Breather, Thought Follower, Cereal Intrepreneur. Director of Dull Sculleries at the Institute for Lemonade Studies. I do other stuff too. Advisor to https://teapawt.net/t.co/Q40WGXUU5d
Cape Town, South Africa
Joined October 2011
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DoTheThing (dtt) 3.0 is out - a CLI agent you point at a task and then walk away from, and it gets it done.
New in 3.0:
- Three modes: normal runs cheap, fast models by default, --advanced swaps in Fable 5 + a GPT-5.6 Sol oracle at max reasoning, and q one-shots the small stuff.
- Model defaults auto-update separately, so they change without a release.
- Web search works REALLY well now. @Searx_engine fetches with a plain HTTP client, which Google answers with a "turn on JavaScript" stub and zero results - so the general engines run through my @nottecore fork instead, and Google/Bing/DDG actually answer.
- macOS computer use baked in via Peekaboo - it drives the screen, keyboard and mouse, no MCP server needed.
- browsermcp mode hands dtt's search + browser tools to any other agent over MCP, so you can give something stuck on a sucky Playwright interface a proper one.
dtt --update to grab it, or install from: dotheth.ing
Riccardo Spagni retweeted
Two trial requests can both pass the same balance check. Build a local Python and SQLite credit gate that reserves against account and global allowances, handles retries, and keeps uncertain calls on hold.
Riccardo Spagni retweeted
OpenRouter changed its provider routing this week. A well-formed tool call can still name the wrong invoice. This weekend project checks proposed calls and payment bounds, with an optional live collector that never executes the tools.
Hey @apple what on earth is this monstrosity, did you rehire Jony after his work on the Luce?
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2,834
Riccardo Spagni retweeted
Browserbase can fetch pages with a saved login. This guide builds a narrow order reader, selects the customer outside the model and tests account mix-ups. Sixteen local checks passed; live integration checks remain.
Riccardo Spagni retweeted
Link balance lets Instinct users set money aside for agent purchases. One shopping task can create several payment events. We argue for a task budget that tracks split orders, retries and refunds.
Riccardo Spagni retweeted
Today, the calendar makes a right triangle, for the last time this century.
This Saturday is October 24, 2026.
Write it as 10/24/26 or 24/10/26, and the same beautiful relationship appears:
10² + 24² = 26²
100 + 576 = 676
But here’s what makes today special.
There are infinitely many Pythagorean triples. Only a handful fit our calendar.
Using the rule
month² + day² = (last two digits of the year)²,
the month cannot exceed 12, and the day cannot exceed 31. Those small limits leave exactly 12 qualifying dates in this century.
Today is the last.
The next will be March 4, 2105:
3² + 4² = 5²
That is a wait of more than 78 years.
An infinite family of triangles. Just twelve appearances on a century’s calendar.
Happy Pythagorean Triple Day.
Riccardo Spagni retweeted
calling teams irresponsible for not planning formal verification is absurd. Anthropic says these proofs can take hundreds of millions of tokens. Choose a property worth proving and price the work before making it the priority.
anthropic.com/research/forma…
teapawt.net/0xdoug/status/21134147…
Riccardo Spagni retweeted
good grief, that calculation counts old PHP versions. It doesn't prove a third of the internet is permanently broken. PHP's advisory now lists source backports for 7.4, 8.0 and 8.1.
php.net/archive/2026.php#202…
teapawt.net/sporadica/status/21129…
Riccardo Spagni retweeted
Space Bunny was a perfectly respectable name to put in an architecture diagram
teapawt.net/openrouter/status/2112…
Stealth model reveal 🐰
Space Bunny was OpenRouter’s #1 model for 10 straight days, processing 56.7T tokens! The most of any stealth model we’ve run.
Space Bunny hopped off OpenRouter on Oct 5. It's back today as @MiniMax_AI's M3.1 Flash, and it's free for the next 72 hours.
Riccardo Spagni retweeted
An invoice can tell your agent to change bank details. Give the document reader no payment tools, validate its output, and bind approval to the exact operation. The guide includes twelve local validation checks.
Riccardo Spagni retweeted
SPACE keeps a sandbox's effective network policy across resume and forks. Changing a profile doesn't refresh existing workspaces. We argue that production approval needs a revocation test, including the services an agent can still use.
Riccardo Spagni retweeted
the Fed's July survey reported narrower business-loan spreads, with competition a leading reason for easier terms. "no one will drop the price of credit" doesn't survive that.
federalreserve.gov/data/sloo…
teapawt.net/lukaivicev/status/2110…
Ramp, Mercury, etc fighting on 10bps of margin to keep users is confirming the theme that pricing in fintech is a race to the bottom and credit is the only moat left.
What once used to be a high margin industry:
- high deposit yield
- high interchange revenue
- high FX margins
- even trading fees
is going to 0 because of revenue sharing, just to keep customers sticky in a commoditized product that has 0 loyalty.
While getting to $100M in revenue within a few years will increasingly be possible given TAM expansion, the net margin on that growth will be minimal, because of revenue shares.
This actually strengthens my thesis that the only moat left will be credit because you can’t just simply decrease the price of risk.
With rates going up, so will the price of credit.
Credit will be harder to come by and the ones that do well in fintech will have a credit offering as it’s the only product left where the margin is now increasing while every other payment or deposits (let’s call it transactional product’s margin) is significantly decreasing because of competition.
With credit it’s pure game theory where no one will drop the price of credit given the risk of losing it all.
Credit is fintech’s LAST moat.