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tibo

T3 · host / generalist

Leads product for ChatGPT, Codex, and model deployments; oversaw GPT 5.6 launch with Ultra multi-agent mode, voice mode, and computer use advances.

2 calls·2 names·100% bull·last heard last month·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OPENAIOpenAIposition

GPT 5.6 Soul cracks multi-agent Ultra mode, 3x faster computer use, voice mode shipping

GPT 5.6 represents step-function improvement: cracked multi-agent collaboration (Ultra mode), 3x faster computer use via efficiency gains, voice mode now 'part of day-to-day experience', and model autonomously post-trained Luna variant.

TBPN2026-07→
2ndmedium conviction
$CBRSCerebras

Cerebras inference at 750 tokens/sec (10x default) enabling speed-critical agent workflows

Cerebras' wafer-scale inference delivers order-of-magnitude speedup (750 tok/sec) for latency-sensitive agent use cases, though at higher cost; OpenAI offering as 'buffet option' alongside standard API.

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$OPENAI
OpenAI
HIGHtibo·TBPN·last month· position
GPT 5.6 Soul cracks multi-agent Ultra mode, 3x faster computer use, voice mode shipping
GPT 5.6 represents step-function improvement: cracked multi-agent collaboration (Ultra mode), 3x faster computer use via efficiency gains, voice mode now 'part of day-to-day experience', and model autonomously post-trained Luna variant.
"for the first time, we also really cracked, I think, uh, multi- aent setups, which we shipped as the ultra mode. And when you just see that going and you know, you've got like eig…"
108:00
$CBRS
···
Cerebras
MEDtibo·TBPN·last month
Cerebras inference at 750 tokens/sec (10x default) enabling speed-critical agent workflows
Cerebras' wafer-scale inference delivers order-of-magnitude speedup (750 tok/sec) for latency-sensitive agent use cases, though at higher cost; OpenAI offering as 'buffet option' alongside standard API.
"we love working off of like the Cerebra's version of this, which is like at, you know, about like, you know, 750 tokens uh per second, which is an order of magnitude faster than t…"
113:00