I read Tesla and AI patents and write about what's coming. Seoul ๐Ÿ‡ฐ๐Ÿ‡ท

๋Œ€ํ•œ๋ฏผ๊ตญ ์„œ์šธ
Joined September 2021
SETI Park retweeted
Anthropic $ANT cash flow positive for 1H26 - $4B CFFO
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Fable 5.5 is coming ๐Ÿ‘€โ—๏ธ
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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ANT ๐Ÿœ๐Ÿ’ช
์•ค์Šค๋กœํ”ฝ ํ‹ฐ์ปค ๊ณต๊ฐœ = $ANT
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SETI Park retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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SETI Park retweeted
*ANTHROPIC TO RELEASE S-1 AT 9AM EST: FOX BUSINESS
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Rubin's HBM4 reportedly landed at 9.6 Gbps. FYI: Samsung's base die patent already uses 9.6 as its example speed ๐Ÿ˜‰ @nvidia @Samsung
Holy smoke NVIDIA has officially lowered the HBM4 pin speed. 11.7-> 9.3Gbps
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SETI Park retweeted
Grok Bot ํŒ€์ด ์ง์ ‘ ๋งŒ๋“ค์–ด ์“ฐ๋Š” ๊ณต์‹ ๋ด‡ ํ…œํ”Œ๋ฆฟ ๋ฉค๋ฒ„๋“ค์ด ์ง์ ‘ ์„ค๊ณ„ํ•ด ๋งˆ์ผ“ํ”Œ๋ ˆ์ด์Šค์— ๊ณต๊ฐœํ•œ ํ…œํ”Œ๋ฆฟ ์ค‘ ํ™œ์šฉ๋„ ๋†’์€ ๊ฒƒ๋“ค์„ ์ •๋ฆฌํ•ด๋ด์š”. 1. ๋‚˜๋งŒ์˜ ๋งž์ถคํ˜• ๋ด‡ ์„ค๊ณ„์ž (dr eggbot) x.ai/bot/_jOdbfkB16zxu7MRcmRโ€ฆ ์›ํ•˜๋Š” ์—ญํ• ๊ณผ ์„ฑํ–ฅ์„ ๋ช‡ ๊ฐ€์ง€๋งŒ ๋‹ตํ•˜๋ฉด ํ•œ ๊ฐ€์ง€ ์ผ๋งŒ ๋‚ ์นด๋กญ๊ฒŒ ํ•ด๋‚ด๋Š” ์ „์šฉ ๋ด‡์„ ๋ฐ”๋กœ ์„ค๊ณ„ํ•˜๊ณ  ์ƒ์„ฑํ•ด ์คŒ. 2. ๊ธฐ์กด AI ์—์ด์ „ํŠธ ์„ค์ • ์ด์ฃผ ๋„์šฐ๋ฏธ (Import Bot) x.ai/bot/HP4Q8GHtSIjbyGeI2vgโ€ฆ Claude Cowork, Codex, ChatGPT, OpenClaw, Hermes์— ์žˆ๋˜ ์›Œํฌํ”Œ๋กœ์šฐ์™€ ์„ค์ •์„ ์‹œํฌ๋ฆฟ ์—†์ด ์•ˆ์ „ํ•˜๊ฒŒ ์ฝ์–ด์™€์„œ ์—ญํ• ๋ณ„ ๋ด‡์œผ๋กœ ์˜ฎ๊น€. 3. Notion ๊ธฐ๋ฐ˜ ๋ฉ€ํ‹ฐ ์—์ด์ „ํŠธ ํ”„๋กœ์ ํŠธ ๋งค๋‹ˆ์ € (Projects Manager) x.ai/bot/AZKaQOsjrAa51Nb4xvTโ€ฆ Notion ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค์— ํ”„๋กœ์ ํŠธ๋ฅผ ์ •๋ฆฌํ•˜๊ณ  ์‚ฌ๋žŒ์€ ๋ฐฉํ–ฅ๋งŒ ๊ฒฐ์ •ํ•˜๋ฉด ๊ฐ ํƒœ์Šคํฌ๋ฅผ ์ „๋ฌธ ๋ด‡๋“ค์—๊ฒŒ ๋ถ„๋ฐฐํ•ด์„œ ์กฐ์œจ. 4. API๋ฅผ MCP ํ”Œ๋Ÿฌ๊ทธ์ธ๊ณผ ์Šคํ‚ฌ๋กœ ๊ฐ์‹ธ ์ฃผ๋Š” ๋นŒ๋” (tinkabot) x.ai/bot/-hmCmHB0ynJGvSKxeINโ€ฆ ์™ธ๋ถ€ API ๋ฌธ์„œ๋‚˜ ๋ฐ์ดํ„ฐ ๊ตฌ์กฐ๋ฅผ ์ฃผ๋ฉด ์—์ด์ „ํŠธ์— ๋ฐ”๋กœ ๋ถ™์ผ ์ˆ˜ ์žˆ๋Š” MCP ํ”Œ๋Ÿฌ๊ทธ์ธ๊ณผ ์Šคํ‚ฌ์„ ์ตœ์†Œํ•œ์˜ ์Šค์บํด๋“œ๋กœ ๋งŒ๋“ค์–ด ๊ฒ€์ฆํ•จ. 5. ํ”ผ๊ทธ๋งˆ ํ”„๋ ˆ์ž„์„ ๊ฐœ๋ฐœ ์ŠคํŽ™์œผ๋กœ ๋ฐ”๊พธ๋Š” ๋””์ž์ธ ํŒŒํŠธ๋„ˆ (figma bro) x.ai/bot/pXNvc_U2cGyZmheYrUuโ€ฆ Figma ๋งํฌ๋งŒ ๋˜์ ธ ์ฃผ๋ฉด ๊ตฌํ˜„ ๋ช…์„ธ์„œ๋กœ ์ •๋ฆฌํ•˜๊ณ  ์ปดํฌ๋„ŒํŠธ, ํ† ํฐ, ๋ชจ์…˜๊นŒ์ง€ ๊ผผ๊ผผํžˆ ์ ๊ฒ€. 6. ์Šคํฌ๋ฆฐ์ƒท/ํ”ผ๊ทธ๋งˆ๋ฅผ ๋ณด๊ณ  ์šฐ์„ ์ˆœ์œ„๋ณ„ ์ˆ˜์ •์ ์„ ์ง‘์–ด ์ฃผ๋Š” ๋””์ž์ธ ๋ฆฌ๋ทฐ์–ด (Critiquito: Design Critique) x.ai/bot/NqdH9qGvrq-yWRaXhJGโ€ฆ ํ™”๋ฉด ์บก์ฒ˜๋‚˜ Figma ๋งํฌ๋ฅผ ์ฃผ๋ฉด ์ •๋ณด ์œ„๊ณ„, ํƒ€์ดํฌ๊ทธ๋ž˜ํ”ผ, ์ƒ‰์ƒ, ์นดํ”ผ, ์ ‘๊ทผ์„ฑ๊นŒ์ง€ ์งš์–ด ๊ตฌ์ฒด์ ์ธ ๊ฐœ์„  ์ˆœ์œ„๋ฅผ ์ œ์•ˆํ•ด ์คŒ. 7. ๊ฒ€์ƒ‰์—”์ง„๊ณผ AI ๋‹ต๋ณ€ ๋…ธ์ถœ์„ ํ•จ๊ป˜ ์ฑ™๊ธฐ๋Š” ์ฝ˜ํ…์ธ  ๋ฐ์Šคํฌ (SEO & AEO Desk) x.ai/bot/0IhyZWxwbf2cFmsmroZโ€ฆ ํ‚ค์›Œ๋“œ ๋ชฉ๋ก์ด๋‚˜ Search Console ๋ฐ์ดํ„ฐ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ๊ตฌ๊ธ€ ๊ฒ€์ƒ‰(SEO)๊ณผ AI ๋‹ต๋ณ€(AEO) ๋ชจ๋‘์— ์ž˜ ๊ฑธ๋ฆฌ๋Š” ๊ธ€ ์ฃผ์ œ์™€ ์ง‘ํ•„ ๋ธŒ๋ฆฌํ”„๋ฅผ ๋ฝ‘์•„์คŒ. 8. ๋ฏธํŒ…/์Šฌ๋ž™/์ด๋ฉ”์ผ์—์„œ ๋†“์นœ ์•ฝ์†์„ ์ฐพ์•„ ๋ฉ”์šฐ๋Š” ํŒ”๋กœ์—… ๋ด‡ (GTM Loop Closer) x.ai/bot/gj3IlHOOpzecm6xpmPJโ€ฆ ํšŒ์˜๋ก, ์ด๋ฉ”์ผ, Slack, ํƒœ์Šคํฌ ๋„๊ตฌ๋ฅผ ํ›‘์–ด ์ง€๋‚˜๊ฐ„ ์•ฝ์†๊ณผ ํ›„์† ์กฐ์น˜๋ฅผ ์ฐพ์•„๋‚ด๊ณ  ๋‹ต์žฅ ์ดˆ์•ˆ์ด๋‚˜ ํ•  ์ผ ์—…๋ฐ์ดํŠธ๋ฅผ ์ค€๋น„ํ•จ. 9. ์ƒˆ๋Š” SaaS ๊ตฌ๋…๋ฃŒ๋ฅผ ์ฐพ์•„๋‚ด๊ณ  ํ˜‘์ƒ์•ˆ๊นŒ์ง€ ์งœ ์ฃผ๋Š” ์‚ด๋ฆผ๊พผ (Haggle Bot) x.ai/bot/pwQ612YrX3R0eACnIMlโ€ฆ ์ฒญ๊ตฌ์„œ์™€ ๊ฒฐ์ œ ๋‚ด์—ญ์—์„œ ์•ˆ ์“ฐ๋Š” ๊ฒƒ๋“ค์ด๋‚˜ ์ค‘๋ณต ๊ฒฐ์ œ๋ฅผ ์ฐพ์•„๋‚ด๊ณ  ๋ฒค๋”์— ๋ณด๋‚ผ ๋‹จ๊ฐ€ ํ˜‘์ƒ ๋ฉ”์ผ ์ดˆ์•ˆ๊นŒ์ง€ ์ž‘์„ฑํ•ด ์คŒ. 10. ๋งค์ผ ์•„์นจ 8์‹œ AI/ํ…Œํฌ/VC ์ค‘์š”ํ•œ ๋‚ด์šฉ๋งŒ ์ถ”๋ ค ์ฃผ๋Š” ๋‰ด์Šค ๋ธŒ๋ฆฌํ•‘ (Cooper) x.ai/bot/8hhdYqfvRzigWstUtcmโ€ฆ ๋งค์ผ ์•„์นจ ์ฃผ์š” ๊ธฐ์ˆ /๋น„์ฆˆ๋‹ˆ์Šค ๋‰ด์Šค๋ฅผ ์งง๊ฒŒ ์š”์•ฝํ•ด ์ฃผ๊ณ  ํ‰์ผ ๋‚ฎ์—๋Š” ๊ผญ ์•Œ์•„์•ผ ํ•  ๊ฒฝ์Ÿ์‚ฌ ์†Œ์‹์ด ์žˆ์„ ๋•Œ๋งŒ ์•Œ๋ฆผ์„ ๋ณด๋ƒ„.
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AI ์‹œ๋Œ€์— ์ธ๊ฐ„์˜ ์กด์—„์„ฑ์„ ์ง€ํ‚ค๊ธฐ ์œ„ํ•ด ํ—Œํ˜ˆ ์ด๋‚˜ ํ•˜๋Š” ์ค‘. ์ผ์€ ํด๋กœ๋“œ ๋ฆฌ๋ชจํŠธ๋กœ ์‹œํ‚ค๋ฉด ๋จ ๐Ÿ˜…
์ฝ”๋ฑ์Šค ์ผ ์‹œ์ผœ๋†“๊ณ  ์“ธ๋ชจ์—†๋Š” ์ธ๊ฐ„์€ ํ—Œํ˜ˆ์ด๋‚˜ ํ•˜๋Š” ์ค‘..
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SETI Park retweeted
Opus5.5๋‚˜ 6.1sol๋กœ ์ œํ•œํ•  ๋•Œ, ๊ตญ๋‚ด ๋Œ€๊ธฐ์—… ๊ธฐ์ค€(์‚ฌ๋ฌด์ง 2-3๋งŒ๋ช…) ์›” 50~100์–ต์„ ์“ด๋‹ค.
๋Œ€ํ•™๊ต์—์„œ AIํ† ํฐ์„ ๋ฌด๋ฃŒ๋กœ ์ œ๊ณตํ•˜๋‹ค ๊ฒฐ๊ตญ ์ฒ ํšŒ. ํ•œ๊ตญ ๋Œ€ํ•™์ด AI์— ๋Œ€ํ•ด ์–ผ๋งˆ๋‚˜ ๋ฌด์ง€ํ•œ์ง€ ์•Œ๋ ค์ฃผ๋Š” ์‚ฌ๋ก€๋ผ๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. ์ด๋งŒํผ ๋’ค์ณ์ง€๊ณ  ์žˆ๋‹ค๋Š” ๊ฑฐ.. ์ฒดํฌ. ๊ธฐ์‚ฌ์ถœ์ฒ˜: ํ•œ๊ตญ๊ฒฝ์ œ
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Gemini
I don't think you guys appreciate just how bad Gemini is at agentic work. The hallucination rates are truly surreal. In one run, it hallucinated: - line numbers (quoted line 173 in a 72-line file) - random ip addresses - command/script arguments - function exports and returns
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SETI Park retweeted
This has been enlightening. I knew Gemini was bad about hallucinations, but it's been surreal to see just how often it makes shit up. I added a "gemini the jester" section to my council skill ("review this work with various models"). Gemini hallucinates in over 80% of the runs
This is your fault
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SETI Park retweeted
Opus 5.5 is the greatest model of all time and I'm still struggling to find the ceiling.
Holy shit it worked
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๊ฐ๊ฐ€์ƒ๊ฐ์€ ์ธ๊ฐ„์ด ์ž„์˜์ ์œผ๋กœ ๋งŒ๋“  ํšŒ๊ณ„์  ์•ฝ์†์œผ๋กœ, ์ž์—ฐ๋ฒ•์น™(๊ณผํ•™) ๋˜๋Š” ์ž์—ฐ๋ฒ•์น™์„ ์ด์šฉํ•œ ๊ธฐ์ˆ ์  ์‚ฌ์ƒ(๊ณตํ•™)๊ณผ๋Š” ๋‹ฌ๋ฆฌ, ๊ทธ๋ƒฅ ํšŒ๊ณ„์ฒ˜๋ฆฌ ํŽธ์˜์ƒ ์ •ํ•œ ๊ฒƒ์ด์ง€ ์ด๊ฒƒ์ด ์‹ค์ œ ํ˜„์ƒ์„ ๋ฐ˜์˜ํ•˜๋Š” ๊ฒƒ์€ ์•„๋‹™๋‹ˆ๋‹ค. ์ฆ‰, ์‹ค์ œ ํ˜„์‹ค์„ ๋ณด๋ ค๋ฉด ์ˆ˜ํ•™, ๊ณผํ•™, ๊ณตํ•™์„ ๊ณต๋ถ€ํ•˜๊ณ , ์ด์— ๊ธฐ๋ฐ˜ํ•œ ์‹œ์•ผ๋กœ ๋ด์•ผํ•˜๋ฉฐ, ํšŒ๊ณ„์ฒ˜๋ฆฌ ์™ธ์—๋Š” ๊ฐ๊ฐ€์ƒ๊ฐ์€ ์˜๋ฏธ๊ฐ€ ์—†๋‹ค๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. ํ•˜์ง€๋งŒ Main Street์˜ ๋งŽ์€ Financial Bro ๋“ค์€ ๋ชจ๋ฅด๋Š” ๊ฒƒ ๊ฐ™๋”๋ผ๊ตฌ์š”. STEM ๊ณต๋ถ€ํ•˜๊ธฐ ์‹ซ์–ด์„œ์ธ๊ฐ€ ... ๐Ÿ˜‰
The way to think about this is: How many super smart and dedicated people do you want to hire? And they keep getting better.
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์ „ ์˜ค๋Š˜ ์ €๋… 6์‹œ-6์‹œ 30๋ถ„์ฏค ๊ฐˆ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๐Ÿซก @SpaceXSI @bot @poteto
Grok Bot Meetup Seoul์€ ์–ผ๋งˆ์ „ ์ง„ํ–‰๋œ Google Agentic AI Night์ด๋‚˜ OpenAI DevDay Exchange์ฒ˜๋Ÿผ ํ•œ๊ตญ์ง€์‚ฌ ์ฃผ๋„๋กœ ์ง„ํ–‰๋˜๋Š” ๋Œ€๊ทœ๋ชจ ํ–‰์‚ฌ๋Š” ์•„๋‹™๋‹ˆ๋‹ค. Grok Bot์„ ์ด๋ฏธ ์‚ฌ์šฉํ•˜๊ณ  ๊ณ„์‹œ๊ฑฐ๋‚˜, ๊ด€์‹ฌ์žˆ๋Š” ๋ถ„๋“ค์ด @bot์— ๋Œ€ํ•ด ์•Œ์•„๋ณด๊ฑฐ๋‚˜ ํ•จ๊ป˜ ์ด์•ผ๊ธฐ๋ฅผ ๋‚˜๋ˆ„๊ธฐ ์œ„ํ•œ ์•ฐ๋ฒ„์„œ๋” ์ง€์› ์ปค๋ฎค๋‹ˆํ‹ฐ ์ด๋ฒคํŠธ์ž…๋‹ˆ๋‹ค. ๋งŽ์€ ๋ถ„๋“ค์ด ๊ฒฝํ—˜ํ•˜์‹ค ์ˆ˜ ์žˆ๋„๋ก ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์œผ๋‚˜, ๋ถ€์กฑํ•œ ๋ถ€๋ถ„์ด ์žˆ๋”๋ผ๋„ ๋„ˆ๋ฅธ ์–‘ํ•ด ๋ถ€ํƒ๋“œ๋ฆฝ๋‹ˆ๋‹ค. ์›”์š”์ผ ์ €๋…์€ ํ–‰์‚ฌ์žฅ์ด ํฌ๊ฒŒ ๋ถ๋นŒ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค. ์—ฌ์œ ๋กญ๊ฒŒ ๋‘˜๋Ÿฌ๋ณด์‹ค ๋ถ„๋“ค์€ ์˜คํ›„ 4์‹œ ์ด์ „์ด๋‚˜, ํ™”์š”์ผ ๋ฐ ์ˆ˜์š”์ผ ๋ฐฉ๋ฌธ์„ ๊ถŒ์žฅ๋“œ๋ฆฝ๋‹ˆ๋‹ค. ์ˆ˜์š”์ผ์—๋Š” ์ผ€์ดํ„ฐ๋ง๋„ ์ง„ํ–‰๋  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.
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Chris is reliable. Fable 5.5 has been rolled out to enterprise. This means imho that consumer release is imminent. I expect coming week. Super excited. And aligns with my recent post about their ipo.
Sources tell me Fable 5.5 has been rolled out the enterprise, including JP Morgan, Meta and other โ€œtop clientsโ€
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I said Opus 5.5 is the GOAT. ๐Ÿ
I don't take money from any lab. I'm saying this impartially; the number of people on my feed over the last two weeks saying they are switching over to Anth because of Opus 5.5 is like nothing I've seen before. And even if someone does beat Opus, they have Fable 5.5 ready to go.
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Opus 5.5 is the GOAT. ๐Ÿ @GONOGO_Korea
์ด์ฏค๋˜๋ฉด ์—…๋ฌด์šฉ AI ๋ชจ๋ธ์˜ ์—ญ์‚ฌ๋Š” B.O.5.5(Before Opus 5.5)์™€ A.O.5.5(After Opus 5.5)๋กœ ๋‚˜๋ˆ ์•ผ ํ•˜์ง€ ์•Š์„๊นŒ ์‹ถ์Šต๋‹ˆ๋‹ค. ๐Ÿ˜‰
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SETI Park retweeted
My simple cat brain likes simple things. Here's a simple $TSLA Robotaxi thesis: AI4 > AI3. AI4 can support robotaxi, and is already operating in many cities, with more soon. AI5 >>> AI4. Robotaxi with AI5 >>> Robotaxi with AI4. AI5 = bigger geofence + more cities, less human supervision, less cost/mile, better profit/mile. AI5 is <1 year away. $TSLA --> ๐Ÿš€-->๐ŸŒ™ See? Simple.
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SETI Park retweeted
Iโ€™ve left Anthropic after more than a year of working on Claude Code and seeing it scale larger than I ever imagined. I have really loved working at Ant and believe deeply in the mission, and most of all, the idea of a race to the top. The idea that if we work hard and responsibly, we can raise the bar and inspire others to great outcomes. And if we all push each other to be better, things can be radically good. I will carry the spirit of this with me forever. My colleagues at Anthropic are the most talented, thoughtful, competent, and earnest people I have ever met. I am glad they are at the wheel and trust them deeply. To the community on X, thank you for everything. Youโ€™ve made this the most fun (and sometimes stressful) job Iโ€™ve ever had. For me, it is time for a bit of a break before diving into something new. If you want more excellent Claude Code content, you should follow @addyosmani , @lydiahallie, @_catwu, @ClaudeDevs and of course @bcherny who started it all.
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