I'm an investor, the founder of new alchemy, co-founder Lamina1, former CEO of coinlab.com, Chairman of the Bitcoin Foundation, Ethereum security researcher, holder of patent 9298806, general nerd. Currently working at Capital6, my private equity fund.
I’ve lost more than $1bn twice - failure is the best teacher! He says to himself..
peter@capital6.com
This is super exciting. I've been poking at it today, and it definitely changes my workflow -- I feel like a full three or four hour parallel coding session with subagents is now generally fitting into a single master session.
The stats claim Opus at 1M is about like 5.4 at 256k -- these needle long context tests don't always go with quality reasoning ability sadly -- but this is still a significant improvement, and I haven't seen dramatic falloff in my tests, unlike q4 '25 models.
p.s. what's up with sonnet 4.5 getting comparatively better as context got longer?
Yeah I wonder the same thing - I keep getting told heat management in space is hard, but nobody discusses this inre the data centers. My understanding is one cooling mechanism is to just shoot lasers out into space (is this sci fi?) - I guess in that case you could just send energy back to your solar rigs, depending on wavelengths. TLDR: no idea
Zoning is one area that’s better in space. And power density for solar is another.
I don’t get your mining analogy though - a non upgradable data center pod is either going to pay off its capital costs or it won’t. Once it has, any revenue is close to 100% profit. 10k demand increase is the opposite of mining dynamics: there you get a 10k supply increase that the price has to support, in combination with more efficient silicon. Here the demand drives revenue and earnings.
If there’s some crazy inflection point in chips then you’ll still have all the power infra in space - you can just like cut the old pod and hook up a new one: or more likely manufacturing economies of scale mean you probably just keep sending up new systems and put the old ones on work loads they can manage at market prices.
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