Reddit Posts
OpenAI's ad business shows blistering growth, hits $1 billion annualized revenue run rate
OpenAI's ad business shows blistering growth, hits $1 billion annualized revenue run rate
My completely regarded analysis of the AI trade. Read before you buy 0DTEs.
My completely regarded analysis of the AI trade. Read before you buy 0DTEs.
Options + AI using Schwab's free Developer API (ChatGPT + Mac Mini + iPhone)
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Anthropic Pitches $190B-$200B 2028 Revenue in IPO Case
So long suckers, about to leave you losers behind.
Trump Media: More than 10 firms pay up to $100,000 a month for fast access to Truth Social posts
Trump Media: More than 10 firms pay up to $100,000 a month for fast access to Truth Social posts
Researchers found a way to extract hidden reasoning of frontier models using a vulnerability in the APIs of every frontier AI company.
How OpenAI turned product degradation into engagement stats: Broken context retention, forced retries, and $6.6B in insider liquidity.
Is Truth API in place for most institutions yet?
Wall Street mispriced Twilio as legacy SaaS. Here’s why this week’s earnings beat is only the beginning
NRX Pharmaceuticals (NRXP) - Imminent Catalyst and other statuses! This company is on the move and gaining traction. Price targets are multiples of the current share price.
Trump Media Launches Truth API for Wall Street Traders Despite Objections
Trump Media Launches Truth API for Wall Street Traders Despite Objections
Alphabet earnings - Negative free cash flow of $5.9 billion, driven by high capex
Due Diligence | AI sector isn't just overvalued; it is architecturally redlining.
Is there any service that has historical API access to SPX Global Trading hours quote history?
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
Thoughts? Trump is about to sell early access to his posts, but only to Wall Street.
Zhipu On-Track to Become First Chinese AI Model Company to Reach $1B in ARR
Google's AI is now substantially behind, even losing to freely available Chinese Open Weight Models. The market hasn't caught on yet
How to actually trade Trumps Tweets
How is this legal? - Truth Social to sell banks 'fastest' access to Trump's posts.
Direct feed from the Oval Office - Truth.API goes live
Truth Social to sell banks 'fastest' access to Trump's posts (Reuters)
Any axionquant API users have a longterm review they can share?
We tested a methodological critique of our macro ARIMA model. Here's the results.
We built an affordable Deribit options data API
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
API that given sentiment scoring across 500+ tickers:
Stop letting big money beat you, find the edge and follow the money.
I used ChatGPT to backtest a SPY 0DTE strategy and Codex to build an automated IBKR bot
I am once again asking the reddit hivemind for feedback in order to build bloomberg terminal for retail
I built a desktop options scanner for cash accounts — looking for 10 traders to beta test
US Stock trading algo performance in 2 months 10.79%
The Price Ceiling Nobody Wants to Talk About: When Hiring Humans Becomes Cheaper Than AI
The Price Ceiling Nobody Wants to Talk About: When Hiring Humans Becomes Cheaper Than AI
Built a Black-Scholes Options calculator to model strategies including profit probability
Built a Chrome extension to replace my ChatGPT copy-paste workflow for portfolio news and DD. Here’s how it works
Built a Chrome extension to replace my ChatGPT copy-paste workflow for portfolio news and dd. Here’s how it works
API oil chief warns US Strategic Petroleum Reserve nearing critical low
I lost $3000 trading on emotion after making 6 figures in crypto. So I built an AI to permanently remove feelings from my trading decisions.
I lost $3000 trading on emotion after making 6 figures in trading. So I built an AI to permanently remove feelings from my trading decisions.
Lost $3000 trading on emotion after making 6 figures. So I built an AI to fix it.
AI cost-control companies the next AI infrastructure trade? Potential for re-rating with reasonable valuation.
Why AI-Native FinTech Engineering Is Reshaping Financial Product Development in 2026
The house of cards is falling apart, just a random theory
The house of cards is falling apart, just a random theory
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
YYGH High-growth revenue, massive asset gap ($4.03/share net), and a brand new NVIDIA Blackwell infrastructure catalyst.
YYGH High-growth revenue, massive asset gap ($4.03/share net), and a brand new NVIDIA Blackwell infrastructure catalyst.
Building an AI agent that needs live market data?
Bull case for cyber security stocks is incredible.
Feature request: Better tracking for rolled options in thinkorswim (net credit/debit + roll chains)
The next AI rotation - from infrastructure to data reservoirs
Building a Greek P&L attribution system for options portfolio
GRPN Deep Dive: Built a Full Short Squeeze Analysis Spreadsheet from SEC Filings + Ortex Data via Ortex API - Here's What I Found So Far
85% recurring revenue. 5x revenue growth in 5 years. The biotech royalty engine Wall Street forgot.
Anyone using AI agents for options trading? Hitting some execution issues
Anyone using AI agents for options trading? Hitting some execution issues
Opinion: the AI race is almost over. China is winning
After a decade of participating in and watching the stock market, I’ve decided to build my own institutional grade tool.
[UPDATE] I used an AI to manage my live options portfolio. I’m up $4,059.15 in 9 days.
We may build too many data centers, from a computer nerd's point of view.
AI health apps are everywhere. the ones with actual revenue infrastructure underneath them are not.
"Tokenmaxxing" - How AI demand is inflated by deliberately wasteful & subsidized usage. At least $6 Billion+ a year in waste
I BUILT A 3D STONK GALAXY WHILE LIVING BEHIND THE WENDY’S DUMPSTER
$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)
Mentions
guys this is fucking crazy. So chatgpt finally connect to charles schwab's API and now can retrieve realtime option chain from charles market data
charles approved my trader API, now chatgpt is building an oauth2 bridge. Now i dont have to pay $100 a month for the freaking FMP connector
"Corruption is not bad. Corruption is only bad if I'm not involved. If I am part of the corruption I will defend it" - *DJT on the launch of the 100k USD truth social API*
It’s a subscription for API access, not a one time fee.
chatgpt said it can build me an option scanner once charles schwab aproves my individual API
It's behind a paywall, I tried the yfinance API on python and It didn't let me access for some reason
No, but you’ll have to use the API to get the data which might be take a second setting up if you’re used to more point-and-click platforms
Well I ran the tests and using GEX improved the identified strikes at which stocks pin by a small but meaningful percentage. https://preview.redd.it/9ehj0teepbmh1.png?width=778&format=png&auto=webp&s=5e30f348678a57d0ded846f496ef4334f778a63d Where you are absolutely right is that yesterdays GEX which seems to be what most people are using or offering is as useful as the proverbial teats on a bull. The analogy I would make is the weather, it rained yesterday so will it rain today? Potentially slightly higher chance of yes than no but knowing if it rained a second ago is more relevant. Furthermore as you correctly point out brokers flatten their books in various ways, so a static reading of GEX is doesnt help you. It is the ongoing direction - which is a live effect - that tells you anything. What you need is to have it dynamically calculated on the fly as you are trading. In this case I automated the trading in the sandbox area of my broker to see what would happen but the results were really quite good. Where you are also correct is that it is superfluous to buy this data, it is freely available if you have a broker with an API connection and a the simplest of scripts that any AI can write for you in less than a pair of seconds.
On a more positive note, thank you for introducing me to Schwab's Developer API!
I just laid out how to use TOS with the Schwab developer API here: [https://www.reddit.com/r/options/s/0mKwilmtiJ](https://www.reddit.com/r/options/s/0mKwilmtiJ)
I’ve used most of them and noticed a very significant improvement in ChatGPT’s Sol High model. I tested it against Claude Opus (I’m not paying for Fable) Grok, Qwen and Gemini. I would rank them ChatGPT, Claude, Grok and then there’s a drop off to Qwen and Gemini. This is one person’s opinion and I don’t have any receipts. I connected the Schwab developer API up to both Claude and ChatGPT along with a fallback free Massive API. ChatGPT would not have been in my top three just a few months ago. Now, I have real time option chains with actual analysis, guard rails and alerts (yes, actual alerts) that allow me to focus where I should.
No really. All they offer is a GUI tool with AI API. Claude can do the same and much more. 95% of Forbes500 companies using this tool means nothing when you have a free tier. Also a forward PE ratio of 100 is not cheap. Adobe is in a similar situation, has more products in the pipeline and a much larger and diversified customer base and has a forward PE of 11.
Where do you get the data? From a CBOE API or do you scrape it or something like that? Genuinely interested. Looks good :)
Current API margines at Anthropic are estimated at about 70%.
It's a myth that open weight is cheaper. Luna is much cheaper than anything else at API pricing.
That must be the Truth Social API algo at play
Bro charged 100k for API access and tweeted nothing 🤣
The Reddit post is referencing a major revelation in the AI community that occurred in late August 2026: [**Z.AI**](http://Z.AI) (the Chinese AI firm also known as Zhipu) officially confirmed that a mysterious, highly capable stealth model known as **"Ox Alpha"** was actually an anonymous public test of their new **GLM-5.3-Flash** model. Here is a breakdown of what happened and why the community is talking about it: # The Mystery of "Ox Alpha" Around August 20, 2026, an anonymous model called "Ox Alpha" appeared on the platform OpenRouter. It immediately shot to the top of usage charts because it offered frontier-level performance for free, featured a massive 1-million-token context window, and had native multimodal capabilities (meaning it could process text, images, and video). Because there was no developer attached to it, speculation ran rampant about who built it. # How the Community Figured it Out Before [Z.AI](http://Z.AI) officially confessed to Bloomberg on August 26, AI sleuths had already largely deduced its identity through API forensics: * **The Tokenizer:** Testers noticed that Ox Alpha counted tokens identically to Z.AI's recently released GLM-5.3 model, just with a fixed 75-token offset (likely a hidden system prompt). * **The "Error 1210" Clue:** Z.AI models have forced "thinking" levels (Low, High, Max) that cannot be turned off. When users tried to bypass or disable the thinking feature on Ox Alpha, it returned "Error 1210"—the exact same proprietary error code used by Z.AI's official API. # The Drama Behind the Reactions The reason this caused a stir on subreddits like r/wallstreetbets, r/singularity, and r/LocalLLaMA comes down to two things: 1. **The "Clowns" at Western Labs:** Prior to the official [Z.AI](http://Z.AI) confirmation, several prominent researchers from Google DeepMind and Meta AI had reportedly been vague-posting on X (formerly Twitter), hinting that the model was *not* from Z.AI or implying it might be a stealth test of an upcoming western model (like a new Gemini). The Reddit community mercilessly mocked these researchers once Z.AI claimed it. 2. **Open Weights Release:** Alongside the reveal, [Z.AI](http://Z.AI) announced they would be releasing the open weights for GLM-5.3-Flash. Because the model is highly capable, efficient enough to run locally, and good at coding and roleplay, it is considered a massive win for the open-source AI community.
"When asked about the Truth Social API feeds in a Fox Business interview last month, SEC Chairman Paul Atkins declined to comment."
literally gave you a reddit assist to be helpful to the people. fumble. dw i got you - in case anyone is wondering -> SpaceKnow API and datasets are **$15,000 to $30,000 per year**
IBKR is the powerhouse - I need this broker for API gateway access also, they provide multiple programmatic accesses and largest access to most exchanges worldwide
Last I checked I couldn't find any Fox News video on it. I only found this FOX article with an MSNOW clip that only shows the guy saying it was bad. The article downplays that it's milliseconds ahead so it's only useful to large firms. And that it's normal for firms to pay for social media API feeds. Didn't say anything about the price. https://www.foxnews.com/media/truth-social-plan-sell-early-access-trump-posts-makes-want-puke-cnbc-reporter-fumes
Hey man if you’re still looking, you can easily make some software using AI and some market data seller. Alpaca gives IEX trades for free and sells all SIP data for 100$ a month. If you make an account and plug the API keys into some python program you can claude or ChatGPT make you a nice little local program on your PC. If you can finish your code quickly you can pay for only one month of premium claude or chat gpt and then enjoy the program you built.
Out of interest what is Fox saying about the API deal?
New truth social direct API post, fork over the 100k and you too can rug pull others.
look up what inference is vs training. inference is profitable. training is not. Lets do some napkin math: Assume Opus 5 is ~100B active params/token (no one really knows, somewhere between 50-150 is the average guess). A Vera Rubin NVL72 should comfortably clear ~70,000 output tok/s at high throughput. Kimi K3 already does 2,000+ tokens/GPU-second on the older GB300 generation. That's the best reference we have. These are all just estimates. At ~1M output tokens per subscriber per month, 180,000 subs would use ~180B output tokens/month, or ~69,400 tok/s averaged across the month. So call it ~180,000 subs/rack. $20 × 180k = $3.6M/month revenue per rack. The racks cost $6m. Power is estimated ~190–230 kW under load. At 190 kW, $0.05/kWh, PUE 1.1: only about $7,500/month electricity. Ignoring everything except rack + electricity, a $6M rack pays back in ~1.7 months on just sub revenue. API is even higher margin. They are much more profitable than you might think. The thing this doesn't account for: training. Training is insanely expensive.
Do you just not know how LLMs work or are you trolling? How does "demand will move to open source" mean "compute won't be needed anymore"? Frontier-competitive open source models still need data centers to run. No small teams or startups are going to buy $2M rigs with 2TB of vram to run Kimi K3 locally. They're going to pay for it over API and all that usage is going to be running on data centers using NVDA chips, owned by Meta, Google, Amazon, Microsoft. It's possible OpenAI and Anthropic will lose a lot of valuation. But the demand for compute and AI inference isn't going anywhere. Open source just drives it up because it becoming cheaper means it can be used for more things (Jevon's paradox). And here's one company that's become more profitable because of LLMs: Block. "We can ship higher-quality products much, much more quickly, and that's because of all the innovation that we've been pushing on as it relates to AI." https://finance.yahoo.com/technology/ai/articles/block-controversial-ai-layoffs-paying-023447498.html
You hit on an important point there, but it might be easy mode for Trump etc and get fucked API autotraders. He posted twice this morning, both negative on Canada. One at 9:10 am then this one at 9:38. With the paid for api access, he makes money on that and also now kinda has a "tank the market, and don't let it recover" button. 9:38 am is like the perfect time if you want to ensure the dump. Use the right keywords and you can basically weaponize those automated trades by the followers. People paid for fast access, not necessarily good access. Then yeah, Bessent pulls something out of his ass and it all goes green again, Trump etc maybe makes a small profit comparatively, and the API autotraders start coping about how that 100k is money well spent.
WSB should croudfund the 100K API subscriptoin
No matter how much they lower the prices, our API proxy is still cheaper. Feel free to try it: [https://new.timebackward.com/](https://new.timebackward.com/)
Thank you for this - I found it very useful though perhaps not in the way you would have thought. I have been working on a strategy implementation that involves pinning behaviour of stocks on Friday expiry. I got interested in this after reading Jeff Augen's books on trading volatility. With the advent of AI script writing tools it suddenly becomes possible to do much more to exploit 0DTE pinning behaviour. You can check this blog post (and its predecessor) if you are interested. [https://steadyoptions.com/articles/strike-price-effects-or-pinning-revisted-r830/](https://steadyoptions.com/articles/strike-price-effects-or-pinning-revisted-r830/) Why your post is interesting is because pinning is caused by gamma flattening of books. You seem somewhat skeptical of the concept however to a degree (and only for liquid stocks) pinning occurs and it would not occur unless gamma flattening occurred. Pinning is something that can be disrupted by an extraneous event - another poster mentioned a WH tweet about nukes being launched - and no GEX or other tool would help you against that. Same with volatility in the market or for a stock being too high will make it impossible to find a pinning strike. Right now the way I determine the pinning strike of a stock, is to look backwards at the morning session at 12 o'clock eastern, count the number of crosses of a particular strike and look at volume and OI on these strikes. For the limited selection of sufficiently liquid stocks this yields a quite reliable pinning strike. Now GEX is in fact not different from this with this formula we can verify the strike price the stock looks like it will pin to. https://preview.redd.it/xukghoe79blh1.png?width=662&format=png&auto=webp&s=04cf5ad1e14043111abefa153dca88a1a17de6a4 This allows one to decide pinning is less likely and more of a gamble against accelerating momentum. If the underlying stock is trading below its Zero-Gamma Level (Gamma Flip), or if total ticker Net GEX< 0, the stock is disqualified for pinning. Now you are correct about the lagging of the GEX as an indicator - its like saying 'oh it rained yesterday' and try and draw a conclusion from it. I mean its not useless but close to useless. Static OI is only published once per morning by the OCC (overnight data). For 0DTE single stocks, midday pinning is heavily driven by intraday 0DTE volume flows. To eliminate the lag, calculate Volume-Weighted Intraday GEX (vGEX) directly from your live broker's API and down load the option chain: vGEX(strike)=(Vol.(call)xgamma(call)-Vol.(put)xgamma(put)x Spot x 100 If GEX(strike) is expanding through the morning dealers are accumulating massive intraday gamma at that specific node and confirming a pin whilst you suffer zero lag. I realise this is mainly useful for the small corner of the world I was working in but the idea is triggered by what you wrote. Any AI tool can write a script to get this information to you in real-time from the API connection of your broker so there is no reason to spend money just like you said. I will run some tests the coming weeks to see how this method of finding the pinning strike compares to the more eyeball test I did before which simply added volume to OI.
Nice to see price cuts alongside better model performance. Lower API costs will help a lot of small scale projects.
If you have Schwab, do this immediately. SIGN UP FOR THE FREE SCHWAB DEVELOPER API. This will give you a free real time API that you’ll plug into your favorite AI bot and you’ll have real time quotes and option chains, etc. Throw in Thinkorswim and anyone who says: derp derp Fidelity is not a serious investor. I was on Fidelity. I am on Schwab. Don’t leave Schwab if you’ve got TOS + API.
#david at Axious probably paying 100k for that taco API LMAO
A lot of investors are also complacent about the long-term consequences of a president openly manipulating the market and engaging in insider trading, while literally selling insider access as a service through the Truth Social API. Plenty of developing countries have been through this, and it leads to reduced volumes and liquidity as trust erodes away. A significant part of the US market's valuation multiple premium over the rest of the world comes from a belief that they have strong institutions, stable and predictable economic policy, and a commitment to free trade and free markets. The trajectory on all four is down.
"What does OpenRouter have to do with Ai adoption?" What, what do you mean what does it have to do with it, this is the vast majority of the market, subscribers are a small fraction of this. "If you ignore the entire point of the company, they have no point!" Anthropic sells API access, how exactly is that not a "point of the company". The heavily discounted subscription prices are still above Chinese model costs. Anthropic is a failing business and saying "it leads the US market" by cherrypicking closed models or just subscription cases is highly misleading.
If a CEO can replace an entire team with an API, they will do it tomorrow. Macro concerns are a secondary problem. That is the whole thesis 🤷♀️
Because no one is willing to pay the end price. Right now, the big companies sells their API for a fraction of what it costs them to build their models. Big companies are already complaining about those costs and figured out it would be cheaper to employ real people to do stuff than paying 3 millions to OpenAi. They are selling low, trying to tank their direct competitors. When one of them will fall, the other ones will pump their prices to match the gigantic hole in their pocket they are digging right now and no one will be willing to pay that price. That and the fact they are literally giving each other the same 50 billions dollar bill to buy from each other for more than a year now, in a perfect circlejerk.
Regarding spend, do you know how much of that commitment is to future commute verse todays commute deployed and earning revenue? It's well understood there is good margins at the inference levels for both open AI and Anthropic. Training runs still cost them a lot but at current API rates the pay pack period is measured in months. A lot of this is somewhat speculative from leaked info and industry analysis eg Semi Analysis. Looking forward to reading the S1s but these are clearly good businesses, not so sure they're worth 1T+ though.
Most useful comment in the thread, thanks. You’re right the SPX/SPY space is saturated and “cheaper” is a weak pitch — I’m not going to win as clone #13 or by undercutting an $80 API. The futures-proxy angle is interesting but I’ll be straight — I trade 0DTE SPX, not futures, so RTY/GC via IWM/GLD isn’t something I could speak to honestly or build well right now. Good idea, just not my lane(possibly a future addition to the app if requested). Your point about proving the edge is the one that landed. Right now I don’t have that track record, and levels alone are a commodity. That’s the gap I’d need to close before this is worth anyone’s money — not more features. Appreciate the straight talk.
That’s the only one I’m comfortable with right now. I’ve got three paid AI bots and its ChatGPT with a Schwab API.
>MCP headache Click Connect. Such a headache. Even creating custom MCP servers with API keys is trivial.
“Outing” I love it. Well, as a security researcher bring it on. Let’s see your API calls that show proof of this.
Why would anyone pay you when the API is 80-160 dollars for personal use I actually made one of these dashboards for myself and offered it widely, made it 18 months ago when the AI tools were less capable. Now everyone and their dog has a vibe coded GEX platform and its embarrassing at this point so I keep it just for personal use. Good luck trying to turn a profit and dealing with customer service. You'd be lucky to get 20 bucks a month. I've seen around a dozen pop up in the past 6 months. Unpopular opinion here, obviously, given the responses but I don't think the "naive" GEX is useless, gives you a good overview of the structural levels in the market, especially if you look at stocks, ETFs, etc. Good for developing targets and pivots too. I use it for futures though and it's not a standalone edge, just a worthwhile way to find levels. The CBOE C2 data is just SPX and VIX. Again, competitive space now since the barriers to entry are lower and you're competing in the most efficient market in the world. Now, if you could prove your edge with it and that's part of the service, people might pay attention but I doubt that's why you're here.
I think the one area LLMs generate revenue is coding. And Meta now has an API for that. Anthropic is showing that you can generate revenue with coding proficiency.
Good question. The #1 reason is **rapid "what-if" hypothetical stress-testing** without friction: 1. **Zero Login / Paywall Friction:** Most visualizers either lock 4-legged strategies behind monthly subscriptions, force account signups, or have sluggish interfaces with delayed data. 2. **Hypothetical Parameter Sandboxing:** Live quote tools tether you to current market bids/asks. A sandbox lets you model pure theoretical scenarios before market open — e.g., *"If I enter a 45 DTE Iron Condor and IV drops from 60% to 35% while the stock tests my short call wing in 14 days, what does my exact P&L curve look like?"* 3. **Instant Leg Tweaking:** You can override IV or days independently on individual legs to model earnings crush or volatility skew. That said, connecting a free delayed stock/option chain lookup API (like Polygon/CBOE) is on the roadmap so users can auto-populate live tickers as well as sandbox them manually.
The "data layer" isn't the prime issue. Much of the data now isn't the old Core CRM. Your assumption goes wrong thinking they have semi comparable AI to other LLMs. It's not, not even close. A big reason why they are trying to pivot to cli API -> frontier LLMs. Agentforce was rushed out the door far far far too early when it was essentially unusable. A lot of the feedback was horrible to unusable. Benioff at this time comes out in the public end says Salesforce's internal AI upped productivity by 30% at this point. They continued to talk up from an unusable product to middling to now..., and try to rush to meet the promises they made years ago. Then they fire thousands of engineers year after year, claim they can do this because AI has made them "100%" more efficient. It's a similar playbook to what happened with Customer Data platform/Genie/Customer 360 or the 10 other names and iterations it has. Rush rush rush, promise the moon, sell for quarterly profits, reality sets in for half-baked product, repackage with new promises.
Alpaca API with no third party implementation
Which API is it using? I have been using Massive and just got access to Schwab Developer so I have real time chains now.
Massive API is the answer. Ignore all else. Bonus: if you trade through Schwab, they offer a free real time API.
Market data depends on the universe and strategy. I use Massive API for prices and fundamentals coz it makes it easy and relatively but it only covers US. If you need higher frequency the price will go up. Honestly just try with the free options first for wtever data u need, if it doesn't work then move up
Anthropic does report it that way if you check your usage. I had a task run 42 minutes this morning. They claim that cost $58.55 of their API time. I only pay them $100 a month. I've burned more than that today based on how they report the value.
They're more likely to start offering 0dte notes -- actually I guess that's kinda what the Truth Social API access was
I'd go look at them using interactive tools. But that's different from an API to get historical data.
It can pull from the YFinance API which is data from yahoo finance
Thank you I’ve been working on it since 2023 starting with the just a personal option scanner it worked well and started trying to figure out how to give other people access my big issues on why it isn’t free is web hosting and API’s.
Most of the hype around the stock I've seen over the last couple of months has been people claiming that the corpus comprised by this site's API has value as bulk LLM training data. This seems a stretch. Ad revenue is another question, but until your nan is using this site I can't imagine the conversion ratio is very good. I've never loaded this website without an adblocker in like 15 years of using it, and I'd assume most are the same.
I make decisions but I’m thinking what sources and API to use. Would love to hear recommendations
AI sass products are a direct competitor to the likes of Figma. Whereas the likes of datadog are direct beneficiary of AI. That's the ultimate lense Sass companies should be viewed. Forget vibe coding, because you can't vibe code a full sass app with all the whistle and bells. forget seat compression, because they can just switch to API usage based and earn the same revenue or more, because it becomes so opaque what you are paying.
You're pretty dense. Here's a simple exercise for you, OpenAI retired the Sora models this year because "they were too expensive". They still have them available via API pricing [https://developers.openai.com/api/docs/pricing](https://developers.openai.com/api/docs/pricing) it's 70 cents per second of video. Find a friend of yours that owns 64 gb of ram and has a 5090, it's an "expensive" gaming setup but many consumers have it. Have them download minimax H3 and generate 60 seconds of 1mp 1080 footage. It will take his GPU about 4 hours of running at full power, which will cost him, let's say, 1 kilowatt hour, so 4 of them, which means between 50 cents and 2 dollars in electricity costs, depending on where you live. For this exact same thing, OpenAI would charge you 42 dollars. After you go do this incredibly simple exercise, then come back and tell me the costs are "too high and this is not profitable", and if you're not willing to do it to factually check that this stuff is dirt cheap, then shut the fuck up.
And don't forget his SELLING API early access to his "tweets" or whatever they are on truth social for like 100k a month. His circle already made such much money you wont believe.
My job is leading AI at a large company, so I need to be intimately familiar with the tools (also have cheap subs to grok, gemini, and pay for the API for deepseek/kini/etc). But also because I use them extensively in my personal life. I like to switch between them depending on the task that I'm doing.
I can't answer that. Anecdotally, I was one of the millions of new users to codex and have never been an anthropic customer. With 5.6 the improvement was so substantial that my personal ROI is easily 10x the $200/month subscription. I'm just noticing your other comments. All I will say is that these companies are not valued on their revenue, obviously. They could have 500% increase in revenue every quarter and it would still take a long time to justify it that way. These companies are valued on the concept of RSI and what AI will be able to do in the coming years because of it. The bet is that there will be a point where companies will simply be outcompeted if they're not all in with frontier AI, to the point where the higher API costs (versus personal accounts like mine) seem trivial. You can bet against that, that's fine and reasonable, it's not guaranteed. But the upside valuation is not based on the revenue sources they have now and won't be based on QoQ growth pretty much at any point.
Cheaper to pay the API fees of for seats to train and distill than to train the model from scratch. About 1000×-10000x cheaper which is why Anthropic is ticked
To know what causes the pump you need the Truth Social API
I guess the truth social API sent something out
the amount of money my company allots me for API calls is probably more than the salary of most retards on this sub. don't give a flying fuck about whatever butt plug johnny ive is designing next. 5.6 Sol is nuts and is the rumor mill is true gpt-6 is going to tickle my asshole while whispering sweet nothings in my ear
There are no middlemen. That’s the whole point and why the fees are so low. Everything is transparent, no VC money and the 11 founders were MM for Citadel and HFT traders. If it is a scam they did everything possible to tie their success to the same HYPE coin you can buy. That’s where 99% of fees go. I’ve never even seen any corporation this transparent. They also have a treasury asset trading on NASDAQ under PURR that is in the Russell 2000. Everyone has access to the API & I’d worry about external threats more than anything internal.
Hedge Funds: Trump API needs to provide a ROI, otherwise we won't renew. Mango: Show them what i can do..dump everything and will only pump when i say
Are you personally paying for the Claude API usage?
Companies put an API gateway/router (like LiteLLM or RouteLLM) in front of their pipelines. A tiny, millisecond classifier evaluates the incoming prompt’s complexity. The 80% of routine grunt work (extraction, formatting, basic classification) gets fired off to dirt cheap open models. If a prompt requires deep reasoning or fails a confidence check, the router automatically escalates it to a frontier model like Claude or GPT As for the legality, US export controls restrict selling high end hardware to China, they do not ban US companies from downloading open weight models released under open licenses and running them inside their own AWS/Azure VPC. Unless you’re a defense contractor or federal agency bound by strict government procurement rules
You’re confusing hitting a public API with running open weight architecture. Nobody is suggesting enterprise companies ping public API endpoints hosted in Beijing. These are open weight models. You pull the raw weights directly into your own private VPC (AWS, Azure, GCP) or an on prem, air gapped cluster behind your firewall. There are zero outbound network calls, zero telemetry, and zero data leaving your environment. It gets audited and treated like any standard open source codebase. On top of that, major US hyperscalers like AWS (Bedrock) and Azure already host these exact open weight models with standard SOC 2, HIPAA, and enterprise data governance wrappers built right in.
If 10,000 of us contribute $10 a month we could afford a truth social API account and we would be on level playing field with Wall Street. We’d still lose to them but at least we’d be on level playing field
Probably close but not exact, custom screening API would need to be coded with Codex or whatever it’s called. But i’m sure it can be done if someone instructs claude to code it as well.
It's not, you're citing marketing copy. >Specifically, compute cost per token is (GPU rental price per hour)/(token per hour). They're buying them, not renting them from consumer-facing companies. >The token/s/gpu for Blackwell 200 is given by NVIDIA benchmarks to around 77.3 (Deepseek), 166.5(Kimi), 320.9 (GLM). Source? You need several of these cards to run those models because they don't fit on one, and the performance doesn't scale linearly with additional cards. Also that [semianalysis.com](http://semianalysis.com) site is showing estimates for quantized models which you'd get laughed at for in a commercial environment. >Compare this to the API pricing of Opus 4.5\~4.7 (**$25**/million output token) and GPT 5.2\~5.4 models (**$14\~15**). GPT and Opus/Fable are massively higher parameter count models that cost exponentially more on inference. Also where's the KV cache cost in any of these calculations? >So it seems safe to assume training models like Opus 4.5 would cost at most a few billion dollars if not substantially less. That is an absolutely colossal amount of money, and that fact you think it's not shows how much of a bubble this is. OpenAI's revenue is $13B/year based on credibly leaked financials. For comparison here's a few other things that cost "at most a few billion dollars": * The Ford Motor Company building a new factory * Sending a manned mission to the moon (Artemis II) * Replacing a [two mile long bridge](https://en.wikipedia.org/wiki/Francis_Scott_Key_Bridge_(Baltimore)) in the middle of Baltimore * 15 Airbus A380s * An entire season of Formula 1 * Covering an area the size of Manhattan with solar panels * An entire 42 mile metro system in Montreal * The annual operating budget of the SEC
by alarms you mean the new Thruth API?
What moat? If the Chinese open weights keep getting better and better while cheaper to serve, the providers of these models are going to be getting that margin on API tokens, not OAI or Anthropic. Most people don’t need the frontier model capabilities and the open weight models aren’t even that far behind the frontier models.
What percent of inference is people paying at API prices?
Easiest thing to do. Create an app that utilizes your brokers API that follows your rules and knows when to close before a loss is too big or when profit goal is reached. Install the app on a cloud server so it runs 24H
Trump API saying peace incoming
That would have to replace a big chunk of the labor market (about $12 trillion of wages every year according to some googling). Ignoring the economic collapse and recession displacing so many workers would cause, the clankers hired as their replacements will be paid far far less than a human, and that's considering they're even paid at all. They could be running on a few GPUs the company bought and are effectively free forever. The entire point of AI is to automate and replace human cognitive labor as cheaply as possible after all. Also it won't be OpenAI getting all the money, it will be sent to a Chinese API that's 10x cheaper
Thanks for explaining, this is so cool! My broker did have API for account NAV, got GPT to calculate it when I started in May Sharpe ratio 4 Calmar ratio 30 Annualized return 60% Annualized vol. 10% Max drawdown -2.1% Expecting these number to cool down going forward IV got really crashed and it will be a more stress testing period ahead. Still, I'm blown away how well AI can generate and manage options premium selling.
Buy what, Truth Social API access?
Yeah it's super easy to simply use Qwen and add a web search API to get recent information Qwen wasn't trained on. These data centers are wasted capital.
Whoever bought the Truth Social API for $100k feeling pretty ripped off right now lol
It's Google. Screw gemini, look at everything they built or make massive profits on and areas they're expanding that many enterprise and medium sized companies utilize. On top of that, their cloud platform, API Platform, Cloud infrastructure that openAI and Anthropic and more use. All this and more that they are building out is increasing profitability further for the long term rather than the short term.
You gotta subscribe to Truth Social API to get early alerts lmao
Only buy magnets with the Truth API says to do so
SPY, QQQ, IWM all pumped on 6:29 Truth API users probably got a tweet scheduled for 6:30 early
My point was again more about sprawl - Claude Tag has become so useful - and we have internal use cases that are basically now dependent. Quite sticky. Several teams have deployed autonomous agents in the anthropic console, each with carefully crafted sets of credentials and access patterns API keys which are used in various services (think BYOK instead of using some SaaS credits). Just a few examples. so while I agree with you in the context of swapping out keys (assuming they’re managed centrally), they have designed some useful features that can easily become embedded and sprawl is difficult to manage.
It's 15 min of work to replace you API integration if you're using langchain and/or bedrock for example Where I work, we replaced Anthropic models with Kimi for every step of one workflow and we are looking forward to do the same with the rest
Disclosure: I’m the founder of MorphIQ Labs. We currently have the data pipeline and internal tooling for live GEX calculations and historical reconstruction, including intraday data for 0DTE analysis. It sits within a broader stack covering options-chain normalization, volatility surfaces, skew and term structure, high-performance pricing and Greeks through FerroRisk, scenario stress and repricing, dealer-positioning analytics, historical replay, and FerroWave-based volatility-regime analysis. We’re now working through market-data rights and weighing open-source versus commercial licensing models. That could mean open-sourcing parts of the calculation layer while offering licensed data and hosted access through Spread Foundry or the underlying platform APIs. No release date yet, but this is under active consideration. Would you prioritize API/CSV access for backtesting, a TradingView overlay, or both?
That Morningstar 150-holding cap is a known headache once you blend multiple accounts with heavy individual equity positions. A few alternatives depending on how deep you want to go: 1. Empower (formerly Personal Capital): Free and connects directly via Plaid/Yodlee. It handles large aggregated portfolios easily and gives a clean macro breakdown of asset allocation, sector exposure, and cap-size mix across all holdings. 2. Portfolio Visualizer: Great if you just want to export his accounts as a CSV and upload them. It gives solid factor/sector exposure breakdowns without the Morningstar interface lag. 3. OpenBB Terminal: If you’re comfortable with Python or open-source desktop terminals, OpenBB handles custom multi-account data feeds with zero holding limits. *Quick workaround inside Morningstar:* If he really wants to stick with X-Ray's underlying fund look-through engine, aggregate his small individual stock positions into 5-10 sector-representative buckets or filter for the top positions driving \~80% of the equity risk. That will pull him back under the 150 limit while keeping the fund look-through intact. *(Currently building a python quant terminal called QuantForgeTerminal specifically to solve these exact custodian/API data-limit bottlenecks!)*
i'm pretty confident reddit is on average anti-AI, the 'subsidised' BS is getting boring, API usage is considered close to market realities, if not wildly profitable already (according to SemiAnalysis, check them out, they have the "facts" you pretend to care about)
Truth API posts truths milliseconds faster than the public timeline. Only large firms using advanced trading algorithms could see any benefit whatsoever. But you come across as someone who is profoundly full of shit with no moral compass. So by all means, go for it!
To be fair in agentic tasks most of software engineering world ended up waking up around April and going in fast/deep (that means Pro subscription for freelancers, and large token based API spend for companies) - this was aided by basically every development related blog and podcast basically saying "they are no longer crap, a revolution happened in the last six months" - and they were right - they are good enough now. A jump to $40B seems very feasible to me.
I used 1$ of tokens via API today. My maximum this week was 1,50$
Not sticky at all. Switching an API from an Anthropic model to a Chinese one in many cases might literally be one line of code. Most businesses implement it through OpenRouter exactly for that.