@stretchcloud

Founder & Builder | Building https://xitter.cf/t.co/ag2bhjo5r8, https://xitter.cf/t.co/9EO3BU4jCx, https://xitter.cf/t.co/vqTghjn5bf | AI Agents| 15x Patents | 7x Author | Building for Growth

 London, England
the-campfire.dev/
Joined March 2011
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1.1KMedia

The memory shortage was never a shortage. Three companies moved it to HBM — prices ran 700%.

Everyone is calling it a shortage. A supply glitch. Bad luck in the fabs.

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The guardrail that runs without being asked

An agent deleted someone's home folder. Again.

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The second payment is about to get cheaper

Satya Nadella is right. When a company uses AI it doesn't own, it pays twice. Once in money. Once in intelligence. The second payment is the one nobody puts on the invoice.

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NVIDIA didn't ship a local-AI laptop. It shipped 128GB of CUDA to your desk — so you'd never leave.

On June 1, Jensen Huang walked on stage at Computex and unveiled the RTX Spark.

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Cursor didn't add a Premium seat. It built a second meter to move you off Claude.

On June 1, Cursor changed how Teams get billed.

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Anthropic didn't buy a smarter model. The other 74 points were plumbing.

On June 21, Anthropic's data team published how it actually runs internal analytics.

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Anthropic didn't launch a cheaper model. Its $3 Sonnet just made the $5 Opus optional.

On June 30, Anthropic shipped Claude Sonnet 5.

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Qualcomm didn't pay $3.9B for a compiler. It bought the end of the CUDA tax.

On June 24, Qualcomm agreed to buy Modular for about $3.9 billion in all stock.

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Coinbase didn't build agent micropayments. It built a toll booth — and 95% already cost over $1.

Everyone filed x402 under "crypto micropayments." A way for bots to tip each other fractions of a cent.

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MiniMax didn't open-source a model. It cut your agent's bill to 27¢ a task to own the meter.

On June 1, MiniMax released M3 as an open-weight frontier model.

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Anthropic didn't make the model smarter. It taught the agent to sleep.

On May 6, Anthropic shipped a feature called dreaming.

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Cognition didn't rename Windsurf. It demoted the editor to a tab.

On June 2, Windsurf became Devin Desktop.

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