Andrew (@AndrewMegalaa) profile picture

Tokenomics @SemiAnalysis_

Joined April 2023
Photo by Andrew (@AndrewMegalaa)
Super excited to launch this with @maxkan alongside our amazing partners!
Today we鈥檙e releasing GDPx, a benchmark for measuring agentic capabilities across the most valuable domains. GDPx is a true frontier-level benchmark: even the best model scores just 12% (1/7)馃У
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Imagine having super powerful coding agents that write great @OpenTofuOrg /@PulumiCorp to spin up any infra they need on GCP and still using 15 different more expensive and less secure SaaS providers because they are "easier to use"
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Not surprising though because 1) adversaries don't have Mythos or Astra red access and contrary to popular belief, GLM 5.3 isn't actually there yet 2) frontier hackers aren't targeting your average joe, they are going for institutions and enterprises.
The share of US adults experiencing a cyber incident hasn't grown since Claude Fable 5's release. About 45% reported at least one incident in the past 12 months when we asked in September, compared with 46% in June. Other indicators have increased, such as vulnerability disclosures from notable organizations (around 5脳 per our previous research). Our poll with @Ipsos measures something different: whether more people experience incidents themselves.
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A $200 AI subscription can be worth $12,000 in tokens. Which plan delivers it is not close. "They're selling to willing buyers at the fair market price. This is capitalism." "You can pay $200 for a Claude plan and get $12,000 of Opus 5.5 tokens at API pricing. So that's obviously a good deal." "You have to say the $200 plan, when running a particular workload on a particular model, gives you some dollar amount. But then you also have 5.5, which is a beast. $6K or $5,000 worth of value." "And when you do that comparison, it's not even a question of who's providing more value. ChatGPT versus Anthropic subscriptions." @maxkan and Andrew Megalaa join @JordanNanos this week
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Seems like a lot of people missed this section in our newsletter. Anyone who used both Opus 5.5 and 6.1 Sol knows this isn't even a fair comparison as Opus 5.5 is actually competing for the Astra class in the real world.
The real story is this one
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