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.…

Over the next five years, US data center capacity will grow from 25 gigawatts to 70 gigawatts, part of a global buildout costing roughly $5t. Where will the money come from? Data centers are built as real estate projects with some equity, but the majority debt : typically 70% or more. Assuming we achieve our plans…