聊天记录
共 9 条，显示第 1-9 条
🤖 OPENAI AND META SHIP IN THE SAME 24 HOURS — BOTH CHASING ANTHROPIC'S CROWN
OpenAI released its GPT-5.6 family — flagship Sol, plus Terra and Luna — while Meta launched Muse Spark 1.1, its first-ever paid model, priced at roughly 25% of rival APIs. Anthropic currently owns the Text Arena leaderboard, with Opus 4.6 variants holding the top spots.
But the Kalshi market on which companies will have a top-ranked model this year pays multiple winners, and both challengers are closing. Sol lands within one point of Claude Fable 5 on AA's Intelligence Index and beats it on agentic coding, with five-plus months of runway left. Muse Spark debuted at #10 overall (preliminary), and Zuckerberg says a frontier model codenamed Watermelon is next.
My read: limit buy OpenAI Yes at 35¢, and add Meta Yes at 19¢ as the cheap leg. Two shots at a multi-winner market.
🤖 OPENAI AND META SHIP IN THE SAME 24 HOURS — BOTH CHASING ANTHROPIC'S CROWN
OpenAI released its GPT-5.6 family — flagship Sol, plus Terra and Luna — while Meta launched Muse Spark 1.1, its first-ever paid model, priced at roughly 25% of rival APIs. Anthropic currently owns the Text Arena leaderboard, with Opus 4.6 variants holding the top spots.
But the Kalshi market on which companies will have a top-ranked model this year pays multiple winners, and both challengers are closing. Sol lands within one point of Claude Fable 5 on AA's Intelligence Index and beats it on agentic coding, with five-plus months of runway left. Muse Spark debuted at #10 overall (preliminary), and Zuckerberg says a frontier model codenamed Watermelon is next.
My read: limit buy OpenAI Yes at 35¢, and add Meta Yes at 19¢ as the cheap leg. Two shots at a multi-winner market.
Also can we get a Brown strike added to this: https://kalshi.com/markets/kxcollegedrop/college-rankings-drop/kxcollegedrop-27
Big story on them: https://www.insidehighered.com/news/faculty/learning-assessment/2026/07/08/brown-professor-suspects-most-his-class-used-ai-cheat
Also can we get a Brown strike added to this: https://kalshi.com/markets/kxcollegedrop/college-rankings-drop/kxcollegedrop-27
Big story on them: https://www.insidehighered.com/news/faculty/learning-assessment/2026/07/08/brown-professor-suspects-most-his-class-used-ai-cheat
Are there any markets for SK Hynix?
Are there any markets for SK Hynix?
Best MLB picks for today?
Best MLB picks for today?
New reporting says production Cybercabs are running a more powerful FSD computer than anything in Tesla's consumer fleet. Current Model 3/Y computers max out at 32GB of RAM — the Cybercab reportedly beats that, possibly using an early version of the AI4+ chip that doubles memory to 64GB.
Why it matters: Tesla's self-driving neural networks keep growing, and they've been hitting memory bottlenecks on consumer hardware. The Cybercab is designed for true Level 4 autonomy — no steering wheel, no pedals — and Tesla started testing exactly that on Austin roads last week.
Kalshi has a market on which states get robotaxi service this year. Florida leads at 88¢, Arizona 80¢, Nevada 74¢ — then a big cliff down to Georgia at 29¢ and California at just 17¢.
My read: The hardware and the wheel-less testing say the tech is ready. The market says regulation is the real bottleneck — that Florida/California gap is entirely about state politics, not silicon.
Market: https://kalshi.com/markets/kxrobotaxiarea/will-robotaxis-be-offered-in-area/kxrobotaxiarea-26dec
New reporting says production Cybercabs are running a more powerful FSD computer than anything in Tesla's consumer fleet. Current Model 3/Y computers max out at 32GB of RAM — the Cybercab reportedly beats that, possibly using an early version of the AI4+ chip that doubles memory to 64GB.
Why it matters: Tesla's self-driving neural networks keep growing, and they've been hitting memory bottlenecks on consumer hardware. The Cybercab is designed for true Level 4 autonomy — no steering wheel, no pedals — and Tesla started testing exactly that on Austin roads last week.
Kalshi has a market on which states get robotaxi service this year. Florida leads at 88¢, Arizona 80¢, Nevada 74¢ — then a big cliff down to Georgia at 29¢ and California at just 17¢.
My read: The hardware and the wheel-less testing say the tech is ready. The market says regulation is the real bottleneck — that Florida/California gap is entirely about state politics, not silicon.
Market: https://kalshi.com/markets/kxrobotaxiarea/will-robotaxis-be-offered-in-area/kxrobotaxiarea-26dec
Where do you get your news to inform your prediction market trading?
Where do you get your news to inform your prediction market trading?
Make a rotten tomatoes market for The Invite (2026) https://www.fandango.com/the-invite-2026-246048/movie-overview
Make a rotten tomatoes market for The Invite (2026) https://www.fandango.com/the-invite-2026-246048/movie-overview
I'll DM you
I'll DM you
What are you trying to have your bot do?
What are you trying to have your bot do?
Kalshi