@The_Analyst_Lab

Pushing the limits of Microsoft Excel.

Not Financial Advice
Joined January 2023
Here is a brief NotebookLM video summary of Aggregator Wars. The short version: AI agents go straight for the one asset that made the internet giants rich, the direct relationship with the customer. That is why nobody will take their foot off the accelerator. Data wins the customer, recurring cash flow keeps you in the fight, and profits migrate to hardware providers nobody can copy and to whoever owns the customer. Google and Meta are best placed, consensus has Meta upside down, and the AI labs and compute sellers face a funding squeeze into 2027 as capital markets run dry. If you want a deep dive on what an aggregator is, how agentic AI changes legacy aggregation theory, who is best positioned to be the next aggregator, what each company's profit engine means in this capex cycle, what it means for AI labs and compute sellers, and where value migrates to, I recommend reading the full note. It is as condensed as possible, but packed with information. I'd invite anyone to push back on any angle of this framework.
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LBO_Guy retweeted
GPT-5.6 Sol, Luna and Terra are listed as "Unlimited*" usage on the Pro plan page. It looks like OAI are giving unlimited (*with fair usage) use of those models to balance out this change in pricing. 5.6 Sol and Luna X-High are two of my fave models so this could be great!
Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo
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Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo
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LBO_Guy retweeted
Here is a brief NotebookLM video summary of Aggregator Wars. The short version: AI agents go straight for the one asset that made the internet giants rich, the direct relationship with the customer. That is why nobody will take their foot off the accelerator. Data wins the customer, recurring cash flow keeps you in the fight, and profits migrate to hardware providers nobody can copy and to whoever owns the customer. Google and Meta are best placed, consensus has Meta upside down, and the AI labs and compute sellers face a funding squeeze into 2027 as capital markets run dry. If you want a deep dive on what an aggregator is, how agentic AI changes legacy aggregation theory, who is best positioned to be the next aggregator, what each company's profit engine means in this capex cycle, what it means for AI labs and compute sellers, and where value migrates to, I recommend reading the full note. It is as condensed as possible, but packed with information. I'd invite anyone to push back on any angle of this framework.
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LBO_Guy retweeted
I’m not sure how reliable TickerTrends’ data is. Anthropic’s growth rate has dropped sharply, and OAI’s growth has slowed as well.
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🤣🤣
20,000 startups are going to die tomorrow
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As we enter the aggregator wars, only 2 things matter: winning the customer and keeping the profit. If you break these down into it's most fundamental parts, one thing follows: $GOOG is the best positioned among all to become the next aggregator.
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As the Agentic era begins so do aggregator wars. Wanna know who is best positioned to win? 👇
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The updated @Google satellite images of #Gaza are quite incredible, for all to see...
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Kids will grow up learning like this. It's insane.
I asked Claude Opus 5.5 to explain how a rocket engine works by building an interactive Raptor 3 you can take apart in your browser. Cut it open, follow the oxygen and the methane through both turbopumps, then throttle it and watch the shock diamonds move. airsup.ai/rocket-engine
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Pretty clear $GOOG is gonna strangle these guys.
Google just ruined OpenAI's dev day lmao Gemini 4 Pro leaks absolutely dominates both Anthropic and OpenAI This means Fable 5.5 and GPT 6.1 has to price match Gemini 4 Pro now IPO DELAYED 🤣
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LBO_Guy retweeted
La flota de bombarderos de la USAF en Europa salvada gracias a los prejuicios de una señora que volvía de parranda.
Paisana volviendo de fiesta a las tantas se encuentra en medio del campo a un grupo de señores digamos visualmente poco ingleses junto a unas furgonetas con logos y tlf después contacto falsos. Llamada a la policía y que todo el mundo se encierre, 25 min después todos detenidos.
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Motion designers are cooked 🤯 Opus 5.5 made this for ClimbX in 20 minutes. One prompt. No After Effects. Absolutely insane!
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Deposit betas going berserk
Fascinating. Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
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LBO_Guy retweeted
not sure if good or bad news for interior designers sael.net/interior opus 5.5 is scary good at it
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This morning I woke up to Claude's step-by-step 3D instructions for remodeling my kitchen with Opus 5.5.
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Opus 5.5 is so good at making hand-drawn whiteboard animations This one shot video explaining Leidenfrost effect perfectly. Voice over and music added all in one pass. Maybe we can revolutionize education. Great work by @AnthropicAI
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LBO_Guy retweeted
I asked Opus 5.5 to explain camera focus by building an interactive lens lab Here's what it came up with after 1 hour 26 minutes in one shot, $25.66 API cost lens.lab.sael.net Move the focus ring and you can see the glass elements shift the sharp plane through the scene
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