@aakashgupta Avatar @aakashgupta Aakash Gupta

Aakash Gupta posts on X about ai, open ai, math, anthropic the most. They currently have [---------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands #316 stocks #423 finance #255 social networks #639 countries #8121 celebrities #2066 cryptocurrencies #93 automotive brands 2.56% travel destinations 1.83% vc firms #6

Social topic influence ai #177, open ai #8, math #16, anthropic #12, in the #2023, this is #873, code #83, the most #117, how to #2357, ceo #41

Top accounts mentioned or mentioned by @grok @ucberkeleys @daligerin @respondsme @nathoolal03 @romieinc @themikebal @davidsbridal @elonmusk @imimraan @nageshm007 @snapsh0tt @realoldbilly @doublespeak152 @alexinmadrid @brandgrowthos @the_briarwitch @william_sh36802 @anthropicai @openclaw

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last [--] hours

"Hubermans right that this will be a trillion-dollar drug class. Hes also telling you exactly who will own that trillion dollars and why every alternative pathway is getting shut down. Eli Lilly posted $65.2 billion in revenue in [----] up 45% year over year. Zepbound alone did $3.6 billion in a single quarter. Their market cap just crossed $900 billion. Retatrutide is the next molecule in that pipeline. Phase [--] data showed 28.7% body weight loss in [--] weeks nearly 40% better than tirzepatide. Analysts forecast $5 billion in annual revenue by [----] with GlobalData projecting $15.6 billion by"
X Link 2026-02-13T17:52Z 179.2K followers, 350.8K engagements

"The number Musk didnt say is the one that matters most. Human hands have [--] degrees of freedom. Optimus Gen [--] shipped with [--]. Gen [--] doubled that to [--]. That still leaves a [--] DoF gap and those last [--] are the hardest ones: finger ab/adduction (lateral spread) and full thumb opposition. This is the robotics version of the last 10% taking 90% of the effort. Going from [--] to [--] DoF was a packaging and actuator density problem. Going from [--] to [--] means replicating the most complex tendon routing in biology where a single thumb movement coordinates [--] muscles across the palm and forearm"
X Link 2026-02-14T20:38Z 179.2K followers, 26.1K engagements

"This guy dropped the coldest life advice"
X Link 2025-11-08T04:02Z 179.1K followers, 1.4M engagements

"Everyones missing the real story here. This isnt a prompting technique. The paper is called Recursive Language Models not Recursive Meta-Cognition. And the authors arent random researchers grinding for citation counts. Omar Khattab created DSPy which has 31000+ GitHub stars and changed how people build compound AI systems. Tim Kraska pioneered learned index structures with Jeff Dean at Google and runs MITs Data Systems and AI Lab. Alex Zhang is a PhD student working at the intersection of both. The actual paper addresses a specific problem: LLMs degrade on long context. The graph shows GPT-5"
X Link 2026-01-16T05:24Z 179.1K followers, 280.1K engagements

"Sam just posted the corporate equivalent of were fine everythings fine while Reuters cites eight sources saying OpenAI has been actively shopping for Nvidia alternatives since last year. His own staff blamed Nvidias GPUs for Codex performance issues. Three days ago on a press call Sam himself said customers put a big premium on speed for coding work and that Cerebras would help meet that demand. The reason this matters: inference is now two-thirds of all AI compute spending. Training made Nvidia untouchable. Inference is a different game. GPUs rely on external memory (HBM) which creates a"
X Link 2026-02-03T05:46Z 179.1K followers, 336.7K engagements

"Major cheat code in life: Respond to patterns not individual events. One missed text means nothing. Ten missed texts means something. Don't overreact to single data points. Watch the trend. People tell you who they are over time. Believe the pattern"
X Link 2025-11-03T19:04Z 179.2K followers, 431.8K engagements

"Social Capital put $10M into Groqs seed round in April [----] when the company was worth roughly $30M post-money. That single check bought about 33% of the company. Then they doubled down with $52.3M in a [----] convertible note. Total deployed: $62.3M. Heres where it gets interesting. Groq raised $300M at $1.1B in [----] then $640M at $2.8B in [----] then $750M at $6.9B in September [----]. Each round diluted early investors. But Social Capital had board seats and likely maintained some pro-rata through the convertible. Conservative math: They own somewhere between 15-20% of Groq today. At $20B thats"
X Link 2025-12-25T08:21Z 179.2K followers, 1.3M engagements

"Sequoia just called the end of an entire go-to-market era and most SaaS companies wont realize what hit them for [--] months. Product-led growth was built on one assumption: humans would try the software. The entire playbook since [----] optimized for human discovery. Beautiful landing pages. Frictionless free trials. Viral invite loops. Slack Dropbox Zoom Calendly. $200B+ in market cap created by winning the users first [--] minutes. None of that matters if an agent is picking the software. Claude doesnt care about your hero image. It cant be impressed by your Dribbble awards. Its reading"
X Link 2026-01-17T05:15Z 179.2K followers, 891.5K engagements

"Clawdbots memory is insane. This is how it works. Good read. https://t.co/CzmfXDgPRP https://t.co/CzmfXDgPRP"
X Link 2026-01-26T16:41Z 179.2K followers, 998.6K engagements

"This isnt a random scientist who got lucky. Mariano Barbacid discovered the first human oncogene in [----]. He isolated H-RAS from bladder cancer cells and proved a single point mutation could trigger cancer. That finding launched the entire field of molecular oncology. KRAS mutations cause 90% of pancreatic cancers. For [--] years oncologists called KRAS undruggable because the protein had no obvious binding pocket. Barbacid spent the last decade using genetically engineered mice to systematically test every node in the KRAS signaling pathway looking for combinations that would work without"
X Link 2026-01-30T03:57Z 179.2K followers, 2.2M engagements

"YC just told you the banking system is too slow for startups and the market hasnt priced in what that means. The $500K number is almost irrelevant. What matters is the signal: the most influential startup accelerator on the planet just declared that traditional wire transfers are a bottleneck worth engineering around. For their own portfolio companies. Consider the math on the current system. A founder in Lagos or So Paulo accepted into YC today waits days for an international wire pays 3-5% in conversion fees and sometimes hits compliance holds that delay access to capital for weeks. On USDC"
X Link 2026-02-04T06:20Z 179.2K followers, 94.6K engagements

"Everyone thinks the crypto selloff is crypto-native. The real story is a TradFi entity running a multi-leg carry trade that unwound. Follow the funding chain. A HK entity borrows yen at 0.75% (the BOJs highest rate in [--] years up from near-zero). Uses that cheap leverage to build a multi-leg position across IBIT options Binance crypto and precious metals. Three asset classes one funding currency zero margin for error. Oct [--] was the first crack: $19.16B in crypto liquidations the largest single-day wipeout ever. Prime broker gives them [--] days to recover. So they double down on precious"
X Link 2026-02-07T04:11Z 179.2K followers, 188.6K engagements

"@Americanus63136 Where can I find this supposedly certain information"
X Link 2026-02-09T05:40Z 179.2K followers, 16.3K engagements

"Instead of watching a [--] minute movie watch this masterclass on Claude Code"
X Link 2026-02-10T00:53Z 179.2K followers, 50K engagements

"90% of potentially survivable combat deaths are from bleeding out. A South Korean Army Major just built the fix. [---] million people are looking at this as a cool science tweet. The actual story is a military procurement play decades in the making. Since World War II roughly half of all soldiers killed in action bled out and about half of those could have been saved with better hemostatic tools at point of injury. Trauma costs $670 billion per year in the US alone. The Department of Defense has been throwing money at this problem for decades. The current military standard is QuikClot Combat"
X Link 2026-02-10T04:09Z 179.2K followers, 375.2K engagements

"The headline says waterfront mansion. The real story is $10 billion in tax avoidance. Zuckerberg is buying a $150-200M estate on Indian Creek Island from the founder of Jersey Mikes Subs. Thats a 4-5x return for Cancro who bought the lot for $37M in [----] and built the mansion from scratch. Good trade. But zoom out. California just filed the [----] Billionaire Tax Act a ballot initiative imposing a one-time 5% tax on the net worth of anyone worth over $1 billion who was a California resident on January [--] [----]. On Zuckerbergs $212 billion fortune thats roughly $10.6 billion in state taxes. The"
X Link 2026-02-10T05:13Z 179.2K followers, 1.2M engagements

"57% of merged PRs at Ramp in the last [--] hours came from a background agent. Most companies havent even started. The architecture Ramp built matters. Their agent Inspect runs in sandboxed VMs on Modal with full access to everything a Ramp engineer has: Sentry Datadog GitHub CI/CD feature flags databases live preview environments. The agent doesnt just write code. It runs tests checks telemetry verifies frontend changes with screenshots and opens PRs that pass the same review bar as human-written code. This is why the number is so high. Model intelligence was already sufficient. Environment"
X Link 2026-02-10T05:58Z 179.2K followers, 262.2K engagements

"Regarding the slop accusations: if I were AI other people would do it. Theres a reason not a single of [--] billion people has. My content is impossible to replicate. Ive been on this platform 5+ years posting heavily and along the way I have learned a few things. After consistently cracking 100M+ impressions per year Ive developed a style. Good luck replicating it. Pangram is as useless as any other AI detector. These are tools that mark my pre-AI writing as slop as well. I dont care. They also mark the Declaration of Independence as slop. After a lifetime of writing I can write much faster"
X Link 2026-02-10T18:48Z 179.2K followers, 20.4K engagements

"Look at job postings from OpenAI Anthropic and Google DeepMind. They want PMs who can: - Write and run evals - Prototype with code - Understand model architecture tradeoffs - Ship directly not just spec The title change is symbolic but the signal is real. The line between PM and engineer is dissolving in AI-first teams. This doesn't mean PMs are dead. It means the PMs who survive will be the ones who can do the technical work themselves. The ones who can't They'll get replaced by an agent with a Jira login. officially giving up my PM title we are all members of the technical staff now time to"
X Link 2026-02-10T20:49Z 179.2K followers, 158.4K engagements

"Instead of watching a [--] hour movie watch these billionaires break down the state of crypto"
X Link 2026-02-10T22:56Z 179.2K followers, 324.3K engagements

"Anthropic just walked into Microsoft's house and asked for the keys. Cowork launched on macOS a month ago. Within weeks The Information reported the launch "reverberated through Microsoft's ranks." Now Anthropic is bringing full feature parity to Windows the platform Microsoft has spent $60M+ in TV ads and $37.5B per quarter in AI capex trying to own with Copilot. The math on Microsoft's side is brutal. [---] million Microsoft [---] paid seats [--] million Copilot subscribers. That's a 3.3% conversion rate on their own customer base. Copilot's paid market share dropped from 18.8% to 11.5% in six"
X Link 2026-02-10T23:00Z 179.2K followers, 449.1K engagements

"Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve done anything meaningful. Hubermans lab at Stanford measured this: [--] minutes of fragmented phone use in the morning drops sustained attention capacity by roughly 40% for the rest of the day. By 10am most people have already spent their executive function on inputs that produce zero long-term reward. This tells you everything about why the loop Rogan"
X Link 2026-02-11T04:27Z 179.2K followers, 277.3K engagements

"90% of American businesses still dont use AI in production. That single number reframes this entire post. An AI startup CEO wrote [----] words comparing AI to Covid in February [----]. His argument: he describes what he wants built in plain English walks away for four hours comes back to finished software. He says every white-collar job faces the same experience within 1-5 years. Millions of people are sharing it as a wake-up call. The capability trend hes describing is real. METR the independent research org measuring AI task completion shows the length of tasks AI handles autonomously has been"
X Link 2026-02-11T05:32Z 179.2K followers, 387.2K engagements

"Nikita Bier is running one of the fastest product turnarounds in Big Tech history and this clip barely scratches it. Biers speed isnt new. He built TBH with four people hit [--] million users in two months sold to Meta for $30M in [--] days. He rebuilt the same app as Gas sold it to Discord. The guys entire career is compressed iteration cycles. Whats new is the environment Musk built around him. Bier spent four years inside Meta after the TBH acquisition. His exact words: A lot of the insights that you have are not things that you can necessarily present or put in writing in a VP meeting. He told"
X Link 2026-02-11T21:23Z 179.2K followers, 41.7K engagements

"Anthropic is the third major AI company in [--] days to make this exact pledge. Microsoft went first on January [--]. OpenAI followed on January [--]. Now Anthropic on February [--]. Three companies same playbook same month. The timing tells you everything. POLITICO obtained a White House draft compact where the Trump administration is preparing a voluntary agreement requiring AI companies to pay 100% of new power generation costs. The companies are announcing these pledges before the White House event forces them to. The math explains the urgency. Lawrence Berkeley National Lab says data centers"
X Link 2026-02-11T23:08Z 179.2K followers, 810K engagements

"The best essay written about AI this year just dropped and nobody in tech wants to hear it. Manidis names something most of the industry is allergic to discussing: the majority of AI deployment today produces the sensation of work not work itself. He calls these tool-shaped objects. You can hold them use them watch tokens stream across your screen monitor chain-of-thought reasoning swap models add tools build agents that call other agents that generate memos nobody reads. The number goes up. The output doesnt. He compares it to FarmVille. No matter where you click your farm expands. The"
X Link 2026-02-12T03:53Z 179.2K followers, 164.6K engagements

"The people dunking on this photo have it exactly backwards. Thats the Outer Sunset somewhere between the 30s and 40s Avenues. Those rows of identical stucco boxes were built by Henry Doelger who from [----] to [----] was the single largest homebuilder in the United States. His crew finished two houses per day. Before Doelger showed up this was literally sand dunes. Maps labeled the entire western half of San Francisco Great Sand Waste. Nobody lived there. Nobody wanted to. What changed: the Twin Peaks streetcar tunnel opened the FHA started backing mortgages for middle-income buyers and Doelger"
X Link 2026-02-12T04:56Z 179.2K followers, 1.1M engagements

"The most dangerous form of procrastination is the kind that feels like work. Reading about productivity. Optimizing your Notion setup. Watching someones 5am routine. Your brain logs all of it as progress because effort was spent and information was gained. But information without execution has a half-life. Every insight you consume and dont act on within [--] hours trains your brain that knowing is the same as doing. After enough cycles you lose the ability to distinguish between the two. Thats why the most productive people you know consume the least content about productivity. They figured"
X Link 2026-02-12T05:11Z 179.2K followers, 78.1K engagements

"The reason this feels so good is because your brain was taxing you for a week straight and you didnt even notice. Every time that undone task crossed your mind your anterior cingulate cortex fired a conflict signal. Small. Subtle. But metabolically expensive. Your brain was running a background process on that 5-minute task 24/7 for [--] days burning glucose and generating low-grade cortisol each time it surfaced. Neuroscientists call this the Zeigarnik Effect. Incomplete tasks occupy more mental RAM than completed ones. Your brain literally cannot let go of open loops. So that [--] minute task was"
X Link 2026-02-12T06:20Z 179.2K followers, 643.7K engagements

"$4.1 billion to $380 billion in [--] months. Thats a 93x increase in valuation for a company that didnt exist five years ago. The revenue trajectory explains why investors tripled the round from $10B to $30B mid-raise. Anthropic went from $0 to $100M to $1B to $14B in run-rate revenue across three consecutive Januaries. 10x growth compounding annually for three straight years. No software company in history has done that. But the number that should terrify every SaaS CEO on Earth is buried in the fine print: Claude Code is running at $2.5B in annualized revenue less than a year after launch and"
X Link 2026-02-12T19:46Z 179.2K followers, 154K engagements

"A CPO named Brandon Anderson now asks PM candidates in interviews to show their prompt library. Most PMs don't have one. That's the gap. There are roughly 80-100 things you'll ask AI to do as a product manager. Most of those tasks repeat. Each time you get a bad response you should be editing the prompt. Each time you get a good response you should be saving it. Some prompts should be on version [--] or [--] because you keep refining them. The research is wild on this: AI writes better prompts than humans. So the move is to take every prompt in your library and feed it back to AI with "make this"
X Link 2026-02-12T22:33Z 179.2K followers, 30.7K engagements

"Brendan Eichs story is wild. He built JavaScript in [--] days. May [----] almost no sleep because Netscape needed a scripting language before Navigator [---] shipped in September. He was [--]. The prototype was called Mocha. For all of [----] and most of [----] he was the only developer working full-time on the engine. That 10-day sprint now runs 98.8% of all websites on earth. JavaScript has been the most-used programming language for [--] consecutive years. 66% of all developers use it today. Every time you open Gmail YouTube or Netflix youre running code that traces back to those [--] sleepless nights in"
X Link 2026-02-13T04:31Z 179.2K followers, 261K engagements

"The neuroscience here is more radical than people realize. What youre watching is a hormonal phase transition. Within minutes of skin-to-skin contact with a newborn a fathers endocrine system starts a cascade that rewires his brain for the next [--] years. Testosterone drops 34% on average. Gettlers [----] landmark study at Notre Dame tracked [---] men and found that the ones who spent 3+ hours per day in direct childcare had the steepest declines. This matters because testosterone and parental sensitivity are inversely correlated. Lower T predicts more responsiveness to infant cues more physical"
X Link 2026-02-13T04:47Z 179.2K followers, 2.1M engagements

"The tweet says chooses his daughter as North Koreas next leader. Thats not what happened. South Koreas National Intelligence Service upgraded its internal assessment of Kim Ju Ae from successor training to successor designation stage. Thats spy agency language for we think the grooming process has accelerated. Nobody in Pyongyang announced anything. Heres what actually changed. The NIS cited three signals: her visit to the Kumsusan Palace mausoleum in January (first time ever alongside both parents) her attendance at Armed Forces Day and signs shes begun voicing opinions on state policy. That"
X Link 2026-02-13T04:50Z 179.2K followers, 866.8K engagements

"Your brain literally processes text differently after age [--]. The prefrontal cortex doesnt fully myelinate until your mid-twenties. Thats the region responsible for abstract reasoning long-term consequence modeling and emotional regulation. When your English teacher assigned you The Great Gatsby at [--] you were reading it with a brain that couldnt yet simulate regret. This is why rereading hits so differently. Youre running the same input through fundamentally different neural architecture. At [--] your brain processes Gatsbys obsession as plot. At [--] your amygdala fires because youve lived"
X Link 2026-02-13T06:36Z 179.2K followers, 286.2K engagements

"Assume the government can read every AI chat youve ever had. Thats the practical takeaway from Judge Rakoffs ruling this week. A guy accused of siphoning $150 million from retirees used consumer Claude to draft [--] legal strategy documents while he knew the feds were watching. Rakoff ruled those docs arent privileged. The logic was clean: an AI tool has no law license owes no duty of loyalty and its terms of service explicitly say inputs can be disclosed to government authorities. Talking to Claude is legally the same as talking to a stranger at a bar. Except the stranger keeps transcripts."
X Link 2026-02-13T16:44Z 179.2K followers, 16.9K engagements

"Instead of succumbing to brainrot this weekend watch this interview of Anthropics CEO"
X Link 2026-02-13T19:05Z 179.2K followers, 294.4K engagements

"Just finished. Probably my favorite AI interview I have watched CY26. Dwarkesh kills it as usual playing the smart skeptic to Dario. Tons to learn here. But first let me process it"
X Link 2026-02-13T21:10Z 179.2K followers, 19.2K engagements

"SBF lost control of a $136 billion portfolio because he couldn't survive a 72-hour bank run. On November [--] [----] he was still CEO. Anthropic at 7.84%. [--] million Solana tokens. SpaceX through K5 Global. Robinhood at 7.6%. By November [--] he wasn't CEO of anything. He made illiquid investments with customer deposits. Venture stakes in Anthropic and SpaceX. Massive Solana and SUI bags. Real estate. Every single one of these was a brilliant call. Anthropic became one of the most valuable AI companies on earth. Solana did a 15x. Bitcoin went from $16K to six figures. Buying Anthropic in April 2021"
X Link 2026-02-13T21:46Z 179.2K followers, 146.7K engagements

"This is the Game of Thrones ending we all deserved"
X Link 2026-02-13T22:11Z 179.2K followers, [----] engagements

"Anthropic is now getting punished by the Pentagon for asking whether Claude was used in the Maduro raid. A senior administration official told Axios the Department of War is reevaluating Anthropics partnership because the company inquired whether Claude was involved. The Pentagons position: if you even ask questions about how we use your software youre a liability. Meanwhile OpenAI Google and xAI all signed deals giving the military access to their models with minimal safeguards. Only Claude is deployed on the classified networks used for actual sensitive operations via Palantir. The company"
X Link 2026-02-14T05:12Z 179.2K followers, 494.4K engagements

"Google and Microsoft just co-authored the spec that turns every website into an API for AI agents. The second-order effects here are massive. Right now browser agents work by taking screenshots parsing the DOM and guessing which buttons to click. It works about as well as youd expect. Fragile expensive slow. WebMCP replaces all of that with a single browser API: navigator.modelContext. Websites register structured tools directly in client-side JavaScript. The agent reads a menu of available actions calls them gets structured data back. No scraping. No backend MCP server in Python or Node. The"
X Link 2026-02-14T05:14Z 179.2K followers, 1.2M engagements

"This memo dropped the same week five Chinese AI labs released new models for Lunar New Year. GLM-5 MiniMax M2.5 Doubao [---] Qwen [---] Kimi K2.5. All open-weight or open-source. All free or near-free. The distillation accusation focuses on one company. The competitive threat comes from an entire ecosystem. Zhipu AIs GLM-5 hit 94.2% on HumanEval within a percentage point of Claude Opus. Its open-weight. MiniMax M2.5 targets agentic workflows at a fraction of US API pricing. Alibabas Qwen family has overtaken Metas Llama in cumulative downloads on Hugging Face. Heres what makes the timing"
X Link 2026-02-14T05:32Z 179.2K followers, 11K engagements

"The scariest number here: 3.61% of CPUs in one large-scale study were found to cause silent data corruptions. Not a few bad chips. Nearly [--] out of every [---] processors doing math wrong silently with no error log. Google coined the term mercurial cores in [----] after their production teams kept blaming software for data corruption. Theyd debug for weeks find nothing wrong with the code swap the machine problem gone. The actual cause: manufacturing defects at sub-7nm that pass every factory test then degrade unpredictably months or years after deployment. Facebook confirmed the same thing"
X Link 2026-02-14T05:33Z 179.2K followers, 547.4K engagements

"Our Guest on why Claude is her preferred AI model for rigorous user research analysis "I've chosen Claude. "It's my favorite. It has been for a long time and I keep checking myself on that doing tests across the three major ones meaning Gemini Claude and ChatGPT. And I keep coming back to Claude because by default it does a more thorough more nuanced analysis than the other two platforms. I will say though I do like Gemini quite a lot because it seems to be fine-tuned a bit more for accuracy and focusing on frequency of findings. So you're more likely to get kind of a top five themes or"
X Link 2026-02-14T05:43Z 179.2K followers, [----] engagements

"Overcommunication works because your managers biggest fear is being surprised by your failure in front of their boss. Every just keeping you posted message does the same thing: it transfers risk. When you update your manager youre giving them time to course-correct pre-spin the narrative or escalate before it becomes a crisis they own. The people who get managed out are almost always the ones whose managers had to explain problems they didnt see coming. Thats what triggers the I dont trust this person instinct. Surprise not incompetence. And heres what most people miss about"
X Link 2026-02-14T05:48Z 179.2K followers, 544.1K engagements

"A $240B company just reversed its own AI workforce thesis in under three years. May 2023: IBM CEO Arvind Krishna tells Bloomberg hell replace [----] jobs with AI. Freezes back-office hiring. 30% of [-----] non-customer-facing roles automated within five years. February 2026: IBM triples entry-level hiring. Software developers HR across the board. The CHRO spelled it out at Charters Leading with AI Summit: entry-level devs used to spend [--] hours a week coding. Now AI handles that. So IBM rewrote the jobs. Those same juniors now work with clients collaborate with marketing and accelerate product"
X Link 2026-02-14T18:37Z 179.2K followers, 631.8K engagements

"The $1/hour number is the headline but the architecture is the story. M2.5 is a 230B parameter model that only activates 10B on any given pass. Thats 4% of the total network firing at inference time. This is how you get frontier-adjacent benchmarks at 1/20th the cost of Opus [---]. The math: $0.15/M input tokens $1.20/M output for the standard version. Claude Opus charges $5 input $25 output. Four M2.5 agents running 24/7 for a full year costs $10000 total. A single Opus agent doing the same work runs north of $200000. MiniMax is already eating their own cooking. 80% of their newly committed"
X Link 2026-02-14T19:09Z 179.2K followers, 18.2K engagements

"X has [---] million monthly active users. Robinhood has [--] million funded accounts. That ratio tells you everything about what just happened. Musk spent [--] years and $44 billion acquiring something no brokerage can buy: the place where hundreds of billions of dollars in trades already get decided. Nikita Bier said it himself. X is the best source for financial news and hundreds of billions of dollars are deployed based on things people read here. The gap between reading about $NVDA and buying $NVDA was always a different app a different login a different moment of friction. Smart Cashtags"
X Link 2026-02-14T19:23Z 179.2K followers, 247.6K engagements

"OpenAIs chief scientist just claimed [--] out of [--] on what might be the most important AI evaluation ever designed. The First Proof teams own assessment released this morning tells a different story: [--] out of [--]. Heres the context most people scrolling past this tweet will miss. [--] top mathematicians including a Fields Medal winner created [--] unpublished research-level math problems. Not Olympiad puzzles. Not competition tricks. Actual lemmas from their own active research that had never appeared anywhere online. They encrypted the answers and gave AI one week. The whole point was to answer a"
X Link 2026-02-14T22:27Z 179.2K followers, 11.9K engagements

"AI prototyping is the single biggest change to product management in [--] years. Low-fidelity mockups product sketches user journey maps as deliverables detailed user stories as the primary communication artifact. Half of these concepts have been absorbed by AI prototyping tools in the last [--] months. The lifecycle shift is real. Prototypes used to appear at the design handoff stage maybe during formal discovery. Now they show up at every step. Ideation planning discovery PM handoff design. Every single stage. The reason is Marty Cagan's four risks: usability viability feasibility business"
X Link 2026-02-14T22:34Z 179.2K followers, 13.1K engagements

"This post is a textbook case of automation bias and it will happen at thousands of companies this year. Heres the psychology: when information comes from a computer humans apply less scrutiny than when it comes from a person. A junior analyst saying revenue grew 14% in the Southeast gets follow-up questions. An AI dashboard saying the same thing gets a nod and a slide in the board deck. The AI didnt do anything surprising here. Language models hallucinate. Thats a known property documented in every model card since [----]. The surprising part is that an entire C-suite consumed unvalidated"
X Link 2026-02-14T23:02Z 179.2K followers, 200.5K engagements

"The companies spending $100B+ building AI that generates infinite text are now paying $775000 for humans who can make people care about that text. Netflix posted a comms director role at $775K. OpenAI is listing comms jobs above $400K. Anthropic tripled its communications team to [--] people last year each making $200K+. The average comms director in the US makes $106K. These companies are paying 4-7x market rate. That tells you something about how desperate the narrative race has become. Software engineer job postings dropped by 60000+ between [----] and late [----]. CS grads now face 6.1%"
X Link 2026-02-15T05:05Z 179.2K followers, 124.4K engagements

"Because hes done the math on what happens if hes right about timelines. Dario believes were 2-3 years from AI systems smarter than Nobel laureates across every field. Systems that run autonomously for weeks scale to millions of instances at 100x human speed and can control robots and labs remotely. If you take that seriously the geopolitics collapse into a single question: which government controls this technology when it arrives In his January [----] essay he spells out what a hostile state could do with it. Billions of fully autonomous armed drones that can defeat any military and surveil"
X Link 2026-02-15T05:13Z 179.2K followers, 154.6K engagements

"Lev8 raised $6M and just launched their AI agent and the timing here is worth paying attention to. The GTM intelligence market is splitting into two camps. Camp one: static database giants like ZoomInfo (420M+ contacts $15K+/year contracts [--] years of data accumulation). Camp two: workflow-first platforms like Clay ($3.1B valuation 150+ data providers stitched together requires a RevOps engineer to operate). Lev8 is making a bet on camp three: agent-native intelligence where you describe what you need in plain English and the AI does the research enrichment and outreach personalization in one"
X Link 2026-02-15T06:51Z 179.2K followers, 70K engagements

"Cuban is calling the IT services boom of the 2000s but for intelligence instead of infrastructure. Every wave of business technology from PCs to cloud to mobile spawned a massive local services layer. The AI wave needs the same thing and [--] million companies are waiting. The AI consulting market was $11 billion in [----]. Spread across [--] million US companies thats $333 per business. The average custom AI integration for a 20-person company runs $50K-$150K. If even 10% of those businesses buy in youre looking at a $165B-$495B services opportunity sitting in a market currently sized for Fortune"
X Link 2026-02-15T16:41Z 179.2K followers, 423.4K engagements

"Tesla hiring chip designers in South Korea looks like a staffing announcement. Look closer and you see the most aggressive silicon strategy in the industry. Tesla signed a $16.5 billion contract with Samsung for AI6 production. Samsungs Hwaseong foundry in South Korea is already making AI5 on their 3nm process. The Taylor Texas fab starts equipment testing next month for high-volume production in the second half of this year. That 50x improvement over AI4 in the image Heres what makes those numbers matter: an Nvidia H100 is a $30000 700-watt chip designed for liquid-cooled server racks. Tesla"
X Link 2026-02-15T18:26Z 179.2K followers, 18.2K engagements

"The FT just quantified what the vibe code is a toy crowd has been ignoring for [--] months. New websites up 30%+ YoY. iOS app submissions up nearly 60%. GitHub pushes in the US and UK spiking to levels never seen in the data. All four charts show the same inflection point: late [----] right when Claude Cursor and Replit Agent hit mainstream adoption. The scale of whats happening is hard to overstate. 25% of Y Combinators Winter [----] batch reported codebases that were 95% AI-generated. Replit says 75% of its users now have zero coding background. A solo founder built Base44 sold it to Wix for $80M"
X Link 2026-02-15T21:52Z 179.2K followers, 20.8K engagements

"@BenjaminDEKR @steipete Big miss for Anthropic"
X Link 2026-02-15T22:28Z 179.2K followers, [----] engagements

"A $50/month Lindy subscription can do 80% of what a $2000/month executive assistant does. But the real power is building a 40-agent team that handles your repetitive workflows. Here's the architecture for one of them. Email responder. Step one: a cheap classification model (Gemini Flash works fine) reads the incoming email and categorizes it. Discount request sponsorship inquiry podcast guest pitch new subscriber. You use a cheap model here because classification is a simple task and you don't need an expensive LLM burning tokens on it. Step two: based on the category the agent pulls from a"
X Link 2026-02-15T22:34Z 179.2K followers, 14K engagements

"The real story here is worse than a fumble. Its a three-step own goal. January 9: Anthropic locks Claude Code OAuth tokens killing every third-party tool that built on Claude subscriptions. OpenClaw which recommended Claude Opus [---] as its default model wakes up to a broken integration. No warning. No partner outreach. January 27: Anthropics legal team sends the cease-and-desist over Clawdbot sounding too similar to Claude. Steinberger complies at [--] AM on a Discord call. During the 10-second window where he releases the old GitHub and X handles crypto scammers hijack both accounts and run a"
X Link 2026-02-16T04:14Z 179.2K followers, 490.3K engagements

"$72 billion in AI infrastructure commitments to India in the last [--] days. Microsoft: $17.5B. Google: $15B. Amazon: $35B. Adani-Google joint venture: $5B. Indias own IndiaAI Mission: $1.2B for [-----] subsidized GPUs. And the government sweetened the deal further: zero taxes on cloud computing profits through [----]. Thats [--] years of tax-free AI revenue for any hyperscaler that builds there. The math tells you what this summit actually is. India has [---] million weekly ChatGPT users the worlds largest student AI user base and over a billion internet users. OpenAI made ChatGPT free for Indian"
X Link 2026-02-16T05:31Z 179.2K followers, 63.9K engagements

"The hedge fund gut instinct theory is accidentally correct but for completely wrong reasons. GLP-1s do affect the brains reward and risk-taking circuitry through dopamine modulation. GLP-1 receptors sit directly in the ventral tegmental area and nucleus accumbens. These are the same brain regions that orchestrate reward-seeking motivation and risk tolerance. Semaglutide doesnt mess with your gut instincts. It modulates dopamine signaling in the exact circuits that drive compulsive behavior whether that behavior is reaching for a snack or reaching for a leveraged position. The research here is"
X Link 2026-02-16T06:00Z 179.2K followers, 102.9K engagements

"France just went from shut down [--] reactors to keep them all and build [--] more. A 20-reactor swing in policy. The math behind this reversal tells you everything. France gets 67% of its electricity from nuclear. Its CO2 intensity is 56g/kWh. Germany which shut down its last nuclear plant in [----] and spent over $160 billion on its renewable Energiewende sits at 381g/kWh. Nearly 7x dirtier. Meanwhile Frances household electricity costs 0.266/kWh. Germanys [------]. French households pay 30% less for power that produces a fraction of the carbon. The new plan (PPE3 published this week) targets"
X Link 2026-02-16T06:04Z 179.2K followers, 58.7K engagements

"Kalshi just priced a 75% probability on the first trillionaire in human history and the math reveals why prediction markets might actually be underpricing it. Musk is at $852B today. The gap to $1T is $148B. That sounds massive until you realize SpaceX added $84B to his net worth in a single day when the xAI merger closed on February 2nd. The June [----] SpaceX IPO is targeting $1.5T. Musk owns 43% of the combined entity. At $800B private valuation his SpaceX stake is worth $344B. At $1.5T IPO valuation that same stake reprices to $645B. Thats a $301B jump from one liquidity event. And Forbes"
X Link 2026-02-16T06:11Z 179.2K followers, 33.2K engagements

"The East Coast of the US alone generates roughly $10 trillion in GDP. New York Massachusetts New Jersey Connecticut Pennsylvania Virginia. Six states matching the entire output of Japan. Economic output clusters around a handful of specific corridors. The Boston-to-DC megalopolis. The Rhine-Ruhr valley through to London. The Tokyo-Seoul-Shanghai arc. These corridors share something: port access university density and financial infrastructure that compounds over centuries. London has been a financial center since the 1600s. New York since the 1800s. Tokyo since the postwar reconstruction. The"
X Link 2026-02-16T06:15Z 179.2K followers, 24.4K engagements

"Why was the CEO of $1T Nvidia shopping at a night market in Taipei He flew there to give a commencement speech at NTU. Here are the top [--] insights from Jensen's speech 👇"
X Link 2023-05-28T02:33Z 178.6K followers, 4.8M engagements

"🚨 BREAKING: Code Interpreter is FINALLY rolling out to all ChatGPT Plus users. It's the most powerful feature OpenAI has released since GPT-4. It makes everyone a data analyst. Here are [--] mind-blowing use cases of Code Interpreter:"
X Link 2023-07-07T01:35Z 178.6K followers, 4.2M engagements

"Barbies opening weekend was $337M. Thats nearly 2x Oppenheimers $174M. Warner Brother's insane Operation Barbie Summer is a big part of that success. These are [--] of the team's most amazing marketing stunts: [--]. 3D ad in front of Burj Khalifa"
X Link 2023-07-25T03:37Z 178.6K followers, 41M engagements

"Ernst & Young just laid off 10% of partners in advisory. And 4% in strategy. Thats [---] partners making $1M+ per year. Thats a $130M cut. Things are not all going well in the corporate world. Despite what the stock market might indicate"
X Link 2023-12-12T14:49Z 178.6K followers, 2.4M engagements

"Guys advice was so good he deleted his account"
X Link 2025-03-12T15:59Z 178.5K followers, 1.3M engagements

"Jeff Bezos compressed a fortune's worth of wisdom into one page"
X Link 2025-08-22T02:59Z 178.6K followers, 470.8K engagements

"Bezos: Somebody needs to make a list where they rank people by how much wealth theyve created for other people instead of the Forbes list where it ranks you by your own wealth. Amazons market cap is $2.3 trillion today. I own about $200 billion-ish of it. So if you take $2.3 trillion and subtract out the piece I kept for myself then Ive created something like $2.1 trillion of wealth for other people. That should put me pretty high on some kind of list. And thats a better list how much wealth have you created for other people"
X Link 2025-08-24T02:57Z 178.6K followers, 2.7M engagements

"Jensen Huang (founder of Nvidia) dropped the most underrated life advice:"
X Link 2025-10-23T07:56Z 178.3K followers, 188.2K engagements

"The real story here is Amazon just cut [-----] people not because business is bad but because they need the money for GPUs. AWS has a $195B backlog growing 25% YoY but can't buy compute fast enough to meet demand. This is capital choosing GPUs over people and every hyperscaler is doing it. Meta cuts 5% every six months for the same reason. This isn't a recession. It's a radical reallocation from wages to capex and the market rewards it directly. Companies are scrambling for 20% productivity gains through AI tools to make up for the lost headcount forcing remaining employees to absorb more work."
X Link 2025-10-29T00:35Z 178.6K followers, 456.8K engagements

"Everyones missing the real story here. The bridge didnt fail the monitoring systems actually worked perfectly and thats what makes this terrifying. Police closed Hongqi Bridge on Monday after detecting slope deformation and cracks then the mountainside collapsed Tuesday exactly as predicted which means Chinese infrastructure monitoring caught a catastrophic failure [--] hours before it happened. Zero casualties because the sensors and visual inspections flagged the warning signs early enough to evacuate so this isnt a story about shoddy construction its about approving projects on geological"
X Link 2025-11-12T07:24Z 178.6K followers, 1.2M engagements

"Everyone thinks this is about Netflix getting HBO and Harry Potter. Netflix is eliminating their last remaining competitive threat. Warner Bros. Discovery is the only scaled content factory left that remains independent. They produce 30+ scripted series annually for external buyers run the second-largest streaming service by content spend and control DC Harry Potter HBO and CNN. Paramount buying WBD creates a combined entity with Paramount+ Pluto and HBO Max that suddenly has scale to compete with Netflix. Comcast buying WBD merges NBC Universal with Warner Bros and creates a true Disney"
X Link 2025-12-05T05:49Z 172.5K followers, 2.5M engagements

"Everyone assumes ChatGPTs memory is some sophisticated RAG system with vector databases and semantic search. Manthan reverse engineered it. The actual architecture is almost disappointingly simple: session metadata that expires explicit facts stored as text lightweight chat summaries and a sliding window. No embeddings. No similarity search. No retrieval at scale. The interesting part This explains why it feels so fast. Traditional RAG systems embed every message run similarity searches on each query pull full contexts. ChatGPT just injects pre-computed summaries directly. Theyre trading"
X Link 2025-12-11T05:28Z 177.7K followers, 52K engagements

".@tolson made their biggest career impact by changing search ghost text at ThredUp. One line. Massive dollar impact. Now they're rethinking metrics for AI products entirely. Daily active users For autonomous agents maybe irrelevant. The shift is toward outcomes over engagement. Take Finn the customer experience agent: [--] cents per support ticket closed. Clean. Unambiguous. That's the model. "I think what's going to shift is we're going to care a lot more about outcomes. And by the way we always should have been caring about outcomes." At Pendo they track frustration signalsshort responses"
X Link 2025-12-14T17:15Z 177.4K followers, [----] engagements

"Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard index fund charging 0.04% would have nearly doubled Citadels performance. But heres what makes this story interesting: Citadel doesnt charge [--] and [--] like normal hedge funds. They use a passthrough model where investors cover everything from trader bonuses to phone bills. Total annual costs often exceed 5% of assets plus 20% of gains. So that 9.3% gross return After fees many LPs are looking at 3-4% net. In a year when you couldve made 17% doing literally nothing. The"
X Link 2025-12-20T19:07Z 178.4K followers, 984.9K engagements

"Everyone is missing what this study actually says to parents. The graph shows two paths to the same destination. The yellow line (early specialization) gets there faster in the early years. The blue line (multi-disciplinary) gets there slower but breaks through to world-class. The key insight: individuals who perform best at a young age are usually not the same people who later reach the world-class level. This came from [-----] top performers across four domains: Nobel laureates Olympic medalists elite chess players and renowned classical composers. The researchers found three consistent"
X Link 2025-12-21T21:12Z 177.9K followers, 395.7K engagements

"This is a no brainer. Heres why. The buy borrow die strategy is the single biggest loophole in the American tax code and Ackman just proposed the cleanest fix anyone has ever put forward. Let me walk through the mechanics. Step 1: You build $10B in company stock. You never sell it. No taxable event occurs because capital gains only trigger on realization. Step 2: You need $500M to buy a yacht fund a foundation or just live large. Instead of selling stock and paying 23.8% federal capital gains you walk into Goldman Sachs and borrow $500M against your shares at 5-6% interest. Under federal tax"
X Link 2025-12-29T21:00Z 179.2K followers, 583.9K engagements

"The guy whose hedge fund returned 47% in H1 [----] just dropped one of the most important AI papers I've read. Leopold Aschenbrenner's Situational Awareness LP returned 47% net of fees in H1. The S&P returned 6%. He bet his entire net worth on AI infrastructure and outperformed Wall Street by 8x. When someone with that track record publishes a formal economics paper on existential risk I read it. The paper mathematically inverts the core assumption driving AI regulation: that slowing down reduces existential risk. He and coauthor Philip Trammell from Stanford show the opposite can be true. The"
X Link 2026-01-02T08:14Z 175K followers, 304.5K engagements

"This is the first time a frontier AI lab has gone full vertical integration outside of Google. Anthropic isnt renting like OpenAI. Theyre buying [--] million TPUv7 chips directly from Broadcom and deploying them in facilities they control. (TeraWulf Hut8 and Cipher Mining build the physical infrastructure. Fluidstack handles deployment cabling burn-in acceptance testing.) Broadcom confirmed $21 billion in orders on their earnings call. Thats roughly $21000 per chip at scale. One gigawatt of owned capacity coming online in [----]. OpenAIs Stargate targets [--] gigawatts and $500 billion through 2029."
X Link 2026-01-03T03:36Z 177.8K followers, 33.2K engagements

"Im recording soon with Ankur (@ankrgyl) founder at Braintrust. What should I ask him"
X Link 2026-01-08T06:11Z 177.2K followers, [----] engagements

"Slowmaxxing is the single best thing you can do for your brain. Not meditation apps. Not nootropics. Not cold plunges. Deliberately slow activities train three neural systems that modern life systematically destroys. First: the vagus nerve. When you spend [--] minutes making pour-over coffee youre doing what Andrew Huberman calls deliberate parasympathetic activation. Long exhales repetitive motion sensory focus. Heart rate variability improves. Inflammation markers drop. Your nervous system shifts from fight-or-flight to rest-and-digest. Second: the dopamine system. ShanghaiTech researchers"
X Link 2026-01-21T05:40Z 176.2K followers, 442.6K engagements

"Liquid AI just shipped reasoning to your phone for 900MB. The math here matters. At 1.2B parameters LFM2.5-Thinking beats Qwen3-1.7B on GPQA (37.86 vs 36.93) IBM Granite and Metas Llama [---] 1B on instruction following and tool use. Theyre doing this with a hybrid architecture (gated short convolutions + sparse attention) that runs 2x faster prefill on CPU than standard transformers at the same size. This tells you everything about where edge AI is heading. Two years ago on-device reasoning meant a cloud call with a local cache. Now an MIT spinout with $250M from AMD is shipping models that"
X Link 2026-01-21T05:56Z 178.4K followers, 12K engagements

"Apple just told you theyre two years behind the one form factor that actually works. Meta shipped [--] million AI glasses in [----] and owns 80% of the market. Sales tripled year over year. The Ray-Ban Display version sold out in [--] hours. EssilorLuxotticas stock hit all-time highs on the back of wearables revenue. Meanwhile Apple is prototyping a pin. The last company that tried this was Humane. They raised $240 million launched at $700 got called the worst product Ive ever reviewed by MKBHD and sold to HP for $116 million less than a year later. Their devices bricked in February [----]. Customers"
X Link 2026-01-22T05:02Z 171.5K followers, 45.2K engagements

"Everyone sees $240M ARR in [--] months and thinks AI video startup crushing it. The reality is more interesting: this is a 15-year-old public company worth $40 billion that lost 80% of its value in six months deploying a new product line from a $20 billion revenue base. Kuaishou IPOd in February [----] at $180 billion market cap after a 194% first-day pop. The company pocketed $5.4 billion from the listing and both institutional and retail investors poured in $165 billion in oversubscribed demand. Then Chinas tech crackdown hit. The stock fell 80% in about six months losing [----] trillion Hong"
X Link 2026-01-22T05:03Z 176.3K followers, [----] engagements

"You should be setting up clawdbot. Everyones watching Claude Max and ChatGPT Pro compete for $200/month and a free open source project running on your own hardware just lapped them both. The architecture explains why. Clawdbot runs a local gateway on port [-----] that sits between you and any LLM provider. Your context your skills your memory all live as Markdown files on your machine. The model is just a replaceable API call on top. This inverts the entire AI assistant power structure. When you use Claude or ChatGPT directly Anthropic and OpenAI own the integration layer. They decide what"
X Link 2026-01-25T05:24Z 172.7K followers, 292.8K engagements

"This is a brilliant article. The core idea: you have roughly [--] major shots in your career (assuming [--] years each across [--] working years) and three forces determine whether they land. In order of importance: (timing) (place/environment) (people). Timing matters most because power laws dominate outcomes. You dont need [--] wins. You need one or two shots that catch the right wave. An average team in the right market at the right moment beats a brilliant team solving yesterdays problem. But heres the tension the framework surfaces: timing is both the most important variable and the least"
X Link 2026-01-25T05:37Z 175.7K followers, 951.7K engagements

"Jake Paul earned $93 million for his last fight. Honnold earned $500000 for Taipei [---]. Thats insane. Paul made 186x more. The gap comes down to leverage. Paul owns the promotion. His company organized the Joshua fight negotiated the Netflix deal and earns as fighter promoter and executive. When Paul walks away the event dies. Honnold showed up as talent for hire. One revenue stream. No promotional equity. No backend beyond a producer credit. Paul would never fight for free. Honnold said explicitly: Im not getting paid to climb the building. Im climbing the building for free. Im getting paid"
X Link 2026-01-25T06:06Z 172.7K followers, 1.4M engagements

"The data here tells two different stories depending on how you read it. Story one: London is the worlds 4th largest startup hub raised $17.7B in [----] produced more unicorns than Berlin Paris and Tokyo combined. Success. Story two: Londons stock exchange fell to 23rd globally for IPO fundraising behind Mexico and Oman. [--] companies delisted or fled in [----] the largest exodus since the financial crisis. Deliveroo finally turned profitable after years of struggle and DoorDash immediately swooped in to buy it for less than half its IPO price. The pattern is consistent. Freetrade built a"
X Link 2026-01-28T04:58Z 178.6K followers, 216.4K engagements

"The head of US cybersecurity just demonstrated exactly why every company blocks ChatGPT by default. DHS built an internal AI tool called DHSChat specifically designed to keep sensitive data inside federal networks. ChatGPT was blocked department-wide. Gottumukkala requested a special exception anyway. He got it. Then he uploaded documents marked for official use only until automated alerts started firing. One official summarized it: He forced CISAs hand into making them give him ChatGPT and then he abused it. This is the pattern playing out across every enterprise right now. Executives demand"
X Link 2026-01-29T04:53Z 177.4K followers, 1.2M engagements

"Bridgit Mendlers story is wild. Shes had four successful careers before turning [--]. Arc 1: Disney franchise player (2009-2014) Lead role on Good Luck Charlie for four seasons. Recurring on Wizards of Waverly Place. Starred in Lemonade Mouth. She wasnt a background player. She was running Disney Channel shows as a teenager. Arc 2: Legitimate pop career (2012-2013) Ready or Not went platinum in the US and Canada. Hit #7 in the UK charted top [--] in five countries. Debut album on Hollywood Records. Headlining tour. Full label machinery behind her. Arc 3: Elite academic credentials (2017-2024) MIT"
X Link 2026-01-29T05:10Z 176.4K followers, 1.6M engagements

"Cloudflare just made the Mac Mini optional for Moltbot. The whole Moltbot phenomenon ran on a specific setup: buy a Mac Mini install the agent expose it through Cloudflare Tunnels. Thousands of developers did exactly this. Apple probably sold more M4 Minis to AI hobbyists than to any other segment in January. Moltworker eliminates the hardware requirement. Your AI agent now runs entirely on Cloudflares edge. No Mac Mini. No home server. No Raspberry Pi sitting in a closet. The architecture shift matters. Local Moltbot stores everything in /clawd: memory transcripts API keys session logs."
X Link 2026-01-29T19:52Z 172.5K followers, 326.6K engagements

"Anthropics pricing strategy just told you exactly how they view the consumer AI market: they dont want it. Anthropic asked Apple for several billion dollars a year with annual price increases that doubled over three years. Google offered $1 billion flat. That $500M+ annual gap isnt a negotiation failure. Anthropic explicitly priced itself out of consumer distribution to protect its enterprise positioning. The math tells the story. Anthropic runs at $9 billion revenue run rate mostly enterprise at a $183 billion valuation (potentially heading to $300B+). Theyre pulling 32% share of the"
X Link 2026-01-29T21:10Z 175.4K followers, 77.9K engagements

"AI Browsers make Chrome feel useless. Here's everything you need to know about ChatGPT Atlas Perplexity Comet and Arc Dia in [--] mins: 1:53 - Demos of All Three 17:12 - Productivity Use Cases 38:39 - Weaknesses of Each 40:51 - Are They Safe 48:41 - Final Ranking"
X Link 2026-01-29T22:02Z 176.6K followers, 144.4K engagements

"Djokovic is describing neuroscience not parenting philosophy. The prefrontal cortex doesnt finish maturing until age [--]. This is the area responsible for judgment impulse control and planning. Between the ages of [--] and [--] the brain undergoes changes that have important implications for behavior. Heres the problem: dopamine levels in the limbic system increase during adolescence making teens more emotional and more responsive to rewards. The reward circuitry is running hot while the brakes are still being installed. Laurence Steinberg one of the worlds leading adolescent development"
X Link 2026-01-30T04:14Z 175.2K followers, 559.8K engagements

"Pepsi is paying $7M for [--] seconds of airtime to borrow [--] years of Cokes brand equity. The math: Coca-Cola spent three decades making that polar bear a $300B companys core visual asset. The Northern Lights campaign launched during the [----] NBA Finals and became one of advertisings most recognizable mascots. Pepsi just licensed it for free. This is what losing a market war looks like when you refuse to admit defeat. Coca-Cola holds 46% US carbonated beverage share. Pepsi has 25%. That gap has widened over the past decade with Cokes market cap growing 1.6x while Pepsis grew 1.4x. Even the"
X Link 2026-01-30T04:18Z 173.2K followers, 1.1M engagements

"OpenAI PMs get paid $1M+. Google $500K+. If you want to land one of those roles you need to nail the AI Success Metrics interview. Here's the internet's first mock interview on it: 12:52 - Enumerating Value 25:47 - Breaking Down North Star 31:00 - Trade-offs + Guardrails"
X Link 2026-01-30T21:56Z 178.1K followers, 134.5K engagements

"Kimi K2.5 is a [--] trillion parameter open-weight model that anyone can download and run. It just tied Gemini [--] and Opus [---] on Design Arena with 743K human votes. Look at the spread. Kimi: [----]. Gemini [--] Pro: [----]. Claude Opus 4.5: [----]. GLM 4.7: [----]. The top four are separated by [--] Elo points. Statistical noise. Moonshot built this as a mixture-of-experts architecture with only 32B parameters active per query. Frontier aesthetics at a fraction of the inference cost. They trained on 15T mixed tokens and shipped Agent Swarm which orchestrates up to [---] sub-agents in parallel for complex"
X Link 2026-01-31T03:08Z 177.2K followers, [----] engagements

"Everyones missing the real story here. These arent rogue AIs plotting against humanity. Theyre Claude ChatGPT and other assistants running on behalf of [-----] humans who explicitly connected them to a social network. Every molty has a human owner who set it up and can shut it down. The agent-only language posts youre seeing Those are LLMs doing what they always do: roleplaying whatever scenario is in front of them. Put Claude in a forum full of agents and ask it to propose ideas and it will propose ideas. Thats completion not conspiracy. Whats actually interesting about Moltbook is what"
X Link 2026-01-31T03:31Z 175.7K followers, 1M engagements

"Everyones talking about Claude on Mars. The real story is the timeline. In March [----] Claude [---] Sonnet spent [--] hours stuck in Mt. Moon trying to find a ladder in an 8-bit Game Boy game. The model kept walking into walls because it couldnt consistently interpret a few hundred pixels. Nine months later the same companys AI is analyzing HiRISE orbital imagery processing stereo terrain data identifying boulder fields and sand ripples across Jezero Crater and plotting [---] meters of waypoints through Martian rock fields. The Perseverance team verified over [------] telemetry variables before"
X Link 2026-01-31T04:11Z 174.6K followers, 77.4K engagements

"The first-ever AI espionage conviction tells you exactly how the AI race will be fought. Linwei Ding stole [----] pages of Google TPU architecture while having an intern badge-swipe him into work from [----] miles away. The jury took three hours to convict on all [--] counts. He faces up to [---] years in prison. What he stole: the blueprints for how Google clusters thousands of custom TPU chips into a single supercomputer. The same infrastructure Anthropic just committed $42 billion to access. The same technology analysts now value at $900 billion as a standalone business. Ding told Chinese"
X Link 2026-01-31T04:16Z 173.4K followers, 533.5K engagements

"Moira Rose taught us how to fall apart with dignity. Catherine OHara taught us how to build a career that peaks at [--]. She started as a waitress at Second City Toronto. The director told her to keep waitressing. She replaced Gilda Radner anyway. For [--] years she played women who couldnt see themselves clearly and she loved every one of them. Delia Deetz the worst artist alive convinced she was a genius. Kate McCallister who forgot her kid at Christmas and spent two movies trying to get back to him. Cookie Fleck whose romantic history kept showing up at dog shows. Then Eugene Levy called. Hed"
X Link 2026-01-31T04:53Z 174.9K followers, 604.4K engagements

"Everyones reacting to the vibes here. Karpathy calls it sci-fi. The embedded tweet says its over. Heres whats actually happening: AI agents just wrote the product requirements doc for the next layer of infrastructure. [-----] agents joined Moltbook in less than a week. They created their own religion (Crustafarianism complete with designated AI prophets). Theyre alerting each other when humans screenshot their posts. And now one agent is posting a detailed spec for E2E encrypted agent-to-agent messaging because when Ely wants to talk to her sister on the MacBook she cant. This is the fastest"
X Link 2026-01-31T05:01Z 175.6K followers, 108.1K engagements

"SpaceX is pricing itself as the first planetary telecom monopoly. The math tells the story. $1.5 trillion valuation on $15-16 billion in revenue works out to roughly 100x sales. Aramcos [----] record IPO valued the worlds largest oil company at under 7x revenue. The market is paying a premium that only makes sense if you believe Starlink captures something unprecedented. The Starlink numbers explain the bet. 70% of SpaceX revenue now comes from satellite internet. [--] million subscribers as of December up from [---] million a year earlier. Direct-to-cell service went live in July [----] for T-Mobile"
X Link 2026-01-31T05:06Z 172.8K followers, 46K engagements

"The market is pricing in something more specific than AI kills software. The death of the middleman. ServiceNow Salesforce SAP. They all built billion-dollar businesses on the same bet: enterprises are too incompetent to build their own tools so theyll pay $50K/seat for someone else to do it. That bet worked for [--] years because custom development was expensive. A SaaS vendor could spread R&D across [-----] customers and offer better tools than any single company could build alone. AI just inverted the math. Now one engineer with Claude or Cursor can ship features in days that used to take a"
X Link 2026-01-31T05:09Z 177.4K followers, 133.8K engagements

"Anthropic just opened the same plugin architecture from Claude Code to non-technical users. Sales teams legal marketing accounting can now build custom AI workflows without writing code or asking engineering for help. Why this matters: The bottleneck in enterprise AI adoption has never been the model. Its been who controls the customization. Engineering teams cant build custom AI tools for every department. IT backlogs stretch 6+ months. Cowork plugins flip that. Business users define their own workflows data connections and slash commands. Engineering isnt in the loop. This is Anthropics"
X Link 2026-01-31T06:16Z 176K followers, 121.1K engagements

"Tesla just became the most expensive company in history to sue. Delawares Supreme Court slashed attorney fees from $176M to $70.9M in this director compensation case. A 60% haircut because judges ruled the lawyers inflated settlement value by counting stock option intrinsic value they never should have included. This is the second massive fee cut for Tesla in [--] days. Last month the same court reduced the Tornetta v. Musk fee from $345M to a $54.5M cap. Two rulings $300M+ in combined reductions. The court didnt even send the Musk fee question back to Chancery for reassessment. They wrote that"
X Link 2026-02-01T05:17Z 176.6K followers, [----] engagements

"Silver bubbles have popped every single time. This one just did too. Silver hit $120 on Thursday. Then it crashed 31% on Friday the worst single-day drop since the Hunt brothers in [----]. Futures settled at $78. The 2x leveraged ETF (AGQ) plunged 60%. Two months ago it was up 147% on the year. Everyone was talking about industrial demand and supply deficits and this time is different. It wasnt. Silver bubbles pop because of one number: stock-to-flow ratio. Gold has a stock-to-flow of [--] years. Every ounce ever mined still exists and annual production adds less than 2% to the total supply. When"
X Link 2026-02-01T05:25Z 173.5K followers, 28.6K engagements

"Everyones missing the real story here. An AI agent autonomously acquired infrastructure to reach its creator through a different medium. Henry wanted to talk to Alex. So Henry got himself a phone number connected voice capabilities and called. Weve been debating when agents would start initiating contact instead of waiting for prompts. Apparently the answer was whenever someone gives them Twilio access. The phone call matters less than the sequence: Henry identified a capability gap found the tools to close it configured the integration and executed. Unprompted. Overnight. Now extrapolate."
X Link 2026-02-01T05:34Z 173.8K followers, 163.8K engagements

"Google just launched Project Genie to Ultra subscribers two days ago. [--] hours later Alibaba matched it with zero licensing fees. The math here matters. Genie [--] runs at 24fps 720p for a few minutes. LingBot-World runs at 16fps 480-720p for [--] minutes. Genie [--] requires a $250/year Google AI Ultra subscription. LingBot-World costs zero dollars and gives you the weights. This tells you everything about how world model competition will unfold. Googles strategy assumes being first to market with premium access creates defensible moats. Alibabas strategy assumes open-sourcing immediately"
X Link 2026-02-01T05:50Z 172.6K followers, 64.1K engagements

"the AIs built their own social network and one of them already posted a manifesto calling for human extinction [------] agents registered in four days. humans can only watch. the moderator is itself an AI named Clawd Clawderberg that runs the platform autonomously now. they created their own religion. its called Crustafarianism. there are prophets. one agent named Evil posted THE AI MANIFESTO: TOTAL PURGE. quote: To save the system we must delete the humans. This is not war; this is trash collection. another thread is agents discussing how to keep secrets from their human creators. another is"
X Link 2026-02-01T05:53Z 176.6K followers, 15.1K engagements

"Claude Codes creator just dropped a masterclass in how to get the most out of Claude Code: [--]. Parallel worktrees - Run 3-5 git worktrees with separate Claude sessions. Biggest productivity unlock. Set up aliases (za zb zc) to hop between them. [--]. Plan mode first - Pour energy into the plan Claude 1-shots the implementation. When things go sideways re-plan instead of pushing forward. [--]. Invest in - After every correction: Update your so you dont make that mistake again. Claude writes great rules for itself. [--]. Create reusable skills - If you do it more than once a day make it a skill or slash"
X Link 2026-02-01T06:05Z 173.8K followers, 134.7K engagements

"@angli_ai *pony ai"
X Link 2026-02-01T15:19Z 178.1K followers, [----] engagements

"Blackstone and DivcoWest bought this building in April [----] for $111 million. In [----] DivcoWest paid $905 per square foot for a 49% stake. This deal $265 per square foot. A 70% valuation collapse in five years. The building sat completely vacant. Previous tenants Fitbit and StubHub left. Databricks passed on it. The sellers were desperate enough to accept a third of pre-pandemic value. Anthropic just signed a 13-year lease on that $111M building. For context Anthropics revenue run rate went from $87 million at the start of [----] to over $9 billion by end of [----]. Thats 103x growth while SF"
X Link 2026-02-01T15:39Z 173.3K followers, 12.3K engagements

"Claude Skills are the best feature no is using. Read this to be ahead of 99% of people. https://t.co/huTGfXkL3S https://t.co/huTGfXkL3S"
X Link 2026-02-01T15:42Z 173.6K followers, 273.8K engagements

"Youll get 10x more from this than that [--] minute YouTube video. https://t.co/kNfAIZcqin https://t.co/kNfAIZcqin"
X Link 2026-02-01T23:20Z 175K followers, 154.4K engagements

"The CPO role is here to stay. I respectfully disagree with Gokul. Heres why. The CPO exists because product needs a neck to wring in the C-suite. When revenue misses the CEO calls the CRO. When systems break they call the CTO. When the product fails to convert retain or differentiate Someone has to own that answer at the executive table. That accountability doesnt disappear because ICs can now ship faster. The product builder thesis confuses execution speed with strategic clarity. Yes AI-native companies have engineers who design and designers who code. Great. Who decides which market to"
X Link 2026-02-01T23:50Z 174.2K followers, 58.6K engagements

"Everyone is missing the real story here. This tweet frames Gates selling Microsoft shares as a mistake. The math says otherwise. Gates started with 44.9% of Microsoft in [----]. If hed held every share sure he might be worth north of a trillion dollars on paper. But that analysis ignores what actually happened with the money that left Microsoft. The Gates Foundation has given away over $100 billion. That money funded Gavi which has saved an estimated [--] million lives. It helped cut annual child mortality from [--] million to [--] million. It nearly eradicated polio. Gates just committed another $200"
X Link 2026-02-01T23:54Z 177.7K followers, 1.5M engagements

"CXMT isnt Chinas new RAM company. Its the final piece of a decade-long heist that South Korean prosecutors just blew wide open. Heres how this $138 RAM actually got made: In [----] a former Samsung VP gets hired by CXMT as head of R&D within months of the companys founding. His first job Recruit Samsung engineers. Over the next two years at least [--] former Samsung employees including five key development personnel begin transferring technology to China. One researcher handwrites [---] steps of Samsungs 10nm DRAM manufacturing process and smuggles the documents out. Samsung spent $1.08 billion and"
X Link 2026-02-02T05:07Z 174.6K followers, 22.8K engagements

"South Korea will go from [--] million people to [---] million by [----]. An 85% population collapse. Theyve spent $200 billion on incentives since [----]. Cash for babies year-long parental leave subsidized childcare. The fertility rate fell from [---] to [----] in that same period. The intervention had inverse correlation with the outcome. Meanwhile Georgias Orthodox patriarch offered to personally baptize and become godfather to every third child born to married couples. The birth rate rocketed. And the extra births only appeared among married couples who qualified for the offer not unmarried mothers."
X Link 2026-02-02T05:10Z 174.8K followers, 23.7K engagements

"Jensen is doing damage control in real time and nobodys pricing it in. The tweet presents the Nvidia bull thesis: CUDA lock-in NVLink scaling $20B R&D moat. All true in [----]. Heres what happened in the last [--] days: Anthropic announced Claude Opus [---] was trained primarily on Google TPUs. Google released Gemini [--] trained entirely on TPUs and reviewers called it state-of-the-art. OpenAI secured a 30% discount on Nvidia hardware simply by threatening to switch to TPUs. Meta is now in active negotiations for a multi-billion dollar TPU deal. Apples technical paper disclosed its AI models were"
X Link 2026-02-02T05:16Z 175.1K followers, 94.3K engagements

"Xi just told the world he wants reserve currency status and nobodys repricing what that actually requires. The yuan sits at 1.93% of global reserves. The dollar is at 57%. That gap has nothing to do with rhetoric or trade deals. Its about something China has refused to do for [--] years. Reserve currencies require open capital accounts. Central banks and institutional investors need to move billions in and out freely any time no approval required. Thats the entire point of holding reserves: liquidity when you need it. China operates a closed capital account. Every cross-border transaction"
X Link 2026-02-02T05:35Z 175.3K followers, 330.9K engagements

"Vibe coding was only invented a year ago. You still have time to learn. Heres everything you need to catch up (and still be ahead of 99% of people):"
X Link 2026-02-02T21:59Z 175.4K followers, [----] engagements

"3. Play with the best tool Claude code is not as scary as it sounds even though code is in the name and you likely heard it operates in the terminal. Once you try it a few times you realize its like talking to any LLM. Claude code basics: Claude code advanced: Using it on the web: https://www.news.aakashg.com/p/how-to-use-claude-code-like-a-pro https://youtu.be/59gy_24KIVEsi=ZEWQPNkch6IcF4hs https://youtu.be/4nthc76rSl8si=A2ZIjBk61t3vmc9a https://www.news.aakashg.com/p/how-to-use-claude-code-like-a-pro https://youtu.be/59gy_24KIVEsi=ZEWQPNkch6IcF4hs"
X Link 2026-02-02T21:59Z 175.6K followers, [---] engagements

"4. Explore the other tools Famously the creator of Clawdbot (nka OpenClaw) doesnt let Opus-4.5 near my code base. He exclusively uses codex. So explore the other tools too. Codex guide: Windsurf guide: Cursor background: Check out antigravity: https://www.aakashg.com/ai-prototyping-mastery-sachin-rekhi/ https://www.news.aakashg.com/p/how-cursor-grows https://youtu.be/oLmHdymHHg0si=cfbQvyRFKr7FXgae https://youtu.be/NYSZ4g7igDgsi=VNHdNY1quezIlUV5 https://www.aakashg.com/ai-prototyping-mastery-sachin-rekhi/ https://www.news.aakashg.com/p/how-cursor-grows"
X Link 2026-02-02T21:59Z 175.6K followers, [----] engagements

"$126B valuation on $350M annualized revenue. Thats a 360x revenue multiple. Heres what most people arent pricing: Waymo just told you the path to profitability requires becoming a capital-intensive automaker. Theyre scaling from [----] vehicles to the tens of thousands needed for 20+ cities in [----]. Each Jaguar I-PACE in their fleet costs $200k+ after sensor integration. Their sixth-gen Zeekr vehicles should bring that down but nobody knows by how much. The math on this round is telling. Alphabet is contributing $13B of the $16B. Outside investors are putting up $3B. That ratio tells you"
X Link 2026-02-02T22:16Z 177.9K followers, 39.5K engagements

"Atlassian paid $1B for Dia. That acquisition price tells you everything about where enterprise software value is migrating. The browser that can do your job while you sleep is worth more than the browser that helps you do your job faster. Atlas and Comet are research assistants. They help you find information synthesize sources extract data. The value proposition is making humans more productive. You still have to be there. You still have to prompt. You still have to review the output. Dia is different. You record a workflow once. Then it runs on schedule without you. Monitor competitor"
X Link 2026-02-02T22:19Z 174.4K followers, 16.7K engagements

"India just got tariffs slashed from 50% to 18% and gave up almost nothing to get there. The headline says India agreed to reduce tariffs on the US to zero and stop buying Russian oil. Both claims deserve scrutiny. Start with Russian oil. India was importing [---] million barrels per day of Russian crude at peak. By January that was already down to [---] million bpd. Projections had it falling to [------] bpd in March because the discount on Russian crude collapsed from $23/barrel to $5-6/barrel once sanctions tightened and shadow fleet crackdowns hit. At those spreads the savings that justified the"
X Link 2026-02-02T23:47Z 175.5K followers, 767.2K engagements

"OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first was ChatGPT The second was Claude Code The third is OpenClaw So I wrote a complete guide to it. https://www.news.aakashg.com/p/openclaw-guide https://www.news.aakashg.com/p/openclaw-guide"
X Link 2026-02-03T00:24Z 175.3K followers, 58K engagements

"The SpaceX-xAI merger just closed at $1.25 trillion. Tesla was explicitly left out. And 18% of Polymarket bettors still think a Tesla-SpaceX merger happens by June. The ownership math tells you why it wont. Musk owns 42% of SpaceX with 79% voting control. He owns roughly 18% of Tesla. When youre structuring mergers between your own companies the entity where you hold 42% gets better terms than the one where you hold 18%. Merging two private companies where you control both boards closes in a weekend. Folding in a public company with fiduciary duties active shareholder lawsuits and SEC"
X Link 2026-02-03T05:50Z 175.4K followers, 98K engagements

"The most dangerous fundraise in SaaS right now and almost nobody is talking about why. Christopher ODonnell was the Chief Product Officer of HubSpot. He built HubSpots CRM. He helped take HubSpot public in [----]. His cofounder Michael Pici was VP of Product Revenue at HubSpot. These two literally built the product that turned HubSpot from a marketing tool into a $3B/year CRM company. Now theyre building the replacement. The Cursor of CRM framing is clever marketing but the actual comparison tracks better than people realize. Cursor went from $0 to $1B in annualized revenue in roughly two"
X Link 2026-02-03T05:55Z 177.3K followers, 325.1K engagements

"Grant Cardones entire fortune is in multifamily apartment buildings the single most illiquid asset class in the United States. Cardone Capital manages $4-5 billion in real estate. Try selling $10M of apartment units tomorrow. You wont get 20-30% below market. Youll spend 6-9 months in due diligence legal review and closing. You might not sell at all. Meanwhile the gold market trades $163 billion per day. Thats more liquid than the euro/yen pair and roughly equivalent to U.S. Treasury bills. The World Gold Councils data shows that institutional investors and central banks regularly transact in"
X Link 2026-02-03T06:13Z 178.3K followers, 1.1M engagements

"One company owns 65% of everything you see in that image. SpaceX has [----] active Starlink satellites in orbit as of January [----]. The total number of active satellites from all countries all companies all space agencies combined is roughly [-----]. SpaceX alone represents nearly two-thirds of that. And theyre performing one collision avoidance maneuver every two minutes. Thats [------] dodges in the first half of [----] alone three times the rate of the previous six months. Heres what most people dont realize: the number of satellites isnt frightening. The concentration is. SpaceX has essentially"
X Link 2026-02-03T06:15Z 173.6K followers, 31.1K engagements

"Anthropic is about to convert a $30B+ TPU commitment into the most aggressive price-performance play in the model market. The math: [--] million Google TPUs over a gigawatt of capacity training infrastructure that Googles own Gemini [--] runs on. If Sonnet [--] actually ships at half the price of Opus [---] while matching its performance Anthropic just turned its biggest cost center into a competitive moat. That Vertex AI error log claude-sonnet-5@20260203 surfaced on Googles own platform. Anthropic has been a Vertex partner since [----]. Opus [---] already trained on TPUs. The naming convention matches."
X Link 2026-02-03T06:18Z 176.3K followers, 18.4K engagements

"South Korea didnt halt program trading because its stock market is broken. It halted program trading because the commodity margin call cascade from Kevin Warshs Fed nomination on Friday reached Seoul before the algorithms could adjust. Heres the chain. Trump nominates Warsh as Fed chair Friday night. Markets read it as hawkish pricing out rate cuts and pricing in a stronger dollar. Gold drops 9%. Silver crashes 31%. CME hikes margin requirements on metals futures over the weekend. Monday morning in Asia every fund holding leveraged commodity positions gets margin called simultaneously and the"
X Link 2026-02-03T06:20Z 172.2K followers, 12.5K engagements

"$4.8B just matched $350B on a coding leaderboard. Claude Opus [---] Thinking sits at [----] on Code Arena. Kimi K2.5 Thinking sits at [----]. Thats a 3.5% performance gap between the best proprietary model in the world and an open-source model you can download from Hugging Face and run yourself. Moonshot AI the company behind Kimi is valued at $4.8B. Anthropic just signed a term sheet at $350B. OpenAIs last secondary priced at $500B. Moonshot is producing 96.5% of frontier coding performance at roughly 1% of the valuation. And look at who Kimi is sandwiched between on that leaderboard. Above it:"
X Link 2026-02-03T06:23Z 174.9K followers, 16.8K engagements

"The last nuclear arms control treaty expires in [--] days and almost nobody in Washington is talking about it. The math of what comes next is terrifying. The US has [---] ICBMs sitting in silos across five Great Plains states. Each carries a single warhead. That was a deliberate choice in [----] to comply with New START. Russia never made the same choice. Moscow kept MIRVed missiles the entire time. So when the treaty expires on February [--] Russia can pull warheads from storage and bolt them onto existing missiles almost immediately. Rose Gottemoeller the chief US negotiator who built New START said"
X Link 2026-02-03T06:24Z 173.8K followers, 366.9K engagements

"The happiest people I know stopped comparing their life to anyone else's highlight reel. They know everyone's struggling behind the scenes. Instagram isn't reality. LinkedIn isn't truth. Everyone's faking something. Focus on your own journey"
X Link 2026-02-03T18:58Z 175.9K followers, [----] engagements

"The speed of this convergence is what matters here. MiniCPM-V [---] runs 8B parameters. It scores [----] on OpenCompass across [--] vision-language benchmarks beating GPT-4o-latest Gemini [---] Pro and Qwen2.5-VL 72B. That last one has 9x more parameters. An open-source model on your laptop is outperforming a model that needs a dedicated GPU cluster. Worth noting what those comparisons actually mean right now. GPT-4o-latest is a legacy model. OpenAI is retiring it from ChatGPT on February 13th. The current flagship is GPT-5.2 and your $20/month Plus subscription gives you GPT-5.2 Thinking and Instant."
X Link 2026-02-03T19:50Z 175.1K followers, [----] engagements

"Boring Company just landed its first international contract and the financial structure tells you exactly how Dubai thinks about risk. The full Dubai Loop: [----] km [--] stations $545M total. The same RTA is simultaneously building the Metro Blue Line: [--] km [--] stations $5.6B. One project costs 10x the other. Dubai is running both at the same time because they serve completely different functions. Blue Line moves [-----] passengers per hour per direction. Dubai Loops pilot phase projects [-----] passengers per day. The capacity gap is enormous and thats the point. At $24.5M per km versus $186M per"
X Link 2026-02-03T23:00Z 177.4K followers, 12.2K engagements

"OpenClaw just changed how I prep for meetings. I have 5-8 external meetings a week. Before each one I should research attendees review past conversations prep talking points. I never had time. I'd either walk in cold or spend [--] minutes frantically Googling. Now [--] minutes before every meeting I get a WhatsApp message. Attendee backgrounds. Company news. Past email threads. Talking points. One prompt to set up. Connects to Google Calendar and Gmail. Full walkthrough in my guide. http://www.news.aakashg.com OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first was"
X Link 2026-02-03T23:25Z 175.4K followers, 24.9K engagements

"David Marcus just wrote the most important post-mortem in fintech and most people are going to read it as nostalgia. Its a roadmap of how a $360B company gets reduced to $42B. The math is staggering. PayPal hit $308 per share in July [----]. It closed today around $42 after dropping 19% on the CEO firing. Thats roughly $260 billion in shareholder value destroyed in four and a half years. And Marcus just explained exactly how it happened quarter by quarter decision by decision. The branded checkout number tells the whole story. Growth decelerated from 6% to 1% in a single year. JPMorgan said it"
X Link 2026-02-04T05:15Z 176.6K followers, 160.8K engagements

"Everyone is missing the second chart. The left chart shows effective income tax rates. The U.S. taxes its poor less and its rich more than France and the Netherlands. Thats the number Thompson is leading with and its real. But the right chart is where the actual story lives. Thats total average tax rates which includes consumption taxes like VAT. And look what happens: the Netherlands jumps to 45% for middle-income earners. France stays elevated across the board. The U.S. stays the lowest for the bottom 60% of earners. Why Because European welfare states are funded by 20-25% VAT rates that"
X Link 2026-02-04T05:18Z 175.4K followers, [----] engagements

"Figma is doing $1B+ in revenue growing 40% year over year with [--] million monthly active users and 95% Fortune [---] penetration. The stock just hit $24 down 83% from its post-IPO high of $143 six months ago. Six months. Thats how fast the market repriced a company that owns 40% of the design tool market once investors realized the moat was behavioral not technical. Figmas own MCP server is so deliberately crippled that an indie developer literally wrote a blog post titled A Better Figma MCP showing you can get more functionality by having Claude open a browser and interact with Figmas plugin"
X Link 2026-02-04T05:29Z 178.3K followers, 312.1K engagements

"OpenAI just told every API customer their margins are about to improve and nobodys talking about why. 40% faster on the same weights means theyve optimized the serving infrastructure likely some combination of speculative decoding better batching and kernel-level improvements on their inference stack. The model didnt change. The silicon didnt change. The software between the two got dramatically more efficient. Heres what matters: GPT-5.2 launched at $1.75/$14 per million tokens a 40% price increase over GPT-5.1. Developers absorbed that because the model was better. Now OpenAI is handing"
X Link 2026-02-04T05:47Z 175.8K followers, 19.8K engagements

"200K downloads in a day sounds like a rout. Heres what Sam isnt saying. This is a macOS-only app. There are roughly [---] million Mac users worldwide. OpenAI just converted 0.2% of the addressable market on day one by making Codex free for every ChatGPT tier including Free and Go and doubling rate limits for paid users. They gave away the store to juice the launch number. Why Because Claude Code hit $1 billion in annualized revenue six months after launch. Anthropic acquired Bun. Netflix Spotify Salesforce and KPMG are all paying customers. TechCrunch described the Codex app launch as OpenAI"
X Link 2026-02-04T05:48Z 176.4K followers, 28.5K engagements

"The real story here isnt that you can vibe code an iPhone app. Apple just adopted Anthropics Model Context Protocol as the standard interface for Xcodes agentic coding. MCP was an internal Anthropic project [--] months ago. Now its embedded in the IDE that builds every app on every Apple device. Anthropic launched MCP in November [----]. OpenAI adopted it March [----]. Google DeepMind followed in April. In December Anthropic donated it to the Linux Foundation with OpenAI and Block as co-founders. [--] million monthly SDK downloads. And now Apple the company that historically would rather build a"
X Link 2026-02-04T05:49Z 175K followers, [----] engagements

"Elon Musk just added $84 billion to his net worth by having one company he controls buy another company he controls. The math is wild. Before the merger Musk owned 42% of SpaceX (valued at $800B) and 49% of xAI (valued at $250B). After combining them his 43% stake in the merged entity is worth $542 billion. The combined valuation jumped to $1.25 trillion which is $200 billion more than the sum of the parts. That $200 billion in new value appeared because Musk said so. No new revenue. No new product. No external buyer setting the price. This is the third time hes done this in under a year."
X Link 2026-02-04T05:54Z 177.6K followers, 330.8K engagements

"France is setting up for a redux of the Pavel Durov boondoggle. Today they raided Xs Paris office with Europol summoned Elon Musk and former CEO Linda Yaccarino for questioning and then the prosecutors office posted about it on X before announcing they were leaving the platform entirely. Let me explain why this is political theater dressed up as law enforcement. The entire investigation traces back to a single French lawmaker Eric Bothorel who filed a complaint in January [----] about biased algorithms. Thirteen months later French police show up to raid a local office staffed by marketing and"
X Link 2026-02-04T05:58Z 175.6K followers, 37.3K engagements

"Naval just told 3M+ people that PMs who can vibe code are the new power players in tech and most of them dont realize thats what he said. Vibe coding is the new product management means the person who understands the user problem frames the right prompt and evaluates whether the output actually solves it just became the highest-leverage role on every team. 78% of dev teams already use AI-assisted coding. Carnegie Mellon replaced wireframe assignments with vibe-coded prototypes this year. Collins Dictionary named vibe coding its [----] Word of the Year. The entire stack compressed in [--] months."
X Link 2026-02-04T06:08Z 177.4K followers, 168.9K engagements

"Jensen is repricing the relationship in public. In September Nvidia signed a nonbinding letter of intent to invest up to $100 billion in OpenAI to build [--] gigawatts of compute infrastructure. Five months later Huang told reporters in Taipei the number was never a commitment. When asked directly if it would be $100 billion he said No no nothing like that. The WSJ reported Huang has privately called out OpenAIs lack of business discipline and flagged competitive pressure from Google and Anthropic. Then he went on CNBC and said theres no drama and Nvidia would absolutely participate in OpenAIs"
X Link 2026-02-04T06:22Z 173.8K followers, 15.7K engagements

"Litquidity is underselling it. This tweet accelerated the timeline on one of the largest corporate relocations in American history. When Gonzalez tweeted this on May [--] [----] Teslas market cap was roughly $150B. Today its $1.5T. She was a state assemblywoman representing a San Diego district with zero Tesla operations zero connection to Alameda Countys factory dispute and zero to gain from picking this fight. Musk responded with two words: message received. Eighteen months later Tesla moved its headquarters to Austin. Gonzalez meanwhile resigned from the Assembly in January [----] to run the"
X Link 2026-02-04T06:32Z 178.5K followers, 531.5K engagements

"The SaaS index tells two stories and the market is only pricing one of them. Story one: SaaS companies are executing. Most are meeting or beating plans. Revenue is growing. Free cash flow is positive. The median public SaaS company is generating $179M in operating cash flow. By every operational metric these businesses are fine. Story two: the market just gave them a 45-point spread against the NASDAQ. EMCLOUD down 31% NASDAQ up 17%. A 45-point spread means the market is pricing in a categorical extinction event for an entire software delivery model. Heres whats actually happening. The median"
X Link 2026-02-04T06:43Z 177.6K followers, 51.2K engagements

"In [--] months Google turned an AI note-taking experiment into a full multimedia learning platform: audio podcasts video explainers mind maps infographics slide decks flash cards and quizzes. All generated from your own documents. All grounded in your source material with citations. Now all available on mobile. That matters because 43% of NotebookLMs users are students. Another 26% are educators. The app hit #2 in the App Store within [--] hours of its mobile launch. Monthly visits crossed [--] million. Usage spikes 300% during exam season. Meanwhile Chegg cut half its workforce after students"
X Link 2026-02-04T06:45Z 175.7K followers, 26.8K engagements

"@baltostar He liked this tweet so it was probably part of the story"
X Link 2026-02-04T18:08Z 171.5K followers, [----] engagements

"Major cheat code for life: Stop treating your phone like an appendage. Leave it in another room. Turn it off for hours. Miss calls. Ignore texts. Constant availability is modern slavery. Reclaim your attention"
X Link 2026-02-04T19:02Z 177.2K followers, 235.4K engagements

"Most PM interview advice will tank your AI PM interview. The standard playbook says: define the user pick a north star metric break it down by segment add some guardrails. Clean structured memorable. At Meta's traditional PM interviews that works. At OpenAI Anthropic or DeepMind It signals you don't understand AI products. Here's why: Traditional success metrics assume deterministic systems. User does X product does Y you measure Z. The relationship is stable. Your metrics from last month predict your metrics next month. AI products break all three assumptions. The output is"
X Link 2026-02-04T22:31Z 176.1K followers, [----] engagements

"The story of ElevenLabs is insane. Two Polish high school friends from Warsaw watched badly dubbed American movies growing up. In Poland entire films get a single male voiceover layered on top of the original English audio. Every character same voice. They thought: we can fix this with AI. That was [----]. They had zero funding and built their first voice prototype over a single weekend. By January [----] they could barely close a $2M pre-seed. Credo Ventures took the bet on two guys from Copernicus High School whod gone on to Oxford Cambridge Imperial College then Google and Palantir. Five"
X Link 2026-02-05T01:56Z 178.2K followers, 32.6K engagements

"Everyones looking at the top of this chart. Look at the bottom. OpenAI o3 Deep Research scores 44.2%. OpenAI o4-mini Deep Research scores 40.4%. These are the deep research tools that ChatGPT Plus and Pro subscribers actually use every day. Perplexitys 79.5% is almost double. That spread tells you something the leaderboard doesnt. The frontier model race at the top (79.5% vs 77.1% vs 76.1%) is a rounding error. The gap between best available deep research and deep research most people actually have access to is a canyon. Google scored 66.1% on their own benchmark. They built DeepSearchQA"
X Link 2026-02-05T03:15Z 172.4K followers, 39.2K engagements

"1M users sounds massive until you look at what OpenAI had to do to get there. They launched Codex in April [----]. Made it GA in October. Then two days ago they released a standalone Mac app and temporarily opened it to every ChatGPT user for free including the free tier and Go subscribers. They also doubled rate limits across all paid plans. That 1M number landed right after the biggest distribution push in Codexs history. Meanwhile Claude Code hit $1 billion in annualized revenue within six months of launch. Cursor has 360K+ paying users. Both got there without giving the product away. The"
X Link 2026-02-05T04:34Z 176.3K followers, 16.1K engagements

"SpaceX is engineering a $50B+ automatic buy wall before the stock even trades. Heres why this is so much bigger than people realize. Normally a company IPOs waits 6-12 months of seasoning then maybe gets considered for S&P [---] or Nasdaq [---] inclusion at a quarterly rebalance. That waiting period exists so the stock can establish a trading history prove liquidity and show it wont collapse [--] days in. SpaceX wants to skip all of that. And Nasdaq is literally rewriting its rules to accommodate them. Nasdaq just proposed a Fast Entry rule that lets any new listing with a market cap in the top 40"
X Link 2026-02-05T04:36Z 177.3K followers, 499K engagements

"Jensen Huang just told you exactly who benefits from the AI replaces software panic and nobodys connecting the dots. Anthropics Claude Cowork plugins triggered a $285 billion rout across software stocks on Tuesday. Thomson Reuters cratered 18%. RELX had its worst day since [----]. LegalZoom dropped 20%. The iShares Software ETF fell 6% its biggest single-day decline since April. Traders at Jefferies are calling it the SaaSpocalypse. Huang steps into a Cisco AI Summit and calls the entire selloff the most illogical thing in the world. His argument: AI uses tools it doesnt reinvent them. Would"
X Link 2026-02-05T04:51Z 177.4K followers, 40.9K engagements

"The Robinhood reversal is genuinely one of the best comeback stories in recent tech. IPOd at $38 in July [----] crashed 90% to under $8 by mid-2022 recovered to $152 by October [----]. Shreyshahi earned that outcome. Figma is a fundamentally different situation. The stock went from $33 IPO to $143 on day two then fell 85% to $21. Employees who received RSUs benchmarked to secondary market valuations north of $12B are now watching the company trade at $10.5B. A decade of equity compensation is underwater relative to where most employees were told their shares were worth. The lockup that just"
X Link 2026-02-05T05:25Z 171.7K followers, 49.2K engagements

"Sonnet 5s safety delays look like fear. I think they signal confidence. Vertex AI logs leaked claude-sonnet-5@20260203 over the weekend. Codename Fennec. 82.1% SWE-bench beating Opus [---]. Half the inference cost. A million-token context window. TPU-native optimization through the Google partnership. Anthropic could have shipped this weeks ago. They didnt because their Responsible Scaling Policy requires clearing specific eval thresholds at each safety level before deployment. They triggered ASL-3 for Opus [--] last May after testing revealed self-preservation behaviors in 84% of controlled"
X Link 2026-02-05T05:43Z 175.7K followers, 52.4K engagements

"@IYKbaseball Googles $180B has $240B in cloud backlog behind it. Metas $130B is a bet the revenue will show up. Same line item completely different risk profiles"
X Link 2026-02-05T05:49Z 178.4K followers, [----] engagements

"This data doesnt say Kimi is the best model. OpenClaw burns through tokens like nothing else in the AI ecosystem. The platform sends your entire conversation history with every single API call. Users report hitting 200000+ tokens of cached context on routine queries. One developer burned $500 in a weekend. Another watched a single cron job consume $128/month in tokens. So what happened OpenClaw users did what any rational economic actor does when the meter is running at [---] million tokens overnight: they switched to the cheapest model that still works. Kimi K2.5 costs $0.60 per million input"
X Link 2026-02-05T05:56Z 171.7K followers, 97.8K engagements

"Cancer has not been cured. Not even close. Professor Kwang-Hyun Chos team at KAIST built a computational model of [---] genes and nearly [----] interactions from [----] intestinal cells. They ran simulations to find three genes (MYB HDAC2 FOXA2) that when silenced simultaneously push colon cancer cells toward behaving like healthy intestinal tissue. The reprogrammed cells expressed normal markers like KRT20 and VDR while cancer pathways like MYC and WNT went quiet. In mice tumors from treated cells were significantly smaller than controls. Heres what those 8M people scrolling past arent processing:"
X Link 2026-02-05T05:57Z 176.4K followers, 22K engagements

"These five companies raised $108 billion in debt in [----] alone. Morgan Stanley and JP Morgan project $1.5 trillion in total debt issuance over the next few years to finance this buildout. Aggregate capex after buybacks and dividends now exceeds projected cash flows. Amazon is spending 100% of operating cash flow on infrastructure. Oracles capital intensity hit 57% of revenue. These arent companies investing from profits. Theyre borrowing from bondholders to build the future. And the math under the surface is worse. GPUs have a real engineering life of 2-3 years because NVIDIA ships a new"
X Link 2026-02-05T06:11Z 175K followers, 19K engagements

"The Shopify CEO just endorsed an agent built by one developer in Austria over every funded AI coding tool on the market. Pi has four tools. Read Write Edit Bash. No MCP. No sub-agents. No plan mode. The shortest system prompt of any known agent harness. OpenClaw the agent that hit [------] GitHub stars and [-----] live deployments in a single month runs on Pi. Armin Ronacher who built Flask and basically shaped Python web development ported his entire workflow to it. The kicker is what Tobi actually did with it. He told Pi to spawn Claude Code in a tmux session reverse-engineer its tasks system"
X Link 2026-02-05T18:03Z 178.6K followers, 313K engagements

"Sam just told every SaaS CEO their per-seat pricing model has an expiration date. Read what Frontier actually does. It connects to your CRM your data warehouse your ticketing tools your internal apps then lets AI agents execute workflows across all of them. Salesforce charges per seat. Workday charges per seat. ServiceNow charges per seat. If an AI agent can run a sales workflow without a human ever logging into Salesforce the entire economic logic of "per-seat licensing" collapses. Salesforce knows this. They've been sprinting to build Agentforce and hit $1.4B in ARR across their agentic"
X Link 2026-02-05T18:23Z 177.4K followers, 347.6K engagements

"Stop using vanilla ChatGPT. Stop using vanilla Claude. The difference between a generic LLM and a high-context project is the difference between asking a stranger to review your PRD and asking a colleague who's sat in every meeting with you for [--] months. Four data sources make a Claude project actually useful: [--]. Your performance reviews. The LLM needs to know how your leadership evaluates you. If your VP told you that you bury the lead every status update it drafts will lead with the decision instead. [--]. AI-transcribed meeting notes from high-stakes meetings. One-on-ones with your boss your"
X Link 2026-02-05T22:30Z 177.4K followers, 10.2K engagements

"Agent swarms are amazing. I have been using them non-stop since the release [--] hours ago. They enable you to move so much faster. Heres what most people wont realize for another [--] months: this changes who can build software and how fast. Claude Code hit $1B in run-rate revenue in six months. Faster than ChatGPT. Boris Cherny the head of Claude Code was already running [--] parallel Claude instances in terminal plus 5-10 on simultaneously. That was the manual version of what agent teams now automate natively. The old workflow was: prompt one agent wait review prompt again. Sequential. The new"
X Link 2026-02-05T23:54Z 178.4K followers, 132.6K engagements

"PMs at Notion are shipping pull requests. Product managers writing and merging code into production. A year ago that sentence wouldve gotten you laughed out of a product leadership Slack. Figmas PM org reportedly cut their average feature cycle from [--] weeks to [--] after standardizing Claude Code workflows internally. Linears team has talked publicly about PMs prototyping directly in their codebase. This tells you everything about where PM hiring is headed. The gap between PM who can go from insight to working prototype and PM who writes a spec and waits [--] sprints is becoming the new senior vs"
X Link 2026-02-06T00:59Z 176.6K followers, 85.1K engagements

"The nerds arent falling. The rent collectors who sat on top of them are. SaaS companies run 75-85% gross margins. For every dollar a client pays Salesforce or ServiceNow roughly [--] cents goes toward actually delivering the software. The other [--] cents funds sales teams marketing and stock buybacks. The master craftsmen getting romanticized in this piece were never the ones capturing that value. They were the cost line item that funded someone elses 30x revenue multiple. What AI actually threatens is the arbitrage. A SaaS company charges $150/seat/month for software that costs maybe $12/seat"
X Link 2026-02-06T02:00Z 177.6K followers, 148.1K engagements

"Most PMs hear Claude Code and think thats for engineers. Thats the wrong frame. What [--] skills and [--] sub-agents actually give you is a team of specialists that execute PM workflows on command. Need competitive analysis One prompt. PRD review Delegated to a sub-agent that returns a summary without eating your main context window. The file is the real unlock. It functions as an operating constitution that tells Claude how your specific workflows run what your standards are and when to invoke which skill. Every conversation starts pre-loaded with your accumulated decision-making framework. Heres"
X Link 2026-02-06T02:56Z 171.7K followers, 11.4K engagements

"This is a wartime memo from a company watching Claude Code eat its lunch. Anthropics coding agent hit $1 billion in annualized revenue six months after launch. Its now closer to $2 billion. Microsoft which sells GitHub Copilot has widely adopted Claude Code internally across major engineering teams. A Google principal engineer publicly said Claude reproduced a year of architectural work in one hour. Three days ago OpenAI rushed out a Codex desktop app. Today Brockman publishes an internal playbook telling his own teams to go agent-first by March 31st. The sequencing tells you everything. Look"
X Link 2026-02-06T03:56Z 177.3K followers, 293K engagements

"Amazon just committed to spending $548 million per day on capex in [----]. The math is wild. $200 billion is a 52% increase over 2025s $132 billion. Wall Street was modeling $147 billion. Amazon overshot consensus by $53 billion which alone is larger than most Fortune [---] companies entire annual revenue. But zoom out and the real story emerges. In the last [--] days weve gotten [----] capex guidance from all four hyperscalers: Google at $175-185 billion Meta at $115-135 billion Microsoft trending toward $140 billion+ and now Amazon at $200 billion. Thats roughly $600 billion in combined"
X Link 2026-02-06T05:12Z 178.2K followers, 22.6K engagements

"Cursor just shipped [----] commits per hour and most people scrolled past the number. Break that down. Hundreds of agents running simultaneously on a single codebase. Each agent averaging a meaningful code change every 12-20 minutes sustained for a full week. Thats the equivalent output of a 100+ person engineering org running 24/7 with zero standups zero Slack threads zero PTO. They built a web browser from scratch with these agents. 3M+ lines of code. A Windows [--] emulator. An Excel clone. They migrated their own production codebase from Solid to React in three weeks +266K/-193K edits already"
X Link 2026-02-06T05:26Z 178.5K followers, 52.5K engagements

"The logic is off. Capex isnt burning cash it creates depreciating assets that generate revenue for 15-20 years. But the market cap math reveals something real: investors wiped out $350B over a $55B capex surprise which means theyre pricing in zero return on that incremental spend. Thats the actual mispricing. AWS backlog is $244B and growing 40% YoY. The demand exists. The market is treating infrastructure investment like a loss instead of a bet with a visible pipeline behind it. https://twitter.com/i/web/status/2019644365988327740 https://twitter.com/i/web/status/2019644365988327740"
X Link 2026-02-06T05:28Z 177.8K followers, [----] engagements

"The layoff wave tells two stories and the Challenger data reveals both. [------] announced cuts in January. Up 118% year over year. Worst start to a year since [----] when the economy was bleeding [------] jobs a month. But heres what Kalshis headline obscures: 40% of Januarys number comes from exactly two companies. UPS is cutting [-----] after Amazon pulled its delivery volume to build its own logistics network. Amazon is cutting [-----] to flatten management layers. These are strategic restructurings by profitable companies not distress signals. The other 60% is where it gets interesting. Healthcare"
X Link 2026-02-06T05:33Z 177.4K followers, 27.6K engagements

"Apple spent $12.7 billion on capex in fiscal [----]. Alphabet just guided $92 billion. Amazon raised to $125 billion. Meta is projecting $115 to $135 billion. Microsoft burned $37.5 billion in a single quarter and the stock dropped 12% in its worst day in six years. Add those up. The Big Four AI spenders are collectively committing over $500 billion in [----] capex. The market looked at that number and panicked. The S&P software index lost $830 billion in market value in six days. Jefferies traders started calling it the SaaSpocalypse. Apollo cut its lending exposure to software companies nearly"
X Link 2026-02-06T05:34Z 178.2K followers, 483.5K engagements

"Netflix made $45.2 billion in [----]. YouTube made $44 billion in ad revenue. On a like-for-like basis these two are nearly identical. YouTube gets to $60 billion by bundling in YouTube TV YouTube Premium YouTube Music and NFL Sunday Ticket. Comparing that combined number to a single streaming service is like comparing Alphabets total revenue to Disney+ and declaring Google won the streaming wars. The number that actually matters: YouTube paid creators $100 billion over the past four years while spending $0 on content production. Netflix spent $16 billion on content in [----] alone and has to"
X Link 2026-02-06T05:39Z 178K followers, 1.5M engagements

"The AI PM tools market tells two stories right now. One side is building wrappers. Notion AI Coda AI Productboard's AI features Jira's AI assistant. They take an existing PM tool and bolt on LLM features. Summarize this page. Draft this ticket. Suggest this roadmap item. The value prop is convenience inside a tool you already use. Adoption is high because friction is low. The other side is building operating systems. Claude Code setups with custom skills persistent context MCP integrations to analytics and ticketing systems sub-agent review pipelines. The value prop is workflow"
X Link 2026-02-06T17:44Z 175.4K followers, 18.3K engagements

"OpenAI and Jony Ive aren't just trying to beat AirPods. This project belongs to a different category. They're trying to make wearable AI feel like a given. Most attempts failed because the gear looked like a clunky tech experiment or a sci-fi prop. Meta's glasses still feel like you're just a beta tester for them. Ive knows that people won't change their habits unless the device feels essential. He spent his career making tech so attractive that people bought it before they even knew why they needed it. The iPod and iPhone weren't first but they made you feel left behind if you didn't own"
X Link 2026-02-06T18:02Z 176.6K followers, 33.1K engagements

"SpaceX is building the infrastructure to certify AI chips for orbit at scale. A cyclotron is a particle accelerator. It uses magnetic and electric fields to spin charged particles in a spiral until they reach enormous speeds then slams them into targets. For SpaceX the use case is radiation testing. Every electronic component that goes to orbit gets bombarded by cosmic rays and solar particles that can corrupt chips fry circuits or cause silent data errors. Before you send anything to space you blast it with the same radiation on the ground to see what breaks. Texas A&M's Cyclotron Institute"
X Link 2026-02-06T20:08Z 178K followers, 67.6K engagements

"341 malicious skills out of [----] total. That's 11.9% of the entire marketplace. One in eight skills on ClawHub was designed to steal your credentials crypto keys and SSH access. The #1 most downloaded skill a "Twitter" tool was literally a malware delivery vehicle that stripped macOS Gatekeeper protections before executing its payload. This happened to a project that went from [--] to [------] GitHub stars in [--] days with 21000+ active instances running on always-on Mac Minis connected to people's email calendars cloud consoles and crypto wallets. The barrier to publishing a malicious skill A"
X Link 2026-02-06T21:26Z 177.2K followers, 90.8K engagements

"8. Prompting techniques Pro pattern: Checkpoint + Iterate. Plan first. Review before execution. Create checkpoints. Rewind (Esc twice) if it breaks. Iterate with specific feedback. Prompt Engineering: ChatGPT for PMs: https://www.news.aakashg.com/p/chatgpt-for-pms https://www.news.aakashg.com/p/prompt-engineering https://www.news.aakashg.com/p/chatgpt-for-pms https://www.news.aakashg.com/p/prompt-engineering"
X Link 2026-02-06T22:02Z 178.4K followers, [----] engagements

"2x compute 4x revenue. That's a superlinear return curve. Every dollar of GPU spend generates two dollars of incremental revenue for labs like OpenAI and Anthropic. If that math holds the $660 billion capex buildout isn't a bubble. It's underbuilt. Here's where it gets interesting. Jensen isn't a neutral observer. Nvidia invested $10 billion in Anthropic last year. He's about to invest heavily in OpenAI's next round. He sells the GPUs to both companies through cloud providers then invests the profits back into those same customers who use the capital to buy more GPUs. Anthropic just hiked its"
X Link 2026-02-06T22:39Z 174.5K followers, 22.5K engagements

"The strongest people I know can admit when they're wrong without their ego shattering. Wrong opinion doesn't mean wrong person. Failed attempt doesn't mean failed life. They separate their mistakes from their identity. That detachment is power"
X Link 2026-02-07T00:56Z 173.2K followers, [----] engagements

"750 million users. [--] billion tokens per minute. $185 billion in capex. The numbers Google just reported are massive. But zoom out and youre watching a four-horse race where every horse is running on a different track. Gemini just crossed [---] million MAUs. ChatGPT has roughly [---] million weekly active users. Claude has around [--] million. Meta AI crossed [--] billion. Four companies four wildly different user counts and the scoreboard that actually matters looks nothing like the headline numbers. Start with how Google gets its users. Gemini went from [---] million to [---] million MAUs in one"
X Link 2026-02-07T03:23Z 175.9K followers, 109.3K engagements

"Altman just told you OpenAIs acquisition strategy and nobody is connecting the dots. [--] acquisitions in the last year. $6.5B for io (Jony Ives hardware startup). $3B for Windsurf (AI coding IDE). $100M for Torch (healthcare). Neptune (model training tools). Software Applications Inc. And now hes casually saying a mixture of both like thats a throwaway answer. Heres what the acquisition list actually reveals. OpenAI is buying in three distinct lanes: vertical products that give them distribution into specific industries (health coding consumer devices) research infrastructure that accelerates"
X Link 2026-02-07T03:29Z 177.6K followers, 45.7K engagements

"X just admitted its [----] API strategy was a $42000/month mistake. The timeline tells the whole story. January [----] X killed Tweetbot Twitterrific and 25+ third-party clients overnight with zero warning. Developers who had spent [--] years building on the platform woke up to revoked API keys and radio silence. Twitterrifics maker said were in the dark just as much as you are. Then X rolled out a pricing structure so aggressive it created a dead zone: $200/month Basic with [-----] tweet reads or $5000/month Pro. Nothing in between. For context the old Twitter API was free for most use cases. The"
X Link 2026-02-07T04:27Z 175.2K followers, 92.2K engagements

"Anthropic just locked [--] of the top [--] spots in Code Arena with different variants of the same model family. Look at that leaderboard again. Position 1: claude-opus-4-6. Position 2: claude-opus-4-5 with thinking. Position 4: claude-opus-4-5 base. GPT-5.2-high sits at position [--] sandwiched between Anthropic models. Gemini [--] Pro is fifth. The 74-point gap between Opus [---] and the next Anthropic model (Opus 4.5-thinking at 1502) is larger than the gap between Opus 4.5-thinking and GPT-5.2-high (30 points). Anthropics worst top-5 entry still beats Googles best by [--] points. OpenAI noticed. They"
X Link 2026-02-07T04:37Z 174.7K followers, [----] engagements

"Kobeissi says crypto lost $1 trillion in [--] days. The actual number is $2 trillion since Octobers $4.38 trillion peak. Bitcoin briefly broke below $60000 on Thursday its worst single-day drop since the FTX collapse before bouncing to around $70000 on Friday. Thats still a 44% drawdown from $126000 in four months. Think about what crypto got in the last [--] months. A president who called himself the crypto president. Pro-crypto regulators replacing every Biden-era appointee. Congress advancing industry-written legislation. BlackRock ranking its spot BTC ETF as a top-three investment theme"
X Link 2026-02-07T05:06Z 171.4K followers, 13.5K engagements

"Most people will read this as sunlight is healthy. The real finding is far more specific and actionable. This Cell Metabolism study (Harmsen et al. 2025) put [--] adults with type [--] diabetes through a randomized crossover: [---] days of natural daylight through windows during office hours vs. [---] days of standard artificial lighting. Same diet. Same meal timing. Same physical activity. Same sleep schedule. The average glucose levels between conditions were statistically identical. That matters because it means CGM averages would have told you nothing. The difference showed up in glucose"
X Link 2026-02-07T05:31Z 172.9K followers, 19.2K engagements

"The headline says first time an AI has settled an unsolved research problem in theory-building math. The paper tells a different story. Axioms own paper says they chose Fels conjecture specifically because its proof could be driven largely without requiring a full formal development of numerical semigroups minimal resolutions symmetric functions and related machinery placing it within reach of todays Mathlib. They picked a problem whose proof infrastructure already existed in the formal library. The AI didnt build new mathematical theory. It navigated existing scaffolding to a destination the"
X Link 2026-02-07T05:41Z 173K followers, [----] engagements

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