The A.I. Daily
Bindu Reddy@bindureddy
Kimi 3.1 is cheaper, but it's still not very competitive It's priced at $2 / $10 per 1M input/output Cheaper than K3 but not by 5x. DeepSeek still wins the open-source model race
Bindu Reddy
170 storiesBindu Reddy is an AI commentator who posts on X about model capabilities, pricing and where the industry is heading. Recent posts focus on Google's newly announced Carbon model, including his LiveBench expectations, pricing speculation and a rumored OpenAI model called Bel, plus his purchase of Google shares. He also covers Argon's weak instruction-following, Chinese models distilling Astra, Anthropic's reliance on API revenue, and AI moving from coding to physics.
Bindu Reddy@bindureddy
The cost of intelligence is going to go down by 10x Kimi K3.1 is going to kick it off by offering frontier level models at a fraction of the price Chinese open source labs like DeepSeek will continue to get more performant while maintaining prices
Bindu Reddy@bindureddy
Slightly bearish on SuperIntelligence until we crack robotics Without robotics we are in the endless treadmill of low value digital loops AI writing docs for other AI to read, writing code for other AI to use and so on 🤷♀️ With robotics, we begin to generat…
Bindu Reddy@bindureddy
Open source is so back 🚀 Kimi K3.1 drops shortly and will be great at 3D renders LOL! People think it may rival Fable 5.5 I suspect it beats Argon and will place just behind OpenAI and Astra
Bindu Reddy@bindureddy
Weird, OpenAI says they have internal models that are way better than their public models If so, they should release some of those models and see if they can surpass Anthropic Instead, they are postponing their IPO and securing $30B in "bridge financing" to t…
Bindu Reddy@bindureddy
TBH, the best way to stop the AI panic is for one of these frontier models to drop - Fable 5.5 - Gemini Carbon - Astra 6.1 Anthropic will probably be the first one with Fable 5.5 and will steady the stock market 😉
Bindu Reddy@bindureddy
OpenAI appears to be doing some real heavy lifting They are running swarms of agents that are trying to hack into every system Once the AI finds an exploit, you can patch it The is so much better than random fear mongering and restricting access to models
Bindu Reddy@bindureddy
🚨 RIP PowerPoint - Use AI For Animated Interactive Stories - prompt to animated stories - live graphs to showcase data - uses Argon and Opus 5.5 - give up on boring slides - upgraded to animated stories
Bindu Reddy@bindureddy
After cracking all the math problems, Frontier Labs is running an unprecedented operation in the history of computing They have deployed teams of millions of agents powered by their top models to find vulnerabilities So yes, the good news is that they found s…
Bindu Reddy@bindureddy
The internet is getting swallowed by AI bots and agents Terrified that I am responding to bots all day Hello if you are human! Please say hi 👋 Bots please don’t reply
Bindu Reddy@bindureddy
Anthropic’s philosophy is scary! They want to be at the frontier so they can dictate how AI should be regulated But absolute power inevitably corrupts absolutely This could reach to extreme dystopia and a duopoly The only good news is the other labs are inves…
Bindu Reddy@bindureddy
Argon is extremely good as a video director Unlike Opus or Astra, Gemini's models are trained on the YouTube corpus Argon can direct video models like SeeDance and audio models from ElevenLabs to create viral videos Experimenting with it on our AI studio
Bindu Reddy@bindureddy
🚨 Argon + Opus 5.5 Are A Killer Combination - Argon does intense data analysis - Opus 5.5 creates stunning visuals Create amazing stories, dashboards, animations with your data... I have been analyzing my portfolio all day...
Bindu Reddy@bindureddy
Deepseek is an incredible small model - sonnet level performance - 10x cheaper - very engaging personality It’s only drawback is speed which the team are fixing.
Bindu Reddy@bindureddy
New models dropping Gemini Carbon - 400% cheaper than Astra Fable 5.5 - will top all leaderboards Terra - medium-sized model at $5 per 1M tokens I expect all of them will be usable in production immediately, especially if Carbon is priced competitively
Bindu Reddy@bindureddy
🚨 Open Sourcing A State-Of-The-Art AI Image Detector - Prevent Fraud Our research team whipped this up over the weekend - detect AI images - open-weight on HF - outperforms everyone else Embed it in your product or service and prevent fraud
Bindu Reddy@bindureddy
Google has a rare opportunity to make a kick ass small model Distill Argon into a super fast small model that beats Luna and DeepSeek Price it at 50% of Luna and they will instantly climb to the top of OpenRouter leaderboard 🔥
Bindu Reddy@bindureddy
Astra is an extremely underhyped because of its price Normies love it compared to Fable and it outshines Opus when you hide the price It gets along with humans better than any other Anthropic model Very pro human! 😲
Bindu Reddy@bindureddy
🚨 NeoClouds may be better off declaring bankruptcy NeoClouds like CoreWeave have signed contracts to deliver compute at depressed rates compared to current spot markets They are stuck buying very expensive raw material like labor and power and having to borr…
Bindu Reddy@bindureddy
🚨 DeepSeek Just Dropped The Best And Cheapest Open Source Model In The World - scores on top of the open-source leaderboard - beats Muse Wonder, Haiku, and Luna - cheapest in terms of cost per task Argon is still ahead at the moment
Bindu Reddy@bindureddy
DeepSeek Flash just dropped an upgrade.... My bet is it surpasses Muse Wonder but will fall short of Argon Double checking
Bindu Reddy@bindureddy
Argon continues to be excellent at non-coding use-cases - very good at doc creation. - excellent at data analysis - brilliant at reasoning The model scores above all the openAI and Claude models
Bindu Reddy@bindureddy
🚨 Create Insanely Stunning Visualization With Text Prompts - prompt to stunning live dashboards - pick a favorite topic, create a visualization - I did one on my favorite topic - Formula One racing Visualize and understand data in minutes
Bindu Reddy@bindureddy
Literally the best thing OpenAI can do to maximize revenue Offer Astra at $30 per 1M output without nerfing it Usage will skyrocket to infinity and beyond 🚀
Bindu Reddy@bindureddy
🚨3D Mobile Apps And Games From One Text Prompt - iOS native format - rich 3D games or apps - prompt -> game - free backend, auth, payments, etc -uses Astra, Fable, and Opus 5.5 Now part of Abacus AI Agent
Bindu Reddy@bindureddy
Literally the best demo in the world! Hard to believe this is not AI 🤯
Bindu Reddy@bindureddy
GLM 5.5 is coming…. Open source has been lagging behind but rumors are GLM 5.5 will be dropping shortly They have had plenty of user data to do very good RL post training! So the coding ability is expected to be as good as the frontier models
Bindu Reddy@bindureddy
Meta should open source Meta Wonder It’s slightly better than DeepSeek! This would put US ahead of China in open source That would be INSANE and literally planet changing!
Bindu Reddy@bindureddy
🚨 Meta just open-sourced Muse Spark!! - best US open-source - better than Kimi and GLM - multi-modal - perfect for custom fine-tunes BRILLIANT move from Meta as it races to catch up with the other AI labs
Bindu Reddy@bindureddy
Token spend has moved from Anthropic to OpenAI because - Luna is the king of small closed models - Sol 6.1 is an excellent every day driver for non-coders - Astra for coding is amazing, if you can afford it. Less dense than Fable Overall OpenAI has a very so…