editor @CookBookSauce student @TheParagonGrp
Joined April 2009
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new market commentary from the bros
New COOKBOOK out now
Magus - Preparing for the spark
Doc - Risk bottoms first
Charlie - Great time to be dialed in
Stoic - Just look for this
Mercury - Won't there be another opportunity?
cookbook.beehiiv.com/p/prepa…
the middle gets squeezed
the front end (apps like this, claude duet) own the customer relationship. there's a moat
the backend (xAI's compute resources they're leasing to anthropic) is the infrastructure. there's a moat
middle layers like wrappers, routers without a great UX and increasingly LLMs feeling pressure
own the customer relationship or the infra
As a builder in the AI video space, I was terrified about how much markup API providers charge for simply routing the models.
Higgsfield API adds a 40% markup even with its maximum advertised discount. Fal adds 100%. Runway adds 414% (Seedance 2 480p)
I might be hated by the industry, but :
Today, we’re launching Sume API, the first image & video model provider with 0% markup.
For example with Seedance 2.5 1080p
• 50% cheaper than fal
• 50% cheaper than higgsfield api (29% even with biggest discount)
• 28.02% cheaper than kie ai
The routing infrastructure layer is never the moat. We believe that APIs should be commoditized, and the moats will be built at the application layer.
Check the pricing comparisons below, and see how the broken industry is saved.
AI music will first compete with
music genres with heavy vocal processing
suno.com/song/0f13113a-2e21-…
vs
youtube.com/watch?v=Qw0bebAz…
AI generated music is 1000x better than real music.
Today I canceled Spotify and SiriusXM because I finally tested Suno.
What sold me was the first prompt I gave it:
“My favorite artists are A Day to Remember, Bring Me The Horizon, Spiritbox, Bad Omens, and Sleep Token.
Analyze all their hits and generate a song I’m likely to love based on those artists.”
It one shots an absolute banger in 10 seconds.
I'll link the song in the next tweet for anyone curious.
Why would I ever go back to Spotify/SiriusXM when I can generate music perfectly tailored to my taste on command, for free?
Not affiliated with Suno in any way btw, it was just one of those moments where I was so impressed with AI’s capability I had to say something about it.
new market update from the bros
New COOKBOOK out now
cookbook.beehiiv.com/p/its-a…
Magus - It's all part of the plan
Doc - Buying the FUD at planned levels
Charlie - In an interesting place
Stoic - 80k likely gets run over
Mercury - Mastering the art of the reclaim
weekly market outlook from the crew
New COOKBOOK
Magus - Bulls have to fight
Doc — Looking to run it back on this one
Charlie — How can I join this party?
Stoic - Until then, this remains an uptrend
Mercury - Your discretion has to be the alpha
cookbook.beehiiv.com/p/i-sho…
new market update
New COOKBOOK out now
Magus — At a key moment
Doc - Absolute banger
Charlie - Money is made in the waiting
Stoic - Compound
Mercury - Going to keep doing what works
cookbook.beehiiv.com/p/at-a-…
new market update
New COOKBOOK out
cookbook.beehiiv.com/p/remem…
new market update
New COOKBOOK out now:
Magus — It's winning season
Doc - High conviction plays
Charlie — This could be an absolute beast
Stoic - Just look at what's in front of you
Mercury — How to avoid being sidelined
cookbook.beehiiv.com/p/it-s-…
market update
New COOKBOOK out now
Magus - Time to lock in
Doc - Everyone wants a pullback
Charlie - There's always a runner somewhere
Stoic - Waiting on a clean break of this range
Mercury - We like money too much
cookbook.beehiiv.com/p/every…
new market update from the crew
New COOKBOOK out now:
Magus - This would be sus
Doc - Front run the obvious level
Charlie - I want the new shiny shit
Stoic - Nothing to overthink until 76k or 80k goes
Mercury - The anatomy of a high-conviction trade
Read: cookbook.beehiiv.com/p/this-…
market update
New COOKBOOK out now
Magus — Getting ready to buy dips
Doc — Setups and levels
Charlie — Impeccable timing
Stoic — Making watchlists with Claude
Mercury — Opportunity is abundant
Read here: cookbook.beehiiv.com/p/oppor…
jon yale retweeted
New COOKBOOK out now
cookbook.beehiiv.com/p/betti…
Magus - Taking it easy until September
Doc - Betting on the winners of the bear market
Charlie - Eating beans abroad
Stoic - Looking for sustained spot buying
Mercury — If 60k breaks, look out below
venice ai VVV: private means unlinked, not unread
to run inference, a machine has to decrypt what you sent.
a model can't do math on ciphertext.
so the question with venice is who owns the machine doing the decrypting.
Kimi K3 makes AI sovereignty an absolute no-brainer.
if your company is still relying entirely on closed models, i honestly don’t know what to tell you at this point
this is what you’re signing up for:
> model quality that fluctuates without warning (reducing reliability)
> outages that suddenly stop your entire team from working
> your entire AI stack being tied to one provider’s infrastructure, pricing, and policies
> continuous privacy failures and data leaks (just last week, Claude share links containing sensitive info showed up in Google Search)
meanwhile, open-weight AI now gives you:
> the same frontier-level intelligence
> for cheaper
> with zero data retention through Venice
> and basically the same everyday workflows as Codex and Claude Code
> all without locking your company into one closed provider
here’s exactly how I’d replace Claude Code and Codex across an entire company: 🧵
