PERSON DIRECTORY
Tommy Shaughnessy
Host of Delphi Intelligence AMA. Tommy Shaughnessy appears in 2 indexed conversations across Delphi Digital, Delphi Intelligence AMA. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Is The AI Bubble About to Pop?
CeterisJasonTommy ShaughnessyJoseKevin
Enterprise AI budgets are reportedly burning faster than planned: Salesforce spent $300M on Anthropic, while DeepSeek is “20 to 40x cheaper” and Microsoft is releasing it for Copilot.Open-source substitution could capture 90% of workloads, but frontier models may command greater value; monitor circular financing, debt, regulation, blocked data centers, and 2026 midterms.
Teknium (Nous Research) on Post-Training, Hermes and Open Models: Delphi AMA
Nous says 90%+ of its data is synthetic, and Atropos generates reasoning data across more than 1,200 tasks.Teknium sees post-training RL as barely explored and argues open research can pool domain expertise large companies cannot staff internally.He claims Hermes 4 leads Meta’s instruct variant by “something like 60 points” on MATH and 21 points on MMLU-Pro, while urging downstream testing as Psyche’s RL infrastructure is still being built.