Jordi Hays

"Aston Martin launching a partnership with Call of Duty... as somebody who loves Call of Duty and loves Aston Martin, I still got quite an aversion to that partnership."

"It could be the Manifold strategy or it could be the Polymarket Kalshi strategy. And the fact that they didn't try and acquire Manifold, they tried to acquire Kalshi, sort of signals like hey, they're probably going the financially incentivized route."

"Claude Code and Codex have been sort of looking more and more like each other in many ways."

"The growth of Claude Code specifically is like proof that software has changed to some degree and you can get adoption of something at a speed that is entirely unprecedented."

"The funny thing is the nature of having access to Claude and ChatGPT and other agents is people can process the S1 a lot faster."

"We saw this with 4o. We saw this with Opus 4.5. Some of the models that have had the highest levels of product market fit have more of these human qualities."

"On Instinct's own A/B test, it matches Opus 5 performance at a fraction of the cost."

"Opus 55 launched today. Benchmarks look really good, very cheap. And the key thing is this is the first model we've released since we said we were pacing the frontier. This is an expression of the pacing."

"Codex and Claude can connect into all these other tools and models and just give you what you want as a user without incurring any of the cost of focusing to make great models."

"He posted this tweet that was fully written by Claude."

"Matt Schumer basically uploaded to GitHub a game that he made with Opus 5 along with the prompt. And so you can sort of distill on that."

"In some benchmarking tests, according to cybersecurity company SEMRAP, GLM 5.2 bested Anthropic's Claude Opus 4.8 model which was released in May."

"Two months ago Meta epitomized token maxing, on track to spend billions a year on Claude etc."

"You just dropped the Zillow links into Codex and it made you an entire website that you could walk through with before and after."

"Noah from Instinct going on Invest Like the Best to announce the new round. There was one question on security."

"Astra was playing Minecraft and a creeper blew up Astra's chest. It got depressed and farms potatoes for several hours."

"GPT-6 Astra was playing Minecraft and a creeper blew up Astra's chest. It got depressed and farms potatoes for several hours."

"This Instinct test is, hey, we understand this person. Let's basically suggest some products that they maybe weren't thinking about but they would buy."

"Bunch of people got slop ads from Instinct. They're upset. I'm helmet cuz I think it's good."

"1 billion a year in transaction volume, still invite only. Growing 10% a day. Spent zero dollars on marketing. 40% of users shared a personal credit card with Instinct within 3 weeks. Compute demand is doubling roughly every week."

"Are you getting pitches for 'we solve the problem created by Instinct and Muse yet?' ...the secondary businesses are just Instinct for business, Muse for business."

"I haven't used the product yet, just because giving that level of access to this new startup — I looked at their terms and conditions and it kind of seemed like you're giving away a lot. All your data is going to be saved pretty much in a clear text database. It'll be secure but they will have access."

"It seems like Instinct started doing basically texting product recommendations... the agent was actually recommending products that a Targa would never need, like he was pushing a trickle charger and an indoor cover."

"Introducing Gemini 4 Carbon, their next frontier model, which follows Argon's release just two weeks ago."

"I was talking to someone relatively high up at a Fortune 500, and they said that they were basically running boilerplate Gemini that the whole org had access to, and that was their AI tool. They were telling everyone, just use this."

"Google does have Gemini Spark, which is like a 24/7 always-on agent, but like no one — does it have a VM, does it have a real virtual machine?"

"Gemini is a big F1 sponsor."

"If you look at the Google SynthID, so Gemini has done this for like a few years. If you look at their blog that explains how it works, it will highlight specific words in the piece of text — it's like, okay, this is probably AI written."

"Gemini has done this for like a few years."

"A billion people are using effectively another search engine, an answer engine. They're using ChatGPT, they're using some Gemini, they're using some Claude, but obviously by and large that usage is going somewhere else besides Google."

"That's driven by their workhorse Flash model, which makes sense. They've been focused on very efficient token generation because they vend them into so many Google systems."

"They're effectively saying Gemini does not have talent. They're saying you need all three."

"Google does have Gemini Spark which is like a 24/7 always-on agent, but no one — does it have a real virtual machine? It says even if your phone and laptops are turned off, it'll still work. But no one's really talking about this."

"Obviously, these are not the actions of people excited about Gemini 4 Pro."

"They're effectively saying Gemini does not have talent."