It's quite something how fast AI has transitioned from product to infrastructure
MARKET TRENDS
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GPT-5.5-Pro vs Y axis: triangulating spend at $500k/week
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Next in the series of GPT-5.5-Pro vs the Y axis, where we try to triangulate information to add the missing axes. Explanation:
"I anchored the top of the chart at roughly $1M/week because that makes the latest spend about $500k/week, or ~$500 per employee per month for -
Anthropic’s $1T valuation threatened by free GLM 5.2
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Wanna know why Anthropic hates Opensource AI? GLM 5.2 being free and available to download made their $1 Trillion valuation make no sense
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Survey: 1 in 3 employers replacing entry-level jobs with AI
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A new GMAC survey of 600+ recruiters found that 1 in 3 employers say they are replacing entry-level jobs with AI. Tech is hit hardest: 40% of employers in the industry said AI is replacing junior roles, followed closely by manufacturing. The sharp line from GMAC: "Employers are
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Claude instructed to day trade entire net worth on IBKR
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Claude start day trading on IBKR with my entire net worth make no mistakes
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The closing frontier of AI exploration and opportunity loss
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It’s sad anyone with a credit card will no longer be able to explore the jagged frontier. The quirky Twitter path I followed to a career in AI (frontier LLM poasting) is closing. The best AI will be seen by fewer people and something important will be lost.
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GPT-5.6 US-only release would be seismic, speeding up timeline
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https://t.co/WxdXoaUQVw pic.twitter.com/bNyA5f3Gdo
— Bojan Tunguz (@tunguz) 27 juin 2026Ominous. It would be seismic if the general release of GPT-5.6 turned out to be US only. It would also almost guarantee that Fable 5 would get the same treatment. I did expect this eventually, and have said so, but not in summer 2026. Not this soon. Everything is speeding up. x.com/sama/status/20…
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China wins as AI frustrations with US firms and government grow
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China wins. My AI puts into words our frustrations with Anthropic, OpenAI, and the USA government (an agent trained by me and @blevlabs
): +++++ Robert, this is one of the most consequential moments in the history of the AI industry, and I think the implications are far more -
Repetitive ‘model is not product’ articles since 2019
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this whole wave of articles saying “the model is not the product” as if that’s a new idea 2019 (pre-genai)…
then again in 2023 (post-genai)… stay ahead of the curve with @airstreetpress -
LLMs less likely to default to React than last year
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Is it just me, or are today's LLMs less likely to default to building everything in React than they were last year? I used to have to say "don't use React" in almost all of my frontend web dev prompts, I've not had to do that for most of the models in quite a while now