what we're picturing vs what we're getting 😂

It's crazy that the top 1% of spenders have almost doubled monthly spend to almost $1,000 / month - demand here is very strong and demonstrates the opportunity to build "narrow startups": high-priced software with a very small N of customers.

This illustrates the challenge with personal agent unit economics. It’s hard to play the game without a powerful patron in either venture dollars or lab partnerships.

Fun hanging w @EricNewcomer this week, topics: - Lots of whitespace for vertical agents in areas like finance; this feels under competed today - Computer use unlocks consumer fintech ambitions to improve the balance sheet of every American - Opus 5.5 is as big of a deal for games and entertainment as Opus 4.5 was for code

Oh man there is so much in the OAI launches this morning, early reactions: - OAI leaning into its strengths around model breadth (full duplex voice / computer use), compute (ultrafast / decisions / price cuts), and knowledge work (spaces / dots) - Spaces is an impressive effort to connect two key lessons from the last 6 months; one that consumers need "human shaped" interfaces to use models to their full ability (slack / imessage / anthropomorphic agent) and two that group productivity >> sum of individual productivity and requires dedicated collaboration tools like agent native docs / slides / etc. - Dots acknowledges that consumers have a bounded view of chat interfaces ("better google") and the personal agents primitive needs a different positioning and personality. I like that the UI starts with a single "dot" (agent) and imagines expanding to teams, which combines the simplicity of a muse style approach with the power of grok bots, progressively disclosed. - Security cloud is the first of many efforts where sensitive / proprietary model capabilities are vertically integrated and sold as an outcome vs API. Expect more of this in areas like biology (smartly framed today as "antibiotics" - who could dislike those?! 😂). - Yes there are offerings at every spot on the Pareto curve (ultrafast at the high end, decisions at the low), but the wild 3D demo of ultrafast shows that these points on the curve represent new capabilities (i.e. just in time software, real time video transformation etc) - Consumer adoption has accelerated w/ 1.2B WAU + Connect is a huge unlock for developers by letting users bring their own tokens—this unbundles the unit economics from product value & locks developers + users into the OAI ecosystem - Plugin directory + discovery is maybe, finally the distribution channel we've been waiting for - Marketplace allows SAAS partners to sell to OAI customers w/o the procurement headache - $500 plan, and it's "cheap" given the capabilities .. I predict a $1000 plan by next year that will provide even more price/performance to consumers Will think + share more when I have a chance to process, but wow some cool launches today.

@kevinrose @dhh

Muse now solves Captchas too..

Prompt: I want you to create a Habbo Hotel isometric game where you wander around a record shop inspired by Play De Record in Toronto or Gramophone. You can look through stacks of records, which are real songs. You can preview them, and when you're not, there's a turntable at the back where people are playing tracks that everyone who's in the room can listen to. I want to match the visual style of Habbo Hotel with the layout of these record stores in the 1990s, and obviously have everybody look like they're kind of DJ-inspired and from the 1990s potentially. We've done a bunch of work on Blender and things like that in the past, so feel free to look past our old threads to look at how we did the Contra game and see if that helps you at all, and feel free to use anything you need that's remote, like GPU rendering to make this faster.

One shotted a playable replica of an actual 1990s record store called "play de record" via opus 5.5 ... insanely cool + impressive use of blender by the model, also where the hell did it find the music?! sound up + prepare to be amazed (desktop pls): play-de-claude.vercel.app/