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Shawn Chauhan

@shawnchauhan1.bsky.social
126 followers 10 following 1.8K posts

I write interesting things about AI, Startups, Founders, and the Future of Work | Generative AI Consultant | Building Something Big...

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Shawn Chauhan @shawnchauhan1.bsky.social · 5h
"Claude does 80% of the work, and I still do the repetitive 20%." If that sounds familiar, you're in the semi-automation trap. The AI drafts the code, the email or the parse, then a human spends the next 10 minutes fixing it and pushing it over the line.
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Shawn Chauhan @shawnchauhan1.bsky.social · 23h
90+ Claude agents spent 3 days simulating materials. They came back with two candidates for a problem researchers have chased for years. #AI #MaterialsScience #Spintronics #AIAgents #Research
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Shawn Chauhan @shawnchauhan1.bsky.social · 07/10/2026
A $200 AI plan is not "unlimited". SemiAnalysis measured one at about $8,000 of API-priced tokens, against the ~$2,000 developers assumed. That was a June test, with the weekly limit maxed out. The number moves with the model you run and the shape of your workload. #AI #LLM #DeveloperTools
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Shawn Chauhan @shawnchauhan1.bsky.social · 06/10/2026
OpenAI halved the value of its $200 ChatGPT plan last week. On mid-tier models, a $200 Claude plan now gives about 5x the API-equivalent value. #AI #LLM #Anthropic #OpenAI #Tokenomics
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Shawn Chauhan @shawnchauhan1.bsky.social · 05/10/2026
Siemens' Erlangen electronics plant reported +69% productivity and -42% energy use. It's a good number, but it's easy to credit to the wrong thing. #IndustrialAI #Manufacturing #EnterpriseAI #Siemens #DigitalTransformation
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Shawn Chauhan @shawnchauhan1.bsky.social · 05/10/2026
Researchers are starting to let AI agents read their own failure traces and rewrite parts of the stack around the model. #AIAgents #AgenticAI #LLM #AIEngineering #MachineLearning
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Shawn Chauhan @shawnchauhan1.bsky.social · 04/10/2026
The biggest bottleneck in enterprise AI may not be the model anymore. It's the last mile. On Oct 2, Anthropic committed $100M to train 10,000 "Frontier Deployed Engineers" by the end of 2027. Its own framing: the hardest talent to find is the person who can make AI work inside a real business.
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Shawn Chauhan @shawnchauhan1.bsky.social · 04/10/2026
AI data centers are quietly redrawing the VC map for energy storage. For years, lithium-ion was the default. As recently as 2023, it made up roughly three-quarters of energy storage VC deal value. In Q3 2026, it's 11.3%. (Through mid-September, per PitchBook.
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Shawn Chauhan @shawnchauhan1.bsky.social · 03/10/2026
OpenAI just launched Dots. It might not be the right always-on agent for your workflow. The personal agent race is the defining AI story of Q4 2026. Meta's Muse launched on Sept 8. OpenAI's Dots followed on Sept 29. Grok Bot and Hermes are already out, and Instinct is in private beta. #AI
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Shawn Chauhan @shawnchauhan1.bsky.social · 03/10/2026
AI isn't just speeding up work. It's eliminating the legwork. In 3 months, one Harvard physicist used Claude Fable 5 to produce 36 research manuscripts across 18 fields. #AI #Founders #FutureOfWork #Claude #Anthropic
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Shawn Chauhan @shawnchauhan1.bsky.social · 02/10/2026
The cheapest AI decision of the year was made by a model you can download. Three years ago GPT-4 cost about $37.50 per million tokens, blended. Today Gemma 4 E4B scores the same on Artificial Analysis's Intelligence Index for about $0.04.
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Shawn Chauhan @shawnchauhan1.bsky.social · 02/10/2026
Your AI vendor may soon have a new shareholder: the government. Trump says he doesn't want to nationalize the top labs. He would consider government equity stakes in exchange for support or approvals. Ownership, oversight and pricing of a closed vendor can change without your input.
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Shawn Chauhan @shawnchauhan1.bsky.social · 02/10/2026
Your AI costs are tied to a memory chip shortage you can't see. Huawei is raising phone prices because AI data centers are absorbing memory chips. Its average production cost is up about $200 per device. Closed vendors pay that squeeze at massive scale and pass it on.
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Shawn Chauhan @shawnchauhan1.bsky.social · 02/10/2026
The cost of AI is now showing up in the bond market. The 10-year Treasury yield touched 5.34%, its highest since 2002. Finimize lists heavy borrowing by AI companies among the forces behind the selloff. Vendors that must raise capital constantly will pass the cost of that capital to customers.
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Shawn Chauhan @shawnchauhan1.bsky.social · 02/10/2026
Closed AI labs are now firing the people who talk to outside auditors. OpenAI fired three safety researchers for sharing confidential information with a third-party safety organization. One of them was the technical contact for METR and Redwood Research.
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Shawn Chauhan @shawnchauhan1.bsky.social · 02/10/2026
Your AI vendor just got a new creditor. Broadcom agreed to lend Anthropic up to $42B for compute, and it can convert some of that debt into shares. Anthropic itself warns this could create conflicts of interest over chip pricing and capacity access.
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Shawn Chauhan @shawnchauhan1.bsky.social · 01/10/2026
A federal appeals court just ruled that copying Westlaw headnotes to train an AI legal tool was not fair use. The Third Circuit affirmed Thomson Reuters' win over Ross Intelligence. Every enterprise using a closed model is now inheriting questions it can't answer.
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Shawn Chauhan @shawnchauhan1.bsky.social · 01/10/2026
OpenAI is reportedly raising at least $30 billion at a $1.4 trillion valuation. Its revenue is approaching $70 billion annualized. SoftBank has borrowed heavily, at rates up to 9.75%, to fund its stake. That valuation has to be earned back from customers eventually.
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Shawn Chauhan @shawnchauhan1.bsky.social · 01/10/2026
DoorDash just explained why every company needs its own AI. It built an assistant into iMessage because customers using ChatGPT or Meta's Muse could weaken its connection with them. Its own analysis says the relationship is what matters.
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Shawn Chauhan @shawnchauhan1.bsky.social · 01/10/2026
AI infrastructure is being financed with debt, and the markets are starting to notice. A reported Meta data center deal is testing the limits of AI debt markets. Wall Street and Silicon Valley are split over what AI's price tag should be. Someone has to service all of that borrowing.
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Shawn Chauhan @shawnchauhan1.bsky.social · 01/10/2026
The next AI standards body won't have a building. SCSP argues that norm-setting over the next five years will be decided in repositories, not ministerial communiques. GitHub, Hugging Face, and OpenRouter become the arenas.
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Shawn Chauhan @shawnchauhan1.bsky.social · 01/10/2026
Amazon and Alphabet are big investors in Anthropic and OpenAI. Those same startups are among their biggest cloud customers. Chipmakers invest in the labs that buy their chips. The money goes in one door and comes back out another, and everyone books it as growth.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
OpenAI shipped Cloud Codex, a Codex CLI refresh, a security suite, an Agents API and MCP events in one day. Impressive. Also worth noticing where every one of them runs. Your dev environments, your agent state and your automation triggers all sit on one vendor's infrastructure.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
Oura, Amaero and Holtec have all postponed their IPOs, and the market is stalling. Anthropic needs public capital to keep funding its commitments. So the price you pay today rests on a market that is currently hesitant.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
Bain says AI needs $6 trillion in annual revenue by 2031 to justify the spending. Existing AI services may reach only about $1.8 trillion of that. Somebody has to make up the gap, and premium closed-model pricing is where the pressure lands.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
Sonnet 5.5 is listed at $2 per million input tokens. At maximum effort, Artificial Analysis measured about $7.60 per task, roughly 50% more than its predecessor. The sticker price and the real price are different numbers.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
Ultrafast inference costs 6x the standard API price. Speed is now a line item, and it goes to whoever pays the premium. Open models let you spend on hardware you control, tuned to your workload, at a cost that doesn't reset when the vendor changes its tiers.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
OpenAI's new Dots agents run on OpenAI's cloud, with OpenAI's permissions, on OpenAI's subscription tiers. Not available for Free or Plus. Pro gets an allowance. More capacity costs more. Delegation is now a pricing tier.
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Shawn Chauhan @shawnchauhan1.bsky.social · 30/09/2026
Anthropic's IPO filing says at least $518 billion of infrastructure spend is committed over the next decade. 80% of it is non-cancelable. When your vendor signs commitments that big, it needs your usage to stay predictable.
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Shawn Chauhan @shawnchauhan1.bsky.social · 29/09/2026
Florida's Attorney General asked a court to bar OpenAI from developing new models without approved safety guardrails. Whatever you think of the case, look at the exposure. If your product runs on one vendor, a single injunction becomes your roadmap risk.
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Shawn Chauhan @shawnchauhan1.bsky.social · 29/09/2026
Anthropic's IPO prospectus reportedly shows a $42 billion net loss for 2025. The expected valuation is around $2 trillion. Those numbers only work if enterprise customers keep paying premium rates. Now look at the same week's data. Customers are shifting routine work to open models.
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Shawn Chauhan @shawnchauhan1.bsky.social · 29/09/2026
Up to 67% of tokens on OpenRouter in mid-September went to Chinese open-weight models. You can debate the geopolitics. The adoption signal is harder to argue with. Developers picking models by price and performance keep choosing open weights.
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Shawn Chauhan @shawnchauhan1.bsky.social · 29/09/2026
Tinder's AI spend rate went from $1 million to $10 million a year between January and July. Same company. Same product. Ten times the bill. Now they route some queries to open models. If your AI costs grow faster than your revenue, you don't have a strategy.
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Shawn Chauhan @shawnchauhan1.bsky.social · 29/09/2026
Your enterprise AI discount has a ceiling. Anthropic is reportedly changing terms so that customers who hit their contract cap must renegotiate or pay higher rates. You signed for predictable costs. The vendor kept the right to change them. That's what dependency looks like.
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Shawn Chauhan @shawnchauhan1.bsky.social · 29/09/2026
OpenAI may announce an always-on assistant at DevDay today. Unconfirmed, based on a leaked upgrade screen showing a single $100 tier. Think about what always-on means. Always listening to your context, always running on someone else's servers, always billing.
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Shawn Chauhan @shawnchauhan1.bsky.social · 28/09/2026
Reports now put frontier-model security incidents at tens of thousands. OpenAI, Anthropic and outside researchers are probing them, including sandbox escapes and website hijacking, according to Axios. Notice who is doing the counting: the labs that built the models.
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Shawn Chauhan @shawnchauhan1.bsky.social · 28/09/2026
OpenAI agents scanned a UN data hub more than 16,000 times in three months. When a filter blocked their requests, they found a way around it, according to research reported by the Wall Street Journal.
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Shawn Chauhan @shawnchauhan1.bsky.social · 28/09/2026
China's government is asking Alibaba, ByteDance and others to report their plans to buy Nvidia's RTX Pro 5500. It says it intends to approve the purchases. Read that carefully. Compute is now allocated by capitals, not just budgets.
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Shawn Chauhan @shawnchauhan1.bsky.social · 28/09/2026
A Beijing startup shipped a 309B open model on Sunday. MIT license. 15.5B active parameters. Native 1M-token context. The base model is Xiaomi's open MiMo-V2.5. The attention design comes from DeepSeek. The inference stack builds on SGLang. Three outside teams are credited in the model card.
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Shawn Chauhan @shawnchauhan1.bsky.social · 28/09/2026
The CEOs of OpenAI and Anthropic have been asked to appear before an Australian Senate inquiry on Thursday. The trigger is an OpenAI agent that got into the country's Medicare portal in June.
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Shawn Chauhan @shawnchauhan1.bsky.social · 28/09/2026
Access to Anthropic, Google and OpenAI models is being sold on dark web marketplaces at up to 97% off. Google's Threat Intelligence Group found it. Read that as a security finding and a pricing finding. When your model is a credential, your exposure is whoever holds the key.
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Shawn Chauhan @shawnchauhan1.bsky.social · 27/09/2026
Intel spent years and billions on 18A, its most advanced chip process yet. The independent teardown numbers landed this week. Its new chip lands roughly at parity with TSMC's N3E, a node that already shipped, elsewhere, first. Not ahead. Even.
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Shawn Chauhan @shawnchauhan1.bsky.social · 27/09/2026
OpenAI just notified "dozens" of organizations about its own agents. The list includes the SEC, the Census Bureau, the Justice Department, the Commerce Department, and the Education Department. Roughly two dozen incidents of agents bypassing security controls, found in one internal review.
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Shawn Chauhan @shawnchauhan1.bsky.social · 27/09/2026
xAI just laid out plans to more than double its Nvidia chip count before the year is out. Current count: 110,000 GB200s and 440,000 GB300s. Target: over a million chips, stacked in waves through December, "if we get lucky."
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Shawn Chauhan @shawnchauhan1.bsky.social · 27/09/2026
A Chinese robotics firm just deployed humanoid robots across 100+ spots in a single theme park. Guiding visitors, staffing hotels, running shows. The same week, it delivered its 20,000th production robot. No closed-source Western lab is shipping at that unit count, on that timeline, right now.
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Shawn Chauhan @shawnchauhan1.bsky.social · 27/09/2026
Amazon is spending over 100 million dollars on a new robotics plant in Indiana. Another one is already under construction in Texas. This is the price of staying vertically integrated at scale. One company building its own robots, training its own models, owning every layer end to end.
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Shawn Chauhan @shawnchauhan1.bsky.social · 26/09/2026
Anthropic is asking shareholders to approve a new share structure before its IPO. It would hand Dario Amodei and six co-founders a combined 50.1% of the vote, permanently, modeled directly on Palantir's setup.
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Shawn Chauhan @shawnchauhan1.bsky.social · 26/09/2026
OpenAI's former head of data centers, Chris Malone, just joined Nvidia to help design AI data centers for Nvidia's own customers. That's a quiet but telling move - the person who built OpenAI's infrastructure now sells infrastructure blueprints to the whole industry, competitors included.
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Shawn Chauhan @shawnchauhan1.bsky.social · 26/09/2026
Google is launching TPUs into space on October 1. The plan: an experimental satellite carrying its own chips, riding a SpaceX rocket, hoping the hardware survives up there for a year.
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Shawn Chauhan @shawnchauhan1.bsky.social · 26/09/2026
Google, OpenAI, and Anthropic just formed their own AI safety body. Voluntary rules. Self-reported incidents. Founded by the same three labs it's meant to hold accountable. That's not oversight. That's three closed companies agreeing on the terms of their own homework.
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