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DaRazor
@akramsrazor
Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
741 Following    24.8K Followers
just gotta time it right.. Razor's Edge: Agent Economy
So $FSLY is the egress relay that lets $meta muse present agent as human browser and they then sell content guard to the websites. Nice arms business! $fsly to da moon
Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS
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Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS
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Karp is basically the che ceo
BREAKING: Palantir's Alex Karp says OpenAI will never IPO. His theory: nationalization is the only real exit. When asked what the S-1 risk factors look like, Karp's answer was simple: there is no S-1. The liability exposure from frontier AI is so large that no public market can absorb it. The only entity big enough to backstop it is a government. If Karp is right, OpenAI doesn't become the next Google. It becomes a utility. Or a weapon. The most valuable AI company in the world may have no clean path to public markets. Is nationalization actually the most likely outcome for frontier AI labs?
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Consumer agentic is NOT a "jizz on compute " trade.
I feel better
🇺🇸 Trump just killed “Supreme Intelligence” mid-poll. He noticed the name was losing badly, probably because people associated it with the Supreme Court, so he eliminated it on the spot. Now the only options left are Superior Intelligence (SI) or Extreme Intelligence (EI). I'm shocked that Trump Intelligence (TI) is not an option 🤣 Source: Truth Social / Writer: Samuel
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Jev showing that some decent fraction of what we r currently calling llm inference was never fundamentally a language gen workload at all. U cud have said was always obvious and that at mature workload production llms wud written lots of deterministic soft already and handed off, but this crystallizes that at ai speed. Basically we moving past first gen agent architecture fast.
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Top 10 Jev use cases in agentic apps, ranked by theoretical gain (speed/cost/reliability) over LLMs: 1. Real-time loops (games/robotics): enables 10+ decisions/sec; LLMs too slow. 2. Browser/computer-use action selection: 100x+ cheaper/faster multi-step runs. 3. Tool risk gating: instant safe/unsafe per call; zero hallucination. 4. Model routing: routes cheap vs frontier; massive cost cut. 5. Goal/stuck checks: sub-second loop control. 6. Context compaction: keep/delete decisions beat lossy summaries. 7. Skill/tool selection: precise activation without prompt bloat. 8. Output/trace guardrails: calibrated jailbreak/policy checks. 9. Ticket/email triage: high-volume routing at 400x lower cost. 10. RAG reranking: relevance scores over candidates. Jev returns typed probs in 70-500ms; LLMs generate text slowly/expensively for same decisions.
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Bo Jackson won the state decathlon title in high school doing only 8 events! Was afraid of the pole vault and hated the mile run, so just got enough points in the other events to beat everyone else. No one comes close to him as an athlete. Imagine Derek Henry or Aaron Donald playing MLB and hitting home runs and throwing runners out at home from Right Center.
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Jesus Christ Jev just destroyed Pied Piper’s Weissman score.
Jev dropped the price of SEO/GEO fixes by 90% Agents that audit and fix a client's SEO/GEO used to cost us ~$250 Here's where the savings come from: 1/ 30x faster reads of Search Console and PostHog/Mixpanel data 2/ 30x faster checks of what ChatGPT searches on Bing 3/ 30x faster modeling of what users ask Gemini and Claude 4/ 30x faster scans of who ChatGPT and Claude cite 5/ 30x faster analysis of the sources behind those citations 6/ 30x faster gap analysis: why they get cited and we don't 7/ 30x faster fixes across 1,000s of pages on large client sites 8/ 30x faster sorting of which page types ChatGPT cites 9/ 20x faster creation of the pages that make ChatGPT pick you Available in the Ryze AI app and MCP/Claude Connector, link in the 1st comment 👇
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Jev u son of gun u
Jev is WILD for SEO audit 🤯 in 45.1 seconds it read all 586 pages on my site and rebuilt the internal link map. 584 links placed, 139 pages it refused to link because nothing honestly fit. total cost $0.21. Claude Opus 5, same 586 pages, same clock, got through 21 of them and spent $1.43. per page that is ~190x cheaper. the full Opus pass would have run $43. internal linking is the perfect Jev job. it is not writing, it is 8,790 yes/no calls: does this page have a real reason to link to that one, and is there anchor text already sitting in the copy. that is a classification problem, and we have been paying frontier prices to do it one page at a time. what you are watching: left column is Jev, right is Opus, same queue, same rubric. the run stops the moment Jev finishes so Opus stops burning tokens. coming soon to @distribb_io + connector + gpt plugin
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“It’s the Americans; they want to organize a counterattack on the llms. They claim to be able to collapse their inference costs.”
Optimize Prime
Jev was adopted faster than any other model in AI Gateway history. In the first day, @typesafeai reached ~13% of teams, 2x the GPT-5.6 family and 6x Fable 5.1.
Consumer Agent Economy gonna be strong theme next few weeks..