Chubby♨️

@kimmonismus on X

Writes about AI and Revenue. 78% of posts open with an observation. A typical post reaches 475 likes.

Remix their style

Posts: 46
Likes: 39K
Typical: 475
Best: 4.2K

What they write about

AI: 87%
Revenue: 24%

How they open

observation: 78%
number: 13%
question: 4%

Every post of theirs in the library

Chubby♨️@kimmonismus

Official In benchmarks, Kimi k3 is reportedly just behind GPT-5.6 and Fable 5, but ahead of Opus 4.8. However, in terms of price, it’s on par with Sonnet 5. An absolute game changer. Insane!

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Chubby♨️@kimmonismus

From now on, if you use Claude just to translate text into another language, it will be considered AI-generated. This has serious consequences, for example, for students at universities, because detectors will now flag it as AI content.

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Chubby♨️@kimmonismus

Apple's stock price is going to skyrocket. The M5 products will sell exceptionally well. Clawdbot's hype has once again demonstrated just how incredibly good Apple's hardware is. And the rumor mill says that the upcoming M5 series will be another huge leap forward.

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Chubby♨️@kimmonismus

lol. Fable 5 extended by another 7 days. I mean, thank you, appreciate it. But since it has now been extended several times, it might as well just keep it in the plan. (Perhaps GPT-5.6 was simply too much of a competitive launch, even for Anthropic.)

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Chubby♨️@kimmonismus

Honestly, I no longer believe that people outside the U.S. will still have access to frontier models, and even there, access will be limited. We are now witnessing the end of public access to frontier intelligence. It is a very sad and serious turn of events.

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Chubby♨️@kimmonismus

You can quote me on this: OpenAI crushed Anthropic’s IPO. They put the newly released, state-of-the-art Fable 5.1 to shame. And they knew exactly what they were doing. Just look at the numbers. Its not even close.

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Chubby♨️@kimmonismus

This came as a surprise: Microsoft has unveiled handheld and desktop devices designed to control one's agents. It reminds me of what I had expected from OpenAI’s hardware-standalone devices for controlling agents.

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Chubby♨️@kimmonismus

This reads to me as if preparations are being made to ban models like Kimi K3 in the future. I would be very interested in the evidence that leads to the assumption that Fable 5 was distilled for Kimi K3.

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Chubby♨️@kimmonismus

Andrej Karpathy: AI agents like Claude or Codex are still far from acting as real “employees.” They lack memory, multimodality, and true learning. Fixing that will take about a decade — not because it’s impossible, but because deep intelligence just takes time to build.

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Chubby♨️@kimmonismus

Today meta chose war with google. But hey, let them fight it out. That just means development will accelerate even further. By the way: I can't imagine OpenAI waiting long to reclaim the top spot in DeepSWE.

Opens with an announcement

Chubby♨️@kimmonismus

What the fu*k!! John Jumper, one of the key figures behind AlphaFold and co-winner of the Nobel Prize alongside Demis Hassabis, is leaving Google DeepMind to join Anthropic. Huge loss for, and an insane win for Anthropic! What is happening, especially at google?

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Chubby♨️@kimmonismus

Grok 4.5: $2 in / $6 out GPT 5.6: $5 in / $30 out Opus 4.8: $5 in / $25 out Grok 4.5 seriously is freaking good price-performance wise. Opus 4.8 level, Sonnet 5 pricing

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Chubby♨️@kimmonismus

So we are moving now from one Claude update per day to two updates per day? Anyway, looks much better now. Cool update!

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Chubby♨️@kimmonismus

GPT-6 Astra Benchmarks: FrontierMath Tier 4 v2: 97.6% DeepSWE v1.1: 74.1% BenchCAD: 95.9% GPQA Diamond: 96% ExploitBench: 100% ARC-AGI-3: 98.6% (reported) Access in "plans to bring the new model to paying ChatGPT subscribers and its API over the next several days."

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Chubby♨️@kimmonismus

Holy, that escalated quickly. The question now is, who will take over the close collaboration with the DoW from Anthropic: xAI, OpenAI, or Meta. Since Sam has now also shown solidarity with Anthropic and Meta has hardly any useful products, only xAI really remains.

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Chubby♨️@kimmonismus

Etched is coming out of stealth with $800M raised, $1B+ in customer contracts, first racks shipping this summer, and claims of SOTA inference throughput, latency, and power efficiency. But holy, look who backed the funding. The who-is-who if AI reseracher and VC.

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Chubby♨️@kimmonismus

Holy: After Anthropic secured compute capacity from Colossus 1, it is now also getting access to compute from Colossus 2. But to be honest: I somehow expected to his. Grok certainly doesn’t need all that compute.

Opens with an observation

Chubby♨️@kimmonismus

Rnj-1 is a big deal because it’s the first truly open model that punches at frontier-level quality at 8B, hitting GPT-4o-tier scores on SWE-bench while staying fully transparent. Really love to see small models improving that fast.

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Chubby♨️@kimmonismus

t.co Google is launching a free version of Gemini Code Assist globally to help you build faster. It comes with: 🛠️ 180K code completions per month 📷 128K token context window

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Chubby♨️@kimmonismus

A 12-month time difference between Gemma 3 27b and Gemma 4 31b. The jump is absolutely enormous. Just look at the evaluations between the two models. GPQA doubled, AIME 2026 went from ~20% to ~90%, and so on. Crazy.

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Chubby♨️@kimmonismus

About 100 organizations got access to fable 5/mythos 5 again. Department of commerce is slowly lifting the embargo for those models. However, I still think that public access will remain heavily restricted—either with significantly stricter guardrails or a lobotomized model.

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Chubby♨️@kimmonismus

Palantir CEO Alex Karp says enterprises are fed up with AI labs that "oversold" models and pushed tokenmaxxing. Customers want to own the full AI stack with Palantir + NVIDIA at the center. Absolute cinema. Worth watching until Fable isnt back.

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Chubby♨️@kimmonismus

It's important to constantly remind ourselves what an insane time we live in. A single AI company is investing $50 billion in data centers. $50,000,000,000. Anthropic is catching up at breakneck speed, especially in the B2B sector - it is the biggest competitor to OpenAI.

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Chubby♨️@kimmonismus

Really to see Meta catching up and continuing to release new titles quickly. Muse Spark 1.2 is a very good terminal agent that holds its own very well. The only caveat: it's being compared to Terra 5.6 xhigh instead of Sol high.

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Chubby♨️@kimmonismus

Didn't expect Meta's model to outperform Opus 4.6 or GPT-5.4. But it still surprises me how well it performs and how close it is to other frontier models on toughest challenges.

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Chubby♨️@kimmonismus

OpenAI is no longer primarily a consumer business. OpenAI entered the year with a 60/40 consumer-enterprise revenue split. Just months later, those lines have crossed. The company now makes most revenue from enterprise business.

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Chubby♨️@kimmonismus

Ok, somehow OpenAI made the model selection even more confusing. Not even I know when to use GPT-4o and when GPT-4.1. We have: - GPT-4o - GPT-04 mini - GPT-o4 mini high - GPT-4.1 - GPT-4.1 mini - GPT-4.5 - o3 Come on..

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Chubby♨️@kimmonismus

The end of SaaS thanks to AI is real, via Bloomberg The AI boom is sparking a selloff in software-company loans, with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete.

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Chubby♨️@kimmonismus

Tailwind just laid off 75% of the people on their engineering team "because of the brutal impact AI has had on our business." Its coming faster than most assumed.

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Chubby♨️@kimmonismus

Anthropic is targeting a public debut in September or early October. OpenAI expected to follow in an IPO that could be as late as next year. Therefore I expect a new and big Fable release before IPO to push their valuation further. Source: WSJ

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Chubby♨️@kimmonismus

Small reminder, friends: Fable 5 was technically only included in the subscription tier until June 22. Next week, we’ll find out what kind of solution they’ve come up with for that.

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Chubby♨️@kimmonismus

The upcoming Ox Alpha is GLM-5.3 Flash (as expected): 320b total parameters, 18b active. Outperforming GLM-5.2 at 1/10th of its price and approaching Opus 4.8 on coding and agentic benchmarks. Big things incoming!

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Chubby♨️@kimmonismus

While OpenAI and Anthropic are engaged in a public PR squabble, Google is setting new records: a year-on-year growth of 17% in search revenue alone was achieved, even though many predicted the end of Google Search with the advent of GPT-4. While two argue, the third rejoices.

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Chubby♨️@kimmonismus

Qwen3.7 plus released. Looks good, but why do they compare their models to GPT-5.4 and Opus 4.6? Anyways, multimodal as well

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Chubby♨️@kimmonismus

Anthropic‘s new Claude Managed Agents is the next shit from AI that simply responds to AI that can actually do the work. They are on the right path, updates being shipped daily, no end in sight. So far it feels like 2026 is Anthropics year.

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Chubby♨️@kimmonismus

t.co Grok comes to Azure. And Musk has given a little insight into Grok 3.5: Grok 3.5 will start from first principles, it reasons like physics. It makes you look forward to more. Grok 3 is an excellent model so far, we have not been disappointed!

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Chubby♨️@kimmonismus

„sanctions and Entity List designations will be on the table.“ Yeah, bans on Chinese open source are coming. Pretty sure at this point. If Scott Bessent, who pushed through similar measures against Anthropic, raises this as a possibility, we know where things are headed.

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Chubby♨️@kimmonismus

OpenAI: now vauled at $750b OpenAI is reportedly in early talks to raise tens of billions (possibly up to $100B) at a ~$750B valuation, as its annualized revenue recently hit ~$19B. Lets see if they hit $1.5t before their IPO

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Chubby♨️@kimmonismus

Just a quick reminder how fast things are moving: Claude Opus 4 was released on may 22nd this year (2025). It feels like ages. Just 6 months later we already got Opus 4.5. So probably around may 2026 we will have Opus 5. Insanity.

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Chubby♨️@kimmonismus

Price-eval-ratio is next level with DeepSeek v3 One should not underestimate the importance of a good price for the LLMs so that they are really available to everyone and so that the models are widely accepted.

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Chubby♨️@kimmonismus

t.co Apple's M5 chip appears to be a significant improvement for VisionPro and demonstrates that the next generation of chips will significantly enhance AR/VR performance. Not only will they be more powerful, but also more energy efficient.

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Chubby♨️@kimmonismus

Microsoft is testing OpenClaw-style AI agents to evolve Microsoft 365 Copilot into an always-on assistant that can autonomously handle tasks like managing emails, calendars, and daily workflows. They literally try everything to make copilot more appealing.

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Chubby♨️@kimmonismus

The most important AI researchers of our time take AI seriously - not only because of its capabilities, but because it could accelerate economic growth and scientific progress at an unprecedented pace. We should take it seriously, too.

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Chubby♨️@kimmonismus

Meta announced a $100 billion mega-deal with AMD for a 6GW of planned data center capacity. One day before NVIDIA's fourth-quarter results for FY26.

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Chubby♨️@kimmonismus

Zuck strikes again: Thinking Machines Lab Co-Founder, Andrew Tulloch, Departs for Meta. He previously declined a $1.3b offer

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Chubby♨️@kimmonismus

t.co NVIDIA updated their hardware: NVIDIA Jetson Orin Nano Super Developer Kit, offering up to 67 TOPS of AI performance for $249. "up to a 1.7x gain in generative AI performance, supporting popular models for hobbyists, developers and students." I like!

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