Minty

Minty

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Research @Delphi_Digital | Threador | Not Financial Advice

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The AI playbook is to spread the models far and wide at a cost and force people to use them. Once people get hooked and can no longer work without it they nerf the performance, jack up the costs, and sell it at a premium to companies. Claude is just the first. Opus 4.6 performs like garbage now. People complaining about limits are being gaslit. There’s an outage every other week. Eventually OpenAI will probably go down the same route. Have fun while it lasts.

What’s the point of these Claude upgrades if they devolve into inferior versions of themselves over time anyways?

From personal use most models do seem to always try to consider both sides in an attempt to sound reasonable. The only thing is it does this even if one side is inherently weaker, even straight up giving inaccurate information sometimes to avoid conflict. twitter.com/DeFiMinty/status/2...

Slowly but surely trust in the US is eroding. US companies have traded at a premium for decades being at the forefront of the tech boom, and having the benefit of being the world reserve currency. A lot of these are slowly eroding. Dollar dominance has been in steady decline. Top companies are now leveraging up for datacenter development. Policy driven volatility has made it harder to model risk. If I were a fund, how am I supposed to price in risk when a tweet will move the market in seconds? You might fool me a few times but eventually trust fades and people stop believing in anything you say. I don’t think the US will be overtaken, but it’s not farfetched to see the S&P underperform some of its global counterparts for the next few years. International markets have already posted one of their best years in 2025 while still trading below US valuations. The global order may never go back to what it was in the past.

Subsidized inference is slowly coming to an end. Every week I can see Opus 4.6 making more errors with each passing day. At first, it wasn’t a big deal but at this point, it’s might be worse than Opus 4.5 on release. Think there will only be more limits and cost cutting as companies try to make the math work out. It was nice while it lasted.

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