Something has happened to Claude's limits since the Fable introduction yesterday. In Claude Code (Opus 4.7, Max, Pro plan) I sent one prompt which used a typical amount. Fine. But the second (short) prompt then ate 50% of my 5 hr limit.
@bcherny Is there a "second prompt" bug?
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🤯🤯🤯
yeah so this is insane
24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms of NVIDIA and Intel positions.
- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)
- fund up $1.5B in the last 3 months (+35% last quarter)
- now owns 10% of core scientific (levered bet on coreweave 😂)
He outperformed the S&P500 8X in the funds first 6 months. fucking goated.
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This is brilliant. And terrifying. Brilliantly terrifying.
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
citriniresearch.com/p/2028gi…
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I too have been hit by The Great Ocado Christmas Shop Unavailable Items crisis.
It’s fine, I’m sure the shops will be quiet tomorrow. #firstworldproblems
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This is amazing news. Was fortunate to see this recently at the Barbican and it’s one of the best stage plays I’ve ever seen. Definitely go and see it!
🌱 @totoro_show is heading to the West End 🙌
We’re delighted to announce that the award-winning My Neighbour Totoro will transfer to the Gillian Lynne Theatre in March 2025
#FindYourSpirit
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Only half way through Baby Reindeer and already it’s hurtling towards my Top 10 shows of all time.
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