أحدث منشورات Tomasz Tunguz على لينكدإن

I burned 84 million tokens on February 28th. Researching companies, drafting memos, running agents. That’s running Kimi K2.5, a serverless model via API. At Claude or OpenAI rates — roughly $9 per million tokens blended — equivalent usage would cost $756 for a single day’s work. My peak days hit 80 million tokens.…

“Since last November, 100% of my code has been written by Claude Code. I have not manually edited a single line, shipping 10 to 30 PRs per day.” Boris Cherny, creator of Claude Code, ships 20-30 pull requests per day. Major code changes, not typo fixes. He runs five parallel AI instances, each on a separate branch.…

For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more capacity. That’s the bet embedded in $575 billion of capital expenditure this year. How fast does AI revenue need to grow to pay back this data center mortgage? From 2020 to 2024, hyperscalers issued an average of $20 b…

“Since last November, 100% of my code has been written by Claude Code. I have not manually edited a single line, shipping 10 to 30 PRs per day.” Boris Cherny, creator of Claude Code, ships 20-30 pull requests per day. Major code changes, not typo fixes. He runs five parallel AI instances, each on a separate branch.…

I burned 84 million tokens on February 28th. Researching companies, drafting memos, running agents. That’s running Kimi K2.5, a serverless model via API. At Claude or OpenAI rates — roughly $9 per million tokens blended — equivalent usage would cost $756 for a single day’s work. My peak days hit 80 million tokens.…

I set up a race today between two robots. My Mac on the left vs Claude Code on the right. Both tasked with building a payment app on Stripe’s new Tempo blockchain. Same prompts, same task, side by side. Opus 4.5 is about 20% smarter than Qwen 35B on benchmarks. And it’s likely 50x larger. The hare should have won.…