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Teng Yan · 30 days of COT
Waited 2 years and 5 months for GPT-5.
First take: it wasn’t mindblowing.
I played with it, then digested the flood of GPT-5 blog posts from the lucky early-access crowd. When I asked GPT-5 what it can do now that it couldn’t before, it said: “Ship more real stuff for you, faster.” That’s quite fair.
The headline here is cost-effective intelligence for the masses. OpenAI merged its standard and reasoning models into one, letting GPT-5 decide when to think harder. It’s faster, more reliable, and cheap enough for free users, which means:
- Millions will try a “thinking” model for the first time
- Hallucinations are way down
- Intelligence is now priced to run at scale
Some really cool things about GPT-5:
- It’s not one model, it’s a brain that swaps between its own versions for the task at hand, slipping in useful extras you didn’t even request. It reduces the burden of thinking and can better guess what you want, even with a lazy prompt.
A bit like an overly eager coworker who keeps offering help while you’re trying to focus.
- Coding is god-tier. It’s the best software engineering model on the planet. Builds complex apps in one shot, fixes gnarly bugs in huge codebases. This is probably where all the magic will happen. I need to try more vibe coding with GPT-5 next.
- But not so much for writing, it’s probably still behind DeepSeek R1 or GPT 4.5.
- Parallel tool use. Can juggle multiple things at once over longer timeframes with almost no latency. Knows exactly which “friend” to call for each task.
@sama says he's making tweaks so hoping to see GPT-5 get better for doing even more things
1,24K
which camp are you in?
AGI in our lifetime
or
cope forever
8.8. klo 05.23
How many more model releases do we need for folks to realize we are not getting to magical superintelligence with what we got?
How many times do you have to see a model benchmaxxing to realize Humanity's Last Exam is a freaking idiotic name and that answering questions on it doesn't tell us shit about the true intelligence of the model?
How many models do we have to see demonstrating superficial intelligence but utterly failing at long running, contextual understanding for people to wake up and realize that AI is just another tool?
A good tool, a useful tool, a wonderful tool but not magic and not the end of all jobs and not the end of humanity or any other absurd fantasy of fools and dreamers.
Fool me once, shame on you.
Fool me twice, shame on me.
1,47K
the secular trend for crypto is in progress
7.8. klo 20.03
Crypto in 401ks is WAY WAY BIGGER news than the ETFs
In the US, roughly 100 million Americans have a retirement investment vehicle known as a 401(k). Every 2 weeks, a portion of their paychecks are routed directly into purchasing a mixture of stocks and bonds. On autopilot. No discretion, just direct purchases based on their predefined allocations. Most Americans adjust these allocations annually, if at all.
This is a HUGE driver of the equity market run and resilience over the past 20 years. A constant background bid for assets.
In aggregate, this is ~$12T in assets with ~$50B of new capital flowing in every 2 weeks!
At a 1% portfolio allocation to crypto brings $120B in new flows
At a 3% portfolio allocation to crypto brings $360B in new flows
At a 5% portfolio allocation to crypto brings $600B in new flows
and these aren't one time flows. THEY KEEP BUYING ONCE ALLOCATIONS ARE SET.
401ks + DATs w/ at the money shelves put a ridiculous floor of crypto going forward and move the limit from the moon to jupiter.
Strap in 🫡
1,56K
great tagline for hiring too: join us and you’re 100% going to be a millionaire like your co-workers
has any crypto company ever done this?
7.8. klo 11.37
My OpenAI friends are so hyped rn - not because it’s the night before GPT-5, but because Sam just announced $1.5M bonus for every employee over 2 years.
78% of Nvidia employees are millionaires. At OpenAI, it’s 100%.
I think we can call it the “Zuck poaching effect.”
2,33K
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