Peter Christie (@pacc188) header
Peter Christie (@pacc188) profile picture

ASX:ATV Cloud-enabling Telco and DC’s. Building GPU tech for cloud gaming and AI. Perth. Oasis at the corner of the world.

Perth, Western Australia
Joined April 2010
Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)Photo by Peter Christie (@pacc188)
Close, the lack of moat means the revenue will be shared amongst 20+ vendors that offer the same result +/- 5%
Very few people will pay Anthropic when they can get 95% of the results for 5% of the price from open source providers. Organisations that are need a much better CFO. (Open to multimillion dollar offers... 😉)
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Forget dot-com analogies, in crypto-years for AI its 2017
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Peter Christie retweeted
dario begged me in dms to not do agent swarms at home but whatever, this is nemotron 120B A12B running 64 concurrents at a bit over 100 tok/sec each for an aggregate of almost 7K tok/sec on a single GB300 (Asus DGX Station) believe it or not, the agents did NOT magically just start hacking the planet tho. weird.
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if you are in ai (stocks), pivot to shitcos
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Peter Christie retweeted
ANTHROPIC FACES CALL TO DELAY MASSIVE IPO OVER AI SAFETY CONCERNS Anthropic has opened discussions with NYC Comptroller Mark Levine after he urged the company to postpone its planned IPO until it addresses AI safety and governance risks. Levine oversees public pension funds holding more than $325 billion in assets and warned that a major AI safety incident after listing could severely damage investors. Anthropic is reportedly targeting an IPO as early as November, following quarterly revenue of $16.8 billion. The key takeaway: AI safety concerns are emerging as a potential obstacle to one of the largest IPOs in history.
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Warren the research bot
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Some things make me laugh more than others....
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These are awesome...
192GB RAM in a box. Ryzen AI Max+ Pro 495. This one by GMKtec. let’s plug it in
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Peter Christie retweeted
"Chinese models are only good at benchmarks." Prime Intellect just rewrote its coding agent in Rust with GLM-5.3 doing the main work. 2 weeks. 2,000+ agents. 200B+ tokens. And this is the model we have TODAY. Result: the agent is ready for input about 13x faster and uses 83% less memory at startup. The code is open, go read what the model wrote. Qwen4 is already in training. I am waiting for the next DeepSeek. I want to see what Moonshot does after Kimi K3 and what Zhipu does after GLM-5.3. If this generation rewrites real software in 2 weeks, the next one is going to be a revolution. I hope we get the weights again. I am so ready for it.
Over two weeks, Prime Agent orchestrated a swarm of over 2,000 agents to rewrite itself in Rust. With 10,000+ sandboxes, 200B+ GLM-5.3 tokens, and 16,000 agent-to-agent messages, this was our largest test yet of Prime Agent’s multi-agent capabilities and our infrastructure powering these agent swarms. Prime Agent now reaches usable input ~13× faster and uses 83% less startup memory than before.
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Peter Christie retweeted
OpenRouter’s monthly token traffic has risen from 2 trillion in January 2025 to 379 trillion as of July 2026, with open-weight models accounting for 75% of token generation. $NVDA $MSFT $META $GOOG $AMZN
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Peter Christie retweeted
I’d be buying two @NVIDIAAI DXG Stations and allowing the open source community to access 🚀
If you had a $5M networth. Would you spend $250k on a Porsche?
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Peter Christie retweeted
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Great to have Edison on board. Ex Megaport Brisbane native in Europe, Edison knows our market sector well. linkedin.com/in/esmithstubbs…
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Great contract >$1M (conservatively). All-up added $2.5M of new TCV in Q1. Mike Glynn's crushing it.
We’re pleased to announce that Microscan has appointed Activeport to build and launch its new Network-as-a-Service (NaaS) platform. Read the full article: activeport.com.au/microscan-… #NaaS #Microscan #Activeport #NetworkInfrastructure #Automation
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Peter Christie retweeted
We’re pleased to announce that Microscan has appointed Activeport to build and launch its new Network-as-a-Service (NaaS) platform. Read the full article: activeport.com.au/microscan-… #NaaS #Microscan #Activeport #NetworkInfrastructure #Automation
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Wow, 15,000 direct-to-cell sats at 326–335 km, with friction v thrust needs 3,000 replacements a year so 50 Starship launches just to maintain capacity. bandwidth for ~1 billion users is $1.1 trillion a year from global roaming mobile phone plans.
BREAKING: The FCC has approved SpaceX to deploy up to 15,000 next-generation Starlink satellites, enabling direct-to-cell service with speeds of up to 150 Mbps and full 5G capabilities
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Peter Christie retweeted
Good morning...
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two companies are ~70% of the AI market with a combined operating loss of $16B in 2025.
Steve Eisman, The Big Short investor, says Nvidia and the hyperscalers are chained to two companies: Anthropic and OpenAI. Their spending props up the entire AI chain. If either one stumbles, the chain "would really fall apart." And OpenAI is the weak link.
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Peter Christie retweeted
Guys, did you see the inference price war for open weight models in openrouter? It’s bloody war to compete on the lowest price. Reminds me of electricity. I keep hearing inference is huge margin but then it seems it’s a war to zero at openrouter nowadays. I finally understand why openrouter charges 5.5%. I keep hearing stories of data centers in Finland, Philippines and Southeast Asia that are just cheap, cheaper and cheapest? I wonder how US neoclouds cope with this? I mean enterprise is a good market I’m sure.
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"is it here yet? not yet, so I'll do the dishes today" LOL
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