Kevin Simback 🍷 (@KSimback) header
Kevin Simback 🍷 (@KSimback) profile picture

COO @codos_ai | Investing @Delphi_Ventures Prev: @delphi_labs, @IBM, @HPE, @McKinsey, @CarnegieMellon, reformed CFA

Joined March 2015
Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)Photo by Kevin Simback 🍷 (@KSimback)
Are agents eating up your usage limits? If yes, then you should be incorporating decision models into your routines Let’s reduce your routine’s token consumption by 90%+ and run more frequent routines Allow me to explain One of the most useful things agents do is “wake up” and check on things for you, then take action depending on what it finds This is what makes them proactive and feel like they’re working for you, not just a tool you use We used to call them cron jobs, but someone smart rebranded them to routines - much better The frequency that your agent wakes up and runs a routine is called the “heartbeat” and every time it wakes up, it has to read a bunch of context and possibly call tools - this uses a lot of tokens In all the instances when it wakes up and doesn’t find anything that needs action, it wastes all those tokens Ask your agents to estimate how many tokens are used on each run of your routines - it’s probably 15-40k and if you run a lot of routines frequently it really adds up So when I see people complaining about hitting usage limits, a big reason is likely in the routines and tokens consumed as part of the wake up process I have a ton of routines in my setup and to help prevent hitting limits, I’ve been exploring use of much cheaper decision models like Jev to check status and only wake the expensive LLM agent model if something actually happened The difference is more like 1-5k tokens of a super cheap model vs 15-40k tokens of an expensive model Added up over the course of a month and it can make a big difference Save the valuable usage for when something needs to be acted on, not on the checking to see if action is needed Ok how to do this? I won’t detail it out because it’s easier to just feed this post to your agent and have it work out a plan for your setup In Hermes it’s easy because the cron already has the hook you need, so a job can run a script before the agent, and that script decides whether the expensive agent wakes up In Grok Bot it’s a little more complicated but still doable Grok Bot doesn't give you that pre-run hook, so the “watcher” decision model has to live outside it which can be a small cron script or something like a Cloudflare Worker. It runs the same hash-then-Jev check and only contacts the bot when it's time to act The great thing about this setup is you can run checks much more frequently without worrying much about the cost - run a routine every minute if you want for near real time monitoring Curious to hear if anyone has tried other methods to optimize their setups
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I feel sorry for $GLXY They didn't get rated as an AI play on the way up, but they're catching it on the way down
The AI infra trade is getting unwound in full force right now Don't try to be a hero, let the dust settle
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The AI infra trade is getting unwound in full force right now Don't try to be a hero, let the dust settle
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If you’re good at AI video generation, I bet you could easily make $1m+ a year It’s one of the best AI skillsets you can learn right now Why? It’s still pretty hard to do quality video I’ve produced some ok videos but nothing good enough, it’s a skill issue for sure But there’s so many new tools now, this being one of the latest Once the tools become cheaper, the skills will diffuse so your window to become an expert at this is maybe 6-12 months
After Google acquired my AR startup, I started thinking about the next interface, this time for AI. Text and voice work fine, just like DOS did before the Mac. But nothing’s more intuitive than face to face. After two years of research, today we’re launching Atmee v2: a real-time avatar model that makes live video agents feel truly life-like. • Any character from 1 image + 10s of audio • Contextual expressions, gestures, even interacting with the environment • Live video calls, voice only, or video generation At its core, Atmee v2 is a video foundation model, it can render anything, but it’s built to excel at characters, which is what video models like Seedance 2.5 and Wan 3.0 are mostly used for. In comparison: Atmee v2 • Up to 50x faster • 10-100x cheaper Build tutors, sales coaches, support agents, companions, game characters, even whole living worlds. The interface after text and voice starts today.
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Compute markets (GPU rental prices) seem like an obvious winner here Less new AI datacenter buildout = more competition for existing compute That's likely why we see the hyperscalers up big today whereas the AI infra trade getting hammered
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Meant to say GPU prices
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Guy who runs his entire company on Grok Bot is now losing it after being “on pace” to spend $4k on inference I have a number of things to say on this: 1. Inference is still highly subsidized, so if you’re maxing out sub plans you’re getting way more $ value relative to cost 2. There are plenty of ways to optimize, he’s taken a number of measures but you can’t expect to run a team of 24 agents and not use up a lot of tokens 3. If you’re getting a lot of value for $4k a month, which is about half the cost of hiring a capable human who can likely do a fraction of that work, then consider it well spent 4. If the unpredictability is the issue, set limits and monitor them daily, simple 5. There are many low cost alternatives, if the $4k to “run your business” is really eating at you then migrate to a local AI solution or a different agent harness I’m ready for whatever hate comes at me in the comments
Replying to @gone4months @bot
If it were only $200 a month, I’d agree. I’m on pace to spend $4k a month.
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“Most companies don’t need frontier AI” Here’s the problem with that line of thinking Looking at the company through a vacuum, I agree - you don’t need frontier models to automate most business workflows The cheaper models are good enough, and you can post-train your own for specific workflows But markets don’t operate in a vacuum The threat is that a new competitor will use frontier AI to reinvent your business model and eat your lunch The AI-native models don't need to worry about automating legacy workflows or connecting old inefficient systems together The flaw is an assumption that their business model is safe, and that the goal with AI is to just become more efficient So the need for frontier AI is not to boost productivity, it’s to disrupt your own business model before someone does it for you
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This is the most annoying part of X It’s just hyper sensitive to any topic you engage with, even momentarily, and then feels like all my prior FYP content is mostly gone Can we dial this back please?
X algo is crazy aggressive now. I engage with 1 post about B300 pricing and now my whole feed is compute brokers.
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I can feel this guy’s pain from reading the post At a small company, the CEO needs to own AI strategy, or be smart enough to hire someone who does, but most can’t afford that The worst is a CEO who throws AI slop over the wall and creates chaos from it
My boss sent me another AI tool at 9:47 last night. He built it himself over the weekend, and his voice memo said it's going to change our whole business. I opened it this morning between a no-show tech and a customer threatening a one-star review. It asked me to connect our ServiceTitan account. Then it crashed. I run operations at a $6 million home services company. We have about 40 people and a dispatch board that has to be right every morning or the whole day falls apart. My job is to keep the trucks rolling. Most days that takes everything I have. I use AI. I answer emails faster with it. It helped me rewrite our on-call policy last month and saved me an hour. I'm not scared of it, and I'm not a holdout who thinks the fax machine was the peak. But I'm tired. Every week my boss, the "visionary," has a new idea. One was a dashboard that pulls numbers I already see in ServiceTitan, except some of them are wrong. Another was a dispatch bot that looks great in a demo and has no idea a tech can't run a tankless install alone. Then there's the Twitter thread about some guy who replaced his whole office with agents, with a note from him: "Can we do this?" Every one of those lands on my desk. I test it, find the bugs, and explain why it won't work with how we actually run jobs. Next week I do it again with the next one. Nobody budgets time for that. It just piles on top of the job I already have. What gets me is that we still need to hire. We're short a CSR and a dispatcher right now. Nothing he's sent me has made either of those seats go away. My workload is up, and the tools haven't taken a single thing off my plate. Each one is just another thing to review. Honestly, I'm faster in ServiceTitan directly. I know where everything is, and I trust the numbers. When a half-built tool sits on top of it, I check the tool against ServiceTitan anyway. So I'm doing the work twice. I get that he's excited. That's his job, and it's part of why we grew. I just wish the excitement came with a plan. Until then, I'll be in ServiceTitan, keeping the lights on. THIS IS HOW YOUR TEAM FEELS
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What should we use for a company brain? I get that question a lot, especially since joining @codos_ai given that's our core product The answer for most small companies is pretty simple and this article lays it all out If you've built a great tool or have a killer approach, I'd love to hear about it
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To do this properly and get the same benefits @Jason mentions, you need: 1. CEO/leader who is fully pilled and wants to change things up, be ahead of the curve 2. An org that is fully bought in, willing to experiment, learn to push boundaries, get uncomfortable 3. Ability to move incredibly fast to test out new tools, methods and workflows, quickly discard what doesn't work and keep pushing on whatever does work 4. Willingness to spend on tokens without needing decimal point precision on exactly where ROI will come from, just a belief that it will come This rules out most organizations, but for those rare exceptions it is game on!
THIS. IS. NOT. A. DRILL. 🚨 I’m spending < $40k a year on tokens/subscriptions from Anthropic, Loveable, Grok Bot, 11labs and a long tail of other products—and getting $2m+ in value @launch and @twistartups We’ve automated at least seven full-time jobs at this point while becoming 100% faster at the average task we do If you haven’t used the last 90 days' worth of products for at least 30 hours a week you have no idea how profound this software is The last 90 days, things have changed more than in the last two years Many of the things i spent hours on last year now take minutes… and the results are mind blowing
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I fully expect we get rugged over time on generous sub plans, but we should keep using them while they last But there's no excuse for getting rugged on your context - this is what you need to own Plan prices will move, but if your context and workflows are portable, switching models or plans is mostly a config change
If you’re enjoying a subsidized AI subscription get ready to get rug pulled.
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Waking up to agents that did work for me over the night is still something that amazes me I’m sure at some point we’ll all take this for granted but let’s just reflect for a moment on how incredible this is 🙏🙏🙏
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As much as I love Elon and think Grok Bot is a great product, this is a stark reminder why you need to own your intelligence
Replying to @DogecoinNorway
The cost of serving Grok Bot was unsustainably high relative to revenue
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That was a close one! My shoe size was theoretically accessible to anyone for a full minute But seriously, treat your agents like you would people - delegate responsibly
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Wow, can’t wait to see what November brings
October in a nutshell: - PHP got hacked - Railway got hacked - OpenCode got hacked - Binance got hacked - Polymarket got hacked - GitHub Actions got hacked - SoftBank got hacked - Cursor marketplace got hacked - Coinbase vendor got hacked - Fireworks AI got hacked - LiteLLM got hacked - Capcom got hacked - npm packages got hacked - TiDB Cloud got hacked - Warp's vendor got hacked happy cybersecurity awareness month
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100% of companies will need a shared context layer (company brain) 99% of companies don’t know this yet 1% can create edge from this right now
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If you want real impact from AI, an incremental approach won't get you there Set a goal you can't hit without it, then go bolder!
95% of AI pilots never reach the P&L. The companies that do have 4 pillars: 1. Goals that can't be hit without AI 2. Leaders who lead by example 3. 100% of company knowledge captured so agents can use it 4. Willing to disrupt themselves Prerequiste: an AGI-pilled CEO who understands that the endgame of the AI-transformation is RSI ⬇️ Imagine Fable-6 or GPT-7 comes out. Would your company get better?
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