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Karim Mattar
@MattarARK
AI Research Associate @ARKInvest | AI, Cloud & Semis | Research x Automation | | Disclosure:
253 Following    7K Followers
At $1 per coding task ARK’s model puts DeepSWE success at around 70% in July up from around 8% in March As a developer I don’t buy tokens for their own sake, I want a working change. So if the same dollar gets a successful result much more often then more work becomes worth handing to an agent I know I'm already seeing my own AI spend increasing as the tools get more capable. What do you think this graph will look like a year from now?
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Check out this weeks @ARKInvest newsletter on OpenAI's reported ARR! The ~$50B vs $70B gap comes down to how it's measured. OpenAI seems to report net of what cloud partners take, Anthropic reports gross, so headline numbers aren't apples to apples Even on the more conservative measure, ~$50B would be up 2.5x in nine months from $20B in December. Anthropic reported ~7x from December through July The IPO filings should give investors gross and net for both, and a real like-for-like comparison
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People still don't get how fast this is moving I run agents across 7 repos and honestly stopped checking cost per task weeks ago Our data at ARK had 50% on DeepSWE impossible at any price in early 2026. Now it's $0.15 a task What do you build when that's basically FREE??
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Up to 1,000 agents per run and Anthropic's own advice is to start with a scoped task Dots runs 7 repos at once for me and merging is still the slow part...most you've run before it got messy?
Claude Managed Agents dynamic workflows are now available in public beta. It's a new type of multiagent orchestration, built for your most ambitious workloads. A lead agent writes a plan that runs across many agents in phases, combining the results at the end.
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Come onnnnn this is what we needed
Dots got a pretty big upgrade
Rubin has 3.5x the FP4 compute of GB200 but vLLM got 7.8x+ the throughput on an agent benchmark 2.4x the memory bandwidth is doing a lot of that work Glide or cliff for GB200s?
vLLM now supports NVIDIA Vera Rubin. The early results show more than 7.8x the throughput of GB200 on MiniMax M3 on AgentX. @inferact, @NVIDIAAI, @RedHat_AI, and the vLLM community have been bringing vLLM up on Rubin since it was announced. Here is where things stand. 🧵 1/5
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Agent bill this week was 921 PRs opened, 825 merged Surprise was the 96 that didn't merge - most of them were agents fixing each other's PRs
@TheValueist @openclaw This is sick - curious to know how you handle false positives when it annotates on the fly
At $1 a task, the best coding agent failed DeepSWE 92% of the time in March and 30% in July How many of these 40M showed up because it finally stopped failing? More use cases are arising, more people are getting onto agents
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OpenAI active agent users have doubled in two months, now at 40 million.
Wednesday night my agents worked 7 repos at once: refund edge cases, a chatbot system, four cartoon goons for a brawler game 48 PRs and 33 merged without needing me Dots was running the whole thing in Codex after I had it review my prompts and behavior so it could orchestrate the same way I did
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This is brilliant work from @OpenAI and may I say they have been on a roll. I wonder if it can automatically be pulled into meetings from my connected calendars so that my Dot can access all of the notes from my various accounts
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Your next meeting comes with a note-taker who can help with the follow-up. The Meetings plugin takes notes for you and saves a personalized summary and next steps in ChatGPT Space, based on what ChatGPT knows about you and the work you’ve done together. Keep notes private or share them with your team, then ask ChatGPT to update a project plan or draft a follow-up. Available in beta for Pro and Business users in the ChatGPT desktop app on macOS. Enterprise is coming soon. Download the desktop app, then search for “Meetings” in the plugin directory.
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The @OpenAI team (just @thsottiaux) are throwing out resets like candy - where are you guys getting all this compute from??
We shipped four things that were deemed good to great and some math proofs, but the vote is clear and the community demands a reset. I did calibrate it and it *seems* that the game is rigged in reset's favor, but such are the rules at the moment. Therefore ... the reset has been processed. Enjoy!
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This is awesome Having a faster model matters more when an agent makes dozens of sequential calls - it can tighten the build-test-fix loop, although tools and tests still take time and require you to be more hands on
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Day 1/ We have optimized the default speed to be ~50% faster across GPT-6 Astra and GPT-6.1 Sol through the subscription across all our products and partners using Sign in With ChatGPT (including OpenCode, Pi, Amp, Devin, ...). No changes needed on your end and this should be felt within the next two hours.
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At @OpenAI DevDay they announced 1.2B weekly ChatGPT users. Anyone on OpenAI’s Pro, Business Premium, and Enterprise plans gets Dots in front of them. What I'm looking out for is whether people trust them to do the same job again tomorrow. Read more:
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Does best brand or best product win?
OpenAI is going to win. Sol 6.1 is frustratingly slow. Astra 6 is one of the most usage hungry models. And yet, subscriber growth in Codex continues to go up according to the OpenAI team. If users are still buying the product even when there are much better alternatives OpenAI clearly has the best brand. I have no loyalty and will always jump to the best products but the normal user apparently wants ChatGPT regardless.
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The recovery path deserves its own test - take the VM or inference endpoint down, bring it back, then verify the next scheduled run actually executes Report missed runs and define catch up behavior, a healthy service can still have a stranded task
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Scheduled Tasks on @Muse - An update on reliability We deployed a fix to Muse to improve scheduled task and cron recovery and reliability especially, and have hardened our monitoring and alerting of the cron systems in the VMs. Over the last few days the Muse team has been deploying a few changes to: Improve the KV cache hit rate after increasing the context window size of the underlying model Improve our VM scheduling algorithm to reduce downtime during deployments Deploy a new authentication token format across the fleet for more fine-grained access. During these changes we had a few SEVs (outages) where the inference tier was unresponsive, and the VM scheduling resulted in VMs not being available for longer periods of time during deployment and being unresponsive to clients. We observed after we recovered from these outages that several crons and scheduled tasks failed to resume / heal properly when the outage was done, resulting in several users receiving reports from their Muse that the crons have been failing for a while. We apologise for this incident, and know how much this disrupts your flow especially since many users rely on muse to reliably deliver outcomes for them. We take these outages seriously, and are running a full audit of our recovery systems and tools, and are adding more dashboards and alerts so you can continue to receive the high quality service we want all users to have.
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Ran out of @OpenAI usage in 2 days of 6.1 Sol medium Lol But the models are more efficient so it ends up being the same!!!!! 🙄
Now we are talking
OpenAI is reportedly monetizing Cerebras-powered Ultrafast at $200M per megawatt 🤯
It's quite proactive which I like but it simply forgets and doesn't schedule things. For example I told it to scan for bugs every day in 3 codebases and report back (something that was shown in the devday video) and it seems to forget the next day - just one example of the many
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@Voxyz_ai Glad you like it! Anything we can improve?