antoniuschan99

They are selling picks and shovels in a gold rush.

The main consumerisation of their products are Dots or Duet. Which are similar to Meta Muse or Grokbot.

On the Enterprise-side Anthropic has partnered with Salesforce with Claudeforce.

It could turn a 1M context system to a 4M context system. TurboQuant-style KV-cache compression makes longer context windows cheaper to serve. Not exactly sure how much increase in context size though.

Bitcoin’s early growth was driven by capital-base asymmetry, engineered scarcity, and reflexive adoption. As issuance declines over coming decades, the network transitions from a subsidy-supported growth phase to a maturity phase where security must be sustained by fee demand, price stability, or structural evolution. By 2040, Bitcoin’s long-term security budget becomes the central economic test. The article explores three potential equilibria: a fee-dominant sovereign settlement layer, convergence with gold as a reserve anchor, or perpetual issuance models such as tail emission — while acknowledging the political constraints around altering Bitcoin’s monetary design.

How is the web search functionality? I have only used deepseek to lower costs from gpt api but had to incorporate a serper to actually do web searches

Before the invasion, influence and control was iraqi state owned. Afterwards, it was controlled by the US government up to ~2011. Then the western oil companies had influence. So sure they didn’t use it but they can dictate where it goes.

Spot Silver has decoupled from Shanghai India and London. It’s diverged to ~$8.

Will be interesting. Also the Paramount Skydance takeover bid is still pending. Paramount is ~15 billion market cap and the deal for Warner is ~77 billion.

Also interesting that tether is the private largest holder of gold at 14 billion $ xaust

It’s about productivity and increasing it to be more competitive against other nations. Look at South Korea. No natural resources so post war plans was to base the future on human capital. It’s why the density and workforce is concentrated in Seoul.