Importantly, the model is incredible. I'm not sure what kind of magic was used to train it, but the AI takes up ~2.5gb of RAM, and runs at ~40 tok/s on my Macbook Air.
In terms of quality, for the vast majority of my queries, it's just as good as Claude or ChatGPT.
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how times have changed
The A.I. company Anthropic is expanding in New York City, with plans to lease a 16-story building in Lower Manhattan. nyti.ms/44BFLQ9
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Claude is currently offline
The last major outage was 2 working days ago, when all Anthropic services were down for ~10% of the workday
Anthropic, please raise prices!
Personally, I think Anthropic needs to raise their prices.
It's obviously bad that Anthropic silently throttled Claude Code, but you have to sympathize with their position.
Demand for their product is much higher than they can support.
They have 3 options:
1. Make no changes. Claude will continue to have serious reliability issues.
2. Degrade performance. Users will experience a worse product.
3. Raise prices, many users will churn to other providers.
Importantly, they must choose at least one of these paths, independent of how much more money they're able to raise. Anthropic is compute limited, and there are no obvious ways for them to increase the compute available to them in the short-term.
Option 1 is a non-starter, many of Anthropic's serious customers (e.g. enterprises) will churn as product outages continue to increase. Degrading performance is also bad, Anthropic is losing their lead as the cutting-edge provider, and users are very sensitive to any product regression.
Raising prices will price out many users from Claude Code, but will be net-better for enterprises, who prioritize reliability and performance. It will also help retain Claude's (small) edge in being the best coding model.
In practice, Anthropic is doing a mix of all 3 options, which imo is the worst outcome. They are silently degrading their product, restricting Claude Code to more expensive plans, and rolling back changes when users complain.
As a result, they now are faced with performance concerns ("is Claude Code worse today"), are rejecting lower-end customers, and have worst-in-class reliability.
It's painful to rip the bandaid off and just raise prices. But they need to do it at some point, and it's better to do it before their brand suffers.
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I'm a big fan of Claude, and have become a heavy user of their Cloud product.
Lately though, its reliability has been a major issue.
The status page doesn't line up at all with my experience, I get many intermittent outages everyday.
Are others experiencing the same thing?
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(1) hilarious graph
(2) it's incredible how consistent growth has been over the past 150 years. Despite massive innovations like trains, lightbulbs, cars, computers, internet, etc GDP growth is remarkably steady at ~2%/yr
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At Cosmos EVM Day. The energy is here!
Haven't been to a Cosmos conference with this much excitement since Medellin in 2022
Hats off to @BPIV400 and @0xMagmar for making this happen 🔥
And great work @seb3point0 and the whole team for putting this together. Excellently done!
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Same haha. I'm not sure if it's televised live, but I've seen some clips on Youtube!
piped.video/watch?v=m93tJOXW…
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Highly recommend watching this talk by @TheiaResearch that covers the issue
Make crypto markets investable
piped.video/watch?v=99XsVSN_…
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Polymarket does more NBA volume than DraftKings
$1.7B wagered on the NBA Finals on Polymarket vs $0.8B on DraftKings
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Aave still has significant TVL available to be borrowed
Aave remains the cheapest place to borrow BTC (typical cost is < 40bps/yr), with $6B+ in BTC available. That is size.
$2.5B+ of stables are available to be borrowed, at only 70bps greater than the Fed Funds rate. This makes Aave one of the cheapest places to borrow dollars _in the world_
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Aave's dominance is hard to overstate. Aave has more TVL than every other lending protocol _combined_
This is true despite them having several highly competent, well-funded competitors (Morpho, Kamino, JustLend, etc)
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6% of all ETH, and 4% of all stablecoins, have been deposited into Aave. This includes ETH and stables across all crypto ecosystems, and all DeFi protocols
There is 50x more ETH deposited into Aave than is held by ETFs today
Aave has ~10% as many dollars deposited as PayPal 🤯
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Aave has two primary use cases, accounting for 93% of usage
(1) Deposit ETH/BTC, and borrow stables (long ETH/BTC)
(2) Deposit stables, and borrow ETH (short ETH)
Notably, users do NOT short BTC on Aave. This is true even though the cost to short BTC is less than 40bps
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Naively, I would think there are two issues:
- As poll data is released, you could see 5% moves, which would liquidate one leg
- dYdX will auto-deleverage your profitable position if enough liquidations occur
Not an expert though, so please let me know if I'm missing anything
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