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Jeffrey Emanuel on Revenue · ViralLoop

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Post by Jeffrey Emanuel on X

Jeffrey Emanuel@doodlestein

I’m glad this is happening, but isn’t it pretty bearish for xAI that they don’t need that compute internally? That the highest and best use of the compute is to rent it to another lab? I get it that the deal will be profitable for them, but it must be a gut punch to researchers.

663 likes197 repliesPosted May 6, 2026

View the original on X Written by Jeffrey Emanuel. Captured Sep 4, 2026.

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Opens with a question, so the reader starts answering before they have decided to read.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Opens with a question
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: personal
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Revenue Science

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More from Jeffrey Emanuel

Jeffrey Emanuel

Something definitely seems screwy with the Fable 5.1 usage. Probably a caching bug in the new Claude Code if I had to guess. I managed to blow through all my 28 Max 20x accounts today (at least the 5-hour usage limits) just doing audits of a bunch of my projects. First time ever.

Jeffrey Emanuel

Shocker: this did turn out to be trivially solved by Fable in a bit over 7 minutes, using ~20k tokens. Don't try to hide things from our ASI brethren, at least not like this; it's not going to end well!

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It’s crazy to see Meta spending so much to build up their AI initiatives and then do something as insanely value destructive as giving a half-baked, easy-to-trick AI agent the keys to the kingdom to take over valuable accounts. And then not have any kind of automated QA for it.

Jeffrey Emanuel

OK, so now we know just how much more efficient DeepSeek is for inference in terms of total tokens per second processed. They are doing roughly 7-8x more tokens per second on an H-800 (a crippled, export-control version on the H-100) than the open-source state of the art on H-100

Jeffrey Emanuel

I wrote up all my thoughts on whether NVDA stock is finally a decent short (or at least not a good thing to own at this point). I’m a huge bull when it comes to the power and potential of AI, but there are just too many forces arrayed against them to sustain supernormal profits.