tinyhouse

I think the assumption that AI demand will keep growing is a no-brainer based on the value that AI brings. However, you need people and companies to pay for that demand, and if people and companies start losing money due to AI and job cuts, then you have demand but not enough money to pay for it.

Sounds like Duet is more like Grokbot than Muse? Haven't used it but the author is talking about channels, github policy access for specific channels, etc. That doesn't sound like the Muse use case.

I actually use Claude's agents on the Claude platform for all things work related and it works pretty well. It's not cheap though if you use the more expensive models and setting it up requires currently some initial effort for connecting integrations like Slack the average user is unlikely to do. It also doesn't let you change things. Every change requires a new deployment. As a cloud agent that runs on a schedule it's pretty good. I think they just need to figure out a single place for this. Currently you can set up agents on the claude platform, as part of claude code, and as part of regular claude.

The writing was on the wall for a long time. All of big tech (and many midsize tech too) have way too many employees. In the AI era is just more absurd than it was before. I always appreciate companies that take care of their employees this way so kudos to Microsoft. We haven't seen the package they are offering yet but I'm assuming it'd going to be very good, esp for those who have been there for a while.

Good for you if you have Anthropic shares! I have no clue how they keep their employees around once the 6 month lockup period ends. They all going to be multi-millionaires, either retire or leave to start something on their own.

No horse in this race but GitLab has been down a few times recently too.

Is this just the product Arc or the entire company? (The Browser Company)

Next week Google is dropping one too.

Currently this is true only for Anthropic's $20/month plan. I do a lot of work without reaching my limit. OAI's similar plan on the other hand isn't worth it - it used to be a great plan in the begining when they needed to catch up, but now I reach my limit very quickly on it. The only reason I keep it is because my entire family is using this account for their chatgpt usage.

The more expensive subscriptions are just not worth it for individuals. Using deepseek even at API prices is better value. If you're a company it might be a different story.

I'm surprised this is not much more talked about these days. The hiring bar is going to increase so much in the next few years (already happening), and together with more layoffs driven by big tech, things aren't looking good.

Anyhropic is not a good example for anything. Their scale and growth is way beyond what like 99% of companies experiece. Their optimization formula is different.

DeepSeek models are amazing and this search pricing is fantastic. All these companies like Parallel, Exa and others are gonna have hard time justifying their hefty valuations. Add Perplexity and many others into the mix. The demand for what they are building is there, but not the margins for the amount of money they raised.

Web search: $0.75 per 1,000 calls

That's way cheaper than openai and other web search providers. I have no doubt that AI demand justifies all the compute money big tech is spending now, but I also think there are so many over valued VC funded companies that are going to crash in the next few years.

Google didn't release an impressive model since Flash 3. I tried Antigravity with the latest Gemini model for a week and it's the worse experience I had among more than 5 harnesses and models I tried (deeseek/pro, muse/spark-1.3, cc/opus, codex/sol, and Pi/sol). I haven't touched it since and canceled my pro subscription.

Then I tried Flash 3.8 for different tasks like OCR and others, and while in their benchmarks it crashes Flash 3, in my experiments I didn't notice much difference, often even Flash 3 performed better.

I hope Gemini 4 Argon is a real step up from that but we'll see once they release it. I'm rooting for Google and it's about time they deliver frontier intelligence, not just competitive prices.

To Anthropic's credit, I find their overall design so much better than OpenAI's.

One way that I find the AI space boring is that everyone is working on the same things. The release of Jev was a breath of fresh air.