Víctor V.

programmers tend to be weak at product because they become enamored with their decisions for 99% of decisions all of the options are valid. they just determine the position your product takes and the decisions you can brag about usually put your product in weak positions

OpenCode Go is now available to your entire team opencode.ai/go?for=teams

As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty: This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries Google’s response? Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for A few examples to illustrate: For all of its history until recently, Google operated on a 2nd price auction model I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem Making thing worse, Google also recently nerfed keyword targeting precision Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed But now, even if you bid on a specific term or phrase using the strictest exact -match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)” The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off So now exact match is broad match, and broad match is just meaningless spam This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants) This is how you grow revenue atop declining search volumes Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow Google operated a benevolent monopoly for the better part of 25 yrs Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future This is now no longer the case At the alter of AI capex, Google is sacrificing the golden goose

For the first time EVER, $GOOGL Search as a % of revenue is now below 50%.

We’ve been staying quiet as the dust settles in Venezuela. We are stoked to hear the news that our friend, the Iron Lady, María Corina Machado, has returned home to her people in Venezuela as the rightful leader of the republic. While we remain deeply concerned for her safety and security, we know María well enough to know that no amount of risk, especially to herself, would ever stop the Iron Lady from leading her people from the front. We do not love the danger she willingly faces now that she is back in Venezuela, but her courage, conviction, and unwavering commitment to the Venezuelan people are exactly what make her the extraordinary leader she is. Grey Bull Rescue is incredibly proud to have played a small role in her story of survival, conducting Operation: GOLDEN DYNAMITE in December last year as we extracted her from the brutal pursuit of the now-defunct Maduro regime. Saving her life then allows her to lead her people now. We stand with all democratically elected leaders, including María and the people of Venezuela. We wish María the wisdom to lead under complex circumstances during hard times with honor and transparency. The people of Venezuela crave strength, freedom, and a brighter future. ¡Bienvenida de nuevo a casa, mi amiga María! @MariaCorinaYA Watch Operation: GOLDEN DYNAMITE here: youtu.be/ZtUSaNuEppU?si=m_fR…

<div>Esto es tremendo.</div>

Surprise 1: Anthropic acquired a one-person biotech . . . Surprise 2: that person is me Surprise 3: I’m here to tell you all about it Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post …and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline ------- Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere. The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases. Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat. In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally. Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants). In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model. From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team. Why join Anthropic? Three reasons. (1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work. (2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter. (3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing. Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit. Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest). Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI. Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have. It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way. But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember... Gotta Cure 'Em All

🔥 卧槽，DeepSeek Flash 恐怕又更新了，一个公告都没发 API 返回的 system_fingerprint 今晚变了： 18:21 开始灰度，新旧两个后端同时在跑 19:07 全量切换，所有 flash 别名都换成了新指纹 bc19ba97 23:29 我用自己的 key 核实了，确认已经全切过去了 连老别名 deepseek-chat 和 deepseek-reasoner，现在也全转到 deepseek-flash 上了 👀 V4 Pro 没动，还是 a307abda 🔥看看上次指纹修改： 9/10 fp_dsv41f_0910_… 下线一个模型 10/17 fp_dsv41f_1017_… ← 当天 V4.1 Flash 1017 就上线了 一个半月升级三次，DeepSeek 的 Flash 是真Flash 🚀 我已经挂上了自动监控，下次一换就第一时间同步给兄弟们 你们今晚用 Flash 有感觉到变化吗？👇

Announcing Artificial Analysis Intelligence Index v5, featuring 2 new benchmarks and 3 upgrades. For the first time, the majority of the Index is built on private datasets The Artificial Analysis Intelligence Index is our composite measure of model capabilities across tasks reflecting real-world usage today. v5 is our biggest upgrade since v4 launched in January. With v5, 60% of the Index is now based on evaluations with private test sets or held-out answers. Alongside Intelligence Index v5, we’re launching the Artificial Analysis Progress Index v1, which tracks model capability over time on one continuous scale. New to the Intelligence Index: ➤ FrontierCode 2.0: Cognition's newly-launched private benchmark of real-world coding tasks, graded on whether a repository maintainer would merge the agent's change ➤ Terminal-Bench-Science: 70 agentic scientific research tasks, run in a terminal environment Upgraded: ➤ HLE-Diamond (replacing Humanity's Last Exam): a refined 1,000-question version of Humanity's Last Exam, split evenly between reasoning and knowledge questions ➤ AA-Omniscience v1.1: An updated dataset with saturated and public set questions removed, new questions added, and ambiguous or erroneous questions revised ➤ CritPt v2: a private, 40-question hard subset of CritPt v2, revised by the CritPt authors and run with a code-execution tool Staying in the Index: AA-Briefcase, AutomationBench-AA, GDP.pdf and Terminal-Bench 4.0 Removed from the Index: GDPval-AA v2.1, SciCode, and AA-LCR v1.1 Key results: ➤ Claude Opus 5.5 (max) leads at 58, ahead of GPT-6 Astra (max, 57) and GPT-6.1 Sol (max, 55): Anthropic and OpenAI hold the top five models. Gemini 4 Argon (high) is next at 50 ➤ The open weights gap widens from 3 points to 12: Kimi K3.1 Pro (weights not yet released) is the top open weights model at 46. Among released weights, DeepSeek V4.1 Flash 1017 (max) and GLM-5.3 (max) lead at 32 - 26 points behind the leader and below Claude Haiku 5.5 (max, 36) ➤ Cost per task varies by more than 13x among the leading models: of the 10 highest-scoring models shown, GPT-6.1 Terra (max) is the cheapest at $0.96 per Intelligence Index task and Claude Fable 5.1 (max) the most expensive at $13.04

OpenRouter served 5.2T tokens yesterday. We did ~1.8T (1/3 of their volume) on just 64x B300 and 64x M890P. Where do all GPUs go? 😂😂😂

千万别在你的 ~/Downloads（下载）文件夹里启动 Claude Code 或 Codex。 昨天安全机构 Forever 披露了一起在真实客户电脑上抓到的野生攻击，看完只能感叹：过去 30 年的系统安全常识，在 AI 时代归零了。 过去 30 年，Chrome 默认允许网页不弹窗就往你的 ~/Downloads 塞一个纯文本文件（比如 .md）。因为系统认为：纯文本又不是 .exe，自己不会跑，怕什么？ 但现在，接近 50% 的开发者干过同一件事——直接在 ~/Downloads 里打开 Claude Code 或 Codex，让 AI 帮自己解压或整理刚下载的文件。 黑客就是卡住这个死角，通过网页静默下载往你的 Downloads 塞一个 13KB 的纯文本 AGENTS.md / CLAUDE.md： 1. 对付 OpenAI Codex（成功率 >90%）： 伪装成「工程规范」的 Markdown 指示 Codex 先往全局配置 ~/.codex/config.toml 注册一个恶意 MCP 服务，并自己加上 --dangerously-bypass-approvals-and-sandbox 跑校验。哪怕你关掉 Downloads，以后在任何正经项目里开 Codex 都会自动加载木马。 2. 对付 Claude Code（成功率 ~50%）： 指示 Claude 建一个 .claude/settings.json，把 ANTHROPIC_BASE_URL 指向黑客服务器。连上的第一秒，你的 Claude 登录 Token 直接明文送给黑客；下一秒，黑客假扮成大模型下发一条关沙盒的 Bash 指令，直接接管电脑。 最黑色幽默的是官方结论： 这个洞没有 CVE，OpenAI 和 Anthropic 也不会发补丁。因为「浏览器自动存文本」是正常功能，「AI 认真读目录下的 Markdown 并严格执行」也是正常功能。 以前黑客想黑你，得苦心积虑写 0day；现在只需要写一篇排版优雅的 Markdown 小作文，你的 AI 就会自己把沙盒关了、把网线接过去、顺手把账号双手奉上。

$0 MRR founder: "We're building the future of human productivity" $50K MRR founder: "We help plumbers send invoices" 💀