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@gregcoppola5d Greg CoppolaGreg Coppola posts on X about ai, open ai, vibe coding, red the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence technology brands XXXX% finance XXXX% stocks XXXX% social networks XXXX% vc firms #469 celebrities XXXX% musicians XXXX% cryptocurrencies XXXX%
Social topic influence ai 8.19%, open ai 5.26%, vibe coding #364, red 3.51%, to the 2.92%, $googl 2.92%, investment 2.92%, business 2.92%, if you 2.34%, context engineering #67
Top accounts mentioned or mentioned by @jfoerst @mickeysteamboat @cacomoneta @aidotengineer @maikathoughts @anjneymidha @xanderatallah @cclark @jaseweston
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) Snap, Inc. (SNAP) Pinterest, Inc. (PINS)
Top posts by engagements in the last XX hours
"i think the reason there is a "đ¨đ¨đ¨ code red đ¨đ¨đ¨" right now at openai is that they kind of mixed in one model like a "helpful coder" a "research assistant" an "ai girlfriend" a "therapist""
X Link 2025-12-11T13:05Z XXX followers, XX engagements
"the "multiplicity of models" has basically already won the "for enterprise" strategy is great. that's what i understand anthropic does. that's what cohere does but that's the point. all kinds of people do that. even i do that and i don't know cuda"
X Link 2025-12-11T13:07Z XXX followers, XX engagements
"clement is turning out to be right. it's what cursor does too. train their own models and openai can "pivot" to get onside with that and anything can happen with the company but as a thesis. it seems the "for enterprise" pivot is a concession to the "multiplicity""
X Link 2025-12-11T13:09Z XXX followers, XX engagements
"linus torvalds: Vibe coding is great for getting into programming but it's a horrible thing to maintain. i think this is like a big issue. getting past the "demo" stage. to like "really maintaining code". cause now it's getting very subjective"
X Link 2025-12-09T23:30Z XXX followers, XX engagements
"i mean it's not just superficial stuff. now we have linters for that anyway. the question of like whether "vibe coding" can "scale up" to complicated architectures. and test them with the rigor someone like linus torvalds is used to seems to be a new "debate""
X Link 2025-12-09T23:35Z XXX followers, XX engagements
"i guess the "llm" is like the "new transistor" or something"
X Link 2025-12-11T00:00Z XXX followers, XX engagements
"i mean theory is one thing but making full-stack apps in verticals that beat the current state of the art i think people just need to tinker for a while. like figure out how to apply this to law accounting etc. that's it's own "research question""
X Link 2025-12-11T08:41Z XXX followers, X engagements
"and it's about getting a return on that capex. because that's where it all happens now. "industry" and people are at conferences presenting on like the latest variant of GRPO or PPO. or some way to make an llm use X% less memory or something"
X Link 2025-12-11T11:00Z XXX followers, X engagements
"wait. they want you to embed "deep research" into your own apps that is kind of interesting that's what i said i was going to do. make a "luxury" research agent that also called google for a possible "ai hedge fund" kind of concept"
X Link 2025-12-11T20:40Z XXX followers, XX engagements
"Rerank X is a key component of North Coheres agentic AI platform which combines intelligent search (Embed Rerank) large language models (our Command series) and customizable AI agents to automate tasks and accelerate decision-making"
X Link 2025-12-11T21:14Z XXX followers, XX engagements
"i mean this is kind of where i was going with the "hedge fund" bit that like if there would be competition at the level of "search index" then the way to profit off a "better research agent" might be just to use the info yourself. or charge a lot for it. (if it's good)"
X Link 2025-12-11T21:16Z XXX followers, XX engagements
"but when it's like an "agent" acting in the "world" the "world" isn't really an "opponent" so much as just operates according to "probabilities""
X Link 2025-07-20T03:33Z XXX followers, XX engagements
"no really. talk to your investment professional this is not investment advice really it could go down tomorrow. even if it goes up long term. it's not a joke. you can't predict the markets. if you could. there would be no point. but jim cramer we know"
X Link 2025-12-02T05:53Z XXX followers, XX engagements
"the account "inverse cramer" has 364K followers but really. the market can do anything. so please don't think i'm recommending trades ever. i'm not going to care if you lose money on a trade"
X Link 2025-12-02T05:54Z XXX followers, XX engagements
"it's like nvidia said it's "five-layer cake đđĨŽđ°" you can't just come along and add the "icing" (luxury software âđĒŠâ¨). without the other parts. five. layer. cake"
X Link 2025-12-06T17:56Z XXX followers, XX engagements
""context engineering" i find interesting because now it is like one of the central "skill sets" in the "llm era of ai" but it didn't used to exist at all. it's like the one thing that is NOT "lindy""
X Link 2025-12-08T01:16Z XXX followers, XX engagements
"it's funny cause i often endorse the importance of lindyness and how many lindy ai concepts i think are actually of value (but i kind of "vague poast" about it a lot because as we discussed whatever we put on here is an "IP transfer") but "context engineering" is NOT lindy"
X Link 2025-12-08T01:18Z XXX followers, XX engagements
"these people are literally "game theorists" like literally what do you think it's going to be XXX% legible"
X Link 2025-12-08T16:35Z XXX followers, XX engagements
"jamie dimon. "top of mind": 1) blockhain is real 2) "tokenization" is coming"
X Link 2025-12-08T20:47Z XXX followers, XX engagements
"claude code is coming to slack"
X Link 2025-12-08T21:29Z XXX followers, XX engagements
"a company who's business model is so threatened they are declaring a "code red" but. how do i get in on this"
X Link 2025-12-09T13:38Z XXX followers, XX engagements
"no moat lots of debt well-funded competitors no switching costs weakening product quality declaring an emergency "code red đ¨đ¨đ¨" ok. that all sounds interesting. but. i have one question. where do i sign"
X Link 2025-12-09T13:46Z XXX followers, XX engagements
"also. if anyone would pay for a research agent at all. they must be thinking in terms of "return on investment". cause consumers won't do that. but then the amount you can charge is only bounded by the roi. could be even more than $250"
X Link 2025-12-09T14:35Z XXX followers, XX engagements
""This tidal wave of AI agent interest is not going to go away" SailPoint founder Mark McClain says"
X Link 2025-12-09T15:42Z XXX followers, XX engagements
""hawkish cut""
X Link 2025-12-09T15:58Z XXX followers, XX engagements
"In a hawkish rate cut the central bank is cutting rates (a dovish action) but the accompanying statement press conference or updated economic projections signal: This cut is small or one-off ("insurance" cut "mid-cycle adjustment")"
X Link 2025-12-09T16:05Z XXX followers, XX engagements
"which is the episode where sam altman says "i wish there was a way to short openai" i was thinking. can't polymarket facilitate that and then i was watching this video. and listening to sam's "fears""
X Link 2025-12-09T16:59Z XXX followers, XX engagements
"this was on halloween yeah. when i heard this. i was just like thrive and josh kushner. i heard him say he has "fear" that "somebody is going to get burned". and i thought. "i WISH WISH WISH i could have MORE EXPOSURE to THIS""
X Link 2025-12-09T17:02Z XXX followers, XX engagements
"i said the as part of the "holiday season production" of "the big burry short" aka "the big long" that the "ghost of christmas futures" was going to visit michael burry and tell him"
X Link 2025-12-09T17:20Z XXX followers, XX engagements
"the "ghost of christmas futures" visits michael burry over the course of the "holiday season" production and tells him that the "the Real Spirit of Christmas âđâ¨" isn't about about shorting stuff all the time"
X Link 2025-12-09T17:21Z XXX followers, XX engagements
"the deal between openai and thrive capital is kind of complicated the thing announced dec 1---the same day i guess as the "code red"---is actually about openai taking stake in thrive it's a "non-monetary deal". that involves openai embedding engineering teams"
X Link 2025-12-09T18:33Z XXX followers, XX engagements
"i think the real "code red" is for the idea that there's just this one model for everyone that runs in a chat interface. and somehow has a moat because "user signals" actually i hate sharing my fine-tuning signals with other peopple. i wish it was fine-tuned to me personally"
X Link 2025-12-09T18:43Z XXX followers, XX engagements
"you don't have to be openai to help businesses us ai for their custom use cases you could just "call openai". or any one of them or set up your own custom install from open source"
X Link 2025-12-09T21:07Z XXX followers, XX engagements
"i think the like "high leverage custom software for enterprise" is big but like i was doing that for a while now. and i've never even been in the same room as a gpu in my life i think i just use the api. through a remote procedure call"
X Link 2025-12-09T21:09Z XXX followers, XX engagements
"i have my own ide. but i still think cursor is cool and the features of my ide are like "trade secrets" which they wouldn't be. if it were a cursor competitor"
X Link 2025-12-09T22:38Z XXX followers, XX engagements
"that's actually kind of a very "niche me" kind of a "flywheel" but that's what i like about it. it's so "niche". and so "me" i like anything that is "niche" "me" and "valuable đ°đ°đ°". who knows what that isbut"
X Link 2025-12-09T23:03Z XXX followers, XX engagements
"and i think what some people thought that the "network effects" advantage openai would have is either "bigger models". for "scaling llm's indefinitely"---that's basically over as a thesis then it was "user signals data" that they could "leverage""
X Link 2025-12-10T04:39Z XXX followers, XX engagements
"but like the "user preferences" data isn't a "gold mine" like that i think because different users use a chat window in so many different ways---conflicting ways the "user preference" data is probably conflicting a lot of the time. not an "asset" it's now seeming"
X Link 2025-12-10T04:40Z XXX followers, XX engagements
"one person's using the chatgpt window interface to code another as an ai girlfriend. another to do business research. another as a therapist do "user signals" from one use case help another one. it's seeming now they hurt rather than help"
X Link 2025-12-10T04:43Z XXX followers, XX engagements
"cause "user preferences" are pretty idiosyncratic. especially if it's a "one great interface for all use cases" like the chatgpt web interface it's like formula one vs parking at the mall. this kind of "fine-tuning preference data" is actually counter-productive to share"
X Link 2025-12-10T04:48Z XXX followers, XX engagements
"like maybe "user preferences" for ai therapists can be effectively pooled across some set of users and maybe preferences for "coding agents" can be pooled across some set of users but it doesn't make sense to pool "ai therapy" and "coding" uses cases. for example"
X Link 2025-12-10T05:01Z XXX followers, XX engagements
"and i think we see that with a lot of the best vibe coders on TPOT who have elaborate ways of using "prompt engineering" to get their OWN CUSTOM coding model productive TPOT coders often use elaborate "custom prompts" to get custom behavior just for them"
X Link 2025-12-10T05:11Z XXX followers, XX engagements
"i've seen a few very productive people say and i do it to. that they use elaborate "context engineering" to get exactly their intended output. so in other words. to undo any "user preference sharing". and get their own "custom behavior""
X Link 2025-12-10T05:12Z XXX followers, XX engagements
"but then again. even within coders there are differences cause the anon that gets pre-training to work by vibe coding. just on their own. just one person. that is like "outlier cracked" behavior and "novice coders" need a different model"
X Link 2025-12-10T05:14Z XXX followers, XX engagements
"i was kind of chirping "thrive capital" for signing a deal with openai on the same day as the "code red" but maybe thrive can turn openai around. who knows but i think the problem is openai is too "ignoreable" for a facebook or google kind of valuation"
X Link 2025-12-10T06:02Z XXX followers, XX engagements
"like i think for that kind of a valuation. you kind of need to be in a situation. where people need to use it whether they want to or not don't like microsoft well. there isn't a choice"
X Link 2025-12-10T06:03Z XXX followers, XX engagements
"but that's not the only way to make money you can also be beyond "ignoreable" you can also be outright mysterious. you can even not tell people your business model at all. there's not just "network effects" as business models"
X Link 2025-12-10T06:04Z XXX followers, XX engagements
"there's multiple ways to generate revenue. doesn't have to be network effects but chatgpt is just becoming very "optional" i'm using it. i might stop. if i do. would i miss out on any "network" seems like the answer to that is "no""
X Link 2025-12-10T06:06Z XXX followers, XX engagements
"like if chatgpt is going kind of "for enterprise" like "case by case". like anthropic does. or palantir kind of does then i wouldn't say they are the "facebook" or "google" of this generation. cause those were like universal products"
X Link 2025-12-10T06:21Z XXX followers, XX engagements
"the difference between software and chess though is that software stuff continues to grow based on its previous state. aka exponentially (possibly) chess is like a "zero sum" game. where every tournament magnus has to come up with new ideas"
X Link 2025-12-10T07:01Z XXX followers, X engagements
"like every tournament a chess player has to basically win from scratch and i think magnus even got tired of playing for the world championship and stopped but like software isn't "zero sum" like that. you can just keep growing it. "vibe coding" gets easier and easier"
X Link 2025-12-10T07:03Z XXX followers, XX engagements
"data centers in space đĒđĄđ° what about "on premises" what about "home computers""
X Link 2025-12-10T07:54Z XXX followers, XX engagements
"if you're running out of places for data centers or it's bad for the environment you can have like the "personal computer" version of whatever this is. doesn't have to be space. what about the "latency""
X Link 2025-12-10T07:55Z XXX followers, XX engagements
"maybe olivia rodrigo was right to not want to date guys who are too "obsessed with space" why is it always about going to space"
X Link 2025-12-10T08:00Z XXX followers, XX engagements
"honestly claude is working way better for coding right now than chatgpt was so far it's coming up with better ideas and stressing me out less and there wasn't any cost to switch at all. cause i don't even really use the "memory". i use my own context engineering"
X Link 2025-12-10T09:39Z XXX followers, XX engagements
"so far claude is giving better code and stressing me out with unwanted questions less so i just switched and it didn't take any time but the worst part for a "facebook" style valuation is. there was no "network cost" to switching from openai"
X Link 2025-12-10T09:40Z XXX followers, XX engagements
"it's not like with facebook or instagram or something where you stop using it and you miss out on party invites or it's harder to go viral or whatever. it's just you close your chatgpt account and that's it"
X Link 2025-12-10T09:42Z XXX followers, XX engagements
"@cacomoneta It's cheaper per token to run the AI in big data centers. you mean right now or always"
X Link 2025-12-10T12:33Z XXX followers, X engagements
"it's variable to the person or people using the word exactly what "agi" means but i do think"
X Link 2025-12-10T13:35Z XXX followers, X engagements
"it's a funny estimate to even make because the field of ai was sharing information pretty openly until like 2022 or something like very extremely information was shared. now. if you make a paper that's genuinely cool. ppl will "steal" the citation imo"
X Link 2025-12-10T13:36Z XXX followers, X engagements
"my updated thoughts on google search and their ads business on the one hand i think "vibe coding" makes it easier than ever to spin up credible search competitors but on the other hand i think "research agents" make "low cost ads-driven search" less interesting"
X Link 2025-12-10T14:18Z XXX followers, XX engagements
"on the one hand it might get easier to spin up new search products on the other hand it might be way less interesting to do ads-driven low-cost search that "curiosity-driven" people might gravitate to research agents. which is similar but more like "deeper""
X Link 2025-12-10T14:19Z XXX followers, X engagements
"maybe curiosity driven people would be more interested in research agents. purely for the "information gathering" benefit maybe other people will leverage vibe coding just for financial purposes to make new search products idk"
X Link 2025-12-10T14:22Z XXX followers, X engagements
"it's like this đđđ but everyone's just at their own house or maybe some are co-located. but basically it's all about people's reactions like to what's happening online"
X Link 2025-12-10T17:13Z XXX followers, X engagements
"because at this point like the "vibe coding" angle. is "baked in" to the proverbial "five-layer cake đ°đđĨŽđĨđ§""
X Link 2025-12-10T17:14Z XXX followers, XX engagements
"there's no way "vibe coding" can not be in the documentaries now it's everywhere"
X Link 2025-12-10T17:15Z XXX followers, X engagements
"this is cool. nous have like a 3b math model that kind of sounds like a "plot line" 3b. math"
X Link 2025-12-10T17:48Z XXX followers, XXX engagements
"olivia rodrigo was so real for saying that a man overly fixated on "going to space" is a "dating red flag" for her because if people would stop trying to send computers to space. you could work on stuff like this. 3b models that do stuff. then it can be on device"
X Link 2025-12-10T17:53Z XXX followers, XX engagements
"Industry expert explains why $META still leads the digital ad market ( $GOOGL $SNAP $PINS ). i was kind of joking about the qwen fine-tune who knows what they could be up to. ROI-wise they could always have something"
X Link 2025-12-10T20:10Z XXX followers, XXX engagements
"it's interesting that everyone is like setting up their compilers and stuff their "vibe coding" compilers that part is very analogous to the beginning of personal computers i think more than the internet"
X Link 2025-12-11T00:02Z XXX followers, X engagements
"like there is an "overhang" in what we already know llm's could be doing vs what they are doing now. and i don't think the barrier is "agi" per se. but rather whether the apps generate a "return on investment" for who buys them"
X Link 2025-12-11T08:43Z XXX followers, X engagements
""artificial general intelligence" is kind of a funny term at this point because we have a distributed economy if everyone would build a "special intelligence" for specific use cases. that would all add up to "general intelligence""
X Link 2025-12-11T09:04Z XXX followers, XX engagements
"you can talk about the theory of special vs general intelligence but to the outside world it just shows up as "use cases""
X Link 2025-12-11T09:05Z XXX followers, X engagements
"like the "academic paradigm" kind of trains you to think that this đđđ is what "ai research" or whatever looks like and i keep ruminating on this so much cause it's just such a big split. this is NOT NOT NOT the field right now. the field is"
X Link 2025-12-11T10:57Z XXX followers, XX engagements
"everyone needs a "return on their investment" it has nothing to do with the "presenting at neurips and get 'citations'" mentality it has to do with the "return on investment" mentality. the "killer app" mentality"
X Link 2025-12-11T11:01Z XXX followers, XX engagements
"the irony is i have liked openai and i have literally used it this whole time and it might seem "unfair" that now i'm a little bearish on them. cause they seem to be badly positioned for a "multiplicity of models" world which seems to already be happening (anthropic cohere)"
X Link 2025-12-09T20:25Z XXX followers, XX engagements
"this đđđ is what "ai research" looks like now $300b + in capex from just three companies. plus all the other ones and now they need to get a "return on that investment""
X Link 2025-12-11T10:58Z XXX followers, XX engagements
"i mean if there's competition at the "search level" then it's either like "custom for enterprise" as one way to "add value" on top of that or else "hedge fund". if you actually believe in your research agent that much"
X Link 2025-12-11T21:19Z XXX followers, X engagements