
@MichaelKaiserAIi
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Founder & AI Engineer building with AI in production. Daily AI news, filtered down to what matters: models, tooling, benchmarks.
Stuttgart, Germany
Joined September 2023
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24 dollars for one scene, my limits would cry
Claude Opus 5.5 vs Claude Sonnet 5.5: “Halloween pumpkin village.”
Built entirely in Blender with Python. Fog, jack-o’-lanterns, a witch across the moon, bats bursting from the bell tower. No assets.
Opus 5.5 (Extra High): 94 min, ~$24.38
Sonnet 5.5 (Extra High): 89 min, ~$24.09
Typical Opus 5.5 win...
Layers you can move around, that is actually useful for designers
Anthropic just put Claude Duet out in preview.
It's a personal AI agent, built to be proactive, and it lands straight against Meta's Muse and OpenAI's Dots.
That puts personal agents from three of the biggest labs on the table at the same time.
For founders, that changes what's worth building.
A general assistant that does a bit of everything is now the labs' own product, shipped by the people who own the models.
The room left is in the specifics: one industry, one workflow, data the labs don't have.
It's a preview, so I'm not grading Duet on features yet.
What I'm watching is which of the three gets normal people to let an agent act BEFORE they ask.
Pick your narrow lane now.
Claude doing all the work again
Free Claude video style database.
Claude generated 86 video styles from just 20 of my ideas, then built its own sound effects library in JavaScript.
Every style comes with a 15 second sample explaining how AI works, so you can see the look before you use it. The whole thing is completely free.
Get the database 👇
futurepedia.io/resources/ai-…
Luna that cheap is interesting, how is the quality?
Every check-in eats your limits, that is the real catch
Gemini 4 Argon is getting really good
Let your video create its own soundtrack 🎶
Using Canvas in @GeminiApp, Gemini 4 Argon created a tool that traces musical scale lines across live video — triggering notes whenever motion crosses the screen.
Michael Kaiser retweeted
Reuters: Anthropic is the only tech IPO left on the fall calendar.
Citing people familiar, Reuters says it plans to start marketing shares the week of November 9. Switch, Nscale and SB Energy have delayed theirs.
Does Anthropic's IPO test the AI trade?
Anthropic IPO is going to be wild
Anthropic's revenue grew 15 times in a year 📈 but the cloud giants still collect the rent
Yesterday I wrote about Anthropic's shrinking IPO window. Now an early draft of its prospectus has leaked to the Wall Street Journal, and for the first time we can see real numbers from a top AI lab.
Revenue for the first half of 2026 came in at $16.3 billion, up from $1.1 billion a year earlier. Spending on computing power rose from $2.3 billion to $9 billion over the same period. So revenue is growing faster than costs, which is the good news.
The rest is harder to like. Anthropic has signed $450 billion of cloud contracts over the next seven to ten years that it cannot cancel, and it warns total spending could reach $750 billion. The net loss for the half year was $80.7 billion, although $72 billion of that was a non-cash accounting charge on convertible notes, and roughly a third of the document is risk factors.
Every dollar of those contracts lands with the companies that rent out the chips and data centres: Amazon, $GOOG, Microsoft and CoreWeave. Anthropic has to keep growing to pay its bills, while the landlords get paid either way. That is why I own Alphabet and CoreWeave rather than waiting for the IPO, and why I will read the final prospectus line by line before I put any money into Anthropic itself.
Would you rather own the AI lab or the companies it pays?
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Michael Kaiser retweeted
Kimi K3.1 in testing in Arena under the name "kibitz"
when i try Carbon outputs from arena, i see this in almost every comparison
this model has exact design taste as Astra
i see so many of these, and i am pretty sure it has exact same design as Astra
and it has Sonnet taste in 3d
if this model is distilled from Astra and Sonnet, i am very happy because we get Astra at 10x less cost



















