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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 3 months ago·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.

TBPN2026-07episode →
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.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $OPENAI
  • $CBRS

recurring themes

  • AI Agents1
  • AI Economics & Business Models1
  • Consumer AI1
2 total
$OPENAI
OpenAI
HIGHtibo·TBPN·3 months ago·5.6 Sol + Superapp Release, AI 2040, Tibothy Joins, New Robot Hand Alert, Meta Releases Muse 1.1· 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·3 months ago·5.6 Sol + Superapp Release, AI 2040, Tibothy Joins, New Robot Hand Alert, Meta Releases Muse 1.1
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
8
AI Agentstailwind
Multi-agent Ultra mode and computer use agents shift developer role from prompt engineering to delegation/sizing
GPT 5.6 Ultra enables 8-agent collaboration for multi-day tasks; developers no longer size workloads manually—agent reasons about deadlines and constraints. Computer use 3x faster via efficiency gains (not just scale). Prompt engineering era ending as models understand intent with shorter prompts.
8
AI Economics & Business Modelsmixed
API price war erupts as Meta enters with aggressive pricing; efficiency frontier replaces token maxing
Meta's first paid API (Muse Spark 1.1) leverages owned data centers for aggressive pricing; OpenAI shifts from 'token maxing' era to efficiency frontier (3x faster computer use, spend control dashboards); Cerebras offers 10x speed premium tier. Commoditization of non-frontier workloads accelerates.
8
Consumer AItailwind
Voice mode becomes daily driver; seamless multi-device AI partner vision emerging
OpenAI's voice mode shipped and immediately 'part of day-to-day experience'; vision is uncompromising AI partner across phone/laptop/Mac Mini with shared context, safe action approval via mobile, and computer use agents 3x faster than prior generation.