All posts

Translated from Spanish · See the original

OpenAI has to really cook at this Dev Day

OpenAI has to really cook at this Dev Day.

- GPT-6 Sol has been a fiasco
- The current subscription doesn’t even last 2 days with Astra

- And they want to cut its API-equivalent usage in half

I get that now that they’re “pacing the frontier,” they’re going to focus a lot more on model efficiency. We’ve already seen that with Anthropic.

The idea would be for the Codex sub to work more or less the same even with half the API credits, because the new models will be quite a bit cheaper and more efficient by default.

In short: we’re cutting the tokens you get in half, but in return the models also use half as many, and we’re giving you extra features you didn’t have before.

I think that’s the simplified idea.

And on paper, it makes sense.

This will probably help their margins a lot, let them introduce that new $500 tier they want to add, and put them in a better position for a potential IPO.

My only concern is GPT-6 Sol.

If Sol had good performance, none of this would worry me too much. But to make it this much cheaper, they shipped a 💩.

I get that’s why at this Dev Day they’ll also have to present extra stuff that gives users more value without necessarily requiring more tokens.

If they do something similar to what Anthropic did with Opus 5.5 and Sonnet 5.5, I think that’s a fair deal.

If they repeat the Sol bullshit, it’s a rip-off.

For now I’m skeptical, but I trust them.

We’ll see what they announce at Dev Day.

Quoted post ↗

Views: 1.4KLikes: 11Replies: 2Reposts: 0View on X

Enjoyed this post?

Leave me your email and I'll let you know when I publish something new.

THIS IS INSANE. I don’t understand how Find My Moat keeps growing so much… Well, I do. But it’s still exceeded all my expectations 🤯 The “trick,” in case it helps anyone:

Show the thread (2 more posts)
  1. 2

    Take a look: www.FindMyMoat.com

  2. 3

    Also, thanks to @stock_analysisx for being one of the early believers in the project!

Views: 2.5KLikes: 23Replies: 4Reposts: 0View on X

📊 I’m building a portfolio analysis tool from scratch! I’ve added lots of improvements and features. It’s getting easier to use, and it’s already replacing the other tools I used before.

Quoted post
Show the thread (1 more post)
  1. 2

    For the curious: This tool is still in development... BUT if you want to discover other really interesting investing tools, you can check out my other platform: Find My Moat. It’s already live, and tomorrow we’re doing the official launch on Product Hunt!

Views: 1.8KLikes: 18Replies: 6Reposts: 3View on X

My new project 👇 I’ve wanted to build a tool for investors for a while, but I didn’t want to make the usual thing. I didn’t want to build another portfolio management tool or another TIKR redesign. I wanted to make something a bit more original 👀

Views: 3KLikes: 22Replies: 3Reposts: 2View on X