Loading video...

Video Failed to Load

Go Home

testing Qwen3.5-35B-A3B latest optimized version by UnslothAI on a single RTX 3090. one detailed prompt. zero handholding. watch a 3B model scaffold an entire multifile game project autonomously. the setup: > model: Qwen3.5-35B-A3B (80B total, only 3B active per token) > quant: UD-Q4_K_XL by Unsloth (MXFP4 layers removed in...

sudoingX's profile picture

Sudo su

32,802 subscribers

167,219 views • 4 months ago •via X (Twitter)

GamingScience & Technology
LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

nvidia's 3B mamba destroyed alibaba's 3B deltanet on the same RTX 3090. only 24 days between releases. same active parameters, same VRAM tier, completely different architectures. nemotron cascade 2: 187 tok/s. flat from 4K to 625K context. zero speed loss. flags: -ngl 99 -np 1. that's it. no context flags, no KV cache tricks. auto-allocates 625K. qwen 3.5 35B-A3B: 112 tok/s. flat from 4K to 262K context. zero speed loss. flags: -ngl 99 -np 1 -c 262144 --cache-type-k q8_0 --cache-type-v q8_0. needed KV cache quantization to fit 262K. both models held a flat line across every context level. both architectures are context-independent. but nvidia's mamba2 is 67% faster at generating tokens on the exact same hardware and needs fewer flags to get there. same node, same GPU, same everything. the only variable is the model. gold medal math olympiad winner running at 187 tokens per second on single RTX 3090 a card from 6 years ago. nvidia cooked.
0:36

nvidia's 3B mamba destroyed alibaba's 3B deltanet on the same RTX 3090. only 24 days between releases. same active parameters, same VRAM tier, completely different architectures. nemotron cascade 2: 187 tok/s. flat from 4K to 625K context. zero speed loss. flags: -ngl 99 -np 1. that's it. no context flags, no KV cache tricks. auto-allocates 625K. qwen 3.5 35B-A3B: 112 tok/s. flat from 4K to 262K context. zero speed loss. flags: -ngl 99 -np 1 -c 262144 --cache-type-k q8_0 --cache-type-v q8_0. needed KV cache quantization to fit 262K. both models held a flat line across every context level. both architectures are context-independent. but nvidia's mamba2 is 67% faster at generating tokens on the exact same hardware and needs fewer flags to get there. same node, same GPU, same everything. the only variable is the model. gold medal math olympiad winner running at 187 tokens per second on single RTX 3090 a card from 6 years ago. nvidia cooked.

Sudo su

186,642 views • 4 months ago

this is what a 24gb VRAM builds in 2026. one prompt. ten files. 3,483 lines of code. zero handholding. i gave Qwen3.5-35B-A3B a single detailed spec describing the full game architecture and hit enter. enemy types, particle systems, procedural audio, powerups, boss fights, ship upgrades, parallax backgrounds, everything in one message. the model planned the file structure itself, wrote every module in dependency order, wired all the imports, and served the game on port 3001. it ran on first load. when it hit a bug in collision detection it read its own error output, found the issue, fixed it, and kept building. this is pure agent loop running on local hardware. what you're looking at is pixelated octopus aliens with tentacle animations, 4 layer parallax space background with planets at different depths, a full particle system handling explosions and ink splatter and engine trails and bullet impacts, procedural audio through Web Audio API with zero sound files loaded, unleash mode with combo multiplier, boss fights every 5 levels, ship upgrades that unlock as you progress. no libraries. no frameworks. vanilla JS and Canvas. 3B active parameters. single RTX 3090. llama.cpp with q8_0 KV cache at 262K context. Claude Code pointed at localhost:8080 through the native Anthropic endpoint. no API costs. 112 tok/s. a GPU you can buy used for $800. game is called Octopus Invaders and i actually like playing it.
1:11

this is what a 24gb VRAM builds in 2026. one prompt. ten files. 3,483 lines of code. zero handholding. i gave Qwen3.5-35B-A3B a single detailed spec describing the full game architecture and hit enter. enemy types, particle systems, procedural audio, powerups, boss fights, ship upgrades, parallax backgrounds, everything in one message. the model planned the file structure itself, wrote every module in dependency order, wired all the imports, and served the game on port 3001. it ran on first load. when it hit a bug in collision detection it read its own error output, found the issue, fixed it, and kept building. this is pure agent loop running on local hardware. what you're looking at is pixelated octopus aliens with tentacle animations, 4 layer parallax space background with planets at different depths, a full particle system handling explosions and ink splatter and engine trails and bullet impacts, procedural audio through Web Audio API with zero sound files loaded, unleash mode with combo multiplier, boss fights every 5 levels, ship upgrades that unlock as you progress. no libraries. no frameworks. vanilla JS and Canvas. 3B active parameters. single RTX 3090. llama.cpp with q8_0 KV cache at 262K context. Claude Code pointed at localhost:8080 through the native Anthropic endpoint. no API costs. 112 tok/s. a GPU you can buy used for $800. game is called Octopus Invaders and i actually like playing it.

Sudo su

153,735 views • 4 months ago

first impressions of qwen 3.5 27B dense on a single RTX 3090. 35 tok/s. from 4K all the way to 300K+ context. no speed drop. hermes 4.3 started at 35 and degraded to 15 as context filled. qwen dense holds. MoE held 112 flat. 3x faster but only 3B of 35B active per token. architecture tradeoff. Q4_K_M on 16.7GB. native context 262K. pushed past training limit to 376K before VRAM ceiling on 24GB. tried q8 KV cache at 262K, speed collapsed to 11 tok/s. q4_0 KV is the sweet spot. flash attention mandatory. built in reasoning mode. the model thinks step by step before it answers. full chain of thought surviving Q4 quant. 1,799+ token thinking chains with self correction loops. on a single consumer GPU. gave it one prompt: "build a realtime particle galaxy simulation in one HTML file." 3,340 tokens. 95 seconds. one shot. ran on first load. full reasoning and coding in the video below. optimal config if you want to skip the hours of testing: llama-server -ngl 99 -c 262144 -fa on --cache-type-k q4_0 --cache-type-v q4_0 this is just the warmup. octopus invaders is next: 10 files, 3,400+ lines, zero steering. the prompt hermes quit at 22%. already more impressed than expected. full results coming soon.
2:02

first impressions of qwen 3.5 27B dense on a single RTX 3090. 35 tok/s. from 4K all the way to 300K+ context. no speed drop. hermes 4.3 started at 35 and degraded to 15 as context filled. qwen dense holds. MoE held 112 flat. 3x faster but only 3B of 35B active per token. architecture tradeoff. Q4_K_M on 16.7GB. native context 262K. pushed past training limit to 376K before VRAM ceiling on 24GB. tried q8 KV cache at 262K, speed collapsed to 11 tok/s. q4_0 KV is the sweet spot. flash attention mandatory. built in reasoning mode. the model thinks step by step before it answers. full chain of thought surviving Q4 quant. 1,799+ token thinking chains with self correction loops. on a single consumer GPU. gave it one prompt: "build a realtime particle galaxy simulation in one HTML file." 3,340 tokens. 95 seconds. one shot. ran on first load. full reasoning and coding in the video below. optimal config if you want to skip the hours of testing: llama-server -ngl 99 -c 262144 -fa on --cache-type-k q4_0 --cache-type-v q4_0 this is just the warmup. octopus invaders is next: 10 files, 3,400+ lines, zero steering. the prompt hermes quit at 22%. already more impressed than expected. full results coming soon.

Sudo su

120,788 views • 4 months ago

A single RTX 4090 (24 GB VRAM) can run the updated gemma 4 31B (dense) model with a 190,000 context window at 33 tokens/second. The VRAM barrier is dying. Google quietly updated Gemma 4, and Unsloth immediately compiled the new quants. I built llama.cpp from source on Ubuntu 22 to benchmark it. Google's stealth update 2 days ago enabled uniform Flash Attention 4 on Hopper to boost prefill and patched the chat template to improve tool calling. The agentic reasoning gains on the benchmark charts are massive: TB2 (Agents): +4.5% (to 25.8%) Tau2 (Telecom): +10.1% (to 62.7%) Running on Ubuntu 22, CUDA 13.0 with a single NVIDIA GeForce RTX 4090. Here is the exact step by step benchmarking process with a massive 28k tokens prompt and the commands I used to squeeze out maximum context without killing my throughput: # 1. The Baseline (Unquantized KV Cache) I started with full GPU offload (-ngl 99) and pushed the context to 40k. llama.cpp flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -ngl 99 -c 40000 -fa on --port 8080 -v VRAM: 23.8 GB (maxed out on card) Throughput: Prefill: 2198.81 t/s | Decode: 35.77 t/s (with 28k tokens prompt) # 2. The CPU Split Trap I tried stretching to 80k context by offloading layers to the CPU (-ngl 52). llama.cpp flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -c 80000 -ngl 52 -fa on --port 8080 -v Throughput: Prefill: 1212.73 t/s | Decode: 5 t/s (with 28k tokens prompt) # 3. The KV Quantization Breakthrough Instead of spilling layers to the CPU, I kept the model fully on card (-ngl 99) but enabled 8-bit KV cache quantization to free up VRAM. flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -c 100000 --cache-type-k q8_0 --cache-type-v q8_0 -ngl 99 --port 8080 -v VRAM: 23.9 GB Throughput: Prefill: 2139.68 t/s | Decode: 32 t/s (with 28k tokens prompt) Result: 100k tokens of context on a single GPU with practically zero speed loss (and minimal intelligence loss). # 4. The Limit Test (Q4 KV Cache) To find the absolute breaking point, I dropped the KV cache to 4 bit (q4_0) and set -c 190000. flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -c 190000 --cache-type-k q4_0 --cache-type-v q4_0 -ngl 99 --port 8080 -v VRAM: 23.8 GB Throughput: Prefill: 2206.66 t/s | Decode: 33 t/s (with 28k tokens prompt) (Note: Pushing it to 220k required dropping to -ngl 58 again, which immediately penalized decode down to 17 t/s). # The Tradeoff: For Max Reasoning: Keep your KV cache unquantized (f16). You get pristine reasoning but hit a strict 40k context ceiling. For Massive Document Retrieval: If you need to feed the model giant codebases, use --cache-type-k q4_0. Getting 190k context at 33 tokens/second on a consumer desktop with a 31b dense model is a cheat code. If you’re rocking a single 3090 or 4090 and slept on Gemma 4 earlier, this update is your cue to dust off the terminal. Hugging Face links to the Unsloth QAT quants are in the replies below.
0:20

A single RTX 4090 (24 GB VRAM) can run the updated gemma 4 31B (dense) model with a 190,000 context window at 33 tokens/second. The VRAM barrier is dying. Google quietly updated Gemma 4, and Unsloth immediately compiled the new quants. I built llama.cpp from source on Ubuntu 22 to benchmark it. Google's stealth update 2 days ago enabled uniform Flash Attention 4 on Hopper to boost prefill and patched the chat template to improve tool calling. The agentic reasoning gains on the benchmark charts are massive: TB2 (Agents): +4.5% (to 25.8%) Tau2 (Telecom): +10.1% (to 62.7%) Running on Ubuntu 22, CUDA 13.0 with a single NVIDIA GeForce RTX 4090. Here is the exact step by step benchmarking process with a massive 28k tokens prompt and the commands I used to squeeze out maximum context without killing my throughput: # 1. The Baseline (Unquantized KV Cache) I started with full GPU offload (-ngl 99) and pushed the context to 40k. llama.cpp flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -ngl 99 -c 40000 -fa on --port 8080 -v VRAM: 23.8 GB (maxed out on card) Throughput: Prefill: 2198.81 t/s | Decode: 35.77 t/s (with 28k tokens prompt) # 2. The CPU Split Trap I tried stretching to 80k context by offloading layers to the CPU (-ngl 52). llama.cpp flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -c 80000 -ngl 52 -fa on --port 8080 -v Throughput: Prefill: 1212.73 t/s | Decode: 5 t/s (with 28k tokens prompt) # 3. The KV Quantization Breakthrough Instead of spilling layers to the CPU, I kept the model fully on card (-ngl 99) but enabled 8-bit KV cache quantization to free up VRAM. flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -c 100000 --cache-type-k q8_0 --cache-type-v q8_0 -ngl 99 --port 8080 -v VRAM: 23.9 GB Throughput: Prefill: 2139.68 t/s | Decode: 32 t/s (with 28k tokens prompt) Result: 100k tokens of context on a single GPU with practically zero speed loss (and minimal intelligence loss). # 4. The Limit Test (Q4 KV Cache) To find the absolute breaking point, I dropped the KV cache to 4 bit (q4_0) and set -c 190000. flags: ./build/bin/llama-server -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -c 190000 --cache-type-k q4_0 --cache-type-v q4_0 -ngl 99 --port 8080 -v VRAM: 23.8 GB Throughput: Prefill: 2206.66 t/s | Decode: 33 t/s (with 28k tokens prompt) (Note: Pushing it to 220k required dropping to -ngl 58 again, which immediately penalized decode down to 17 t/s). # The Tradeoff: For Max Reasoning: Keep your KV cache unquantized (f16). You get pristine reasoning but hit a strict 40k context ceiling. For Massive Document Retrieval: If you need to feed the model giant codebases, use --cache-type-k q4_0. Getting 190k context at 33 tokens/second on a consumer desktop with a 31b dense model is a cheat code. If you’re rocking a single 3090 or 4090 and slept on Gemma 4 earlier, this update is your cue to dust off the terminal. Hugging Face links to the Unsloth QAT quants are in the replies below.

Alok

75,205 views • 9 days ago

Google's Gemma 4 26B A4B QAT hits 25+ tokens/sec and 320+ tokens/sec prefill on 8 GB VRAM (RTX 4060) + 16 GB RAM using TurboQuant Prefill just went from 200 → 320+ tok/s on the same 8GB card. 1.6x, no new hardware, no new quant, just a KV cache trick stacked on top of the Gemma 4 26B MoE setup from a few days ago. A few days ago I posted Gemma 4 26B A4B hitting 28 tok/s decode on 8GB VRAM using native MTP. prefill was stuck around 200 tok/s. fair callout by the community. So today I tested something I'd already been meaning to try: TheTom/llama-cpp-turboquant, the TurboQuant KV cache fork by Tom Turney (Tom Turney). (github link in the comments) thanks to him, the fork just got resynced to mainline, so MTP + TurboQuant now run together cleanly (I didnt see any meaningful gains by using MTP with this setup though but you can try). The flags (No MTP): -m gemma-4-26B-A4B-it-qat-UD-Q4_K_XL.gguf -cnv -c 64000 --cache-type-k q8_0 --cache-type-v turbo3 Results on the same RTX 4060 8GB, tested with a 27k token prompt at 64k context loaded: Prefill: 200 tok/s → 320+ tok/s Decode: stayed above 25 tok/s (without MTP) Why it works: TurboQuant uses walsh hadamard rotation + polar quantization on the KV cache. keys are sensitive to compression, values aren't much, so it splits the difference: K stays at q8_0, V drops to turbo3 (~3 bits). bonus from the memory savings: same 8GB card can now stretch to 100-120k context with minimal decode penalty. It should now be snappier with any agent harness such as hermes agent without compromise on intelligence. If you're already running Gemma 4 on a small card, this stacks on top for free. Try --cache-type-k q8_0 --cache-type-v turbo3 on your setup and report back what your prefill/decode split looks like. unsloth model gguf and llama.cpp turboquant fork links in the comments. what's your prefill number before vs after?
0:31

Google's Gemma 4 26B A4B QAT hits 25+ tokens/sec and 320+ tokens/sec prefill on 8 GB VRAM (RTX 4060) + 16 GB RAM using TurboQuant Prefill just went from 200 → 320+ tok/s on the same 8GB card. 1.6x, no new hardware, no new quant, just a KV cache trick stacked on top of the Gemma 4 26B MoE setup from a few days ago. A few days ago I posted Gemma 4 26B A4B hitting 28 tok/s decode on 8GB VRAM using native MTP. prefill was stuck around 200 tok/s. fair callout by the community. So today I tested something I'd already been meaning to try: TheTom/llama-cpp-turboquant, the TurboQuant KV cache fork by Tom Turney (Tom Turney). (github link in the comments) thanks to him, the fork just got resynced to mainline, so MTP + TurboQuant now run together cleanly (I didnt see any meaningful gains by using MTP with this setup though but you can try). The flags (No MTP): -m gemma-4-26B-A4B-it-qat-UD-Q4_K_XL.gguf -cnv -c 64000 --cache-type-k q8_0 --cache-type-v turbo3 Results on the same RTX 4060 8GB, tested with a 27k token prompt at 64k context loaded: Prefill: 200 tok/s → 320+ tok/s Decode: stayed above 25 tok/s (without MTP) Why it works: TurboQuant uses walsh hadamard rotation + polar quantization on the KV cache. keys are sensitive to compression, values aren't much, so it splits the difference: K stays at q8_0, V drops to turbo3 (~3 bits). bonus from the memory savings: same 8GB card can now stretch to 100-120k context with minimal decode penalty. It should now be snappier with any agent harness such as hermes agent without compromise on intelligence. If you're already running Gemma 4 on a small card, this stacks on top for free. Try --cache-type-k q8_0 --cache-type-v turbo3 on your setup and report back what your prefill/decode split looks like. unsloth model gguf and llama.cpp turboquant fork links in the comments. what's your prefill number before vs after?

Alok

119,821 views • 1 month ago

single RTX 3090. 24 GB VRAM. Qwen3.5-35B-A3B. 4-bit quant, 113 tokens per second at full 262K context harnessing Claude Code locally with no API, no subscription, no proxy. told it what it is. 30 Mamba2 layers, 10 attention, 256 experts, 8 active per token. said "build something that shows off what you can do." it visualized its own architecture. interactive. tokens flowing through layers. 256 experts lighting up on routing. served in the browser from the same GPU running inference. single prompt. then i said level up. 3D. Three.js. separate files. flythrough camera. clickable layers. it planned first, scaffolded 6 files, hit one API bug, fixed it itself, then optimized for smooth framerate. two iterations to a working 3D neural network explorer. llama.cpp just merged a native Anthropic endpoint. Claude Code points at localhost. the whole setup is two commands. no LiteLLM. no proxy config. the open source models coming out of china right now are genuinely changing what's possible on consumer hardware. respect to the Qwen team. this is acceleration.
0:07

single RTX 3090. 24 GB VRAM. Qwen3.5-35B-A3B. 4-bit quant, 113 tokens per second at full 262K context harnessing Claude Code locally with no API, no subscription, no proxy. told it what it is. 30 Mamba2 layers, 10 attention, 256 experts, 8 active per token. said "build something that shows off what you can do." it visualized its own architecture. interactive. tokens flowing through layers. 256 experts lighting up on routing. served in the browser from the same GPU running inference. single prompt. then i said level up. 3D. Three.js. separate files. flythrough camera. clickable layers. it planned first, scaffolded 6 files, hit one API bug, fixed it itself, then optimized for smooth framerate. two iterations to a working 3D neural network explorer. llama.cpp just merged a native Anthropic endpoint. Claude Code points at localhost. the whole setup is two commands. no LiteLLM. no proxy config. the open source models coming out of china right now are genuinely changing what's possible on consumer hardware. respect to the Qwen team. this is acceleration.

Sudo su

110,206 views • 5 months ago

i pointed hermes agent at nvidia's nemotron cascade 2 30B-A3B on a single RTX 3090 24GB. IQ4_XS quant by bartowski, 187 tok/s, 625K context. had it discover its own hardware, create an identity file, then build a full GPU marketplace UI from a single prompt. it one shotted it. first attempt no iteration. qwen 3.5 35B-A3B on the same hardware same 3090 24GB took an iteration to recover from a blank screen on the same type of build. 24 days between these two models releasing. same active parameters, completely different architectures and cascade 2 through hermes agent just keeps going. this model goes on and on. feast your eyes. more iterations and tests dropping soon. nvidia really cooked. no special flags needed. nvidia optimized this mamba MoE so well it just runs. flash attention auto enabled, context auto allocated. the model does the work not the config. but i compiled llama.cpp from source and i'm not sure how it performs on other engines. if you ran nemotron on any hardware drop your numbers below. RTX, AMD, Mac, whatever. model, quant, tok/s, engine. i want to see if it holds everywhere or just on llama.cpp.
1:31

i pointed hermes agent at nvidia's nemotron cascade 2 30B-A3B on a single RTX 3090 24GB. IQ4_XS quant by bartowski, 187 tok/s, 625K context. had it discover its own hardware, create an identity file, then build a full GPU marketplace UI from a single prompt. it one shotted it. first attempt no iteration. qwen 3.5 35B-A3B on the same hardware same 3090 24GB took an iteration to recover from a blank screen on the same type of build. 24 days between these two models releasing. same active parameters, completely different architectures and cascade 2 through hermes agent just keeps going. this model goes on and on. feast your eyes. more iterations and tests dropping soon. nvidia really cooked. no special flags needed. nvidia optimized this mamba MoE so well it just runs. flash attention auto enabled, context auto allocated. the model does the work not the config. but i compiled llama.cpp from source and i'm not sure how it performs on other engines. if you ran nemotron on any hardware drop your numbers below. RTX, AMD, Mac, whatever. model, quant, tok/s, engine. i want to see if it holds everywhere or just on llama.cpp.

Sudo su

70,791 views • 4 months ago

The Cost of Intelligence is Heading to Zero | Hyperspace P2P Distributed Cache We present to you our breakthrough cross-domain work across AI, distributed systems, cryptography, game theory to solve the primary structural inefficiency at the heart of AI infrastructure: most inference is redundant. Google has reported that only 15% of daily searches are truly novel. The rest are repeats or close variants. LLM inference inherits this same power-law distribution. Enterprise chatbots see 70-80% of queries fall into a handful of intent categories. System prompts are identical across 100% of requests within an application. The KV attention state for "You are a helpful assistant" has been computed billions of times, on millions of GPUs, identically. And yet every AI lab, every startup, every self-hosted deployment - computes and caches these results independently. There is no shared layer. No global memory. Every provider pays the full compute cost for every query, even when the answer already exists somewhere in the network. This is the problem Hyperspace solves where distributed cache operates at three levels, each catching a different class of redundancy: 1. Response cache Same prompt, same model, same parameters - instant cached response from any node in the network. SHA-256 hash lookup via DHT, with cryptographic cache proofs linking every response to its original inference execution. No trust required. Fetchers re-announce as providers, so popular responses replicate naturally across more nodes. 2. KV prefix cache Same system prompt tokens - skip the most expensive part of inference entirely. Prefill (computing Key-Value attention states) is deterministic: same model plus same tokens always produces identical KV state. The network caches these states using erasure coding and distributes them via the routing network. New questions that share a common prefix resume generation from cached state instead of recomputing from scratch. 3. Routing to cached nodes Instead of transferring KV state across the network for every request, Hyperspace routes the request to the node that already has the state loaded in VRAM. The request goes to the cache, not the cache to the request. Together, these three layers mean that 70-90% of inference requests at network scale never require full GPU computation. This work doesn't exist in isolation. It builds on research from across the industry: SGLang's RadixAttention demonstrated that automatic prefix sharing can yield up to 5x speedup on structured LLM workloads. Moonshot AI's Mooncake built an entire KV-cache-centric disaggregated architecture for production serving at Kimi. Anthropic, OpenAI, and Google all launched prompt caching products in 2024 - priced at 50-90% discounts - because system prompt reuse is so pervasive that it changes the economics of inference. What all of these systems share is a common limitation: they operate within a single organization's infrastructure. SGLang caches prefixes within one server. Mooncake disaggregates KV cache within one datacenter. Anthropic's prompt caching works within one API provider's fleet. None of them can share cached state across organizational boundaries. Hyperspace removes this boundary. The cache is global. A response computed by a node in Tokyo is immediately available to a node in Berlin. A KV prefix state generated for Qwen-32B on one machine is verifiable and reusable by any other machine running the same model. The routing network provides the delivery guarantees, the erasure coding provides the redundancy, and the cache proofs provide the trust. What this means for the cost of intelligence Big AI labs scale linearly: twice the users means twice the GPU spend. Every query is a cost center. Their internal caching helps, but it's siloed - Lab A's cache can't serve Lab B's users, and neither can serve a self-hosted Llama deployment. Hyperspace scales sub-linearly. Every new node that joins the network adds to the global cache. Every inference result enriches the cache for all future requests. The cache hit rate rises with network size because query distributions follow a power law - the most common questions are asked exponentially more often than rare ones. The implication is simple: as the network grows, the effective cost per inference drops. Not linearly. Logarithmically. At 10 million nodes, we estimate 75-90% of all inference requests can be served from cache, eliminating 400,000+ MWh of energy consumption per year and avoiding over 200,000 tons of CO2 emissions. The first person to ask a question pays the compute cost. Everyone after them gets the answer for free, with cryptographic proof that it's authentic. Training is competitive. Inference is shared Open-weight models are converging on quality with closed models. Labs will continue to differentiate on training - data curation, architecture innovation, RLHF tuning. That's where the real intellectual property lives. But inference is a commodity. Two copies of Qwen-32B running the same prompt produce the same KV state and the same response, byte for byte, regardless of whose GPU runs the matrix multiplication. There is no moat in multiplying matrices. The moat is in training the weights. A global distributed cache makes this separation explicit. It doesn't matter who trained the model. Once the weights are open, the inference cost approaches zero at scale - because the network remembers every answer and can prove it's correct. No lab, no matter how well-funded, can match this. They cannot share caches across competitors. They scale linearly. The network scales logarithmically. The marginal cost of intelligence approaches zero. That's the endgame.
0:23

The Cost of Intelligence is Heading to Zero | Hyperspace P2P Distributed Cache We present to you our breakthrough cross-domain work across AI, distributed systems, cryptography, game theory to solve the primary structural inefficiency at the heart of AI infrastructure: most inference is redundant. Google has reported that only 15% of daily searches are truly novel. The rest are repeats or close variants. LLM inference inherits this same power-law distribution. Enterprise chatbots see 70-80% of queries fall into a handful of intent categories. System prompts are identical across 100% of requests within an application. The KV attention state for "You are a helpful assistant" has been computed billions of times, on millions of GPUs, identically. And yet every AI lab, every startup, every self-hosted deployment - computes and caches these results independently. There is no shared layer. No global memory. Every provider pays the full compute cost for every query, even when the answer already exists somewhere in the network. This is the problem Hyperspace solves where distributed cache operates at three levels, each catching a different class of redundancy: 1. Response cache Same prompt, same model, same parameters - instant cached response from any node in the network. SHA-256 hash lookup via DHT, with cryptographic cache proofs linking every response to its original inference execution. No trust required. Fetchers re-announce as providers, so popular responses replicate naturally across more nodes. 2. KV prefix cache Same system prompt tokens - skip the most expensive part of inference entirely. Prefill (computing Key-Value attention states) is deterministic: same model plus same tokens always produces identical KV state. The network caches these states using erasure coding and distributes them via the routing network. New questions that share a common prefix resume generation from cached state instead of recomputing from scratch. 3. Routing to cached nodes Instead of transferring KV state across the network for every request, Hyperspace routes the request to the node that already has the state loaded in VRAM. The request goes to the cache, not the cache to the request. Together, these three layers mean that 70-90% of inference requests at network scale never require full GPU computation. This work doesn't exist in isolation. It builds on research from across the industry: SGLang's RadixAttention demonstrated that automatic prefix sharing can yield up to 5x speedup on structured LLM workloads. Moonshot AI's Mooncake built an entire KV-cache-centric disaggregated architecture for production serving at Kimi. Anthropic, OpenAI, and Google all launched prompt caching products in 2024 - priced at 50-90% discounts - because system prompt reuse is so pervasive that it changes the economics of inference. What all of these systems share is a common limitation: they operate within a single organization's infrastructure. SGLang caches prefixes within one server. Mooncake disaggregates KV cache within one datacenter. Anthropic's prompt caching works within one API provider's fleet. None of them can share cached state across organizational boundaries. Hyperspace removes this boundary. The cache is global. A response computed by a node in Tokyo is immediately available to a node in Berlin. A KV prefix state generated for Qwen-32B on one machine is verifiable and reusable by any other machine running the same model. The routing network provides the delivery guarantees, the erasure coding provides the redundancy, and the cache proofs provide the trust. What this means for the cost of intelligence Big AI labs scale linearly: twice the users means twice the GPU spend. Every query is a cost center. Their internal caching helps, but it's siloed - Lab A's cache can't serve Lab B's users, and neither can serve a self-hosted Llama deployment. Hyperspace scales sub-linearly. Every new node that joins the network adds to the global cache. Every inference result enriches the cache for all future requests. The cache hit rate rises with network size because query distributions follow a power law - the most common questions are asked exponentially more often than rare ones. The implication is simple: as the network grows, the effective cost per inference drops. Not linearly. Logarithmically. At 10 million nodes, we estimate 75-90% of all inference requests can be served from cache, eliminating 400,000+ MWh of energy consumption per year and avoiding over 200,000 tons of CO2 emissions. The first person to ask a question pays the compute cost. Everyone after them gets the answer for free, with cryptographic proof that it's authentic. Training is competitive. Inference is shared Open-weight models are converging on quality with closed models. Labs will continue to differentiate on training - data curation, architecture innovation, RLHF tuning. That's where the real intellectual property lives. But inference is a commodity. Two copies of Qwen-32B running the same prompt produce the same KV state and the same response, byte for byte, regardless of whose GPU runs the matrix multiplication. There is no moat in multiplying matrices. The moat is in training the weights. A global distributed cache makes this separation explicit. It doesn't matter who trained the model. Once the weights are open, the inference cost approaches zero at scale - because the network remembers every answer and can prove it's correct. No lab, no matter how well-funded, can match this. They cannot share caches across competitors. They scale linearly. The network scales logarithmically. The marginal cost of intelligence approaches zero. That's the endgame.

Varun

37,362 views • 4 months ago

CANCEL Your Weekend Plans, and Learn Claude Code Today. $5,000/month. $10,000/month. $20,000/month. People are building entire apps and charging clients thousands using Claude Code. You're still Googling 'how to center a div.' While you're binge-watching a show you won't remember next week, a 19 year old with zero coding experience just built a $5,000 SaaS product in one afternoon using the tool I'm about to break down. Same laptop. Same internet. Same 24 hours. He has Claude Code. You have Netflix. That's the only difference. This YouTube video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Save this post. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude.MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumar for daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.
35:48

CANCEL Your Weekend Plans, and Learn Claude Code Today. $5,000/month. $10,000/month. $20,000/month. People are building entire apps and charging clients thousands using Claude Code. You're still Googling 'how to center a div.' While you're binge-watching a show you won't remember next week, a 19 year old with zero coding experience just built a $5,000 SaaS product in one afternoon using the tool I'm about to break down. Same laptop. Same internet. Same 24 hours. He has Claude Code. You have Netflix. That's the only difference. This YouTube video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Save this post. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude.MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumar for daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

101,376 views • 3 months ago

CANCEL Your Weekend Plans, & Learn Claude Code Today. This Claude Code teaches more about vibe-coding in 30 mins than most tutorials do in hours. Save this, it'll change how you build forever People are building entire apps and charging clients $5,000 to $20,000 using Claude Code. This Claude Code video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumarfor daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.
35:48

CANCEL Your Weekend Plans, & Learn Claude Code Today. This Claude Code teaches more about vibe-coding in 30 mins than most tutorials do in hours. Save this, it'll change how you build forever People are building entire apps and charging clients $5,000 to $20,000 using Claude Code. This Claude Code video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumarfor daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

85,668 views • 2 months ago

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

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

Mike

84,951 views • 1 month ago

kimi k3 vs gpt 5.6 sol vs fable 5 vs grok 4.5 Kimi.ai just dropped kimi k3 – a 2.8t param native multimodal model, the first open 3t-class release. key facts: • 1m token context. stable latentmoe activating 16 of 896 experts, built on kimi delta attention (kda) and attention residuals • quantization-aware training from the sft stage onward – mxfp4 weights, mxfp8 activations. moonshot claims ~2.5x scaling efficiency over k2 • max thinking effort by default. low- and high-effort modes are "coming in updates" – there is no way to turn the thinking down today, and you feel it in every run • pricing: $0.30/mtok cache-hit input, $3.00/mtok cache-miss, $15.00/mtok output. claims >90% cache hit rate on coding workloads • benchmarks: swe marathon 42.0 (1st – fable 5: 35.0, sol: 39.0, opus 4.8: 40.0), terminal bench 2.1 88.3, browsecomp 91.2 (1st), program bench 77.8 (1st), gpqa-diamond 93.5. loses frontierswe 81.2 vs fable's 86.6, and deepswe 67.5 vs sol's 73.0 our test – 3 prompts, single-file html, Three.js, fully procedural, no assets: 1. photorealistic european roulette wheel – 37 pockets in the real sequence, mahogany clearcoat bowl, chrome turret, diamond deflectors, flick-to-spin, ball that spirals inward and settles on a mathematically real number 2. las vegas slot machine – 3 reels behind transmissive glass, drag the chrome lever to play, mechanical odometer counters modelled in 3d, coin physics on win 3. full pinball table – 6.5° tilted playfield, flipper impulse physics, spline ramps, drop targets, 6 bumpers, mechanical score reels in the backbox we ran the test on AI/ML API platform results: - cost #1 grok 4.5 – $0.30 #2 kimi k3 – $0.71 #3 gpt 5.6 sol – $2.05 #4 fable 5 – $7.69 - tokens #1 grok 4.5 – 34,241 #2 gpt 5.6 sol – 51,748 #3 fable 5 – 144,126 #4 kimi k3 – 157,999 - lines of code #1 gpt 5.6 sol – 3,054 #2 grok 4.5 – 3,047 #3 kimi k3 – 2,255 #4 fable 5 – 1,950 - generation time #1 grok 4.5 – 5.1 min #2 gpt 5.6 sol – 22.0 min #3 fable 5 – 31.5 min #4 kimi k3 – 75.6 min observations: • kimi k3 is cheap and it is slow. 75.6 minutes across three prompts against grok's 5.1. it is 2.4x grok's price and 15x grok's wall clock. the roulette took 15 min, the slot 18, the pinball 42 • it failed 2 of 3. only the roulette works. the slot machine has reel cutouts on both faces of the cabinet and the symbols face backwards – you can only read your spin by walking around to the rear of the machine. the pinball table stands vertically on its edge with the legs floating detached beside it. • 81% of kimi's output tokens are reasoning, not code. grok: 22%. you are not paying for a bigger answer, you are paying for a longer argument with itself • price per 100 shipped lines – grok $0.010, kimi $0.031, sol $0.067, fable $0.394. a 39x spread for the same three files kimi k3's code quality: upsides: • the roulette is genuinely good – procedural wood grain with real specular breakup, correct european sequence (0-32-15-19-4...), chrome turret, diamond deflectors, clean console • the pinball artwork is the best in the test – a synthwave "nova strike / deep space" field with six individually coloured neon bumper rings, a retro sun on a grid horizon, a nova burst, and a scoring legend printed on the apron. no other model printed the rules on the machine. it is a beautiful texture on a broken object • physics reasoning is real – it derived a 480hz substep for the collider, worked out ball settle conditions and termination guarantees, and checked every ramp exit vector by hand before writing any of it • it is the only model that saw the importmap trap coming. sol shipped a blank white page twice because three.js addons import the bare specifier 'three' and die without an import map downsides: • it dodged that trap on the slot by loading three.js r128 through classic script tags – a 2021 build with no working transmission. its slot glass rendered fully opaque and buried all three reels behind a white pane. the code asks for transmission: 0.93, ior: 1.5 – correct, and silently ignored by a renderer that predates the feature • after 42 minutes and 212k characters of reasoning, the pinball cabinet is not assembled. the table stands vertically on its edge like a wardrobe – the prompt asked for 6.5° from horizontal, it delivered 90°. the legs float detached in the void beside it. head-on it photographs beautifully; orbit ten degrees and it is a painted slab with four chrome rods hovering nearby • the playfield z-fights with the glass – hard black banding across the whole field as soon as you pull the camera back a note on the pinball, in fairness to kimi: nobody passed it. every model shipped broken ball physics and controls you cannot trust. it is the hardest prompt we have run and the whole field failed it, each in its own way kimi k3 reasons better than anything else here and it shows exactly where reasoning pays – physics constants, sequences, edge cases, traps the others walked into follow thehype. for 24/7 ai news, analysis and breakdowns
0:36

kimi k3 vs gpt 5.6 sol vs fable 5 vs grok 4.5 Kimi.ai just dropped kimi k3 – a 2.8t param native multimodal model, the first open 3t-class release. key facts: • 1m token context. stable latentmoe activating 16 of 896 experts, built on kimi delta attention (kda) and attention residuals • quantization-aware training from the sft stage onward – mxfp4 weights, mxfp8 activations. moonshot claims ~2.5x scaling efficiency over k2 • max thinking effort by default. low- and high-effort modes are "coming in updates" – there is no way to turn the thinking down today, and you feel it in every run • pricing: $0.30/mtok cache-hit input, $3.00/mtok cache-miss, $15.00/mtok output. claims >90% cache hit rate on coding workloads • benchmarks: swe marathon 42.0 (1st – fable 5: 35.0, sol: 39.0, opus 4.8: 40.0), terminal bench 2.1 88.3, browsecomp 91.2 (1st), program bench 77.8 (1st), gpqa-diamond 93.5. loses frontierswe 81.2 vs fable's 86.6, and deepswe 67.5 vs sol's 73.0 our test – 3 prompts, single-file html, Three.js, fully procedural, no assets: 1. photorealistic european roulette wheel – 37 pockets in the real sequence, mahogany clearcoat bowl, chrome turret, diamond deflectors, flick-to-spin, ball that spirals inward and settles on a mathematically real number 2. las vegas slot machine – 3 reels behind transmissive glass, drag the chrome lever to play, mechanical odometer counters modelled in 3d, coin physics on win 3. full pinball table – 6.5° tilted playfield, flipper impulse physics, spline ramps, drop targets, 6 bumpers, mechanical score reels in the backbox we ran the test on AI/ML API platform results: - cost #1 grok 4.5 – $0.30 #2 kimi k3 – $0.71 #3 gpt 5.6 sol – $2.05 #4 fable 5 – $7.69 - tokens #1 grok 4.5 – 34,241 #2 gpt 5.6 sol – 51,748 #3 fable 5 – 144,126 #4 kimi k3 – 157,999 - lines of code #1 gpt 5.6 sol – 3,054 #2 grok 4.5 – 3,047 #3 kimi k3 – 2,255 #4 fable 5 – 1,950 - generation time #1 grok 4.5 – 5.1 min #2 gpt 5.6 sol – 22.0 min #3 fable 5 – 31.5 min #4 kimi k3 – 75.6 min observations: • kimi k3 is cheap and it is slow. 75.6 minutes across three prompts against grok's 5.1. it is 2.4x grok's price and 15x grok's wall clock. the roulette took 15 min, the slot 18, the pinball 42 • it failed 2 of 3. only the roulette works. the slot machine has reel cutouts on both faces of the cabinet and the symbols face backwards – you can only read your spin by walking around to the rear of the machine. the pinball table stands vertically on its edge with the legs floating detached beside it. • 81% of kimi's output tokens are reasoning, not code. grok: 22%. you are not paying for a bigger answer, you are paying for a longer argument with itself • price per 100 shipped lines – grok $0.010, kimi $0.031, sol $0.067, fable $0.394. a 39x spread for the same three files kimi k3's code quality: upsides: • the roulette is genuinely good – procedural wood grain with real specular breakup, correct european sequence (0-32-15-19-4...), chrome turret, diamond deflectors, clean console • the pinball artwork is the best in the test – a synthwave "nova strike / deep space" field with six individually coloured neon bumper rings, a retro sun on a grid horizon, a nova burst, and a scoring legend printed on the apron. no other model printed the rules on the machine. it is a beautiful texture on a broken object • physics reasoning is real – it derived a 480hz substep for the collider, worked out ball settle conditions and termination guarantees, and checked every ramp exit vector by hand before writing any of it • it is the only model that saw the importmap trap coming. sol shipped a blank white page twice because three.js addons import the bare specifier 'three' and die without an import map downsides: • it dodged that trap on the slot by loading three.js r128 through classic script tags – a 2021 build with no working transmission. its slot glass rendered fully opaque and buried all three reels behind a white pane. the code asks for transmission: 0.93, ior: 1.5 – correct, and silently ignored by a renderer that predates the feature • after 42 minutes and 212k characters of reasoning, the pinball cabinet is not assembled. the table stands vertically on its edge like a wardrobe – the prompt asked for 6.5° from horizontal, it delivered 90°. the legs float detached in the void beside it. head-on it photographs beautifully; orbit ten degrees and it is a painted slab with four chrome rods hovering nearby • the playfield z-fights with the glass – hard black banding across the whole field as soon as you pull the camera back a note on the pinball, in fairness to kimi: nobody passed it. every model shipped broken ball physics and controls you cannot trust. it is the hardest prompt we have run and the whole field failed it, each in its own way kimi k3 reasons better than anything else here and it shows exactly where reasoning pays – physics constants, sequences, edge cases, traps the others walked into follow thehype. for 24/7 ai news, analysis and breakdowns

thehype.

2,153,239 views • 11 days ago

The Fastest Growing Quant Repo On GitHub: Build Your Own Army Of Autonomous AI Trading Agents getting your hands on the fastest growing trading repository on github is like finding the keys to a vault that never stops printing. most people think they need a math degree to build these things but i am going to show you how a kid from a bedroom can build an empire of autonomous agents the repo was private for months while i perfected the internal logic and now it is back for anyone who wants to stop getting liquidated. you have to wonder why someone would give away the exact code that runs their entire trading business for free but the answer is simpler than you might think i believe code is the great equalizer and if we all have the tools we can finally beat the institutions at their own game. once you realize that the institutions are just using better code than you then the path forward becomes very clear the core of this system is an army of specialized ai agents that handle every single aspect of a professional trading desk. we have a strategy agent that executes the main logic while the risk agent sits over its shoulder to make sure you never lose more than you planned most traders think one bot is enough but the real secret to 2026 trading is having an entire team of ai agents that talk to each other. what happens when your sentiment agent sees a crash coming but your strategy agent is still trying to go long is where most people get wrecked that is exactly where the focus agent and the compliance agent come in to keep the whole system from blowing up your account. by separating these duties into different files you create a system that is robust enough to handle the wildest market conditions imaginable i have been testing every major model from claude to deepseek to see which one actually understands the nuances of the crypto markets. grock is the newest addition to the models folder because the performance we are seeing is finally starting to match the hype you might be wondering how you can possibly manage all these files if you have never written a line of python in your life. there is a specific way to use these models that allows you to vibe code your way to a functional trading desk without a computer science degree if you can copy a folder structure and follow a basic readme then you already have everything you need to start building. the barrier to entry has officially been destroyed by ai and now the only thing left is your willingness to iterate everything lives inside the src folder because organization is the difference between a bot that prints and a bot that crashes. the models folder is where we swap out the brains of the operation whenever a newer and faster llm hits the market to keep us ahead of the curve there is a hidden danger in just copying code without understanding the underlying risk agent logic. if you do not understand how the base agent connects to the exchange then you are just one api error away from a zero balance or a failed execution checking the env example and setting up your keys correctly is the first step to making sure your agents actually have the power to execute. this setup phase is the foundation that everything else is built upon so you cannot afford to be lazy here we have specific agents for every niche including whale watching and sentiment analysis to give you an edge that manual traders can never have. the listing arbitrage agent and the funding agent are there to capture those small inefficiencies that add up over time these agents are not just pieces of code they are employees that never sleep and never let their emotions get in the way of a trade. i spent hundreds of thousands on developers before i realized i could just build these systems myself with the help of ai code is the only thing that does not panic when the market starts dropping or get greedy when things are going up. once you automate your first strategy and see it execute without you being there you will finally understand what true freedom looks like i challenge you to pull this code and start building your own agents because the infrastructure is already there for you to use. you do not need to be a pro coder to start but you do need to be a builder who is ready to ship and iterate every single day the world is changing fast and the people who embrace autonomous trading agents are the ones who will be left standing when the dust settles. i will keep updating the github and shipping new features because the mission is to make sure every trader has the chance to automate their success if you want to join this revolution then go ahead and star the repo so you can follow along as we build out the future of finance. we are just getting started and the agents are only going to get smarter and more efficient from here on out
5:00

The Fastest Growing Quant Repo On GitHub: Build Your Own Army Of Autonomous AI Trading Agents getting your hands on the fastest growing trading repository on github is like finding the keys to a vault that never stops printing. most people think they need a math degree to build these things but i am going to show you how a kid from a bedroom can build an empire of autonomous agents the repo was private for months while i perfected the internal logic and now it is back for anyone who wants to stop getting liquidated. you have to wonder why someone would give away the exact code that runs their entire trading business for free but the answer is simpler than you might think i believe code is the great equalizer and if we all have the tools we can finally beat the institutions at their own game. once you realize that the institutions are just using better code than you then the path forward becomes very clear the core of this system is an army of specialized ai agents that handle every single aspect of a professional trading desk. we have a strategy agent that executes the main logic while the risk agent sits over its shoulder to make sure you never lose more than you planned most traders think one bot is enough but the real secret to 2026 trading is having an entire team of ai agents that talk to each other. what happens when your sentiment agent sees a crash coming but your strategy agent is still trying to go long is where most people get wrecked that is exactly where the focus agent and the compliance agent come in to keep the whole system from blowing up your account. by separating these duties into different files you create a system that is robust enough to handle the wildest market conditions imaginable i have been testing every major model from claude to deepseek to see which one actually understands the nuances of the crypto markets. grock is the newest addition to the models folder because the performance we are seeing is finally starting to match the hype you might be wondering how you can possibly manage all these files if you have never written a line of python in your life. there is a specific way to use these models that allows you to vibe code your way to a functional trading desk without a computer science degree if you can copy a folder structure and follow a basic readme then you already have everything you need to start building. the barrier to entry has officially been destroyed by ai and now the only thing left is your willingness to iterate everything lives inside the src folder because organization is the difference between a bot that prints and a bot that crashes. the models folder is where we swap out the brains of the operation whenever a newer and faster llm hits the market to keep us ahead of the curve there is a hidden danger in just copying code without understanding the underlying risk agent logic. if you do not understand how the base agent connects to the exchange then you are just one api error away from a zero balance or a failed execution checking the env example and setting up your keys correctly is the first step to making sure your agents actually have the power to execute. this setup phase is the foundation that everything else is built upon so you cannot afford to be lazy here we have specific agents for every niche including whale watching and sentiment analysis to give you an edge that manual traders can never have. the listing arbitrage agent and the funding agent are there to capture those small inefficiencies that add up over time these agents are not just pieces of code they are employees that never sleep and never let their emotions get in the way of a trade. i spent hundreds of thousands on developers before i realized i could just build these systems myself with the help of ai code is the only thing that does not panic when the market starts dropping or get greedy when things are going up. once you automate your first strategy and see it execute without you being there you will finally understand what true freedom looks like i challenge you to pull this code and start building your own agents because the infrastructure is already there for you to use. you do not need to be a pro coder to start but you do need to be a builder who is ready to ship and iterate every single day the world is changing fast and the people who embrace autonomous trading agents are the ones who will be left standing when the dust settles. i will keep updating the github and shipping new features because the mission is to make sure every trader has the chance to automate their success if you want to join this revolution then go ahead and star the repo so you can follow along as we build out the future of finance. we are just getting started and the agents are only going to get smarter and more efficient from here on out

Moon Dev

24,312 views • 5 months ago

Made $530,000 with Ai Bot that started with $313. Didn't know how to code. Now this bots run 24/7 printing money while sleeping. I've made the exact step-by-step guide to build this Claude Code Polymarket trading bot. Prompts. Code. Risk settings. Paper trading checklist. Everything from zero to running bot. It's free. For 24 hours. After that I'm charging $499 for it. To grab it right now: 1. Comment "Claude Bot" 2. Like and Retweet this post 3. Follow me Himanshu Kumar ( I can't send DMs to non-followers ) I'm DMing everyone who Complete the 3 steps. I spent hundreds of thousands hiring developers because he was too scared to learn. Then learned Claude Code. Built algorithmic trading systems. $313 → $530,000. You have the same tools available right now. And you're using them to ask ChatGPT for Instagram captions. This attached video is a goldmine. Full live walkthrough. Claude Code building actual Polymarket trading bots. From zero. Every line of code. Every decision explained. Now let me break down why everything you're doing in trading is wrong and exactly how to fix it. Save this post. You'll hate yourself if you lose it. ↓ Let's start with why you keep losing money. You already know the answer. You just won't admit it. You overtrade. Every. Single. Day. You see a candle move. You feel something. You enter. No plan. No edge. No reason. Just feelings. Then it goes against you. You feel something else. Panic. Anger. Denial. You move your stop loss. Or you didn't set one at all. "It'll come back." It doesn't come back. So you take another trade. A revenge trade. Bigger size this time. Because you need to "make it back." That one fails too. Now you're emotional. Now you're tilted. Now you're using leverage you have no business touching. 40x. 50x. 100x. On a trade you entered because a candle looked "bullish" and some guy on Twitter said "send it." You get liquidated. Close the laptop. Punch something. Tell yourself you'll be "more disciplined" tomorrow. Tomorrow comes. Same cycle. Same result. Same liquidation. You've been doing this for months. Maybe years. And you still think the problem is your strategy. The problem isn't your strategy. The problem is you. Save this post right now. What I'm about to show you is the only way to remove yourself from the equation. Follow Himanshu Kumar so you don't miss any of this. ↓ Here's what's actually killing your account. It's not the market. The market doesn't care about you. It's not your indicators. RSI works fine. MACD works fine. They all "work." It's not your timeframe. It's not your broker. It's not the "manipulation." It's four things: 1. Emotions. You hold losers because hope feels better than loss. You cut winners because fear feels stronger than greed. You size up when angry. You skip trades when scared. Your emotional state determines your position size. That's insane. And you know it's insane. But you keep doing it. 2. Overtrading. You take 15 trades a day. Maybe 5 of them had actual setups. The other 10 were boredom. Boredom trades are the most expensive hobby in human history. 3. Leverage. You use 20x-50x on trades where you're not even sure about the direction. That's not trading. That's a casino with a nicer interface. 4. Fees. You're smashing market orders. Paying spread. Paying commission. On 15 trades a day. Your broker makes more money from your account than you do. Think about that. Your broker is profitable on your account. You're not. You're the product. Not the trader. These four things are why 90% of traders lose. Not bad luck. Not the market. You. Save this post and follow Himanshu Kumar because the solution is coming next. ↓ The solution is painfully obvious. Remove yourself from the equation. Not partially. Not "I'll be more disciplined." Not "I'll journal my trades." Not "I'll meditate before trading." Completely remove yourself. Build a bot. Let the bot trade. You go live your life. The bot doesn't feel emotions. The bot doesn't overtrade. The bot doesn't use reckless leverage. The bot doesn't smash market orders and bleed fees. The bot follows the rules. Every single time. Without exception. Without "just this once." Without "I have a feeling about this one." Rules in. Execution out. No human in the middle to mess everything up. That's algorithmic trading. And before your ego jumps in with "but I'm different, I have discipline" — No you don't. Your account balance proves you don't. If you had discipline, your account would be green. It's not. So you don't. Accept it. Automate it. Move on. This is the hardest truth in trading. Your discipline will always fail. A bot's won't. Save this post. Follow Himanshu Kumar for the exact bot setup that removes your emotions permanently. ↓ "But I don't know how to code." Neither did he. The guy in this video didn't know how to code for most of his life. Got held back in 7th grade. People counted him out early. Spent years building apps and SaaS businesses without writing a single line of code. Hired developers on Upwork instead. Spent hundreds of thousands of dollars paying other people to build what he could have built himself. Because he was scared to learn. That fear cost him years. And hundreds of thousands of dollars. Sound familiar? You're doing the same thing right now. Not with developers. But with your time. You're spending thousands of hours trading manually because you're scared to learn the thing that would make trading automatic. The fear of learning to code is costing you more than any bad trade ever did. Because every month you trade manually is a month of emotional decisions, overleveraged entries, and unnecessary losses that a bot would never make. And here's the thing that should really frustrate you: AI does the hard parts now. You don't need a computer science degree. You don't need to work at a hedge fund. You don't need to be "good at math." Claude Code writes the code for you. You just need to think clearly about trading ideas. That's it. If you can describe a strategy in English, Claude can build it in Python. "I don't know how to code" stopped being a valid excuse in 2024. It's 2026. You're 2 years late on that excuse. Find a new one. Or stop making excuses entirely. Save this post. Follow Himanshu Kumar because I'm showing you how people with zero coding experience are building profitable bots. ↓ The process that actually makes money. Three letters. R. B. I. Research. Backtest. Implement. That's it. That's the entire process. Every single day. Research: Find an idea. A pattern. A market inefficiency. Don't trade it yet. Don't even think about trading it yet. Just research it. Backtest: Test the idea against historical data. Does it work? Not "does it look good on one chart." Does it work across thousands of trades? Across different market conditions? Across in-sample AND out-of-sample data? If no, kill it. Find another idea. If yes, move to step 3. Implement: Build the bot. Deploy it. Paper trade first. Then live with small size. Scale only on evidence. Research. Backtest. Implement. Every day. No exceptions. You know what your current process is? Feel. Enter. Pray. F. E. P. Feel bullish. Enter a trade. Pray it works. That's not a process. That's gambling with a TradingView subscription. RBI is the only process that works. Save this post. Tattoo it on your forearm. Follow Himanshu Kumar for daily RBI breakdowns. ↓ What Claude Code actually does that your manual process can't. You can maybe test 3-5 strategy ideas per week. Manually adjusting parameters. Manually checking results. Manually writing code (badly). Claude Code tests 50-100 ideas per week. With parallel agents running simultaneously. Multiple strategies being built, tested, and validated at the same time. While you sleep. The guy in this video spends 4-8 hours a day building systems with Claude Code. Not trading. Building. Research. Backtest. Implement. Then iterate. Improve. Optimize. Every day the systems get better. Every day the edge compounds. Every day the bots get smarter. While you? You spend 4-8 hours a day staring at charts making the same mistakes you made last month. Same indicators. Same patterns. Same entries. Same losses. He's iterating forward. You're running in circles. Same 8 hours per day. Completely different outcomes. Because he's building systems. And you're feeding a casino. Stop feeding the casino. Start building the machine. Save this post and follow Himanshu Kumar for the Claude Code workflow that iterates strategies while you sleep. ↓ Jim Simons. That's the benchmark. You probably don't know who Jim Simons is. And that tells me everything about how seriously you take trading. Jim Simons. Mathematician. Founded Renaissance Technologies. Built a net worth of $31 billion. 100% from algorithmic trading. Not one single manual trade. Not one "gut feeling" entry. Not one RSI divergence. Not one "smart money concept." Algorithms. Bots. Systems. Data. $31 billion. His fund averaged 66% annual returns for over 30 years. While you're excited about making $200 on a trade that you'll give back tomorrow. The best trader in human history never placed a manual trade in his life. And you think your edge is staring at a 5-minute chart with bloodshot eyes at 2 AM? Your edge is building the system. Not being inside it. Jim Simons is the benchmark. Everything else is noise. Save this post. Follow Himanshu Kumar because I'm building toward the same goal and showing every step publicly. ↓ What you need to understand about patience. This is not get-rich-overnight. The guy in this video says it directly: "This channel is not for people looking to get rich overnight. It's not plug and play. There are no shortcuts. If you're impatient, this probably isn't for you." And that's exactly why most people will fail at this. Because you want results now. Today. This trade. You don't want to spend a week building a bot. You don't want to paper trade for 2 weeks. You don't want to test 50 ideas to find 1 that works. You want to copy someone's bot, run it live with your rent money, and be rich by Friday. That's why you'll be broke by Friday. The guy making $2.3M spent months iterating. Testing. Failing. Rebuilding. Testing again. He was patient when you would have quit. He was calm when you would have panicked. He was consistent when you would have given up. Patience isn't just a virtue in trading. It's the only virtue. Without it, everything else fails. Impatience is the most expensive personality trait in trading. Save this post. Follow Himanshu Kumar and learn to build systems with the patience that actually pays. ↓ The live streams where the real learning happens. The YouTube video is the trailer. The live streams are the movie. Real-time bot building. Real-time questions answered. Real code shown. Real mistakes made and fixed. Not polished highlight reels where everything works perfectly. Actual development. Where things break. Where strategies fail. Where code doesn't compile. Where the fix takes 2 hours. Because that's what real development looks like. And seeing the messy parts is more valuable than any polished tutorial. Because when your bot breaks at 3 AM, you need to know how to fix it. Not just how to celebrate when it works. The streams mix beginner and advanced. Start with how to automate trading. How to use AI for code generation. Then dive into the daily work. Claude Code. Parallel agents. Constant iteration. Live debugging. 4-8 hours of real algorithmic trading development. Live. Uncut. No filter. Most "trading education" shows you the wins. This shows you the work. Save this post. Follow Himanshu Kumar for the stream schedules and breakdowns. ↓ The belief that changes everything. Code is the greatest equalizer. Not money. Not connections. Not a degree. Not where you grew up. Not what school you went to. Code. Once you can build systems, you can build anything. For the rest of your life. A trading bot today. A SaaS product tomorrow. An automation business next month. A completely different life next year. The skill isn't "algorithmic trading." The skill is building systems. And that skill transfers to everything. The guy who can build a trading bot can also build a lead gen tool. Can also build a content pipeline. Can also build a SaaS product. Can also build literally anything that runs on logic and code. One skill. Infinite applications. And AI makes learning it 100x easier than it was 5 years ago. You don't need to be smart. You don't need talent. You need Claude Code and the willingness to sit down and build something instead of consuming content about building something. Building is the skill. Everything else is entertainment disguised as education. Save this post. Follow Himanshu Kumar because I'm showing you how to build, not just how to watch. ↓ If any of this applies to you, pay attention. If you've lost money from overtrading. If you've been liquidated. If you know trading is the vehicle but manual execution keeps crashing you. If you've tried "being more disciplined" and it never lasted more than a week. If you keep saying "next month I'll start automating." If you've spent more money on courses than you've made from trading. There is a better way. It's not a magic indicator. It's not a signal group. It's not a $997 mentorship from a guy who makes money teaching, not trading. It's building your own system. A system that trades without emotion. A system that follows rules without exception. A system that runs while you sleep. A system that compounds while you live your life. That's the answer. It's always been the answer. You've just been too scared to accept that the solution requires building something instead of buying something. ↓ What the next 30 days look like if you actually commit. Week 1: Watch the video. Learn Claude Code basics. Build your first simple strategy. Run your first backtest. Week 2: Iterate. Let Claude improve the strategy. Run Monte Carlo validation. Paper trade. Week 3: Go live with $50-100. Tiny positions. Watch every trade. Compare to paper results. Week 4: Scale based on evidence. Not based on excitement. Not based on one good day. Based on data. 30 days from now you either have a running bot that trades without your emotions destroying every position. Or you're exactly where you are right now. Reading another post. Making another promise. Breaking it by Tuesday. Same 30 days either way. Different actions. Different results. Different life. ↓ Full video tutorial attached. Live bot building with Claude Code. From zero to running Polymarket trading bot. Every line of code. Every decision explained. The video is free. Claude Code is available now. The market is open 24/7. The only thing standing between you and a profitable trading bot is the same thing that's been standing there for months. You. Get out of your own way. Follow Himanshu Kumar for daily AI trading bot breakdowns, live build sessions, and the full RBI process. Save this post. Watch the video. Build the bot. Or keep trading manually and keep losing. The choice has never been easier. And you've never been more stubborn about making the wrong one.
18:53

Made $530,000 with Ai Bot that started with $313. Didn't know how to code. Now this bots run 24/7 printing money while sleeping. I've made the exact step-by-step guide to build this Claude Code Polymarket trading bot. Prompts. Code. Risk settings. Paper trading checklist. Everything from zero to running bot. It's free. For 24 hours. After that I'm charging $499 for it. To grab it right now: 1. Comment "Claude Bot" 2. Like and Retweet this post 3. Follow me Himanshu Kumar ( I can't send DMs to non-followers ) I'm DMing everyone who Complete the 3 steps. I spent hundreds of thousands hiring developers because he was too scared to learn. Then learned Claude Code. Built algorithmic trading systems. $313 → $530,000. You have the same tools available right now. And you're using them to ask ChatGPT for Instagram captions. This attached video is a goldmine. Full live walkthrough. Claude Code building actual Polymarket trading bots. From zero. Every line of code. Every decision explained. Now let me break down why everything you're doing in trading is wrong and exactly how to fix it. Save this post. You'll hate yourself if you lose it. ↓ Let's start with why you keep losing money. You already know the answer. You just won't admit it. You overtrade. Every. Single. Day. You see a candle move. You feel something. You enter. No plan. No edge. No reason. Just feelings. Then it goes against you. You feel something else. Panic. Anger. Denial. You move your stop loss. Or you didn't set one at all. "It'll come back." It doesn't come back. So you take another trade. A revenge trade. Bigger size this time. Because you need to "make it back." That one fails too. Now you're emotional. Now you're tilted. Now you're using leverage you have no business touching. 40x. 50x. 100x. On a trade you entered because a candle looked "bullish" and some guy on Twitter said "send it." You get liquidated. Close the laptop. Punch something. Tell yourself you'll be "more disciplined" tomorrow. Tomorrow comes. Same cycle. Same result. Same liquidation. You've been doing this for months. Maybe years. And you still think the problem is your strategy. The problem isn't your strategy. The problem is you. Save this post right now. What I'm about to show you is the only way to remove yourself from the equation. Follow Himanshu Kumar so you don't miss any of this. ↓ Here's what's actually killing your account. It's not the market. The market doesn't care about you. It's not your indicators. RSI works fine. MACD works fine. They all "work." It's not your timeframe. It's not your broker. It's not the "manipulation." It's four things: 1. Emotions. You hold losers because hope feels better than loss. You cut winners because fear feels stronger than greed. You size up when angry. You skip trades when scared. Your emotional state determines your position size. That's insane. And you know it's insane. But you keep doing it. 2. Overtrading. You take 15 trades a day. Maybe 5 of them had actual setups. The other 10 were boredom. Boredom trades are the most expensive hobby in human history. 3. Leverage. You use 20x-50x on trades where you're not even sure about the direction. That's not trading. That's a casino with a nicer interface. 4. Fees. You're smashing market orders. Paying spread. Paying commission. On 15 trades a day. Your broker makes more money from your account than you do. Think about that. Your broker is profitable on your account. You're not. You're the product. Not the trader. These four things are why 90% of traders lose. Not bad luck. Not the market. You. Save this post and follow Himanshu Kumar because the solution is coming next. ↓ The solution is painfully obvious. Remove yourself from the equation. Not partially. Not "I'll be more disciplined." Not "I'll journal my trades." Not "I'll meditate before trading." Completely remove yourself. Build a bot. Let the bot trade. You go live your life. The bot doesn't feel emotions. The bot doesn't overtrade. The bot doesn't use reckless leverage. The bot doesn't smash market orders and bleed fees. The bot follows the rules. Every single time. Without exception. Without "just this once." Without "I have a feeling about this one." Rules in. Execution out. No human in the middle to mess everything up. That's algorithmic trading. And before your ego jumps in with "but I'm different, I have discipline" — No you don't. Your account balance proves you don't. If you had discipline, your account would be green. It's not. So you don't. Accept it. Automate it. Move on. This is the hardest truth in trading. Your discipline will always fail. A bot's won't. Save this post. Follow Himanshu Kumar for the exact bot setup that removes your emotions permanently. ↓ "But I don't know how to code." Neither did he. The guy in this video didn't know how to code for most of his life. Got held back in 7th grade. People counted him out early. Spent years building apps and SaaS businesses without writing a single line of code. Hired developers on Upwork instead. Spent hundreds of thousands of dollars paying other people to build what he could have built himself. Because he was scared to learn. That fear cost him years. And hundreds of thousands of dollars. Sound familiar? You're doing the same thing right now. Not with developers. But with your time. You're spending thousands of hours trading manually because you're scared to learn the thing that would make trading automatic. The fear of learning to code is costing you more than any bad trade ever did. Because every month you trade manually is a month of emotional decisions, overleveraged entries, and unnecessary losses that a bot would never make. And here's the thing that should really frustrate you: AI does the hard parts now. You don't need a computer science degree. You don't need to work at a hedge fund. You don't need to be "good at math." Claude Code writes the code for you. You just need to think clearly about trading ideas. That's it. If you can describe a strategy in English, Claude can build it in Python. "I don't know how to code" stopped being a valid excuse in 2024. It's 2026. You're 2 years late on that excuse. Find a new one. Or stop making excuses entirely. Save this post. Follow Himanshu Kumar because I'm showing you how people with zero coding experience are building profitable bots. ↓ The process that actually makes money. Three letters. R. B. I. Research. Backtest. Implement. That's it. That's the entire process. Every single day. Research: Find an idea. A pattern. A market inefficiency. Don't trade it yet. Don't even think about trading it yet. Just research it. Backtest: Test the idea against historical data. Does it work? Not "does it look good on one chart." Does it work across thousands of trades? Across different market conditions? Across in-sample AND out-of-sample data? If no, kill it. Find another idea. If yes, move to step 3. Implement: Build the bot. Deploy it. Paper trade first. Then live with small size. Scale only on evidence. Research. Backtest. Implement. Every day. No exceptions. You know what your current process is? Feel. Enter. Pray. F. E. P. Feel bullish. Enter a trade. Pray it works. That's not a process. That's gambling with a TradingView subscription. RBI is the only process that works. Save this post. Tattoo it on your forearm. Follow Himanshu Kumar for daily RBI breakdowns. ↓ What Claude Code actually does that your manual process can't. You can maybe test 3-5 strategy ideas per week. Manually adjusting parameters. Manually checking results. Manually writing code (badly). Claude Code tests 50-100 ideas per week. With parallel agents running simultaneously. Multiple strategies being built, tested, and validated at the same time. While you sleep. The guy in this video spends 4-8 hours a day building systems with Claude Code. Not trading. Building. Research. Backtest. Implement. Then iterate. Improve. Optimize. Every day the systems get better. Every day the edge compounds. Every day the bots get smarter. While you? You spend 4-8 hours a day staring at charts making the same mistakes you made last month. Same indicators. Same patterns. Same entries. Same losses. He's iterating forward. You're running in circles. Same 8 hours per day. Completely different outcomes. Because he's building systems. And you're feeding a casino. Stop feeding the casino. Start building the machine. Save this post and follow Himanshu Kumar for the Claude Code workflow that iterates strategies while you sleep. ↓ Jim Simons. That's the benchmark. You probably don't know who Jim Simons is. And that tells me everything about how seriously you take trading. Jim Simons. Mathematician. Founded Renaissance Technologies. Built a net worth of $31 billion. 100% from algorithmic trading. Not one single manual trade. Not one "gut feeling" entry. Not one RSI divergence. Not one "smart money concept." Algorithms. Bots. Systems. Data. $31 billion. His fund averaged 66% annual returns for over 30 years. While you're excited about making $200 on a trade that you'll give back tomorrow. The best trader in human history never placed a manual trade in his life. And you think your edge is staring at a 5-minute chart with bloodshot eyes at 2 AM? Your edge is building the system. Not being inside it. Jim Simons is the benchmark. Everything else is noise. Save this post. Follow Himanshu Kumar because I'm building toward the same goal and showing every step publicly. ↓ What you need to understand about patience. This is not get-rich-overnight. The guy in this video says it directly: "This channel is not for people looking to get rich overnight. It's not plug and play. There are no shortcuts. If you're impatient, this probably isn't for you." And that's exactly why most people will fail at this. Because you want results now. Today. This trade. You don't want to spend a week building a bot. You don't want to paper trade for 2 weeks. You don't want to test 50 ideas to find 1 that works. You want to copy someone's bot, run it live with your rent money, and be rich by Friday. That's why you'll be broke by Friday. The guy making $2.3M spent months iterating. Testing. Failing. Rebuilding. Testing again. He was patient when you would have quit. He was calm when you would have panicked. He was consistent when you would have given up. Patience isn't just a virtue in trading. It's the only virtue. Without it, everything else fails. Impatience is the most expensive personality trait in trading. Save this post. Follow Himanshu Kumar and learn to build systems with the patience that actually pays. ↓ The live streams where the real learning happens. The YouTube video is the trailer. The live streams are the movie. Real-time bot building. Real-time questions answered. Real code shown. Real mistakes made and fixed. Not polished highlight reels where everything works perfectly. Actual development. Where things break. Where strategies fail. Where code doesn't compile. Where the fix takes 2 hours. Because that's what real development looks like. And seeing the messy parts is more valuable than any polished tutorial. Because when your bot breaks at 3 AM, you need to know how to fix it. Not just how to celebrate when it works. The streams mix beginner and advanced. Start with how to automate trading. How to use AI for code generation. Then dive into the daily work. Claude Code. Parallel agents. Constant iteration. Live debugging. 4-8 hours of real algorithmic trading development. Live. Uncut. No filter. Most "trading education" shows you the wins. This shows you the work. Save this post. Follow Himanshu Kumar for the stream schedules and breakdowns. ↓ The belief that changes everything. Code is the greatest equalizer. Not money. Not connections. Not a degree. Not where you grew up. Not what school you went to. Code. Once you can build systems, you can build anything. For the rest of your life. A trading bot today. A SaaS product tomorrow. An automation business next month. A completely different life next year. The skill isn't "algorithmic trading." The skill is building systems. And that skill transfers to everything. The guy who can build a trading bot can also build a lead gen tool. Can also build a content pipeline. Can also build a SaaS product. Can also build literally anything that runs on logic and code. One skill. Infinite applications. And AI makes learning it 100x easier than it was 5 years ago. You don't need to be smart. You don't need talent. You need Claude Code and the willingness to sit down and build something instead of consuming content about building something. Building is the skill. Everything else is entertainment disguised as education. Save this post. Follow Himanshu Kumar because I'm showing you how to build, not just how to watch. ↓ If any of this applies to you, pay attention. If you've lost money from overtrading. If you've been liquidated. If you know trading is the vehicle but manual execution keeps crashing you. If you've tried "being more disciplined" and it never lasted more than a week. If you keep saying "next month I'll start automating." If you've spent more money on courses than you've made from trading. There is a better way. It's not a magic indicator. It's not a signal group. It's not a $997 mentorship from a guy who makes money teaching, not trading. It's building your own system. A system that trades without emotion. A system that follows rules without exception. A system that runs while you sleep. A system that compounds while you live your life. That's the answer. It's always been the answer. You've just been too scared to accept that the solution requires building something instead of buying something. ↓ What the next 30 days look like if you actually commit. Week 1: Watch the video. Learn Claude Code basics. Build your first simple strategy. Run your first backtest. Week 2: Iterate. Let Claude improve the strategy. Run Monte Carlo validation. Paper trade. Week 3: Go live with $50-100. Tiny positions. Watch every trade. Compare to paper results. Week 4: Scale based on evidence. Not based on excitement. Not based on one good day. Based on data. 30 days from now you either have a running bot that trades without your emotions destroying every position. Or you're exactly where you are right now. Reading another post. Making another promise. Breaking it by Tuesday. Same 30 days either way. Different actions. Different results. Different life. ↓ Full video tutorial attached. Live bot building with Claude Code. From zero to running Polymarket trading bot. Every line of code. Every decision explained. The video is free. Claude Code is available now. The market is open 24/7. The only thing standing between you and a profitable trading bot is the same thing that's been standing there for months. You. Get out of your own way. Follow Himanshu Kumar for daily AI trading bot breakdowns, live build sessions, and the full RBI process. Save this post. Watch the video. Build the bot. Or keep trading manually and keep losing. The choice has never been easier. And you've never been more stubborn about making the wrong one.

Himanshu Kumar

37,367 views • 3 months ago

Tom Crawshaw has been building automations for 9 years with $25 million in client revenue to his name. He just walked me through his Claude Code content system that's generating millions of views and tens of thousands of followers. Here's what I learned: 1. Skills beat Projects in Claude. Projects load every context file on every message and burn your token window. Skills work like a book where the LLM reads the table of contents and pulls only the chapter it needs for the job. Same context, fraction of the tokens. 2. He has a /content-create slash command that runs the entire pipeline. Voice profile, copywriting principles, hook generation, image direction. One command. He doesn't write anything from scratch anymore. 3. His voice profile auto-updates weekly. He wrote a script that hits the X API every 7 days, pulls his top-performing posts by engagement, and rewrites his voice profile based on what's actually working. The profile evolves on its own. 4. He distilled a master copywriter's entire body of work into a single markdown file. Grabbed every Alen Sultanic post he could find, dropped it into Claude, asked for the core principles, fed it into the skill. Now every post he writes runs through those principles automatically. 5. The hook generator scores 16 hooks per post against 7 criteria. Curiosity loops, specificity, sensory, credibility, voice match, and a couple of others. He never picks the #1 by default. Sometimes he splices the first line of one hook with the body of another. The taste is still his. 6. /insights is a native Claude Code command nobody talks about. It analyzes every session you've ever run and produces a full report on your usage patterns, where things break down, and prompts you can paste back into Claude to fix them. I had never heard of it. I'm running it tonight. 7. He spends most of his time on hooks and images. If those two suck, the body copy doesn't matter. Nobody reads it. 8. Image generation is never one-shot. He keeps a folder of reference images that have worked before and feeds them into Nano Banana/GPT Image 2 every time. Then he takes the 80-90% output and finishes it in Canva using "magic grab" to move logos and clean up text. Last mile is human every time. 9. The humanizer step is non-negotiable. Strip em dashes. Kill the "it's not X, it's Y" pattern. Cut the triple negatives. Cut "no fluff." He still has to remind Claude mid-session because it drifts. If you're not auditing for AI tells, you're shipping slop. 10. Wisprflow is the most important tool in his stack. Not a content tool. An everything tool. His test for whether you should be using it: do you talk faster than you type? You do. Everyone does. Bonus fact he dropped: QWERTY was designed 200 years ago to slow typing down so old typewriters wouldn't jam. We've been carrying that forward ever since. Voice is finally undoing it. This was an inside look at how a serious operator Tom is using Claude Code to run a content engine. The good, the bad, the iteration, all of it. I hope you enjoy this one as much as I did. Go watch it.
57:27

Tom Crawshaw has been building automations for 9 years with $25 million in client revenue to his name. He just walked me through his Claude Code content system that's generating millions of views and tens of thousands of followers. Here's what I learned: 1. Skills beat Projects in Claude. Projects load every context file on every message and burn your token window. Skills work like a book where the LLM reads the table of contents and pulls only the chapter it needs for the job. Same context, fraction of the tokens. 2. He has a /content-create slash command that runs the entire pipeline. Voice profile, copywriting principles, hook generation, image direction. One command. He doesn't write anything from scratch anymore. 3. His voice profile auto-updates weekly. He wrote a script that hits the X API every 7 days, pulls his top-performing posts by engagement, and rewrites his voice profile based on what's actually working. The profile evolves on its own. 4. He distilled a master copywriter's entire body of work into a single markdown file. Grabbed every Alen Sultanic post he could find, dropped it into Claude, asked for the core principles, fed it into the skill. Now every post he writes runs through those principles automatically. 5. The hook generator scores 16 hooks per post against 7 criteria. Curiosity loops, specificity, sensory, credibility, voice match, and a couple of others. He never picks the #1 by default. Sometimes he splices the first line of one hook with the body of another. The taste is still his. 6. /insights is a native Claude Code command nobody talks about. It analyzes every session you've ever run and produces a full report on your usage patterns, where things break down, and prompts you can paste back into Claude to fix them. I had never heard of it. I'm running it tonight. 7. He spends most of his time on hooks and images. If those two suck, the body copy doesn't matter. Nobody reads it. 8. Image generation is never one-shot. He keeps a folder of reference images that have worked before and feeds them into Nano Banana/GPT Image 2 every time. Then he takes the 80-90% output and finishes it in Canva using "magic grab" to move logos and clean up text. Last mile is human every time. 9. The humanizer step is non-negotiable. Strip em dashes. Kill the "it's not X, it's Y" pattern. Cut the triple negatives. Cut "no fluff." He still has to remind Claude mid-session because it drifts. If you're not auditing for AI tells, you're shipping slop. 10. Wisprflow is the most important tool in his stack. Not a content tool. An everything tool. His test for whether you should be using it: do you talk faster than you type? You do. Everyone does. Bonus fact he dropped: QWERTY was designed 200 years ago to slow typing down so old typewriters wouldn't jam. We've been carrying that forward ever since. Voice is finally undoing it. This was an inside look at how a serious operator Tom is using Claude Code to run a content engine. The good, the bad, the iteration, all of it. I hope you enjoy this one as much as I did. Go watch it.

Corey Ganim

36,120 views • 2 months ago

** Sega Genesis 3D Engine Update 8 ** Significant improvements all round as you can see and hear from the last update !! Foremost - A huge thanks to Toni Gálvez - Megastyle - BG. who has joined the project to create a bit of 16bit low poly magic. Toni's an Amiga fan but also crazy about game dev in general, he's worked on GBC, GBA, PC, MD, PSP, C64, CPC, MSX... and others. Gaming titles include War Times, Metal Gear, Rocketman, Tintin & Asterix to name a few. He's provided the great new ship model you see on screen - new striped buildings, all the backgrounds / palettes etc. There's a lot of models he's given me which need to be added, also he will be planning a lot of the level design. Very happy to have him help me turn this into something more than a tech demo as I have my hands tied pushing the MD as far as it can go haha - there is no cpu cycle to be spared. Also many thanks to my good friend CYBERDEOUS - Crouzet Laurent for the Music for this showing , I wanted to have the music load occurring so we have a realistic benchmark for performance and he was only too obliging. If you're into MD chiptunes check him out !! Since last update : New player model , substantially more detailed than the Arwing. Last update had a 23 triangle Arwing , this update has a 39 triangle custom model from Toni. We had several to choose from , others will be used for enemies . 3D Buffer size increased 25% to 256x160. This was quite tricky as I'm close to the DMA limit even with an extended vblank . Spent a few days thinking of how to do this as like anything retro every solution has a drawback, finally got a workable solution. It makes a big difference to have a bit more vertical height . Z Rotation added ( the screen tilting left to right ) , small hit to vertex transform on cpu thanks to look up tables doing the heavy lifting, saving 4 multiplies per vertex. Multiple speed ups in rendering code. Onscreen paths with no range checking used until Z is close enough to cause clipping , partial onscreen drawing pathes that need to check boundaries, quad rendering completely rewritten - was very very painfull to get right . I found out the hard way that things are great when they are not rotating in the Z axis haha . Partial buffer draw optimisations - which have helped with the massive dma load , sending up to a 20kb buffer in a single frame needs a lot of optimisation. Min / Max tile lines are analysed and only sent if dirtied , reducing most buffer swaps substantially. Still some issues to sort out , at times you can see the flicker near top of screen when frames are near full height . I need to optimise that a bit. Due to the onscreen buffer system a full Sprite background had to be implemented almost Neo Geo style. This flips the usual MD rendering system on its head as it uses both foreground and background layers for a foreground 3d plane and sprites for the background. This presents a few issues, one is to get a tilt effect on the background by using narrow sprites (16x32) we run out of sprites when trying to cover the screen. Thankfully the MD is not limited to 80 sprites, to fix this a 114 sprite multiplexor is used to draw the background, its completely made up of 16x32 sprites ! Why do things this way ? speed . Its the interleaved foreground/background layers that allow a double buffered ram system writing to write to vram using dma in a completely linear fashion - virtually no tile translation needed. The negative is you have no planes for the background, that's where the sprites come in . Thanks to H40 mode we still have a few sprites we can use for effects in the forground also . Thankfully we can implement a fairly good tilt still for the background using sprites, in future updates this will be able to move horizontally also and a bit of vertical movement. XGM1 music driver in use to simulate music cpu load, XGM2 unfortunately with the massive DMA needed to shift the 3d buffers would slow down at times rendering it unusable, XGM1 plays at full speed - albiet with a bit more of a cpu hit. Together with the sprite multiplexor and the music driver active theres a 10 % hit to cpu so I've had to play around with draw distances / object heights and other optimisations to offset that. Not to mention the larger buffer takes more cpu to fill also. Everything is placeholder so will be changed with proper stage design. We are averaging 20 FPS in the current video, I'll push for more as always !! Progress continues on my other projects , updates soon on those - retirement can't come quick enough . #SGDK #SegaGenesis #SegaMegadrive
1:17

** Sega Genesis 3D Engine Update 8 ** Significant improvements all round as you can see and hear from the last update !! Foremost - A huge thanks to Toni Gálvez - Megastyle - BG. who has joined the project to create a bit of 16bit low poly magic. Toni's an Amiga fan but also crazy about game dev in general, he's worked on GBC, GBA, PC, MD, PSP, C64, CPC, MSX... and others. Gaming titles include War Times, Metal Gear, Rocketman, Tintin & Asterix to name a few. He's provided the great new ship model you see on screen - new striped buildings, all the backgrounds / palettes etc. There's a lot of models he's given me which need to be added, also he will be planning a lot of the level design. Very happy to have him help me turn this into something more than a tech demo as I have my hands tied pushing the MD as far as it can go haha - there is no cpu cycle to be spared. Also many thanks to my good friend CYBERDEOUS - Crouzet Laurent for the Music for this showing , I wanted to have the music load occurring so we have a realistic benchmark for performance and he was only too obliging. If you're into MD chiptunes check him out !! Since last update : New player model , substantially more detailed than the Arwing. Last update had a 23 triangle Arwing , this update has a 39 triangle custom model from Toni. We had several to choose from , others will be used for enemies . 3D Buffer size increased 25% to 256x160. This was quite tricky as I'm close to the DMA limit even with an extended vblank . Spent a few days thinking of how to do this as like anything retro every solution has a drawback, finally got a workable solution. It makes a big difference to have a bit more vertical height . Z Rotation added ( the screen tilting left to right ) , small hit to vertex transform on cpu thanks to look up tables doing the heavy lifting, saving 4 multiplies per vertex. Multiple speed ups in rendering code. Onscreen paths with no range checking used until Z is close enough to cause clipping , partial onscreen drawing pathes that need to check boundaries, quad rendering completely rewritten - was very very painfull to get right . I found out the hard way that things are great when they are not rotating in the Z axis haha . Partial buffer draw optimisations - which have helped with the massive dma load , sending up to a 20kb buffer in a single frame needs a lot of optimisation. Min / Max tile lines are analysed and only sent if dirtied , reducing most buffer swaps substantially. Still some issues to sort out , at times you can see the flicker near top of screen when frames are near full height . I need to optimise that a bit. Due to the onscreen buffer system a full Sprite background had to be implemented almost Neo Geo style. This flips the usual MD rendering system on its head as it uses both foreground and background layers for a foreground 3d plane and sprites for the background. This presents a few issues, one is to get a tilt effect on the background by using narrow sprites (16x32) we run out of sprites when trying to cover the screen. Thankfully the MD is not limited to 80 sprites, to fix this a 114 sprite multiplexor is used to draw the background, its completely made up of 16x32 sprites ! Why do things this way ? speed . Its the interleaved foreground/background layers that allow a double buffered ram system writing to write to vram using dma in a completely linear fashion - virtually no tile translation needed. The negative is you have no planes for the background, that's where the sprites come in . Thanks to H40 mode we still have a few sprites we can use for effects in the forground also . Thankfully we can implement a fairly good tilt still for the background using sprites, in future updates this will be able to move horizontally also and a bit of vertical movement. XGM1 music driver in use to simulate music cpu load, XGM2 unfortunately with the massive DMA needed to shift the 3d buffers would slow down at times rendering it unusable, XGM1 plays at full speed - albiet with a bit more of a cpu hit. Together with the sprite multiplexor and the music driver active theres a 10 % hit to cpu so I've had to play around with draw distances / object heights and other optimisations to offset that. Not to mention the larger buffer takes more cpu to fill also. Everything is placeholder so will be changed with proper stage design. We are averaging 20 FPS in the current video, I'll push for more as always !! Progress continues on my other projects , updates soon on those - retirement can't come quick enough . #SGDK #SegaGenesis #SegaMegadrive

Shannon Birt

32,903 views • 11 days ago

I met the guy behind Paperclip. he won't show his face, but he just built one of the FASTEST growing open-source projects in AI. how to use Paperclip to hire AI agents to ACTUALLY run a startup with 0 employees: 1. with paperclip, you hire a team of AI agents like CEO, engineer, QA, video editor, content strategist and manage them from one dashboard. it works with Claude Code, Codex, OpenCode, or any model on OpenRouter. you're not locked into one provider. 2. your AI agents wake up capable but with zero memory. they don't know who they are, where they are, or what they're supposed to be doing. kinda like that movie memento from back in the day you need to leave them Polaroids like heartbeat checklists, persona prompts, written context. that's how you keep them on track. 3. when an agent makes a mistake, you don't rewrite everything. you add one rule to their persona prompt. "always define a success condition for every task." "always pass work to QA before closing." you're training them like you'd train a junior hire. one correction at a time. 4. skills extend what your agents can do. want a video editor who can produce animated content? install the Remotion skill. want security reviews? there's a skill for that. 5. the biggest lever for quality is encoding your own taste. AI can do everything except know your values. design sensibility, brand voice, success criteria but you have to write it down. 6. don't one-shot your startup. agentic design patterns matter. the simplest one: after the engineer builds something, QA reviews it. structure prevents compounding errors. one-shotting an entire app is fun for 30 minutes, then it falls apart. 7. Paperclip tracks every token spent and every task completed. you can use your existing subscriptions (Claude, Codex) so spend shows as $0, or hook into API credits for real dollar tracking. 8. importable companies are coming. Gary Tan's G-Stack, a full game studio, 300+ agent repos... you can "acqui-hire" a proven agent team into your Paperclip instance instead of building from scratch. the future is downloading a tested org that actually works. 9. routines let you automate recurring work. "every day at 10am, read what was merged into the main branch and write a Discord update celebrating community contributors." it runs, you review, you improve. every task is traceable. 10. maximizer mode is next. you tell the CEO "build this game" and it does whatever it takes and hires who it needs, keeps pressing until it's done. no token anxiety. just outcomes. use Idea Browser for startup ideas/trends to get started thank you for dotta 📎 for doing this podcast and breaking down exactly how people can hire ai agent teams with paperclip you won't find an episode like this anywhere else episode is live on The Startup Ideas Podcast (SIP) 🧃 on your fav platforms (follow for more) is this not the greatest time in history to be building? im rooting for you now go watch my frien
46:41

I met the guy behind Paperclip. he won't show his face, but he just built one of the FASTEST growing open-source projects in AI. how to use Paperclip to hire AI agents to ACTUALLY run a startup with 0 employees: 1. with paperclip, you hire a team of AI agents like CEO, engineer, QA, video editor, content strategist and manage them from one dashboard. it works with Claude Code, Codex, OpenCode, or any model on OpenRouter. you're not locked into one provider. 2. your AI agents wake up capable but with zero memory. they don't know who they are, where they are, or what they're supposed to be doing. kinda like that movie memento from back in the day you need to leave them Polaroids like heartbeat checklists, persona prompts, written context. that's how you keep them on track. 3. when an agent makes a mistake, you don't rewrite everything. you add one rule to their persona prompt. "always define a success condition for every task." "always pass work to QA before closing." you're training them like you'd train a junior hire. one correction at a time. 4. skills extend what your agents can do. want a video editor who can produce animated content? install the Remotion skill. want security reviews? there's a skill for that. 5. the biggest lever for quality is encoding your own taste. AI can do everything except know your values. design sensibility, brand voice, success criteria but you have to write it down. 6. don't one-shot your startup. agentic design patterns matter. the simplest one: after the engineer builds something, QA reviews it. structure prevents compounding errors. one-shotting an entire app is fun for 30 minutes, then it falls apart. 7. Paperclip tracks every token spent and every task completed. you can use your existing subscriptions (Claude, Codex) so spend shows as $0, or hook into API credits for real dollar tracking. 8. importable companies are coming. Gary Tan's G-Stack, a full game studio, 300+ agent repos... you can "acqui-hire" a proven agent team into your Paperclip instance instead of building from scratch. the future is downloading a tested org that actually works. 9. routines let you automate recurring work. "every day at 10am, read what was merged into the main branch and write a Discord update celebrating community contributors." it runs, you review, you improve. every task is traceable. 10. maximizer mode is next. you tell the CEO "build this game" and it does whatever it takes and hires who it needs, keeps pressing until it's done. no token anxiety. just outcomes. use Idea Browser for startup ideas/trends to get started thank you for dotta 📎 for doing this podcast and breaking down exactly how people can hire ai agent teams with paperclip you won't find an episode like this anywhere else episode is live on The Startup Ideas Podcast (SIP) 🧃 on your fav platforms (follow for more) is this not the greatest time in history to be building? im rooting for you now go watch my frien

GREG ISENBERG

460,697 views • 4 months ago

Matthew Gallagher Built a $401M Company in Year One with 2 People. And the tool behind it? Claude Code. This year he's on track for $1.8B. Sam Altman predicted this. It's happening now. The problem? It costs money. API credits stack up. Monthly bills keep growing. Every prompt eats your budget. Every project drains your wallet faster. Until now. Two methods. 99% cheaper. One is completely free. Forever. $0. Not a trial. This video breaks down both step by step. ↓ Let me put this in perspective. $100-$500. That's monthly. That's what you spend. That's $6,000/year on API credits. Just to use a tool you haven't shipped anything with. The $401M guy? Spending $0. Same capability. Shipping weekly. Different cost structure. Different results. Different life. I'm about to hand you his cost structure for free. ↓ Open source vs closed source. Pay attention. Closed source: Claude. GPT-4. Pay per token. Meter always running. Open source: Qwen. Llama. Mistral. Free to download. Free to run. Free forever. No meter. No tokens. No bill. Here's what nobody tells you: 80% of coding tasks? Open source handles them. More than handles them. Writes clean code. Debugs errors. Generates boilerplate. Handles routine work perfectly. You're paying premium prices for tasks that don't need premium intelligence. That's hiring a brain surgeon to put on a bandaid. Smart play: Free models for the 80%. Paid credits for the 20%. That's what the $401M guy does. That's what this video teaches you. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses. ↓ Method 1: Ollama. Local. Free. Forever. Download it. Pull a model. Point Claude Code at it. Done. No internet needed. No API keys required. No monthly subscription. No token counting ever. No bill. Today. Tomorrow. Ever. Your data never leaves your computer. Complete privacy. Complete freedom. Claude Code thinks it's talking to the cloud. It's talking to your laptop. For $0. The video walks through every step: Every config file. Every variable. Every command. Every click. If you can follow a recipe, you can do this. People who set this up 3 months ago? Saved $300-$1,500 since then. Workflow didn't change one bit. ↓ Hardware you need: 16GB RAM: 7B models run smooth. 32GB RAM: 32B models run comfortable. 64GB + GPU: biggest models available. No GPU? Still works. Just slower. Few extra seconds. That's it. Your $1,500 laptop is sitting there running Chrome and Spotify. Put it to work saving you $200/month instead. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses. ↓ Method 2: Open Router. Free Cloud. No Hardware. Weak machine? Don't want local setup? This method is for you. Free AI models in the cloud. No download. No hardware. Configure Claude Code to route through Open Router. The config: Base URL: Open Router API. API key: free Open Router key. Default Sonnet: free. Default Opus: free. Default Haiku: free. Small fast model: free. Subagent model: free. Free. Free. Free. Free. Free across the board. Same interface. Same commands. Same workflow. Zero cost. Copy the config from the video. Paste it. Save $200/month. Starting today. Right now. ↓ When to use which: Ollama (local): Best for privacy. Best for offline work. Best for unlimited usage. Best if you have decent hardware. Open Router (cloud): Best for weak machines. Best for instant setup. Best for trying different models. Best if you don't want to manage anything. Both methods: Best for 80% of your daily work. Still use paid Claude for: Complex architecture. Multi-file refactoring. Deep reasoning tasks. The 20% that actually needs it. $20/month instead of $200/month. Same output. 90% less cost. ↓ The math that should make you angry. You (current): $200-$500/month. $2,400-$6,000/year. $7,200-$18,000 over 3 years. You (after this video): $20-$50/month. $240-$600/year. $720-$1,800 over 3 years. Savings over 3 years: $6,480-$16,200. That's a used car. That's seed money. That's 6 months of rent. All from one 25-minute video. All from 15 minutes of configuration. Highest ROI 25 minutes you'll spend this year. ↓ The limitations. I won't lie to you. Open source is not Opus. Not as smart on complex reasoning. Not as good at long-context tasks. Makes more mistakes on nuanced problems. But they are: Free. Capable. Getting better monthly. Good enough for 80% of daily work. Smart cost management isn't being cheap. It's being strategic. Expensive tool when it matters. Free tool when it doesn't. ↓ The one-person billion-dollar company is coming. $401M in year one proved it's possible. The building blocks: AI that codes: Claude Code. Way to run it free: this video. Distribution: the internet. Customers: everyone. Only missing ingredient? Someone who builds. Not reads about building. Not saves posts about building. Not bookmarks videos about building. Builds. Tools are free. Knowledge is free. Opportunity is screaming. You're still "thinking about it." ↓ Your action plan: Tonight: Watch the video. Tomorrow morning: Set up Ollama or Open Router. Tomorrow afternoon: Build something. Anything. This week: Build a second thing. Faster. This month: Charge someone for it. One video. One setup. One weekend. $0 cost. Unlimited potential. Or keep paying $200/month for something you could get free. Keep consuming instead of building. Keep planning instead of shipping. Matthew Gallagher didn't plan a $401M company. He built it. Full video attached. Every method. Every config. Every tradeoff. 25 minutes. Your move. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses.
25:22

Matthew Gallagher Built a $401M Company in Year One with 2 People. And the tool behind it? Claude Code. This year he's on track for $1.8B. Sam Altman predicted this. It's happening now. The problem? It costs money. API credits stack up. Monthly bills keep growing. Every prompt eats your budget. Every project drains your wallet faster. Until now. Two methods. 99% cheaper. One is completely free. Forever. $0. Not a trial. This video breaks down both step by step. ↓ Let me put this in perspective. $100-$500. That's monthly. That's what you spend. That's $6,000/year on API credits. Just to use a tool you haven't shipped anything with. The $401M guy? Spending $0. Same capability. Shipping weekly. Different cost structure. Different results. Different life. I'm about to hand you his cost structure for free. ↓ Open source vs closed source. Pay attention. Closed source: Claude. GPT-4. Pay per token. Meter always running. Open source: Qwen. Llama. Mistral. Free to download. Free to run. Free forever. No meter. No tokens. No bill. Here's what nobody tells you: 80% of coding tasks? Open source handles them. More than handles them. Writes clean code. Debugs errors. Generates boilerplate. Handles routine work perfectly. You're paying premium prices for tasks that don't need premium intelligence. That's hiring a brain surgeon to put on a bandaid. Smart play: Free models for the 80%. Paid credits for the 20%. That's what the $401M guy does. That's what this video teaches you. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses. ↓ Method 1: Ollama. Local. Free. Forever. Download it. Pull a model. Point Claude Code at it. Done. No internet needed. No API keys required. No monthly subscription. No token counting ever. No bill. Today. Tomorrow. Ever. Your data never leaves your computer. Complete privacy. Complete freedom. Claude Code thinks it's talking to the cloud. It's talking to your laptop. For $0. The video walks through every step: Every config file. Every variable. Every command. Every click. If you can follow a recipe, you can do this. People who set this up 3 months ago? Saved $300-$1,500 since then. Workflow didn't change one bit. ↓ Hardware you need: 16GB RAM: 7B models run smooth. 32GB RAM: 32B models run comfortable. 64GB + GPU: biggest models available. No GPU? Still works. Just slower. Few extra seconds. That's it. Your $1,500 laptop is sitting there running Chrome and Spotify. Put it to work saving you $200/month instead. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses. ↓ Method 2: Open Router. Free Cloud. No Hardware. Weak machine? Don't want local setup? This method is for you. Free AI models in the cloud. No download. No hardware. Configure Claude Code to route through Open Router. The config: Base URL: Open Router API. API key: free Open Router key. Default Sonnet: free. Default Opus: free. Default Haiku: free. Small fast model: free. Subagent model: free. Free. Free. Free. Free. Free across the board. Same interface. Same commands. Same workflow. Zero cost. Copy the config from the video. Paste it. Save $200/month. Starting today. Right now. ↓ When to use which: Ollama (local): Best for privacy. Best for offline work. Best for unlimited usage. Best if you have decent hardware. Open Router (cloud): Best for weak machines. Best for instant setup. Best for trying different models. Best if you don't want to manage anything. Both methods: Best for 80% of your daily work. Still use paid Claude for: Complex architecture. Multi-file refactoring. Deep reasoning tasks. The 20% that actually needs it. $20/month instead of $200/month. Same output. 90% less cost. ↓ The math that should make you angry. You (current): $200-$500/month. $2,400-$6,000/year. $7,200-$18,000 over 3 years. You (after this video): $20-$50/month. $240-$600/year. $720-$1,800 over 3 years. Savings over 3 years: $6,480-$16,200. That's a used car. That's seed money. That's 6 months of rent. All from one 25-minute video. All from 15 minutes of configuration. Highest ROI 25 minutes you'll spend this year. ↓ The limitations. I won't lie to you. Open source is not Opus. Not as smart on complex reasoning. Not as good at long-context tasks. Makes more mistakes on nuanced problems. But they are: Free. Capable. Getting better monthly. Good enough for 80% of daily work. Smart cost management isn't being cheap. It's being strategic. Expensive tool when it matters. Free tool when it doesn't. ↓ The one-person billion-dollar company is coming. $401M in year one proved it's possible. The building blocks: AI that codes: Claude Code. Way to run it free: this video. Distribution: the internet. Customers: everyone. Only missing ingredient? Someone who builds. Not reads about building. Not saves posts about building. Not bookmarks videos about building. Builds. Tools are free. Knowledge is free. Opportunity is screaming. You're still "thinking about it." ↓ Your action plan: Tonight: Watch the video. Tomorrow morning: Set up Ollama or Open Router. Tomorrow afternoon: Build something. Anything. This week: Build a second thing. Faster. This month: Charge someone for it. One video. One setup. One weekend. $0 cost. Unlimited potential. Or keep paying $200/month for something you could get free. Keep consuming instead of building. Keep planning instead of shipping. Matthew Gallagher didn't plan a $401M company. He built it. Full video attached. Every method. Every config. Every tradeoff. 25 minutes. Your move. Follow Himanshu Kumar for more breakdowns that turn free tools into real businesses.

Himanshu Kumar

13,573 views • 3 months 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 • 6 months ago

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.
10:20

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.

TheValueist

101,296 views • 7 months ago