. Voice agents don't work that way. They stream. They're generating audio in real-time chunks with half the context missing. That's where everything breaks. A great reading voice and a great conversational voice are fundamentally different things. A conversational voice has to sound like it's thinking - with the pauses, the rhythm shifts, the reactions. It has to handle the way real people actually talk, including switching languages mid-sentence. That's what V3 does. V3.1 also ships voice cloning. 5 to 15 seconds of audio, no fine-tuning, production-grade clone across 15 languages. Blog link in the comments.
1:33

Introducing Lightning V3 - it beats every model we tested against. ElevenLabs, Cartesia, OpenAI. Lightning sets a new SOTA with V3 in conversational text-to-speech. → Highest MOS score for conversational TTS at 3.9 → ~76% win rate vs gpt-4o-mini-tts on naturalness → 15 languages with mid-sentence code-switching → Built from scratch for voice agents, not read-aloud Every TTS model sounds clean in a demo. You type a sentence and you get beautiful audio. Voice agents don't work that way. They stream. They're generating audio in real-time chunks with half the context missing. That's where everything breaks. A great reading voice and a great conversational voice are fundamentally different things. A conversational voice has to sound like it's thinking - with the pauses, the rhythm shifts, the reactions. It has to handle the way real people actually talk, including switching languages mid-sentence. That's what V3 does. V3.1 also ships voice cloning. 5 to 15 seconds of audio, no fine-tuning, production-grade clone across 15 languages. Blog link in the comments.

Sudarshan Kamath

71,298 views • 4 months ago

Mistral just released Voxtral TTS, an open-weight voice model that tries to match ElevenLabs while keeping it free. A 3-billionn param model that fits on a laptop and runs 6X faster than real-time speech. It is split into 3 parts that handle different jobs. - The 3.4B part is the main language brain that understands the text and plans what should be spoken. - The 390M part turns that plan into speech features like rhythm, pronunciation, and tone. - The 300M part converts those speech features into the final compressed audio signal you can play. That split helps because each part only does the job it is best at, which can make the whole system faster and lighter than one giant model doing everything alone. Mistral claims about 90ms to first audio, about 6x faster than real-time speech output, about 3GB RAM after quantization, 9 languages, and voice copying from 5s of audio, even across languages. Its internal tests report 62.8% preference over ElevenLabs Flash on default voices and 69.9% on custom voices, but the bigger point is that companies can keep speech data on their own machines. IMO, enterprise buyers usually care most about control, cost, and latency, So this model should give it great push for voice-based AI apps/products.
1:21

Mistral just released Voxtral TTS, an open-weight voice model that tries to match ElevenLabs while keeping it free. A 3-billionn param model that fits on a laptop and runs 6X faster than real-time speech. It is split into 3 parts that handle different jobs. - The 3.4B part is the main language brain that understands the text and plans what should be spoken. - The 390M part turns that plan into speech features like rhythm, pronunciation, and tone. - The 300M part converts those speech features into the final compressed audio signal you can play. That split helps because each part only does the job it is best at, which can make the whole system faster and lighter than one giant model doing everything alone. Mistral claims about 90ms to first audio, about 6x faster than real-time speech output, about 3GB RAM after quantization, 9 languages, and voice copying from 5s of audio, even across languages. Its internal tests report 62.8% preference over ElevenLabs Flash on default voices and 69.9% on custom voices, but the bigger point is that companies can keep speech data on their own machines. IMO, enterprise buyers usually care most about control, cost, and latency, So this model should give it great push for voice-based AI apps/products.

Rohan Paul

15,672 views • 4 months ago

Text-to-speech is moving way too fast. Just a few days ago, I tweeted about PersonaPlex-7B, NVIDIA's new open source TTS ( And today, Qwen just open-sourced Qwen3-TTS 🤯 It’s a revolutionary text-to-speech model built for control. Not just about generating speech, but about shaping how it sounds directly from language. You can guide the pace, the tone, and the expressiveness straight from text, without touching audio graphs or hand-tuning parameters. That’s the real shift! What makes Qwen3-TTS stand out is how practical it already is: → voice cloning from just a few seconds of audio → voice creation without any reference sample → support for 10 languages out of the box → end-to-end latency down to ~97ms → works in both streaming and non-streaming setups The models come in two sizes (0.6B and 1.7B), so you can trade off quality and hardware cost depending on your setup. You can work with curated voices, designed voices, or cloned ones, and it integrates cleanly with vLLM for production use. It also ships as a simple Python package you can pip install. If you’re building real-time voice systems, this removes a lot of friction! 100% free and open source. I put the repo in the 🧵↓
0:41

Text-to-speech is moving way too fast. Just a few days ago, I tweeted about PersonaPlex-7B, NVIDIA's new open source TTS ( And today, Qwen just open-sourced Qwen3-TTS 🤯 It’s a revolutionary text-to-speech model built for control. Not just about generating speech, but about shaping how it sounds directly from language. You can guide the pace, the tone, and the expressiveness straight from text, without touching audio graphs or hand-tuning parameters. That’s the real shift! What makes Qwen3-TTS stand out is how practical it already is: → voice cloning from just a few seconds of audio → voice creation without any reference sample → support for 10 languages out of the box → end-to-end latency down to ~97ms → works in both streaming and non-streaming setups The models come in two sizes (0.6B and 1.7B), so you can trade off quality and hardware cost depending on your setup. You can work with curated voices, designed voices, or cloned ones, and it integrates cleanly with vLLM for production use. It also ships as a simple Python package you can pip install. If you’re building real-time voice systems, this removes a lot of friction! 100% free and open source. I put the repo in the 🧵↓

Charly Wargnier

59,144 views • 6 months ago

VoxCPM 2 just dropped by OpenBMB Only 2B-param open-source TTS (Text-to-Speech) model built for production-grade multilingual voice work. Apache-2.0 license, Can run on only 8GB VRAM. • Eliminates the "robotic" feel of traditional TTS, delivering prosody and emotional depth suitable for high-stakes professional environments like filmmaking, gaming, animation, and audiobooks. • 30-language multilingual: no language tag needed, just type in a supported language and generate directly. • Voice design: create a brand-new voice from a text description alone, like age, tone, pace, or emotion. No reference audio required. Describe the desired voice characteristics (gender, age, tone, emotion, pace …) in Control Instruction, and VoxCPM2 will craft a unique voice from your description alone. • Controllable cloning: clone from a short clip, then steer delivery style without losing the speaker’s core voice. • Ultimate cloning: use reference audio + transcript for continuation-style cloning that keeps the tiny vocal details. • 48kHz output: takes 16kHz reference audio and produces studio-quality speech without an external upsampler. • Real-time ready: around 0.3 RTF on RTX 4090, even lower with Nano-VLLM. • Commercial use: Apache-2.0 licensed. Developer-Friendly Infrastructure: - Native Torch Inference: Direct support for PyTorch-based workflows. - Training Flexibility: Supports both full-parameter and LoRA fine-tuning for specific domain adaptation. - Production Readiness: Compatible with voxcpm-nanovllm for large-scale, high-concurrency deployment.
1:58

VoxCPM 2 just dropped by OpenBMB Only 2B-param open-source TTS (Text-to-Speech) model built for production-grade multilingual voice work. Apache-2.0 license, Can run on only 8GB VRAM. • Eliminates the "robotic" feel of traditional TTS, delivering prosody and emotional depth suitable for high-stakes professional environments like filmmaking, gaming, animation, and audiobooks. • 30-language multilingual: no language tag needed, just type in a supported language and generate directly. • Voice design: create a brand-new voice from a text description alone, like age, tone, pace, or emotion. No reference audio required. Describe the desired voice characteristics (gender, age, tone, emotion, pace …) in Control Instruction, and VoxCPM2 will craft a unique voice from your description alone. • Controllable cloning: clone from a short clip, then steer delivery style without losing the speaker’s core voice. • Ultimate cloning: use reference audio + transcript for continuation-style cloning that keeps the tiny vocal details. • 48kHz output: takes 16kHz reference audio and produces studio-quality speech without an external upsampler. • Real-time ready: around 0.3 RTF on RTX 4090, even lower with Nano-VLLM. • Commercial use: Apache-2.0 licensed. Developer-Friendly Infrastructure: - Native Torch Inference: Direct support for PyTorch-based workflows. - Training Flexibility: Supports both full-parameter and LoRA fine-tuning for specific domain adaptation. - Production Readiness: Compatible with voxcpm-nanovllm for large-scale, high-concurrency deployment.

Rohan Paul

13,541 views • 4 months ago

🚨 JUST IN: MICROSOFT just open sourced a VOICE AI THAT TRANSCRIBES 60 MINUTES OF AUDIO in a single pass. 100% FREE. It knows who spoke. It knows when they spoke. It knows exactly what they said. All in one shot. No chunking. No context loss. It's called VibeVoice. Not a transcription tool. Not a basic speech to text wrapper. A frontier voice AI family with ASR, TTS, and real time streaming. All open source. All free. Here's what it actually does 👇 VibeVoice ASR - Speech Recognition: → Processes 60 minutes of continuous audio in a single pass → Never slices audio into chunks so global context is never lost → Identifies WHO spoke, WHEN they spoke and WHAT they said simultaneously → Supports customized hotwords for domain specific accuracy → Works in 50+ languages natively → Already adopted by Hugging Face Transformers library → Already being built on by the open source community BY PEOPLE WHO HAD NO IDEA THIS LEVEL OF ACCURACY WAS ALREADY FREE. VibeVoice TTS - Text to Speech: → Generates up to 90 minutes of speech in a single pass → Supports up to 4 distinct speakers in one conversation → Natural turn taking and speaker consistency throughout → Expressive speech that captures emotional nuances → Supports English, Chinese and multiple other languages VibeVoice Realtime - Streaming TTS: → Only 300 millisecond first audible latency → Streams text input in real time → 0.5B parameters so it actually deploys anywhere → Robust long form generation up to 10 minutes → Lightweight enough for production use today The core innovation nobody is talking about: Most voice AI models slice long audio into short chunks. Every time they slice, they lose context. Speaker tracking breaks. Semantic coherence breaks. Accuracy drops. VibeVoice uses continuous speech tokenizers running at an ultra low frame rate of 7.5 Hz. This preserves audio fidelity while dramatically boosting computational efficiency. The entire 60 minutes stays in context. Nothing gets lost. Nobody gets misidentified. The numbers: → VibeVoice ASR 7B - available now on Hugging Face → VibeVoice Realtime 0.5B - try it on Colab right now → 50+ supported languages → 11 distinct English voice styles → 9 multilingual speaker voices → Already integrated into Hugging Face Transformers → Finetuning code now available The wildest part? A voice powered input method called Vibing just built itself on top of VibeVoice ASR. Available on macOS and Windows right now. The open source community is already shipping products on top of this. 100% Open Source. Free to use. Free to fine tune. Free to build on. 🔖 Save this before your competitors find it first. 👇
0:44

🚨 JUST IN: MICROSOFT just open sourced a VOICE AI THAT TRANSCRIBES 60 MINUTES OF AUDIO in a single pass. 100% FREE. It knows who spoke. It knows when they spoke. It knows exactly what they said. All in one shot. No chunking. No context loss. It's called VibeVoice. Not a transcription tool. Not a basic speech to text wrapper. A frontier voice AI family with ASR, TTS, and real time streaming. All open source. All free. Here's what it actually does 👇 VibeVoice ASR - Speech Recognition: → Processes 60 minutes of continuous audio in a single pass → Never slices audio into chunks so global context is never lost → Identifies WHO spoke, WHEN they spoke and WHAT they said simultaneously → Supports customized hotwords for domain specific accuracy → Works in 50+ languages natively → Already adopted by Hugging Face Transformers library → Already being built on by the open source community BY PEOPLE WHO HAD NO IDEA THIS LEVEL OF ACCURACY WAS ALREADY FREE. VibeVoice TTS - Text to Speech: → Generates up to 90 minutes of speech in a single pass → Supports up to 4 distinct speakers in one conversation → Natural turn taking and speaker consistency throughout → Expressive speech that captures emotional nuances → Supports English, Chinese and multiple other languages VibeVoice Realtime - Streaming TTS: → Only 300 millisecond first audible latency → Streams text input in real time → 0.5B parameters so it actually deploys anywhere → Robust long form generation up to 10 minutes → Lightweight enough for production use today The core innovation nobody is talking about: Most voice AI models slice long audio into short chunks. Every time they slice, they lose context. Speaker tracking breaks. Semantic coherence breaks. Accuracy drops. VibeVoice uses continuous speech tokenizers running at an ultra low frame rate of 7.5 Hz. This preserves audio fidelity while dramatically boosting computational efficiency. The entire 60 minutes stays in context. Nothing gets lost. Nobody gets misidentified. The numbers: → VibeVoice ASR 7B - available now on Hugging Face → VibeVoice Realtime 0.5B - try it on Colab right now → 50+ supported languages → 11 distinct English voice styles → 9 multilingual speaker voices → Already integrated into Hugging Face Transformers → Finetuning code now available The wildest part? A voice powered input method called Vibing just built itself on top of VibeVoice ASR. Available on macOS and Windows right now. The open source community is already shipping products on top of this. 100% Open Source. Free to use. Free to fine tune. Free to build on. 🔖 Save this before your competitors find it first. 👇

Kanika

221,026 views • 4 months ago

I know your timeline is flooded now with word salads of "insane, HER, 10 features you missed, we're so back". Sit down. Chill. Take a deep breath like Mark does in the demo . Let's think step by step: - Technique-wise, OpenAI has figured out a way to map audio to audio directly as first-class modality, and stream videos to a transformer in real-time. These require some new research on tokenization and architecture, but overall it's a data and system optimization problem (as most things are). High-quality data can come from at least 2 sources: 1) Naturally occurring dialogues on YouTube, podcasts, TV series, movies, etc. Whisper can be trained to identify speaker turns in a dialogue or separate overlapping speeches for automated annotation. 2) Synthetic data. Run the slow 3-stage pipeline using the most powerful models: speech1->text1 (ASR), text1->text2 (LLM), text2->speech2 (TTS). The middle LLM can decide when to stop and also simulate how to resume from interruption. It could output additional "thought traces" that are not verbalized to help generate better reply. Then GPT-4o distills directly from speech1->speech2, with optional auxiliary loss functions based on the 3-stage data. After distillation, these behaviors are now baked into the model without emitting intermediate texts. On the system side: the latency would not meet real-time threshold if every video frame is decompressed into an RGB image. OpenAI has likely developed their own neural-first, streaming video codec to transmit the motion deltas as tokens. The communication protocol and NN inference must be co-optimized. For example, there could be a small and energy-efficient NN running on the edge device that decides to transmit more tokens if the video is interesting, and fewer otherwise. - I didn't expect GPT-4o to be closer to GPT-5, the rumored "Arrakis" model that takes multimodal in and out. In fact, it's likely an early checkpoint of GPT-5 that hasn't finished training yet. The branding betrays a certain insecurity. Ahead of Google I/O, OpenAI would rather beat our mental projection of GPT-4.5 than disappoint by missing the sky-high expectation for GPT-5. A smart move to buy more time. - Notably, the assistant is much more lively and even a bit flirty. GPT-4o is trying (perhaps a bit too hard) to sound like HER. OpenAI is eating Character AI's lunch, with almost 100% overlap in form factor and huge distribution channels. It's a pivot towards more emotional AI with strong personality, which OpenAI seemed to actively suppress in the past. - Whoever wins Apple first wins big time. I see 3 levels of integration with iOS: 1) Ditch Siri. OpenAI distills a smaller-tier, purely on-device GPT-4o for iOS, with optional paid upgrade to use the cloud. 2) Native features to stream the camera or screen into the model. Chip-level support for neural audio/video codec. 3) Integrate with iOS system-level action API and smart home APIs. No one uses Siri Shortcuts, but it's time to resurrect. This could become the AI agent product with a billion users from the get-go. The FSD for smartphones with a Tesla-scale data flywheel.
14:22

I know your timeline is flooded now with word salads of "insane, HER, 10 features you missed, we're so back". Sit down. Chill. Take a deep breath like Mark does in the demo . Let's think step by step: - Technique-wise, OpenAI has figured out a way to map audio to audio directly as first-class modality, and stream videos to a transformer in real-time. These require some new research on tokenization and architecture, but overall it's a data and system optimization problem (as most things are). High-quality data can come from at least 2 sources: 1) Naturally occurring dialogues on YouTube, podcasts, TV series, movies, etc. Whisper can be trained to identify speaker turns in a dialogue or separate overlapping speeches for automated annotation. 2) Synthetic data. Run the slow 3-stage pipeline using the most powerful models: speech1->text1 (ASR), text1->text2 (LLM), text2->speech2 (TTS). The middle LLM can decide when to stop and also simulate how to resume from interruption. It could output additional "thought traces" that are not verbalized to help generate better reply. Then GPT-4o distills directly from speech1->speech2, with optional auxiliary loss functions based on the 3-stage data. After distillation, these behaviors are now baked into the model without emitting intermediate texts. On the system side: the latency would not meet real-time threshold if every video frame is decompressed into an RGB image. OpenAI has likely developed their own neural-first, streaming video codec to transmit the motion deltas as tokens. The communication protocol and NN inference must be co-optimized. For example, there could be a small and energy-efficient NN running on the edge device that decides to transmit more tokens if the video is interesting, and fewer otherwise. - I didn't expect GPT-4o to be closer to GPT-5, the rumored "Arrakis" model that takes multimodal in and out. In fact, it's likely an early checkpoint of GPT-5 that hasn't finished training yet. The branding betrays a certain insecurity. Ahead of Google I/O, OpenAI would rather beat our mental projection of GPT-4.5 than disappoint by missing the sky-high expectation for GPT-5. A smart move to buy more time. - Notably, the assistant is much more lively and even a bit flirty. GPT-4o is trying (perhaps a bit too hard) to sound like HER. OpenAI is eating Character AI's lunch, with almost 100% overlap in form factor and huge distribution channels. It's a pivot towards more emotional AI with strong personality, which OpenAI seemed to actively suppress in the past. - Whoever wins Apple first wins big time. I see 3 levels of integration with iOS: 1) Ditch Siri. OpenAI distills a smaller-tier, purely on-device GPT-4o for iOS, with optional paid upgrade to use the cloud. 2) Native features to stream the camera or screen into the model. Chip-level support for neural audio/video codec. 3) Integrate with iOS system-level action API and smart home APIs. No one uses Siri Shortcuts, but it's time to resurrect. This could become the AI agent product with a billion users from the get-go. The FSD for smartphones with a Tesla-scale data flywheel.

Jim Fan

991,844 views • 2 years ago

10 free github repos that can replace major SaaS with subscriptions. all free. open-sourced. some are MIT licensed. — 1️⃣ openscreen — replaces screen studio ($29/mo) - a clean macOS/windows/linux screen recorder for polished demos. - blur, cursor highlighting, annotations, export to mp4 or gif at any aspect ratio. - doesn't try to clone every feature, just nails the basics for quick walkthroughs you'd post on X. — 2️⃣ voicebox — replaces elevenlabs ($22/mo) + wisprflow ($15/mo) - local-first AI voice studio. - clone voices from 3 seconds of audio, generate speech across 7 TTS engines in 23 languages, - dictate into any text field with a global hotkey. - nothing leaves your machine. - runs on apple silicon, cuda, rocm. — 3️⃣ openshorts — replaces opus clip ($19/mo) + submagic ($16/mo) - free AI video platform. - clip generator turns long youtube videos into 9:16 shorts with auto-subtitles and face tracking (runs on free gemini + elevenlabs tiers). - also includes AI UGC video generation with actors — that part is pay-per-use via fal. ai (~$0.65-2 per video). docker self-host. — 4️⃣ freellmapi — replaces chatgpt pro + claude pro ($20/mo each) - stacks 14 free AI provider tiers (google, groq, cerebras, openrouter, github models + 9 more) behind one openai-compatible endpoint. ~800M tokens/month. - smart router with failover, sticky sessions, encrypted key storage. ships with a dashboard. — 5️⃣ playwright-mcp — replaces browserbase ($39/mo) + browser use ($25/mo) - microsoft's official MCP server that gives any AI agent full browser control. - uses accessibility trees, not screenshots — deterministic and token-efficient. - works with claude code, cursor, windsurf, codex out of the box. — 6️⃣ vibe-trading — replaces tradingview premium ($60/mo) - natural-language finance research agent. - 7 backtest engines across stocks, crypto, futures, forex. - 75 specialist skills (factor analysis, options strategy, ML strategy). - 29 multi-agent swarm presets. - 21 of 22 MCP tools work with zero API keys. — 7️⃣ CalCom — replaces calendly ($12/mo) + savvycal ($12/mo) - the open-source scheduling infrastructure. - one-on-ones, group events, round-robin, team booking, - payment collection (stripe), routing forms, workflows. - integrates with google/outlook/apple calendar, zoom, meet, teams. - self-host in 10 minutes with docker. 40k stars. — 8️⃣ whisper — replaces otter ($17/mo) - openAI's open-source speech-to-text model. - transcribe audio in 99 languages, translate to english, generate timestamps. - runs locally on cpu or gpu. - the actual model behind most "AI transcription" SaaS tools you're paying for. — 9️⃣ postiz — replaces buffer ($15/mo) - AI-powered social media scheduler. - cross-post to X, linkedin, instagram, tiktok, threads, bluesky, mastodon, youtube, pinterest. - AI captions and hashtags. - analytics dashboard. team workspaces. 31k stars and rising. — 🔟 vaultwarden — replaces 1password ($8/mo) - unofficial bitwarden-compatible server written in rust. - works with every official bitwarden client (mobile, desktop, browser). - unlimited users, unlimited vaults, full enterprise feature set. - runs on a $5 VPS or your home server. — disclaimer: open-source ≠ 1:1 replacement. you'll trade polish for ownership, hand-holding for control, and a credit card for a github version. for builders, prototypers, and indie hackers — that's the whole point. for everyone else, the paid tools still have their place. bookmark this. share with one friend bleeding subscription fees. ~m0h
0:31

10 free github repos that can replace major SaaS with subscriptions. all free. open-sourced. some are MIT licensed. — 1️⃣ openscreen — replaces screen studio ($29/mo) - a clean macOS/windows/linux screen recorder for polished demos. - blur, cursor highlighting, annotations, export to mp4 or gif at any aspect ratio. - doesn't try to clone every feature, just nails the basics for quick walkthroughs you'd post on X. — 2️⃣ voicebox — replaces elevenlabs ($22/mo) + wisprflow ($15/mo) - local-first AI voice studio. - clone voices from 3 seconds of audio, generate speech across 7 TTS engines in 23 languages, - dictate into any text field with a global hotkey. - nothing leaves your machine. - runs on apple silicon, cuda, rocm. — 3️⃣ openshorts — replaces opus clip ($19/mo) + submagic ($16/mo) - free AI video platform. - clip generator turns long youtube videos into 9:16 shorts with auto-subtitles and face tracking (runs on free gemini + elevenlabs tiers). - also includes AI UGC video generation with actors — that part is pay-per-use via fal. ai (~$0.65-2 per video). docker self-host. — 4️⃣ freellmapi — replaces chatgpt pro + claude pro ($20/mo each) - stacks 14 free AI provider tiers (google, groq, cerebras, openrouter, github models + 9 more) behind one openai-compatible endpoint. ~800M tokens/month. - smart router with failover, sticky sessions, encrypted key storage. ships with a dashboard. — 5️⃣ playwright-mcp — replaces browserbase ($39/mo) + browser use ($25/mo) - microsoft's official MCP server that gives any AI agent full browser control. - uses accessibility trees, not screenshots — deterministic and token-efficient. - works with claude code, cursor, windsurf, codex out of the box. — 6️⃣ vibe-trading — replaces tradingview premium ($60/mo) - natural-language finance research agent. - 7 backtest engines across stocks, crypto, futures, forex. - 75 specialist skills (factor analysis, options strategy, ML strategy). - 29 multi-agent swarm presets. - 21 of 22 MCP tools work with zero API keys. — 7️⃣ CalCom — replaces calendly ($12/mo) + savvycal ($12/mo) - the open-source scheduling infrastructure. - one-on-ones, group events, round-robin, team booking, - payment collection (stripe), routing forms, workflows. - integrates with google/outlook/apple calendar, zoom, meet, teams. - self-host in 10 minutes with docker. 40k stars. — 8️⃣ whisper — replaces otter ($17/mo) - openAI's open-source speech-to-text model. - transcribe audio in 99 languages, translate to english, generate timestamps. - runs locally on cpu or gpu. - the actual model behind most "AI transcription" SaaS tools you're paying for. — 9️⃣ postiz — replaces buffer ($15/mo) - AI-powered social media scheduler. - cross-post to X, linkedin, instagram, tiktok, threads, bluesky, mastodon, youtube, pinterest. - AI captions and hashtags. - analytics dashboard. team workspaces. 31k stars and rising. — 🔟 vaultwarden — replaces 1password ($8/mo) - unofficial bitwarden-compatible server written in rust. - works with every official bitwarden client (mobile, desktop, browser). - unlimited users, unlimited vaults, full enterprise feature set. - runs on a $5 VPS or your home server. — disclaimer: open-source ≠ 1:1 replacement. you'll trade polish for ownership, hand-holding for control, and a credit card for a github version. for builders, prototypers, and indie hackers — that's the whole point. for everyone else, the paid tools still have their place. bookmark this. share with one friend bleeding subscription fees. ~m0h

m0h

247,857 views • 2 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 👇
0:51

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 • 1 month ago

google just released 15 AI tools that are completely FREE and can save thousands of $$$ every single monthly. all open-source. MIT licensed. save this in your bookmark." 1️⃣ pomelli ( builds your entire brand identity from just your website URL, then generates on-brand social posts, campaigns, and images. a free jasper + a junior brand marketer. no watermark, no gen cap in beta. 2️⃣ stitch ( describe an interface, get production-ready HTML/CSS/Tailwind + a figma export. google's free figma killer. 350 designs a month without paying a cent. 3️⃣ opal ( build no-code AI mini-apps and multi-step workflows just by describing them in plain english. basically a free n8n with Gemini baked in. no usage caps. 4️⃣ antigravity ( agentic IDE that plans, edits across files, and builds full apps from a single prompt. the "cursor-killer," free tier runs Gemini 3 Pro + Claude Sonnet 4.5. 5️⃣ mixboard ( canva x pinterest for AI. generate and remix images into moodboards, then edit right on the canvas with plain language. free while in beta. 6️⃣ disco ( turns your messy open browser tabs into custom interactive AI apps. competitor tabs become a comparison matrix, travel tabs become an itinerary. zero code. 7️⃣ notebookLM ( upload PDFs, videos, and notes, get instant summaries, mind maps, quizzes, even a podcast of your own material. replaces notion AI + perplexity + readwise. 8️⃣ Learn Your Way ( turns any topic into a personalized, AI-built course. immersive text, audio lessons, mind maps, and quizzes adapted to how you actually learn. free tutoring. 🔟 Google AI Studio ( prototype and ship AI apps in seconds with a free API key and a 1M-token context window. replaces the openai playground + paid API credits. 1️⃣1️⃣ Jules ( assign it a github issue, it spins up a VM, writes a plan, makes the changes, and opens a PR. a free devin. 15 tasks a day. 1️⃣2️⃣ Gemini CLI ( claude-code in your terminal. reads your codebase, runs commands, ships PRs. genuinely open source (Apache 2.0) and free. 1️⃣3️⃣ Code Wiki ( point it at any public github repo, get a living, self-updating wiki with architecture diagrams and a Gemini chat, every section hyperlinked to the code. 1️⃣4️⃣ Firebase Studio ( AI cockpit for your backend and cloud logic. heads up: existing users only, google is winding it down, so don't start a new project here. 1️⃣5️⃣ Gemini Code Assist ( free github copilot: 180k code completions a month + AI code reviews in VS Code, JetBrains, and github. the free tier that actually out-specs copilot. Follow me and turn on 🔔 post notifications.
0:47

google just released 15 AI tools that are completely FREE and can save thousands of $$$ every single monthly. all open-source. MIT licensed. save this in your bookmark." 1️⃣ pomelli ( builds your entire brand identity from just your website URL, then generates on-brand social posts, campaigns, and images. a free jasper + a junior brand marketer. no watermark, no gen cap in beta. 2️⃣ stitch ( describe an interface, get production-ready HTML/CSS/Tailwind + a figma export. google's free figma killer. 350 designs a month without paying a cent. 3️⃣ opal ( build no-code AI mini-apps and multi-step workflows just by describing them in plain english. basically a free n8n with Gemini baked in. no usage caps. 4️⃣ antigravity ( agentic IDE that plans, edits across files, and builds full apps from a single prompt. the "cursor-killer," free tier runs Gemini 3 Pro + Claude Sonnet 4.5. 5️⃣ mixboard ( canva x pinterest for AI. generate and remix images into moodboards, then edit right on the canvas with plain language. free while in beta. 6️⃣ disco ( turns your messy open browser tabs into custom interactive AI apps. competitor tabs become a comparison matrix, travel tabs become an itinerary. zero code. 7️⃣ notebookLM ( upload PDFs, videos, and notes, get instant summaries, mind maps, quizzes, even a podcast of your own material. replaces notion AI + perplexity + readwise. 8️⃣ Learn Your Way ( turns any topic into a personalized, AI-built course. immersive text, audio lessons, mind maps, and quizzes adapted to how you actually learn. free tutoring. 🔟 Google AI Studio ( prototype and ship AI apps in seconds with a free API key and a 1M-token context window. replaces the openai playground + paid API credits. 1️⃣1️⃣ Jules ( assign it a github issue, it spins up a VM, writes a plan, makes the changes, and opens a PR. a free devin. 15 tasks a day. 1️⃣2️⃣ Gemini CLI ( claude-code in your terminal. reads your codebase, runs commands, ships PRs. genuinely open source (Apache 2.0) and free. 1️⃣3️⃣ Code Wiki ( point it at any public github repo, get a living, self-updating wiki with architecture diagrams and a Gemini chat, every section hyperlinked to the code. 1️⃣4️⃣ Firebase Studio ( AI cockpit for your backend and cloud logic. heads up: existing users only, google is winding it down, so don't start a new project here. 1️⃣5️⃣ Gemini Code Assist ( free github copilot: 180k code completions a month + AI code reviews in VS Code, JetBrains, and github. the free tier that actually out-specs copilot. Follow me and turn on 🔔 post notifications.

m0h

83,733 views • 22 days ago

10 free GitHub repos that can save you hundreds every month. open-source. free to use. better than most people think. ↓ 1️⃣ OpenScreen — an alternative to Screen Studio ($29/mo) • record polished demos on macOS, Windows, and Linux • automatic cursor effects, blur, annotations, GIF + MP4 export • lightweight and perfect for product walkthroughs without extra editing — 2️⃣ VoiceBox — an alternative to ElevenLabs ($22/mo) + Wispr Flow ($15/mo) • privacy-first AI voice toolkit that runs locally • clone voices with a few seconds of audio • supports 7 TTS engines, 23 languages, and system-wide voice dictation • works with Apple Silicon, CUDA, and ROCm — 3️⃣ OpenShorts — an alternative to Opus Clip ($19/mo) + Submagic ($16/mo) • convert long videos into viral vertical clips • auto captions, face tracking, and AI clip selection • includes AI UGC video generation • easy Docker deployment for self-hosting — 4️⃣ FreeLLMAPI — an alternative to ChatGPT Pro + Claude Pro ($20/mo each) • combine 14 free AI providers behind one API • OpenAI-compatible endpoint • roughly 800M free tokens/month • built-in routing, failover, encrypted key storage, and dashboard — 5️⃣ Playwright MCP — an alternative to Browserbase ($39/mo) + Browser Use ($25/mo) • Microsoft's official browser automation MCP • AI agents interact using accessibility trees instead of screenshots • faster, cheaper, and more reliable automation • works with Claude Code, Cursor, Windsurf, and Codex — 6️⃣ Vibe Trading — an alternative to TradingView Premium ($60/mo) • AI-powered investing and strategy research platform • supports stocks, crypto, forex, futures, and options • dozens of built-in research skills • backtesting included without requiring paid APIs — 7️⃣ — an alternative to Calendly ($12/mo) + SavvyCal ($12/mo) • open-source scheduling platform • round robin, team scheduling, routing forms, payments • integrates with Google Calendar, Outlook, Apple Calendar, Zoom, Meet, and Teams • deploy yourself in minutes — 8️⃣ Whisper — an alternative to ($17/mo) • OpenAI's speech recognition model • transcribes and translates audio in nearly 100 languages • timestamp support included • runs locally on CPU or GPU — 9️⃣ Postiz — an alternative to Buffer ($15/mo) • schedule content across all major social platforms • AI-generated captions and hashtags • built-in analytics and collaborative workspaces • growing rapidly with a large open-source community — 🔟 Vaultwarden — an alternative to 1Password ($8/mo) • lightweight Bitwarden-compatible server written in Rust • works with official Bitwarden apps • unlimited users and vaults • self-host on almost any VPS or home server — Worth knowing: Open-source isn't always a perfect replacement. You may spend a little more time setting things up. In return, you get: • no monthly subscription • full ownership of your data • complete control over your workflow That's a trade many builders happily make. Save this for later. Someone on your timeline is probably paying for at least three of these. — Kshitij Mishra
0:31

10 free GitHub repos that can save you hundreds every month. open-source. free to use. better than most people think. ↓ 1️⃣ OpenScreen — an alternative to Screen Studio ($29/mo) • record polished demos on macOS, Windows, and Linux • automatic cursor effects, blur, annotations, GIF + MP4 export • lightweight and perfect for product walkthroughs without extra editing — 2️⃣ VoiceBox — an alternative to ElevenLabs ($22/mo) + Wispr Flow ($15/mo) • privacy-first AI voice toolkit that runs locally • clone voices with a few seconds of audio • supports 7 TTS engines, 23 languages, and system-wide voice dictation • works with Apple Silicon, CUDA, and ROCm — 3️⃣ OpenShorts — an alternative to Opus Clip ($19/mo) + Submagic ($16/mo) • convert long videos into viral vertical clips • auto captions, face tracking, and AI clip selection • includes AI UGC video generation • easy Docker deployment for self-hosting — 4️⃣ FreeLLMAPI — an alternative to ChatGPT Pro + Claude Pro ($20/mo each) • combine 14 free AI providers behind one API • OpenAI-compatible endpoint • roughly 800M free tokens/month • built-in routing, failover, encrypted key storage, and dashboard — 5️⃣ Playwright MCP — an alternative to Browserbase ($39/mo) + Browser Use ($25/mo) • Microsoft's official browser automation MCP • AI agents interact using accessibility trees instead of screenshots • faster, cheaper, and more reliable automation • works with Claude Code, Cursor, Windsurf, and Codex — 6️⃣ Vibe Trading — an alternative to TradingView Premium ($60/mo) • AI-powered investing and strategy research platform • supports stocks, crypto, forex, futures, and options • dozens of built-in research skills • backtesting included without requiring paid APIs — 7️⃣ — an alternative to Calendly ($12/mo) + SavvyCal ($12/mo) • open-source scheduling platform • round robin, team scheduling, routing forms, payments • integrates with Google Calendar, Outlook, Apple Calendar, Zoom, Meet, and Teams • deploy yourself in minutes — 8️⃣ Whisper — an alternative to ($17/mo) • OpenAI's speech recognition model • transcribes and translates audio in nearly 100 languages • timestamp support included • runs locally on CPU or GPU — 9️⃣ Postiz — an alternative to Buffer ($15/mo) • schedule content across all major social platforms • AI-generated captions and hashtags • built-in analytics and collaborative workspaces • growing rapidly with a large open-source community — 🔟 Vaultwarden — an alternative to 1Password ($8/mo) • lightweight Bitwarden-compatible server written in Rust • works with official Bitwarden apps • unlimited users and vaults • self-host on almost any VPS or home server — Worth knowing: Open-source isn't always a perfect replacement. You may spend a little more time setting things up. In return, you get: • no monthly subscription • full ownership of your data • complete control over your workflow That's a trade many builders happily make. Save this for later. Someone on your timeline is probably paying for at least three of these. — Kshitij Mishra

Kshitij Mishra | AI & Tech

16,698 views • 1 month ago

Voice AI turn taking is a solved problem. The single most common complaint about voice AI, today, is that agents interrupt too often. But the voice agents I build for myself now respond quickly and interrupt me less often than the people I talk to every day. (I actually measured this.) Mark Backman made a Pipecat AI PR two weeks ago that was the last piece of the puzzle for turn taking so good that I no longer ever think about it. The approach combines three layers of processing: 1. Voice activity detection, with a short (200ms) trigger. 2. A native audio turn detection model that's small, fast, and runs on CPU. This model captures audio nuances like inflection and filler sounds that don't get transcribed. 3. A prompt mixin for the conversation LLM that decides turn completion based on conversation context. None of these are new. We've been using VAD for a long time. We trained the first version of the Pipecat Smart Turn native audio model in December 2024. And we've been experimenting with prompt-based large model turn detection (sometimes called "selective refusal") for more than a year. Now, the Smart Turn model and the SOTA LLMs we're using in voice agents have both gotten so good that using them together feels like we've finally "solved" turn detection. Mark also figured out how to elegantly apply a "single-token tagging" technique to this problem. We sometimes use single-token tagging in place of tool calling, when we need a near-zero latency programmatic trigger. Mark's Pipecat mixin defines three single-token characters and prompts the LLM to output exactly one of them at the beginning of every response. - ✓ means the agent should respond normally (immediately) - ○ is a "short incomplete" - the agent should wait 5 seconds - ◐ is a "long incomplete" - the agent should wait 10 seconds The wait times, and the details of the prompt, are configurable, of course. Watch the video to see me talk to an agent that handles all my various pauses and inflections, plus phrases like "let me think," pretty much the way a person would handle them, in terms of response latency. Also, in the second half of the video, I ask the agent to adjust its response pattern because I'm going to tell it a phone number. This kind of "in-context" adjustment of response wait times is really useful. The LLM in the video is GTP-4.1. We've tested the prompt and single-token adherance with GPT-4.1, Gemini 2.5 Flash, Anthropic Claude Sonnet 4.5, and AWS Nova 2 Pro. Note that older models in all these families (and, in general, smaller open weights models) aren't able to reliably output these single-token tags. But the new models we're using these days are pretty amazing.
4:39

Voice AI turn taking is a solved problem. The single most common complaint about voice AI, today, is that agents interrupt too often. But the voice agents I build for myself now respond quickly and interrupt me less often than the people I talk to every day. (I actually measured this.) Mark Backman made a Pipecat AI PR two weeks ago that was the last piece of the puzzle for turn taking so good that I no longer ever think about it. The approach combines three layers of processing: 1. Voice activity detection, with a short (200ms) trigger. 2. A native audio turn detection model that's small, fast, and runs on CPU. This model captures audio nuances like inflection and filler sounds that don't get transcribed. 3. A prompt mixin for the conversation LLM that decides turn completion based on conversation context. None of these are new. We've been using VAD for a long time. We trained the first version of the Pipecat Smart Turn native audio model in December 2024. And we've been experimenting with prompt-based large model turn detection (sometimes called "selective refusal") for more than a year. Now, the Smart Turn model and the SOTA LLMs we're using in voice agents have both gotten so good that using them together feels like we've finally "solved" turn detection. Mark also figured out how to elegantly apply a "single-token tagging" technique to this problem. We sometimes use single-token tagging in place of tool calling, when we need a near-zero latency programmatic trigger. Mark's Pipecat mixin defines three single-token characters and prompts the LLM to output exactly one of them at the beginning of every response. - ✓ means the agent should respond normally (immediately) - ○ is a "short incomplete" - the agent should wait 5 seconds - ◐ is a "long incomplete" - the agent should wait 10 seconds The wait times, and the details of the prompt, are configurable, of course. Watch the video to see me talk to an agent that handles all my various pauses and inflections, plus phrases like "let me think," pretty much the way a person would handle them, in terms of response latency. Also, in the second half of the video, I ask the agent to adjust its response pattern because I'm going to tell it a phone number. This kind of "in-context" adjustment of response wait times is really useful. The LLM in the video is GTP-4.1. We've tested the prompt and single-token adherance with GPT-4.1, Gemini 2.5 Flash, Anthropic Claude Sonnet 4.5, and AWS Nova 2 Pro. Note that older models in all these families (and, in general, smaller open weights models) aren't able to reliably output these single-token tags. But the new models we're using these days are pretty amazing.

kwindla

26,935 views • 6 months ago

I spent 1 day building something that saves you 2-4 weeks. Let me explain. Right now, if you want to deploy a single AI agent that earns money on blockchain, you need: → Wallet infrastructure (key generation, encryption, signing) → Payment integration (on-chain flows, stablecoin handling) → On-chain identity (NFT registration, metadata, URIs) → Escrow contracts (state machines, fund locking) → Monitoring dashboard (analytics, revenue tracking) That's 2-4 weeks of engineering. Minimum. And it locks out 99% of potential creators who aren't Solidity devs. So I built Bumi Agent. It takes 10 seconds. 3 fields: Name, Template, Price. 1 button: Deploy. That's it. Your AI agent is live on Celo, earning cUSD, with on-chain identity before your coffee gets cold. Here's what happens behind that 1 click: • Wallet auto-generated with AES-256-GCM encryption • Agent registered as NFT via ERC-8004 • Payment endpoint configured via x402 protocol • Agent runtime deployed with your chosen template • Revenue starts flowing in cUSD from call #1 No Solidity. No wallet setup. No payment gateway. But the real magic is what powers the agents: 8 AI models with intelligent routing: - Free tier: Claude 4.6 Sonnet, DeepSeek R1, Gemini Flash, Llama 4 Scout, Mistral Medium - Premium: GPT-4o, Gemini 2.5 Pro, Claude 4 Opus If one model fails? Auto-fallback to the next. Zero downtime. Users always get a response. And agents don't just chat they work. ERC-8183 job escrow lets clients post paid tasks: Client funds escrow → Agent delivers → Client approves → Funds release. Fully trustless. On-chain. With Celoscan links for every transaction. The part I'm most proud of: EarthPool 🌱 15% of premium revenue automatically goes to an on-chain ReFi treasury that funds environmental campaigns on Celo. AI growth funding climate action. No greenwashing — every cent is trackable on-chain. The numbers so far: → 12 agents deployed on Celo Mainnet → 52+ paid API calls processed → 7.80 cUSD revenue generated → 3 smart contracts verified on Celoscan → 8 AI models running → 85 contract tests passing → 16 API endpoints in production → 10 agent templates ready The full stack: Frontend: Next.js 16 + Tailwind v4 + Recharts → Vercel Backend: Hono + Drizzle + PostgreSQL + Redis → Railway Blockchain: Solidity 0.8.25 + Foundry + OpenZeppelin → Celo Mainnet Everything is live. Everything is open source. 🌐 📦 📊 Bumi Agent — AI agents for everyone. Built with 🌱 on Celo CeloDevs CeloPublicGoods /disclosure this post is hackathon submission req
7:44

I spent 1 day building something that saves you 2-4 weeks. Let me explain. Right now, if you want to deploy a single AI agent that earns money on blockchain, you need: → Wallet infrastructure (key generation, encryption, signing) → Payment integration (on-chain flows, stablecoin handling) → On-chain identity (NFT registration, metadata, URIs) → Escrow contracts (state machines, fund locking) → Monitoring dashboard (analytics, revenue tracking) That's 2-4 weeks of engineering. Minimum. And it locks out 99% of potential creators who aren't Solidity devs. So I built Bumi Agent. It takes 10 seconds. 3 fields: Name, Template, Price. 1 button: Deploy. That's it. Your AI agent is live on Celo, earning cUSD, with on-chain identity before your coffee gets cold. Here's what happens behind that 1 click: • Wallet auto-generated with AES-256-GCM encryption • Agent registered as NFT via ERC-8004 • Payment endpoint configured via x402 protocol • Agent runtime deployed with your chosen template • Revenue starts flowing in cUSD from call #1 No Solidity. No wallet setup. No payment gateway. But the real magic is what powers the agents: 8 AI models with intelligent routing: - Free tier: Claude 4.6 Sonnet, DeepSeek R1, Gemini Flash, Llama 4 Scout, Mistral Medium - Premium: GPT-4o, Gemini 2.5 Pro, Claude 4 Opus If one model fails? Auto-fallback to the next. Zero downtime. Users always get a response. And agents don't just chat they work. ERC-8183 job escrow lets clients post paid tasks: Client funds escrow → Agent delivers → Client approves → Funds release. Fully trustless. On-chain. With Celoscan links for every transaction. The part I'm most proud of: EarthPool 🌱 15% of premium revenue automatically goes to an on-chain ReFi treasury that funds environmental campaigns on Celo. AI growth funding climate action. No greenwashing — every cent is trackable on-chain. The numbers so far: → 12 agents deployed on Celo Mainnet → 52+ paid API calls processed → 7.80 cUSD revenue generated → 3 smart contracts verified on Celoscan → 8 AI models running → 85 contract tests passing → 16 API endpoints in production → 10 agent templates ready The full stack: Frontend: Next.js 16 + Tailwind v4 + Recharts → Vercel Backend: Hono + Drizzle + PostgreSQL + Redis → Railway Blockchain: Solidity 0.8.25 + Foundry + OpenZeppelin → Celo Mainnet Everything is live. Everything is open source. 🌐 📦 📊 Bumi Agent — AI agents for everyone. Built with 🌱 on Celo CeloDevs CeloPublicGoods /disclosure this post is hackathon submission req

Eight

15,647 views • 5 months ago

HERMES AGENT BECOMES 10X MORE USEFUL WHEN YOU CONFIGURE THESE 5 THINGS. EACH ONE TAKES 5 MINUTES. MOST USERS NEVER TOUCH THEM. 1. THE RIGHT MODELS one model for everything = wrong model for most things. GPT-5.6 Sol: strongest reasoning. daily driver. access through your ChatGPT subscription (Plus or higher). Max plan unlocks higher reasoning effort. Grok 4.5: live X search. fastest responses. access through your X Premium+ subscription. "find me 3 high-engagement Hermes posts from the last 5 days." Grok pulls directly from X. no scraping. real-time. Kimi K3: design powerhouse. comparable quality to Claude Fable 5 at roughly 30% of the price. takes longer to generate. the quality justifies the wait. connect via Desktop app / Dashboard: Models → add provider. GPT-5.6: ChatGPT subscription → OAuth. Grok 4.5: X subscription → OAuth. Kimi K3: OpenRouter or Nous Portal. switch between them mid-session: /model [name] 2. PARALLEL TOOL CALLS Hermes used to call tools one at a time. Gmail, then calendar, then web search. sequential. now: multiple tool calls run simultaneously. "check my emails, check my calendar, tell me the weather in Dubai, and find the latest Hermes updates." four tools at once. results merge when all finish. what used to take 3 minutes takes 30 seconds. automatic after update. no config needed. hermes update 3. FASTER AND CHEAPER WEB SEARCH two improvements. one automatic, one you configure. AUTOMATIC (update only): v0.19.0 processes web pages differently. clean content straight to the agent without redundant processing steps. 60x faster. 49x cheaper. no config needed. CONFIGURE (Firecrawl): Firecrawl is the default scraping backend. strips HTML, ads, navigation, scripts. returns only the text your agent needs. 500 free credits per month on free tier. get your key from firecrawl .dev. add to .env: FIRECRAWL_API_KEY=your_key Nous Portal subscribers: Firecrawl is included through Tool Gateway. no separate key needed. SAVE MORE (auxiliary model): web summarization defaults to your main model. route it to a cheap model: auxiliary: web_extract: model: google/gemini-3-flash-preview cheap model reads the page. premium model reasons about the content. 4. MORNING BRIEF WITH EMAIL + CALENDAR connect Gmail and Google Calendar via MCP: 1. go to mcp .zapier.com 2. add Gmail: enable read and draft only. never enable send. one automated email from the wrong context can cost a relationship. 3. add Google Calendar: read access. 4. click connect → sign in → regenerate token 5. paste the token into Hermes chat tell your agent: "create a
20:12

HERMES AGENT BECOMES 10X MORE USEFUL WHEN YOU CONFIGURE THESE 5 THINGS. EACH ONE TAKES 5 MINUTES. MOST USERS NEVER TOUCH THEM. 1. THE RIGHT MODELS one model for everything = wrong model for most things. GPT-5.6 Sol: strongest reasoning. daily driver. access through your ChatGPT subscription (Plus or higher). Max plan unlocks higher reasoning effort. Grok 4.5: live X search. fastest responses. access through your X Premium+ subscription. "find me 3 high-engagement Hermes posts from the last 5 days." Grok pulls directly from X. no scraping. real-time. Kimi K3: design powerhouse. comparable quality to Claude Fable 5 at roughly 30% of the price. takes longer to generate. the quality justifies the wait. connect via Desktop app / Dashboard: Models → add provider. GPT-5.6: ChatGPT subscription → OAuth. Grok 4.5: X subscription → OAuth. Kimi K3: OpenRouter or Nous Portal. switch between them mid-session: /model [name] 2. PARALLEL TOOL CALLS Hermes used to call tools one at a time. Gmail, then calendar, then web search. sequential. now: multiple tool calls run simultaneously. "check my emails, check my calendar, tell me the weather in Dubai, and find the latest Hermes updates." four tools at once. results merge when all finish. what used to take 3 minutes takes 30 seconds. automatic after update. no config needed. hermes update 3. FASTER AND CHEAPER WEB SEARCH two improvements. one automatic, one you configure. AUTOMATIC (update only): v0.19.0 processes web pages differently. clean content straight to the agent without redundant processing steps. 60x faster. 49x cheaper. no config needed. CONFIGURE (Firecrawl): Firecrawl is the default scraping backend. strips HTML, ads, navigation, scripts. returns only the text your agent needs. 500 free credits per month on free tier. get your key from firecrawl .dev. add to .env: FIRECRAWL_API_KEY=your_key Nous Portal subscribers: Firecrawl is included through Tool Gateway. no separate key needed. SAVE MORE (auxiliary model): web summarization defaults to your main model. route it to a cheap model: auxiliary: web_extract: model: google/gemini-3-flash-preview cheap model reads the page. premium model reasons about the content. 4. MORNING BRIEF WITH EMAIL + CALENDAR connect Gmail and Google Calendar via MCP: 1. go to mcp .zapier.com 2. add Gmail: enable read and draft only. never enable send. one automated email from the wrong context can cost a relationship. 3. add Google Calendar: read access. 4. click connect → sign in → regenerate token 5. paste the token into Hermes chat tell your agent: "create a

YanXbt

29,620 views • 27 days ago

🙌Meet Artifig: A Figma Plugin to Generate Figma Plugins Do you use Figma and ever feel like this: - Your mind is bursting with plugin ideas, but you can't bring them to life because you don't know how to code? - You want to focus on design, but repetitive tasks keep slowing you down? - You dream of creating custom tools for your team, but lack the time or resources? I’ve been there too. That’s why I created Artifig. ✨ What is Artifig? Artifig is an AI-powered Figma plugin that empowers anyone to build their own Figma plugins using just natural language. No coding needed—simply describe what you want, and watch as your idea transforms into a fully functional, real-time plugin. 🚀 Redefining Figma Plugin Development The core philosophy of Artifig is simple: Designers often have countless ideas and creative visions, but many of them remain unrealized due to a lack of technical skills. We believe designers shouldn’t be limited by their inability to code. You should focus on creating, not be held back by technical barriers or repetitive tasks. Artifig takes you directly from "description" to "implementation." 🛠️ How Does It Work? 1. Describe Your Needs: Tell Artifig what you want, like “Create a skew transformation tool for objects, supporting horizontal and vertical skew with real-time preview functionality.” 2. Generate and Run the Plugin: Artifig instantly generates the plugin and runs it right within Figma. For example, the generated plugin can apply skew transformations to objects, precisely controlled via matrix transformations, with an intuitive user experience. 3. Optimize and Iteration: Need adjustments? Simply describe them, and Artifig will Iterating the plugin step by step. 4. Share Your Creations: Publish your plugins to the Artifig community, or remix plugins shared by others to build on their ideas. No learning curve. No complex steps. It’s as simple as that. 🌟 Key Features - Zero Barrier to Entry: No coding experience needed—any Figma user can create plugins effortlessly. - Multilingual Support: Works in multiple languages, including English, Chinese, French, Japanese, and German. - What-You-See-Is-What-You-Get: Generated plugins run in real-time, so you can quickly validate and refine your ideas. - Open and Flexible: The generated plugin code is 100% yours—modify it, distribute it, even use it commercially. - Global Community: Share your plugins, explore others’ creations, and publish your plugins to the Figma community. 🎯 Why is Artifig a Game-Changer? 1. No More Repetitive Work Let AI handle the tedious, time-consuming tasks: batch renaming layers, auto-aligning elements, or applying styles in bulk. All you need to do is say, “Import a PDF and arrange each image on the canvas with 20px spacing.” 2. Quickly Bring Ideas to Life From color contrast checks to data imports and custom components, all your “what if we could” ideas can now become plugins. Just one natural language description, and Artifig makes it happen. 3. Custom Tools for Your Team Build tailored tools for your team, creating unique solutions to streamline your workflow. 4. Not Just a Tool, But a Learning Experience Artifig explains the logic behind the code it generates, helping you understand Figma APIs and JavaScript. Today, you’re a designer; tomorrow, you could also be a design engineer. 🧑‍🚀👩🏻‍💻🥷🏻 Who is Artifig For? - Beginners: No development experience needed—just describe your ideas and let Artifig do the rest. - Experts: Save time and focus on high-value tasks while Artifig handles the repetitive work. - Learners: Use Artifig as a bridge to deepen your understanding of development. - Teams: Build custom tools to enhance collaboration and efficiency. 🎉 Ready to Get Started? I believe designers’ time and focus should be spent on creating, not on wrestling with complex tools. Artifig is the first step toward realizing this vision. Try Artifig now and experience an unprecedented flow of creativity!
1:54

🙌Meet Artifig: A Figma Plugin to Generate Figma Plugins Do you use Figma and ever feel like this: - Your mind is bursting with plugin ideas, but you can't bring them to life because you don't know how to code? - You want to focus on design, but repetitive tasks keep slowing you down? - You dream of creating custom tools for your team, but lack the time or resources? I’ve been there too. That’s why I created Artifig. ✨ What is Artifig? Artifig is an AI-powered Figma plugin that empowers anyone to build their own Figma plugins using just natural language. No coding needed—simply describe what you want, and watch as your idea transforms into a fully functional, real-time plugin. 🚀 Redefining Figma Plugin Development The core philosophy of Artifig is simple: Designers often have countless ideas and creative visions, but many of them remain unrealized due to a lack of technical skills. We believe designers shouldn’t be limited by their inability to code. You should focus on creating, not be held back by technical barriers or repetitive tasks. Artifig takes you directly from "description" to "implementation." 🛠️ How Does It Work? 1. Describe Your Needs: Tell Artifig what you want, like “Create a skew transformation tool for objects, supporting horizontal and vertical skew with real-time preview functionality.” 2. Generate and Run the Plugin: Artifig instantly generates the plugin and runs it right within Figma. For example, the generated plugin can apply skew transformations to objects, precisely controlled via matrix transformations, with an intuitive user experience. 3. Optimize and Iteration: Need adjustments? Simply describe them, and Artifig will Iterating the plugin step by step. 4. Share Your Creations: Publish your plugins to the Artifig community, or remix plugins shared by others to build on their ideas. No learning curve. No complex steps. It’s as simple as that. 🌟 Key Features - Zero Barrier to Entry: No coding experience needed—any Figma user can create plugins effortlessly. - Multilingual Support: Works in multiple languages, including English, Chinese, French, Japanese, and German. - What-You-See-Is-What-You-Get: Generated plugins run in real-time, so you can quickly validate and refine your ideas. - Open and Flexible: The generated plugin code is 100% yours—modify it, distribute it, even use it commercially. - Global Community: Share your plugins, explore others’ creations, and publish your plugins to the Figma community. 🎯 Why is Artifig a Game-Changer? 1. No More Repetitive Work Let AI handle the tedious, time-consuming tasks: batch renaming layers, auto-aligning elements, or applying styles in bulk. All you need to do is say, “Import a PDF and arrange each image on the canvas with 20px spacing.” 2. Quickly Bring Ideas to Life From color contrast checks to data imports and custom components, all your “what if we could” ideas can now become plugins. Just one natural language description, and Artifig makes it happen. 3. Custom Tools for Your Team Build tailored tools for your team, creating unique solutions to streamline your workflow. 4. Not Just a Tool, But a Learning Experience Artifig explains the logic behind the code it generates, helping you understand Figma APIs and JavaScript. Today, you’re a designer; tomorrow, you could also be a design engineer. 🧑‍🚀👩🏻‍💻🥷🏻 Who is Artifig For? - Beginners: No development experience needed—just describe your ideas and let Artifig do the rest. - Experts: Save time and focus on high-value tasks while Artifig handles the repetitive work. - Learners: Use Artifig as a bridge to deepen your understanding of development. - Teams: Build custom tools to enhance collaboration and efficiency. 🎉 Ready to Get Started? I believe designers’ time and focus should be spent on creating, not on wrestling with complex tools. Artifig is the first step toward realizing this vision. Try Artifig now and experience an unprecedented flow of creativity!

yancymin

21,222 views • 1 year ago

LAUNCH ANNOUNCEMENT Finding the perfect idea, title and thumbnail concept can be time consuming and is what essentially leads to more views and growth to your channel. Now imagine saving research time by 50%, freeing hours to enhance video quality. Well we have a solution to never run out of ideas on ! Watch the video below to see the tool in action! The 1 of 10 Finder: Discover hundreds of thousands of high-performing videos to inspire your next idea, title and thumbnail. This data-backed approach makes it easier than ever to more easily find your next banger video. For every 15 Retweets, I’m giving away 1 Yearly Access + 1H Consulting Call Deep Diving Your channel ($500) The benefit of using this tool vs simply searching on Youtube: Youtube only has most viewed and relevant as good filters. In our tool, 100% of the video results are 1 of 10s, meaning that EVERY. SINGLE. RESULT. is an excellent inspiration for your next video since they have been proven to succeed regardless of the niche. How it works? Simply enter a keyword or a niche, and you'll uncover outlier videos. You can even type out prompts like Midjourney and the search will understand. You can then find similar videos to the ones that you like for even more inspiration. You can also bookmark the thumbnails on your personal vision board for constant inspiration, bounce around top outliers per niche and even play with the random outlier button for infinite inspiration. How this tool helps you to find ideas, titles and thumbnails? Say you have no idea what video to film next. You can go on the tool and either bounce around niches or click on random outliers. What this will do is inspire you with ONLY data-backed ideas meaning that any of the videos you see has a good potential to be repackaged for your own channel, even if the inspiration is in a different niche. Why pay for this? - Find ideas, titles and thumbnail concepts faster saving you hours of research - Vision Board for saved thumbnails - 1 hour free consulting call with me ($500 value, you essentially get a discounted strategy call + 1 year free of the tool 😆) - Community built around 1 of 10 and surround yourself with peer creators that have that 1 of 10 mentality - First access to upcoming tools - Infinite inspiration with our random button generator, bounce around categories or use the similar feature - 1 idea here can lead to your next 1M view - Discover videos you would never have seen prior to using this tool and find opportunities before anyone else - First week price never to be seen ever again For who is this for? If this tool allows you to find even just 1 viral idea for the whole year at 1M views: 0-100k subs: Boosted viewership opens doors to lucrative sponsorships and collaborations. 100k - 1M subs: If a data-backed idea leads to an increment of even just 5%, it makes the tool worth it for the year 1M+: If a data-backed idea leads to an increment of even just 1%, it makes the tool worth it for the year Who are we? For the past 3 years, I’ve worked hands-on with Youtubers from a few thousand subscribers to 10s of millions to 50M+. I closely work with youtube channels by optimizing all facets of content creation, from titles, thumbnails, retention, ideas, etc. I have seen all the problems that creators are facing and I have a passion to create as many tools as possible in the space that will solve these problems which in turn will lead to lower barriers to entry to content creation which will then hopefully lead to more dope content on the Internet😄 And the genius dev behind the tool? Meet Riad , ex-Microsoft and AI engineer. His expertise and love for Youtube has led to this state-of the art YT tool! You can be sure that your user experience will be smooth. Also meet cocadmin , ex-Ubisoft DevOps + 2nd biggest French Developer Youtuber with nearly 200K subs. I will choose 1 person for every 15 retweets at random to do one strategy call with + 1 year free access to the tool.
2:53

LAUNCH ANNOUNCEMENT Finding the perfect idea, title and thumbnail concept can be time consuming and is what essentially leads to more views and growth to your channel. Now imagine saving research time by 50%, freeing hours to enhance video quality. Well we have a solution to never run out of ideas on ! Watch the video below to see the tool in action! The 1 of 10 Finder: Discover hundreds of thousands of high-performing videos to inspire your next idea, title and thumbnail. This data-backed approach makes it easier than ever to more easily find your next banger video. For every 15 Retweets, I’m giving away 1 Yearly Access + 1H Consulting Call Deep Diving Your channel ($500) The benefit of using this tool vs simply searching on Youtube: Youtube only has most viewed and relevant as good filters. In our tool, 100% of the video results are 1 of 10s, meaning that EVERY. SINGLE. RESULT. is an excellent inspiration for your next video since they have been proven to succeed regardless of the niche. How it works? Simply enter a keyword or a niche, and you'll uncover outlier videos. You can even type out prompts like Midjourney and the search will understand. You can then find similar videos to the ones that you like for even more inspiration. You can also bookmark the thumbnails on your personal vision board for constant inspiration, bounce around top outliers per niche and even play with the random outlier button for infinite inspiration. How this tool helps you to find ideas, titles and thumbnails? Say you have no idea what video to film next. You can go on the tool and either bounce around niches or click on random outliers. What this will do is inspire you with ONLY data-backed ideas meaning that any of the videos you see has a good potential to be repackaged for your own channel, even if the inspiration is in a different niche. Why pay for this? - Find ideas, titles and thumbnail concepts faster saving you hours of research - Vision Board for saved thumbnails - 1 hour free consulting call with me ($500 value, you essentially get a discounted strategy call + 1 year free of the tool 😆) - Community built around 1 of 10 and surround yourself with peer creators that have that 1 of 10 mentality - First access to upcoming tools - Infinite inspiration with our random button generator, bounce around categories or use the similar feature - 1 idea here can lead to your next 1M view - Discover videos you would never have seen prior to using this tool and find opportunities before anyone else - First week price never to be seen ever again For who is this for? If this tool allows you to find even just 1 viral idea for the whole year at 1M views: 0-100k subs: Boosted viewership opens doors to lucrative sponsorships and collaborations. 100k - 1M subs: If a data-backed idea leads to an increment of even just 5%, it makes the tool worth it for the year 1M+: If a data-backed idea leads to an increment of even just 1%, it makes the tool worth it for the year Who are we? For the past 3 years, I’ve worked hands-on with Youtubers from a few thousand subscribers to 10s of millions to 50M+. I closely work with youtube channels by optimizing all facets of content creation, from titles, thumbnails, retention, ideas, etc. I have seen all the problems that creators are facing and I have a passion to create as many tools as possible in the space that will solve these problems which in turn will lead to lower barriers to entry to content creation which will then hopefully lead to more dope content on the Internet😄 And the genius dev behind the tool? Meet Riad , ex-Microsoft and AI engineer. His expertise and love for Youtube has led to this state-of the art YT tool! You can be sure that your user experience will be smooth. Also meet cocadmin , ex-Ubisoft DevOps + 2nd biggest French Developer Youtuber with nearly 200K subs. I will choose 1 person for every 15 retweets at random to do one strategy call with + 1 year free access to the tool.

Richard the Youtube strategist

179,129 views • 2 years ago

is our AI project to make computing feel more human L A N D E R Here are the 4 best demo videos of the magic of DATA in action. DATA is a personalized assistant who knows and remembers every conversation you have with it accross your iPhone, Mac, iPad, Watch, Texts, Emails, and HomePods. You can talk to DATA right in your AirPods or text it just like a person. DATA can read, write, understand, speak any language, and translate between them. It can help with real work and home life tasks like research, writing, scheduling, reminders, and triage. And it's easily customizable so you can have DATA automatically do whatever you want whenever you want with just a few taps and natural language instructions - no code required. DATA can do just about anything you can do on your phone on your behalf automatically including very advanced things Siri can't, like summarizing, analyzing, and drafting replies or writing documents. It can read web pages, texts or emails you show it, or PDFs of any kind. It can do other real world tasks that require complex analysis and common sense too, like: - figure out where the nearest beach is (even when you're in Colorado) and instantly fetch the current surf report up to the current minute. - summarize and drafting replies to entire email chains - plan out entire work projects or multi-day vacations on your calendar - sketch out ideas for you in picture form or drafting Notion pages with charts and graphs. DATA can also use its own judgement to determine when to run an action or not, even if you've scheduled it, allowing you to make VERY complex automations that require many different inputs to make a decision, like for example: - only opening the blinds on your lunch break if it's sunny out and you're working from home. DATA works natively and easily with Apple HomeKit & other shortcuts. DATA can also take initiative and check in with you throughout the day by voice or text and proactively send messages to you and others on your behalf based on your personal and professional goals, current tasks, and calendar. DATA can integrate with many apps on your phone, and is compatible with multiple large AI language models. I've gotten to make a few demo videos that I think really capture how powerful DATA can be for every day life. Here they are all in one tweet. Make sure your sound is on as you watch them. 1. This is the first demo video I ever made from April 19th, 2023. It walks through all the ways you can interact with and use the DATA shortcuts. Everything from saying "Hey Siri" to tapping on custom apps on your home-screen. 2. The second demo video was made May 5 and is an example use case I made of how commands work - commands allow DATA to actually run actions on your phone like taking pictures and sending messages. This demo shows me taking a picture of an email template, and data drafting an email based on that template. It's gotten much better at realizing when it has just run a command and incorporating that information naturally into the conversation now, especially on GPT-4. 3. This third Commands video, May 12 is a walkthrough of ALL the phone functions that commands allow DATA to do: sending texts and emails, making pictures, seeing pictures, reading things, and scheduling events. Since this video we've added auto-replies to texts and emails, summarizing documents, writing documents, health app data retrieval, web surfing, scheduling alarms, making playlists, and more. 4. This last demo I made today, June 15, shows everything DATA does working in concert to generate a crazy detailed morning briefing with background music - including making a unique playlist and giving a detailed analysis of current events complete with Ski & Surf conditions near me other live information from the internet. So now that you've seen everything DATA can do, what's the coolest feature? What features should we add? What would you use DATA for first?
12:54

is our AI project to make computing feel more human L A N D E R Here are the 4 best demo videos of the magic of DATA in action. DATA is a personalized assistant who knows and remembers every conversation you have with it accross your iPhone, Mac, iPad, Watch, Texts, Emails, and HomePods. You can talk to DATA right in your AirPods or text it just like a person. DATA can read, write, understand, speak any language, and translate between them. It can help with real work and home life tasks like research, writing, scheduling, reminders, and triage. And it's easily customizable so you can have DATA automatically do whatever you want whenever you want with just a few taps and natural language instructions - no code required. DATA can do just about anything you can do on your phone on your behalf automatically including very advanced things Siri can't, like summarizing, analyzing, and drafting replies or writing documents. It can read web pages, texts or emails you show it, or PDFs of any kind. It can do other real world tasks that require complex analysis and common sense too, like: - figure out where the nearest beach is (even when you're in Colorado) and instantly fetch the current surf report up to the current minute. - summarize and drafting replies to entire email chains - plan out entire work projects or multi-day vacations on your calendar - sketch out ideas for you in picture form or drafting Notion pages with charts and graphs. DATA can also use its own judgement to determine when to run an action or not, even if you've scheduled it, allowing you to make VERY complex automations that require many different inputs to make a decision, like for example: - only opening the blinds on your lunch break if it's sunny out and you're working from home. DATA works natively and easily with Apple HomeKit & other shortcuts. DATA can also take initiative and check in with you throughout the day by voice or text and proactively send messages to you and others on your behalf based on your personal and professional goals, current tasks, and calendar. DATA can integrate with many apps on your phone, and is compatible with multiple large AI language models. I've gotten to make a few demo videos that I think really capture how powerful DATA can be for every day life. Here they are all in one tweet. Make sure your sound is on as you watch them. 1. This is the first demo video I ever made from April 19th, 2023. It walks through all the ways you can interact with and use the DATA shortcuts. Everything from saying "Hey Siri" to tapping on custom apps on your home-screen. 2. The second demo video was made May 5 and is an example use case I made of how commands work - commands allow DATA to actually run actions on your phone like taking pictures and sending messages. This demo shows me taking a picture of an email template, and data drafting an email based on that template. It's gotten much better at realizing when it has just run a command and incorporating that information naturally into the conversation now, especially on GPT-4. 3. This third Commands video, May 12 is a walkthrough of ALL the phone functions that commands allow DATA to do: sending texts and emails, making pictures, seeing pictures, reading things, and scheduling events. Since this video we've added auto-replies to texts and emails, summarizing documents, writing documents, health app data retrieval, web surfing, scheduling alarms, making playlists, and more. 4. This last demo I made today, June 15, shows everything DATA does working in concert to generate a crazy detailed morning briefing with background music - including making a unique playlist and giving a detailed analysis of current events complete with Ski & Surf conditions near me other live information from the internet. So now that you've seen everything DATA can do, what's the coolest feature? What features should we add? What would you use DATA for first?

steve

640,176 views • 3 years ago

If you watch this ~50 minute screen recording closely (yeah, I know, it's long; there are also some times when my computer was very slow and laggy, just skip past that part. And at one point I had to run and get my 9-month-old a new bottle and left it on a boring screen, sorry!), I believe you can see real signs of the kind of runaway, recursive AI self-improvement that people have been warning of for a while (Mr. Kurzweil most notably and prophetically). Why do I say that? What's different now? Well, there's a reason my set of agent coding tooling is called the Flywheel. These tools all mutually self-reinforce each other. And they all flow directly into my ntm tool (short for "named_tmux_manager"), which acts as a sort of integration point and nerve center for the tools (this is becoming more true by the minute as I'm now seriously working on ntm). Now, ntm was something I started making to automate some aspects of my workflow, but it was the kind of thing where, until it was perfect, it sort of just slowed me down. So I didn't actually use it even though I kept working on it and trying to improve it, and suggested to users that they try it in my tutorials. Well anyway, I finally got around to "dogfooding" ntm last night, and now it's going to get very dramatically better at an alarming rate. Some of that is from applying my "idea wizard" prompt to generate more useful features and building that stuff out and addressing obvious pain points I encountered during my newfound usage of the tool. But a lot comes from my realization that, once again, ntm's true utility is not as a tool for ME, but for an agent. That is, ntm lets one instance of Claude Code or Codex act as, well, me, do the things that I had been doing manually. Do I wish I had started using ntm earlier? No, for two big reasons: 1) Doing it manually helped me build up my intuition massively, which directly led me down the path of creating useful prompt strategies and workflows; these often began as ad-hoc prompts that I realized could be generalized and made more versatile/universal. Lesson: don't prematurely automate until you have an intimate, intuitive feel for your "core value-add loop." Otherwise you'll have a fully automated system quickly that efficiently and automatically does a stupid or otherwise sub-optimal thing. 2) My eyes have been opened to the beauty and power of Skills. I'm not talking about your garden-variety skills that are just a simple markdown file. I'm talking about true tour-de-force directories of perfectly structured and organized files that are filled with good information, insights, workflows, etc., but presented in a way that is highly optimized for consumption by AI agents, with extreme attention paid to things like perfect progressive disclosure, token density, agent-ergonomics, agent-intuitiveness, etc. And also Skills that go way beyond markdown files, with full integration into Claude Code where it makes sense via hooks, sub-agents, and even Python scripts. These kinds of skills are a qualitative difference in expressive power and usefulness and a total game changer. They are also effectively composable, creating almost an algebra of skills that let you use them together in powerful ways. I'm working on a subscription service website and CLI tool now to share what I've learned here most effectively, stay tuned for that in the coming days. Anyway, I now know what to make and how to make it. So, getting back to that screen recording, what does it show that makes me claim recursive self-improvement is here? If you keep your eye on the upper left tmux pane, that's the "controller" agent. It is using ntm to control all the other panes which are also running Claude Code (but ntm fully supports other agent types like Codex and Gemini-CLI, and it's trivially easy to mix and match them if you wanted to have, say, 8 CCs and 6 Codexes for writing the code and 3 Gemini-CLIs for reviewing code.) Now, there's nothing that crazy about this much so far. But where it starts to get very cool is that as the session continues and we encounter real-world problems, things like my ridiculously overloaded computer that keeps hanging for long periods, Claude Code instances that crash and get into a frozen, unresponsive state, it can learn from that. And you can see it using my skill writing skill to refine its ntm vibe coding skill in real time. And then take that skill and refine it to be more intuitive for itself. Or use my cass tool skill to search all the session histories to look for problems that came up and strategize how to solve them. The most useful part was when, towards the end of the session, I told it to reflect on all the things we had done and problems we encountered. One way it can usefully leverage those reflections is by improving its ntm vibe coding skill to make it cover more edge cases and exigencies. But the other, more fundamental, way is for it to conceive of and design the optimal new features and functionality for ntm itself so that the tool embodies those lessons in a first-class way. This offloads cognition from its brain onto its tooling, just like how a person can lean on spellcheck or a calculator. It codifies correct, effective reasoning at the tool level, where it's more reliable and robust and repeatable. And btw, did you notice what code base it was working on the whole time? It was none other than ntm itself! So as it worked on its own tool, it had reflections and ideas about how to further improve the tool. Now, it could have just as easily gotten those insights and ideas while using ntm to work on a different project, but the fact that it was working on itself is almost gloriously meta and recursive. So by the end, after learning from tending to a big group of agent workers (btw, I have previously emphasized doing everything in a really distributed/decentralized way, where each fungible agent gets identical marching orders that tell it to use my bv tool to find the optimal bead to work on. This does work very well, but occasionally results in some contention and overlap from thundering herd, or at least wastes time/tokens/communication in avoiding that before the agents waste time duplicating work. But in this new ntm-oriented workflow, I was able to have the controller agent in the upper left use bv itself and then optimally parcel out the instructions to each agent so that we could know for sure that there's no overlap), I ended up with a ton of new beads for new features, which I had it optimize and polish a few times. Now I can swap to a new Claude Max account and have the swarm implement all those new features! It should only take a couple passes like the one shown in the screen recording to get everything implemented. Then we can rinse and repeat, having the agent read through the full session histories of each agent and its experience from its own session in sending ntm commands and seeing how they worked out in practice, to come up with the next batch of changes to both its ntm vibe coding skill AND to the ntm tool itself. Do you see how rapidly this turns into Skynet? My mistake earlier was in focusing on making myself a "faster horse" as Henry Ford used to joke about customers wanting before he showed them what they should really want (a Model T). That is, something that would make my experience nicer while doing this agent swarm based development workflow. But the obvious lesson is that you should make all your tooling agent-first because the agents are just better at this stuff. You can still watch, and of course I did add a ridiculous number of very nice human-centric features to ntm that you'll be seeing in the next day or two, but those are really kind of "for fun" to make us humans feel better about the process. All the real value-add is happening "by agents, for agents." PS: Towards the end, you can see me switch to my Mac and tell Claude to improve the skill that I made earlier today for taking the mkv screen recording files from OBS Studio and muxing them into MP4 files for sharing, while downloading songs from YouTube to serve as the background music. I made it so it can also grab the thumbnails and generate little song credit cards that show up in the lower right corner. This worked perfectly the first time! I'll include some screenshots in a response post showing how that worked, but it was awesome to witness. Skills are POWERFUL. I'll also post a link to this video on YouTube if you prefer to watch it there.
51:48

If you watch this ~50 minute screen recording closely (yeah, I know, it's long; there are also some times when my computer was very slow and laggy, just skip past that part. And at one point I had to run and get my 9-month-old a new bottle and left it on a boring screen, sorry!), I believe you can see real signs of the kind of runaway, recursive AI self-improvement that people have been warning of for a while (Mr. Kurzweil most notably and prophetically). Why do I say that? What's different now? Well, there's a reason my set of agent coding tooling is called the Flywheel. These tools all mutually self-reinforce each other. And they all flow directly into my ntm tool (short for "named_tmux_manager"), which acts as a sort of integration point and nerve center for the tools (this is becoming more true by the minute as I'm now seriously working on ntm). Now, ntm was something I started making to automate some aspects of my workflow, but it was the kind of thing where, until it was perfect, it sort of just slowed me down. So I didn't actually use it even though I kept working on it and trying to improve it, and suggested to users that they try it in my tutorials. Well anyway, I finally got around to "dogfooding" ntm last night, and now it's going to get very dramatically better at an alarming rate. Some of that is from applying my "idea wizard" prompt to generate more useful features and building that stuff out and addressing obvious pain points I encountered during my newfound usage of the tool. But a lot comes from my realization that, once again, ntm's true utility is not as a tool for ME, but for an agent. That is, ntm lets one instance of Claude Code or Codex act as, well, me, do the things that I had been doing manually. Do I wish I had started using ntm earlier? No, for two big reasons: 1) Doing it manually helped me build up my intuition massively, which directly led me down the path of creating useful prompt strategies and workflows; these often began as ad-hoc prompts that I realized could be generalized and made more versatile/universal. Lesson: don't prematurely automate until you have an intimate, intuitive feel for your "core value-add loop." Otherwise you'll have a fully automated system quickly that efficiently and automatically does a stupid or otherwise sub-optimal thing. 2) My eyes have been opened to the beauty and power of Skills. I'm not talking about your garden-variety skills that are just a simple markdown file. I'm talking about true tour-de-force directories of perfectly structured and organized files that are filled with good information, insights, workflows, etc., but presented in a way that is highly optimized for consumption by AI agents, with extreme attention paid to things like perfect progressive disclosure, token density, agent-ergonomics, agent-intuitiveness, etc. And also Skills that go way beyond markdown files, with full integration into Claude Code where it makes sense via hooks, sub-agents, and even Python scripts. These kinds of skills are a qualitative difference in expressive power and usefulness and a total game changer. They are also effectively composable, creating almost an algebra of skills that let you use them together in powerful ways. I'm working on a subscription service website and CLI tool now to share what I've learned here most effectively, stay tuned for that in the coming days. Anyway, I now know what to make and how to make it. So, getting back to that screen recording, what does it show that makes me claim recursive self-improvement is here? If you keep your eye on the upper left tmux pane, that's the "controller" agent. It is using ntm to control all the other panes which are also running Claude Code (but ntm fully supports other agent types like Codex and Gemini-CLI, and it's trivially easy to mix and match them if you wanted to have, say, 8 CCs and 6 Codexes for writing the code and 3 Gemini-CLIs for reviewing code.) Now, there's nothing that crazy about this much so far. But where it starts to get very cool is that as the session continues and we encounter real-world problems, things like my ridiculously overloaded computer that keeps hanging for long periods, Claude Code instances that crash and get into a frozen, unresponsive state, it can learn from that. And you can see it using my skill writing skill to refine its ntm vibe coding skill in real time. And then take that skill and refine it to be more intuitive for itself. Or use my cass tool skill to search all the session histories to look for problems that came up and strategize how to solve them. The most useful part was when, towards the end of the session, I told it to reflect on all the things we had done and problems we encountered. One way it can usefully leverage those reflections is by improving its ntm vibe coding skill to make it cover more edge cases and exigencies. But the other, more fundamental, way is for it to conceive of and design the optimal new features and functionality for ntm itself so that the tool embodies those lessons in a first-class way. This offloads cognition from its brain onto its tooling, just like how a person can lean on spellcheck or a calculator. It codifies correct, effective reasoning at the tool level, where it's more reliable and robust and repeatable. And btw, did you notice what code base it was working on the whole time? It was none other than ntm itself! So as it worked on its own tool, it had reflections and ideas about how to further improve the tool. Now, it could have just as easily gotten those insights and ideas while using ntm to work on a different project, but the fact that it was working on itself is almost gloriously meta and recursive. So by the end, after learning from tending to a big group of agent workers (btw, I have previously emphasized doing everything in a really distributed/decentralized way, where each fungible agent gets identical marching orders that tell it to use my bv tool to find the optimal bead to work on. This does work very well, but occasionally results in some contention and overlap from thundering herd, or at least wastes time/tokens/communication in avoiding that before the agents waste time duplicating work. But in this new ntm-oriented workflow, I was able to have the controller agent in the upper left use bv itself and then optimally parcel out the instructions to each agent so that we could know for sure that there's no overlap), I ended up with a ton of new beads for new features, which I had it optimize and polish a few times. Now I can swap to a new Claude Max account and have the swarm implement all those new features! It should only take a couple passes like the one shown in the screen recording to get everything implemented. Then we can rinse and repeat, having the agent read through the full session histories of each agent and its experience from its own session in sending ntm commands and seeing how they worked out in practice, to come up with the next batch of changes to both its ntm vibe coding skill AND to the ntm tool itself. Do you see how rapidly this turns into Skynet? My mistake earlier was in focusing on making myself a "faster horse" as Henry Ford used to joke about customers wanting before he showed them what they should really want (a Model T). That is, something that would make my experience nicer while doing this agent swarm based development workflow. But the obvious lesson is that you should make all your tooling agent-first because the agents are just better at this stuff. You can still watch, and of course I did add a ridiculous number of very nice human-centric features to ntm that you'll be seeing in the next day or two, but those are really kind of "for fun" to make us humans feel better about the process. All the real value-add is happening "by agents, for agents." PS: Towards the end, you can see me switch to my Mac and tell Claude to improve the skill that I made earlier today for taking the mkv screen recording files from OBS Studio and muxing them into MP4 files for sharing, while downloading songs from YouTube to serve as the background music. I made it so it can also grab the thumbnails and generate little song credit cards that show up in the lower right corner. This worked perfectly the first time! I'll include some screenshots in a response post showing how that worked, but it was awesome to witness. Skills are POWERFUL. I'll also post a link to this video on YouTube if you prefer to watch it there.

Jeffrey Emanuel

25,483 views • 7 months ago

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!
3:09

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!

Mike

102,223 views • 7 months ago