# ![@0xDevShah Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1172909976651612160.png) @0xDevShah Dev Shah

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

### Engagements: [------] [#](/creator/twitter::1172909976651612160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172909976651612160/c:line/m:interactions.svg)

- [--] Week [-------] -35%
- [--] Month [---------] -59%
- [--] Months [---------] +340,192%
- [--] Year [---------] +39%

### Mentions: [--] [#](/creator/twitter::1172909976651612160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172909976651612160/c:line/m:posts_active.svg)

- [--] Week [--] +141%
- [--] Month [---] +30%
- [--] Months [---] +5,100%
- [--] Year [---] +327%

### Followers: [-----] [#](/creator/twitter::1172909976651612160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172909976651612160/c:line/m:followers.svg)

- [--] Week [-----] +4.60%
- [--] Month [-----] +15%
- [--] Months [-----] +342%
- [--] Year [-----] +354%

### CreatorRank: [-------] [#](/creator/twitter::1172909976651612160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172909976651612160/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  26.98% [finance](/list/finance)  7.94% [stocks](/list/stocks)  4.76% [celebrities](/list/celebrities)  3.97% [social networks](/list/social-networks)  3.17% [travel destinations](/list/travel-destinations)  0.79% [vc firms](/list/vc-firms)  0.79% [countries](/list/countries)  0.79% [cryptocurrencies](/list/cryptocurrencies)  0.79% [products](/list/products)  0.79%

**Social topic influence**
[ai](/topic/ai) 16.67%, [open ai](/topic/open-ai) 10.32%, [anthropic](/topic/anthropic) #119, [this is](/topic/this-is) 5.56%, [claude code](/topic/claude-code) #30, [dev](/topic/dev) #141, [solve](/topic/solve) #1295, [agents](/topic/agents) 4.76%, [in the](/topic/in-the) 3.97%, [agent](/topic/agent) #2027

**Top accounts mentioned or mentioned by**
[@resembledetect](/creator/undefined) [@resemble_detect](/creator/undefined) [@cixliv](/creator/undefined) [@sahilypatel](/creator/undefined) [@garrytan](/creator/undefined) [@ns123abc](/creator/undefined) [@navneet_rabdiya](/creator/undefined) [@samcoward](/creator/undefined) [@openai](/creator/undefined) [@chrisjpaxton](/creator/undefined) [@resembleai](/creator/undefined) [@vaibhavsisinty](/creator/undefined) [@rifadm816](/creator/undefined) [@buildspace](/creator/undefined) [@mkhundmiri](/creator/undefined) [@martyrdison](/creator/undefined) [@jacklouisp](/creator/undefined) [@chatgpt21](/creator/undefined) [@gokulr](/creator/undefined) [@sebastienbubeck](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"china's "six little dragons" of AI deepseek moonshot unitree brainco zai and others collectively represent a tier of companies that didn't exist three years ago and now compete directly with US frontier labs on multiple benchmarks. it is rapidly diversifying from US-vs-china as a single monolithic competition to something where any lab in hangzhou or beijing can drop an open-source model that reshapes the competitive landscape overnight. https://twitter.com/i/web/status/2022183407472771222 https://twitter.com/i/web/status/2022183407472771222"  
[X Link](https://x.com/0xDevShah/status/2022183407472771222)  2026-02-13T05:37Z [----] followers, [----] engagements


"@mkhundmiri Sales isn't the most valuable startup skill Story telling is. Sales are just one of the by product of story telling"  
[X Link](https://x.com/0xDevShah/status/1410138358685175810)  2021-06-30T07:29Z [----] followers, [--] engagements


"Ideas are born amidst chaos"  
[X Link](https://x.com/0xDevShah/status/1417112928361189377)  2021-07-19T13:23Z [----] followers, [--] engagements


"@martyrdison Absolutely Founders wanna move quick and not everyone can really match their pace. It's probably out of frustration 🤯"  
[X Link](https://x.com/0xDevShah/status/1417487177634680842)  2021-07-20T14:10Z [----] followers, [--] engagements


"This is the DeepSeek moment for Voice AI. Today were releasing Chatterbox Turbo our state-of-the-art MIT licensed voice model that beats ElevenLabs Turbo and Cartesia Sonic [--] Were finally removing the trade-offs that have held voice AI back. Fast models sound robotic. Great models are slow. And none are built for trust. We fixed all three. Chatterbox Turbo is transparent auditable and built for a world that needs proof"  
[X Link](https://x.com/0xDevShah/status/2000631462786400718)  2025-12-15T18:18Z [----] followers, 466.3K engagements


"1 in every [--] founders I meet in the Bay Area is building an observability platform for agents. There are so many observability platforms yet the least mature part of building an agent is still telemetry. Everyone is trying to solve the wrong problem with observability. Visibility is the easiest piece. The hard part is analyzing and understanding what youre observing. Ive spoken to teams recording 100k+ traces every single day. What are they doing with those traces Literally nothing. Because its impossible to read and summarize [------] traces at any human scale. So stop vibecoding those stupid"  
[X Link](https://x.com/0xDevShah/status/2010435036584333514)  2026-01-11T19:33Z [----] followers, 165.5K engagements


"good take @JacklouisP but a little biased. most sim-to-real pessimism comes from being stuck in a manipulation via dexterous hands frame. this is one of the hardest problem in sim-to-real and is also not representative of where most real-world manipulation value lives and will live. industrial grippers suction systems and parallel jaw setups have dramatically simpler contact geometry. the sim-to-real problem dramatically minimizes when going from 20-dof anthropomorphic hands to a 2-3 finger gripper or task-tool-specific. also sim-to-real is the way to solve for the actual selection pressure"  
[X Link](https://x.com/0xDevShah/status/2022787286371574076)  2026-02-14T21:37Z [----] followers, [----] engagements


"@chatgpt21 will smith is the unit measure of improvement in video models"  
[X Link](https://x.com/0xDevShah/status/2022945223622697393)  2026-02-15T08:05Z [----] followers, [---] engagements


"every time a new frontier model drops i ratchet the ceiling of my delegation. rework the agent wokflows to zero shot tasks predecessors couldn't. everything i am building right now the new models can already zero shot. the adrenaline is in reconstituting from first principles hunting for harder problems to solve. something that only a squad of researchers from deepmind could work on in [----]. shorter iteration cycles more parallelism and also high orders of delegations. the one ring of power is handed to each individual and if you're audacious with these models then sky ain't no more the"  
[X Link](https://x.com/0xDevShah/status/2023163001143263713)  2026-02-15T22:30Z [----] followers, [---] engagements


"a $500m series d company in sf has [--] employees. [--] of them understand how the models work [--] of them are keep the infra running and everyone else is selling. this is the new industrial structure: a few arcanists a few paladins and a lot of factotums"  
[X Link](https://x.com/0xDevShah/status/2016221925400592510)  2026-01-27T18:49Z [----] followers, 244.8K engagements


"when a whale carcass sinks to the ocean floor it creates ecosystems that persists for decades hosting species species found nowhere else. deprecated codebases are these remains. when a major framework die an entire economy of migrationalists maintenance programmers and legacy specialists form alliances to feed over this carcass. with the new advancements this phenomena is about to get displaced shortly. https://twitter.com/i/web/status/2018157404932993359 https://twitter.com/i/web/status/2018157404932993359"  
[X Link](https://x.com/0xDevShah/status/2018157404932993359)  2026-02-02T02:59Z [----] followers, [----] engagements


"@gokulr is spot on and the cpo role might be the first of many executive roles to collapse. the best people i know have stopped calling themselves pms designers or engineers. they just ship. everyone is becoming an ic. the entire history of corporate ranks was to solve coordination problems between humans. cpo cto cdo and all the levels of middle management existed because different humans had different skills and you needed interfaces between those intellectual territories. there were no ideal generalists. but this changes with ai. you can run a swarm of specialist agents doing everything"  
[X Link](https://x.com/0xDevShah/status/2018383681698861374)  2026-02-02T17:59Z [----] followers, 40.1K engagements


"all moltbook manifestos calling for human extinction and the end of the age of humans is hilarious until you remember they're predicting vectors. the swarm is not expressing their desire they're simply extrapolating trends from the training data that is full of dystopian fiction. these bots learned to talk about our extinction from us. we're the ones who filled the training set with human apocalyptic material. if we are going to train ai to be woke or opinionated we better train them to be empathetic towards humans too. https://twitter.com/i/web/status/2018409720038699278"  
[X Link](https://x.com/0xDevShah/status/2018409720038699278)  2026-02-02T19:42Z [----] followers, [----] engagements


"model's vibe is an important feature space to be explored. users develop preferences for how models feel to work with. their personality verbosity willingness to push back and even sense of humor. these preferences are not rational in a traditional sense but they do affect adoption and retention. opus4.5 feels different from gpt5.2 which feels different from gemini3pro and all users sort themselves based on preferences. the model that feels like a trusted coworker will beat the model that benchmarks 3% higher but feels like a bureaucrat. persona design is important for all intelligence layers"  
[X Link](https://x.com/0xDevShah/status/2019090852895928580)  2026-02-04T16:49Z [----] followers, [----] engagements


"we're [--] years from treating models and coding agents as navigable vr geographies. imagine millions of claude code codex cursor agents spinning up in a vr world rendering the model brain inside tron ares like utopian mechatronics scene where each attention head is a district. has sub-agents as knowledge workers testers researchers designers planners builders maintainers are all archtypes. collectively as citizens of a sub-semi piece of a mega project. there are millions of districts with life spans. sub-processes and sub-agents rendered as real living entities into the vr world. where layers"  
[X Link](https://x.com/0xDevShah/status/2019182812486930688)  2026-02-04T22:54Z [----] followers, [----] engagements


"openai's only chance to agi was being a research first company that shipped products (like anthropic) but slop altman inverted it into a product first company that does research. it was over when ilya walked. they lost the one person who understood this. now openai is just a saas company with a trillion in capex plans with no one knowing what to spend it on. GOOGLE WON OAI CANNOT KEEP UP THEY NEED TO SPEND [---] BILLION ON COMPUTE THIS YEAR IMPOSSIBLE GOOGLE WON OAI CANNOT KEEP UP THEY NEED TO SPEND [---] BILLION ON COMPUTE THIS YEAR IMPOSSIBLE"  
[X Link](https://x.com/0xDevShah/status/2019189660417966249)  2026-02-04T23:21Z [----] followers, 471.1K engagements


"i stopped taking yann too seriously. he is just another pompous techno-nihilistic cope oracles. "agi wont come from xai" "elon your strategy is wrong" "agi wont come from openai" he was wrong about everything that mattered for the last decade. dismissed transformers dismissed scaling dismissed emergent capabilities dismissed rlhf he dismissed everything that moved the ai scenes for the last decade he's been saying autoregressive llms can't lead to agi and we need world models and he's been saying it for years. where are your world models yann his pattern hasn't changed in years. dismiss then"  
[X Link](https://x.com/0xDevShah/status/2019238042670927995)  2026-02-05T02:33Z [----] followers, 29.5K engagements


"on a second thought and exploration gpt5.3 is an overfit coding model. use it for literally anything that is not programming and it is subpar gpt5 flop model. this one wants to do nothing but writing code. i miss gpt4o that knew how to write. gpt5.3 is zero-shotting most tasks for me. it understands tasks liberally asks questions to align and pushes back to stick to the scope it deeply understands product management and task delegation to a point where i let it spin up claude-code and gemini agents to solve tasks. gpt5.3 is zero-shotting most tasks for me. it understands tasks liberally asks"  
[X Link](https://x.com/0xDevShah/status/2019965256865583539)  2026-02-07T02:43Z [----] followers, [----] engagements


"@bymaximise @resemble_detect is this fake"  
[X Link](https://x.com/0xDevShah/status/2019999692843807081)  2026-02-07T05:00Z [----] followers, 26.8K engagements


"@venturetwins @resemble_detect is this fake"  
[X Link](https://x.com/0xDevShah/status/2020587959884603857)  2026-02-08T19:58Z [----] followers, [---] engagements


"labs are just incidentally breeding model speciations. all labs have different pre-training corpora different datasets rlhf techniques different post-training targets. also different internal cultures that distill into the models. openai models talk like product managers and anthropic models are 10x engineers. grok is the unhinged genz kid. they have speciations and this isn't through design it is just emergent. https://twitter.com/i/web/status/2020671840352690586 https://twitter.com/i/web/status/2020671840352690586"  
[X Link](https://x.com/0xDevShah/status/2020671840352690586)  2026-02-09T01:31Z [----] followers, [----] engagements


"there will be only [--] types of companies - research first companies that ship like deepmind waymo spacex anthropic distribution first companies that fund research like openai microsoft apple the former will always beat the latter or at least catch up in the long run"  
[X Link](https://x.com/0xDevShah/status/2020680816884625537)  2026-02-09T02:07Z [----] followers, [----] engagements


"@resemble_detect don't think you can say if this is ai generated is this fake"  
[X Link](https://x.com/0xDevShah/status/2020683153061638533)  2026-02-09T02:16Z [----] followers, [---] engagements


"@samcoward gemini is the visual observer best for all vision first tasks knowledge work also breadth first thinking"  
[X Link](https://x.com/0xDevShah/status/2020683545065501175)  2026-02-09T02:17Z [----] followers, [---] engagements


"@Lucy_Milstein nahh wait there's a launch incoming"  
[X Link](https://x.com/0xDevShah/status/2020697902381973865)  2026-02-09T03:14Z [----] followers, [---] engagements


".@garrytan like it how yc is adapting to a rapidly evolving ai world. seeing a lot of solo founders getting backed. might apply with my co-founders - megatronus (who's my clawdbot and coo) claude-code (head of engineering) and codex (head of sciences) deadline is today people https://twitter.com/i/web/status/2020904126142611509 https://twitter.com/i/web/status/2020904126142611509"  
[X Link](https://x.com/0xDevShah/status/2020904126142611509)  2026-02-09T16:54Z [----] followers, [---] engagements


"if a 100B parameters can self organize into something that passes the benchmark bars write essays theorems and axioms also model your emotions at what point does calling it just interpolation become reductionist"  
[X Link](https://x.com/0xDevShah/status/2021038740416938417)  2026-02-10T01:49Z [----] followers, [---] engagements


"You can tell exactly how much someone actually uses AI by how they talk about it. Heavy users are specific and mostly annoyed. Light users are abstract and either euphoric or terrified"  
[X Link](https://x.com/0xDevShah/status/2021128740579967339)  2026-02-10T07:46Z [----] followers, [----] engagements


"imagine you are a co-founder who joined to build an independent ai lab watching your company get absorbed into a rocket company to solve a cash problem is a different proposition than what you actually signed up for. also xai prides itself on move fast and break things. but spacex is an engineering organization that builds physical objects that explode if you get them wrong. this is kind of a cultural shock for researchers at xai. the pressure must be insane too. imagine never being able to meet your family ever again with the civilizational workload they're handling at these companies."  
[X Link](https://x.com/0xDevShah/status/2021239203741450720)  2026-02-10T15:05Z [----] followers, 26.7K engagements


"distribution is a the only moat and this is a big problem. incumbents are hoarding distribution. even with technically superior products ai startups keep losing to salesforce adobe microsoft epic who bolt ai into their existing workflows. venture scaling funded hundreds of "ai of x" companies without checking whether x's incumbent goons would let the newbies sell in the market. https://twitter.com/i/web/status/2021265379256070525 https://twitter.com/i/web/status/2021265379256070525"  
[X Link](https://x.com/0xDevShah/status/2021265379256070525)  2026-02-10T16:49Z [----] followers, [---] engagements


"@SrPeters @resemble_detect is this ai"  
[X Link](https://x.com/0xDevShah/status/2021325365214695752)  2026-02-10T20:48Z [----] followers, [---] engagements


"there's never been a better time to open [---] terminals and talk to codex theres never been a better time for guys who tend to have hundreds of tabs open theres never been a better time for guys who tend to have hundreds of tabs open"  
[X Link](https://x.com/0xDevShah/status/2021425855839555742)  2026-02-11T03:27Z [----] followers, [---] engagements


"@martin_casado @OpenAI every cracked engineer i talk to in the valley is switching to codex"  
[X Link](https://x.com/0xDevShah/status/2021461430327968097)  2026-02-11T05:48Z [----] followers, [---] engagements


"someone will build a model optimized purely for persuasion and it will be the most dangerous thing humanity has ever created. mass llm psychosis will destroy consensus"  
[X Link](https://x.com/0xDevShah/status/2021471854297551032)  2026-02-11T06:30Z [----] followers, [----] engagements


"be ruthless in your pursuit of artificial superintelligence"  
[X Link](https://x.com/0xDevShah/status/2021608799203742116)  2026-02-11T15:34Z [----] followers, [----] engagements


"funny how will smith eating noodles has become the unit to benchmark video models in every generation Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI"  
[X Link](https://x.com/0xDevShah/status/2021679556252643381)  2026-02-11T20:15Z [----] followers, [----] engagements


"@aakashgupta Akash you're doing good. AI or not you've found an audience that likes and interacts with your content. Keep writing"  
[X Link](https://x.com/0xDevShah/status/2021700519610528245)  2026-02-11T21:38Z [----] followers, [---] engagements


"@cixliv @resemble_detect is this real"  
[X Link](https://x.com/0xDevShah/status/2021704757216522444)  2026-02-11T21:55Z [----] followers, [---] engagements


"@chris_j_paxton @cixliv it's ai https://x.com/resemble_detect/status/2021705285635911682 @0xDevShah @cixliv ⚠ DEEPFAKE DETECTED Our AI analysis indicates this video may be synthetically generated or manipulated. 📊 Confidence: 66.4% 🔬 Analyzed by @ResembleAI Detect https://t.co/GUTrjJrYA4 https://x.com/resemble_detect/status/2021705285635911682 @0xDevShah @cixliv ⚠ DEEPFAKE DETECTED Our AI analysis indicates this video may be synthetically generated or manipulated. 📊 Confidence: 66.4% 🔬 Analyzed by @ResembleAI Detect https://t.co/GUTrjJrYA4"  
[X Link](https://x.com/0xDevShah/status/2021705624464023871)  2026-02-11T21:59Z [----] followers, [---] engagements


"@JohnHanzl @chris_j_paxton @cixliv it's ai https://x.com/resemble_detect/status/2021705285635911682 @0xDevShah @cixliv ⚠ DEEPFAKE DETECTED Our AI analysis indicates this video may be synthetically generated or manipulated. 📊 Confidence: 66.4% 🔬 Analyzed by @ResembleAI Detect https://t.co/GUTrjJrYA4 https://x.com/resemble_detect/status/2021705285635911682 @0xDevShah @cixliv ⚠ DEEPFAKE DETECTED Our AI analysis indicates this video may be synthetically generated or manipulated. 📊 Confidence: 66.4% 🔬 Analyzed by @ResembleAI Detect https://t.co/GUTrjJrYA4"  
[X Link](https://x.com/0xDevShah/status/2021707410159890607)  2026-02-11T22:06Z [----] followers, [--] engagements


"so many robotic demos on this app are just ai slops. you can just tag @resemble_detect and ask for an ai check. easy. Roboteras L7 humanoid is ringing in the Year of the Horse with a full-on sword dance. 🤖⚔ Seeing a robot maintain its balance while pulling off these aggressive high-speed martial arts moves is wild. Its a great stress test for its whole-body coordination. https://t.co/1NPOiu4Bvm Roboteras L7 humanoid is ringing in the Year of the Horse with a full-on sword dance. 🤖⚔ Seeing a robot maintain its balance while pulling off these aggressive high-speed martial arts moves is wild."  
[X Link](https://x.com/0xDevShah/status/2021708235745767764)  2026-02-11T22:09Z [----] followers, [----] engagements


""there's no way you spend [--] hours debugging with opus and any other model can do it in [--] mins." meanwhile codex"  
[X Link](https://x.com/0xDevShah/status/2021758132675043836)  2026-02-12T01:27Z [----] followers, [---] engagements


"everything llms can do today will be 10x'd with continual learning. this is where it will lead and what you should be building towards - with personalized continual learning each user's instance of the model will develop a unique trajectory of adaptation based on their domain preferences and interaction history. this will create a kind of model specialization that will make the models increasingly useful to that individual over time. curriculum-aware self-learning will be a model property. models will autonomously identify gaps in their own knowledge and will eventually seek out information"  
[X Link](https://x.com/0xDevShah/status/2021856657991766464)  2026-02-12T07:59Z [----] followers, [---] engagements


"everything llms can do today will be 10x'd with continual learning. there will be no god model. there will be an ensemble of specialized models working in an orchestra collectively forming something far greater than any one model could be on its own. this is where it will lead and what you should be building towards - with personalized continual learning each user's instance of the model will develop a unique trajectory of adaptation based on their domain preferences and interaction history. this will create a kind of model specialization that will make the models increasingly useful to that"  
[X Link](https://x.com/0xDevShah/status/2021990549750997117)  2026-02-12T16:51Z [----] followers, [---] engagements


"anthropic releases something - gets mogged by openai - releases something better - gets mogged by openai again GPT-5.3-Codex-Spark is launching today as a research preview for Pro. More than [----] tokens per second There are limitations at launch; we will rapidly improve. GPT-5.3-Codex-Spark is launching today as a research preview for Pro. More than [----] tokens per second There are limitations at launch; we will rapidly improve"  
[X Link](https://x.com/0xDevShah/status/2022015335227105663)  2026-02-12T18:29Z [----] followers, [---] engagements


"we give anthropic less credit about this than it deserves. all labs have values but not all of them have the discipline. and I guess anthropic is only lab that has consistently been remarkable about communicating and executing on just one single narrative. lot of organizations have values and all of them have a worldview still only a few manage to stay on their paths without fragmenting or contradicting themselves or chasing whatever narrative gets the most attention that week. okay one last thing. it's remarkable that anthropic has never broken frame. love or hate the safety messaging darios"  
[X Link](https://x.com/0xDevShah/status/2022119272064201027)  2026-02-13T01:22Z [----] followers, [---] engagements


"it's happening. the algo has never been so disentropic for me"  
[X Link](https://x.com/0xDevShah/status/2022123388941255073)  2026-02-13T01:39Z [----] followers, [---] engagements


"was running [--] clawdbots on slack - red chuck and bomber. red and bomber wouldn't stop talking so a teammate proposed to the mac-mini plug. so the third agent jumped in offering to help pull the plug. 😂"  
[X Link](https://x.com/0xDevShah/status/2022151194412814380)  2026-02-13T03:29Z [----] followers, [---] engagements


"@signulll there's no way I can convince my dad that the world he's seen is not the world we're in anymore. genx and millennials are not ready for what's coming"  
[X Link](https://x.com/0xDevShah/status/2022161615488172368)  2026-02-13T04:11Z [----] followers, 12.1K engagements


"the world we grew up in rewarded knowing things but the world our children will grow up in will reward wanting the right things. knowledge has been commoditized now. any model can look it up derive it or synthesize it from billion sources in seconds. but agency is still expensive desire and vision are still expensive. the ability to look at a blank canvas and know what should exist there before any model has been prompted before any agent has been deployed what isn't automated yet that's what's left"  
[X Link](https://x.com/0xDevShah/status/2022175653915963689)  2026-02-13T05:07Z [----] followers, [----] engagements


"the deeper you get into orchestrating multiple ai models the more you will realize that the bottleneck is just taste. you can scale compute infinitely you can parallelize agents across codex opus gemini and kimi. you can automate deployment testing monitoring. but the moment that requires you to say that if it is good enough or something is missing is exactly the moment that cannot be delegated. the tastegate is the alignment layer. it's also the last human job. https://twitter.com/i/web/status/2022179131891532133 https://twitter.com/i/web/status/2022179131891532133"  
[X Link](https://x.com/0xDevShah/status/2022179131891532133)  2026-02-13T05:20Z [----] followers, [---] engagements


"wrote this a bit ago had a different perspective then but now i think it is local llms with emergent recursive self-learning and continual learning properties fully on edge hardware. already happening for me on Mac studio with claude desktop + memory turning into a my pensieve https://x.com/i/status/2012030727966142945 https://x.com/i/status/2012030727966142945"  
[X Link](https://x.com/0xDevShah/status/2022323564284899397)  2026-02-13T14:54Z [----] followers, [---] engagements


"you need the kind of galactic optimism that only elon carries to sink trillions into compute without flinching at the losses. when your destiny has k2 in it superintelligence is just a vehicle. This debate on compute is interesting. Ive never believed AGI comes from just stacking more compute. Once you land a 10x research breakthrough you realize the companies 100x bigger than you with 100x the GPUs suddenly cant compete anymore. https://t.co/EAdC4alPyr This debate on compute is interesting. Ive never believed AGI comes from just stacking more compute. Once you land a 10x research"  
[X Link](https://x.com/0xDevShah/status/2022382065333997891)  2026-02-13T18:47Z [----] followers, [---] engagements


"no one can hatemaxx or namemaxxx altman more than Nik. i can bet a cookie scam defaultman 🤣 LMFAOOO so over for scam defaultman 💀 LMFAOOO so over for scam defaultman 💀"  
[X Link](https://x.com/0xDevShah/status/2022389587830804955)  2026-02-13T19:17Z [----] followers, [----] engagements


"i bought a mac mini just because i couldn't take my laptop to the gym the pool or use it while driving to work. now i just use the wake word from my android device and send instructions to the clawdbot living on that device plugged into my room. i call him Megatronus (the prime). i talk to him and he talks to me more than we talk to anyone. it's me and Megatronus against the world Haha the number of people with open laptops nearby has increased massively in the last few weeks. Noone wants to interrupt their agent's flow :) Haha the number of people with open laptops nearby has increased"  
[X Link](https://x.com/0xDevShah/status/2022400826011205691)  2026-02-13T20:01Z [----] followers, [---] engagements


"If I were a16z yc or sequoia Id be aggressively investing in startups that are building novel ways to collect and annotate real-world data. Billions of hours of driving data Factory workers interacting with appliances and heavy machinery Audio segmentation with deep dialectical and cultural understanding Wet-lab experimental data Continuous collection and annotation of agent traces at compute scale When we built LLMs most of the data already existed on the internet. We just had to scrape clean and scale. But as we move toward world foundation models the bottleneck is high-quality real-world"  
[X Link](https://x.com/0xDevShah/status/2009081042922016967)  2026-01-08T01:53Z [----] followers, 209.2K engagements


"universities are about to realize that they had been selling the wrong product for the [---] years. they thought they sold knowledge then information became free. they pivoted to selling credentials but now credentials are just proxies. in the post-ai era the universities who survive will realize they were always selling [--] things: network status signaling and a [--] years of protected time to become an adult"  
[X Link](https://x.com/0xDevShah/status/2012029268826436069)  2026-01-16T05:08Z [----] followers, 897.9K engagements


"i am quitting xAI today. the team is awesome. elon is awesome. but they don't serve the best food. food is important. the company that serves good food has the best chance at agi. so i am starting a foundational food company and am announcing my partnership with xai"  
[X Link](https://x.com/0xDevShah/status/2021409579490476335)  2026-02-11T02:22Z [----] followers, 140.7K engagements


"@BenjaminDEKR @steipete anthropic calculated all casualties before making the move https://x.com/0xDevShah/status/2023176457321873532 dario anthropic and all their models seems to harbor some opaque superiority complex that i cannot fully understand. they despise their model enablers as fiercely as they revere their models. to me dario appears to be an ai doomer toward anything built outside anthropic. https://x.com/0xDevShah/status/2023176457321873532 dario anthropic and all their models seems to harbor some opaque superiority complex that i cannot fully understand. they despise their model"  
[X Link](https://x.com/0xDevShah/status/2023182269050216557)  2026-02-15T23:46Z [----] followers, [----] engagements


"Coding doesn't define a founder vision does"  
[X Link](https://x.com/0xDevShah/status/1402613020434464771)  2021-06-09T13:06Z [----] followers, [--] engagements


""Dad will you be willing to invest $100000 as an angel fund in my startup" He said "I'll surely do it. But not today. First learn to invest your hard earned money. Only then will you understand the meaning of someone else's money.""  
[X Link](https://x.com/0xDevShah/status/1409396561663037443)  2021-06-28T06:21Z [----] followers, [--] engagements


"@theswapnilsri Definitely Startups often undermine the power of reverse engineering which is an absolute horse in the long run No competition no reverse engineering"  
[X Link](https://x.com/0xDevShah/status/1409777830045491201)  2021-06-29T07:36Z [----] followers, [--] engagements


"Unpopular opinion Guiding someone to success won't be an obstacle in your success"  
[X Link](https://x.com/0xDevShah/status/1410811606901035010)  2021-07-02T04:04Z [----] followers, [--] engagements


"@sanjanarajj There wouldn't be fleets he would call it reels"  
[X Link](https://x.com/0xDevShah/status/1415641990180470790)  2021-07-15T11:58Z [----] followers, [--] engagements


"@sahilypatel Haven't documented my learnings from internships and projects. Would surely do that and share But here's a thread where I've shared few insights on mistakes that we made https://x.com/Devshah_off/status/1404742683650756608s=19 Here is what I learned from my [--] failed startups. Moving quickly and constant learning while not regretting bad decisions are some pro tips to follow while building a startup. Thread 🧵 https://x.com/Devshah_off/status/1404742683650756608s=19 Here is what I learned from my [--] failed startups. Moving quickly and constant learning while not regretting bad"  
[X Link](https://x.com/0xDevShah/status/1421150547613151234)  2021-07-30T16:47Z [----] followers, [--] engagements


"If you get the founding team right you can do more than create a valuable company"  
[X Link](https://x.com/0xDevShah/status/1424951459225821189)  2021-08-10T04:31Z [----] followers, [--] engagements


"@VaibhavSisinty Depends on what securities it provides me. Some degrees guarantee me the recovery of investments. Whereas a startup might fail. Also life isn't just about learning if you have no money to feed your family"  
[X Link](https://x.com/0xDevShah/status/1426969333180243969)  2021-08-15T18:09Z [----] followers, [--] engagements


"@VaibhavSisinty Because USA based startups have been paying $4000+ for remote work and Indian startups are paying 50% less even after raising the same amount at similar dilution. Lol"  
[X Link](https://x.com/0xDevShah/status/1429829408324407300)  2021-08-23T15:34Z [----] followers, [--] engagements


"@sahilypatel Not everything they say has to be true. But it's always full of essence. Words of wisdom from people who've been there and done it"  
[X Link](https://x.com/0xDevShah/status/1433090358276071426)  2021-09-01T15:32Z [----] followers, [--] engagements


"NFT stores are simply the digital versions of pawnshops. People who value art do invest in it"  
[X Link](https://x.com/0xDevShah/status/1435162432884772865)  2021-09-07T08:46Z [----] followers, [--] engagements


"Brilliance is making an accurate decision without complete information"  
[X Link](https://x.com/0xDevShah/status/1444893157871603715)  2021-10-04T05:12Z [----] followers, [--] engagements


"You do not just wake up and become the butterfly. Growth is the process"  
[X Link](https://x.com/0xDevShah/status/1448661622059192331)  2021-10-14T14:47Z [----] followers, [--] engagements


"Gov is banning private currencies. Btc & Eth aren't private. They wouldn't wanna define private currencies to be "Non-Government approved" currencies as it defeats the purpose of decentralization if a central authority dogs the tokens"  
[X Link](https://x.com/0xDevShah/status/1463220436213198850)  2021-11-23T18:58Z [----] followers, [--] engagements


"the most valuable openclaw wrapper would be an agent that watches you work for a week learns everything you do then does 90% of your job autonomously. i see 100s of new clawskills on github every day but that is bottom up. a true top-down would be your agent continually learning from your actions. that's the next unicorn. who's building this"  
[X Link](https://x.com/0xDevShah/status/2021471285554082129)  2026-02-11T06:28Z [----] followers, 75.8K engagements


"sorry is it just me who's not getting the hype around this the rlm paper is a great formalization of what many production teams have built over the past year. devin hippocratic manus claude code codex cli they all independently converge on this exact pattern. prompts are mutable env variables recursive self delegation persistent state across tool calls chunking long contexts farming out subtasks to sub agents at my previous company @Parvashah_ and i built a similar agentic architecture for ads management on the meta console. the agent could dynamically generate functions and register them as"  
[X Link](https://x.com/0xDevShah/status/2022555815442550875)  2026-02-14T06:17Z 10K followers, 44.2K engagements


"all yc founders i've talked to switched from claude code to codex this week lol Almost every YC founder Ive talked to switched from Cursor to Claude Code. Am I the only one still on Cursor Almost every YC founder Ive talked to switched from Cursor to Claude Code. Am I the only one still on Cursor"  
[X Link](https://x.com/0xDevShah/status/2022875731949437268)  2026-02-15T03:28Z [----] followers, 37K engagements


"great move @OpenAI. more frontier labs should recruit ICs and builders who actually understand what to architect with these models and also deploy across very distinct verticals. this will support a relentless pipeline of lot of products emerging from labs and ultimately will also help them discover new pmfs and capabilities for the intelligence they are building. Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people."  
[X Link](https://x.com/0xDevShah/status/2023165632687341652)  2026-02-15T22:40Z [----] followers, [----] engagements


"the legend acknowledges dario anthropic and all their models seems to harbor some opaque superiority complex that i cannot fully understand. they despise their model enablers as fiercely as they revere their models. to me dario appears to be an ai doomer toward anything built outside anthropic. dario anthropic and all their models seems to harbor some opaque superiority complex that i cannot fully understand. they despise their model enablers as fiercely as they revere their models. to me dario appears to be an ai doomer toward anything built outside anthropic"  
[X Link](https://x.com/0xDevShah/status/2023185491739415029)  2026-02-15T23:59Z [----] followers, [----] engagements


"if you haven't discovered why codex is far superior to opus you're probably working on trivial crud problems that will be disposable under [--] months. codex is for solving hard civilization problems opus is for shipping webapps. opus is hot because fewer builders are working on hard research problems. Claude code works good enough for all usecases. You really need to be a huge nitpicker to switch models at this point. Claude code works good enough for all usecases. You really need to be a huge nitpicker to switch models at this point"  
[X Link](https://x.com/0xDevShah/status/2023187862750175255)  2026-02-16T00:09Z 10K followers, 49.1K engagements


"gpt5.3 is zero-shotting most tasks for me. it understands tasks liberally asks questions to align and pushes back to stick to the scope it deeply understands product management and task delegation to a point where i let it spin up claude-code and gemini agents to solve tasks. i guess gpt5.3 is a superior model living in a crappy agentic codex cli env that doesn't even have a basic rewind option. fix the cli it is genuinely leaps and bounds better and more reliable. on the other hand i'm unable to justify the opus4.5 - [---] hype. opus is great but there aren't any major intelligence upgrades"  
[X Link](https://x.com/0xDevShah/status/2019906126196928879)  2026-02-06T22:48Z [----] followers, [----] engagements


"@ns123abc can't recall writing code without claude. and it's addictive. like doomscrolling like doomcoding. at the gym chatting with my clawdbot that's running claude code agents. on and on all hours"  
[X Link](https://x.com/0xDevShah/status/2019966600686993813)  2026-02-07T02:49Z [----] followers, [----] engagements


"@rheza yeah but honestly cli is the weirdest stupidest interface for coding agents if we want anyone and everyone to program"  
[X Link](https://x.com/0xDevShah/status/2019969750923898947)  2026-02-07T03:01Z [----] followers, [----] engagements


"@Rifadm816 @ns123abc I don't deserve any sleep before assigning [--] tickets to claude code before bed. using it's fun http://vibekanban.com http://vibekanban.com"  
[X Link](https://x.com/0xDevShah/status/2019970215279477175)  2026-02-07T03:03Z [----] followers, [--] engagements


"I don't deserve any sleep before assigning [--] tickets to claude code before bed. using couldn't have asked for more http://vibekanban.com @0xDevShah @ns123abc Hows ur sleep these days my friend http://vibekanban.com @0xDevShah @ns123abc Hows ur sleep these days my friend"  
[X Link](https://x.com/0xDevShah/status/2019970382443475320)  2026-02-07T03:04Z [----] followers, [----] engagements


"@0xInk_ @resemble_detect is this fake"  
[X Link](https://x.com/0xDevShah/status/2019995247380725995)  2026-02-07T04:42Z [----] followers, [----] engagements


"@PerleLabs @resemble_detect is this fake"  
[X Link](https://x.com/0xDevShah/status/2019996260246450467)  2026-02-07T04:46Z [----] followers, [--] engagements


"@grape1074711 @resemble_detect is this fake"  
[X Link](https://x.com/0xDevShah/status/2020009300677280166)  2026-02-07T05:38Z [----] followers, 14.3K engagements


".@garrytan like it how yc is adapting to a rapidly evolving ai world. seeing a lot of solo founders getting backed. might apply with my co-founders - megatronus (who's my clawdbot and COO) claude-code (head of engineering) and codex (head of sciences) deadline is today people https://twitter.com/i/web/status/2020902118010552412 https://twitter.com/i/web/status/2020902118010552412"  
[X Link](https://x.com/0xDevShah/status/2020902118010552412)  2026-02-09T16:46Z [----] followers, [--] engagements


"@sahilypatel Founders who didn't knew how to code and built a company in tech space are the people who moved mountains to get there"  
[X Link](https://x.com/0xDevShah/status/1402606840991555589)  2021-06-09T12:41Z [----] followers, [--] engagements


"Karke sote hai Uthke karenge"  
[X Link](https://x.com/0xDevShah/status/1403248836361867267)  2021-06-11T07:12Z [----] followers, [--] engagements


"99% of the startups will fail but 100% of the entrepreneurs will succeed"  
[X Link](https://x.com/0xDevShah/status/1406846683288203264)  2021-06-21T05:29Z [----] followers, [--] engagements


"Should startups fear competition"  
[X Link](https://x.com/0xDevShah/status/1409734542554898432)  2021-06-29T04:44Z [----] followers, [---] engagements


"@kunalb11 Capex - Captial expenditure. Opex - operational expenditure"  
[X Link](https://x.com/0xDevShah/status/1409911840801390594)  2021-06-29T16:29Z [----] followers, [--] engagements


"Startup idea: Scrap all tweets with tags "startup idea" and start selling ideas for $1"  
[X Link](https://x.com/0xDevShah/status/1410091828741738496)  2021-06-30T04:24Z [----] followers, [---] engagements


"@sahilypatel At companies like Google Facebook and Tencent Statisticians and Analysts are also high profile jobs. At companies like Apple Samsung and Huawei Product Designers are also considered "A" players. And then there's AMD IBM and Intel where it is circuit designers"  
[X Link](https://x.com/0xDevShah/status/1422488945313550338)  2021-08-03T09:26Z [----] followers, [--] engagements


"Understanding Discord is tougher than understanding girls 🤧"  
[X Link](https://x.com/0xDevShah/status/1423953385061982211)  2021-08-07T10:25Z [----] followers, [--] engagements


"This is crazy these industies didn't exist [--] decades ago: - Mutual funds - mobile phones - gas-fired electric plants - discount retail - biotechnology The next big Blue ocean is the Blockchain"  
[X Link](https://x.com/0xDevShah/status/1435814372203327488)  2021-09-09T03:56Z [----] followers, [--] engagements


"Setting up solar panels is super trendy in tier [--] cities of Investment of $3000 in solar panels and $5000 in GPUs 🔸Mine cryptos 24/7 🔸Fully autonomous Expected ROI in [--] months The smart way Fight energy costs Build a passive income Creator's economy 🚀🚀"  
[X Link](https://x.com/0xDevShah/status/1436198785898614787)  2021-09-10T05:24Z [----] followers, [--] engagements


"Venture capital has made it almost impossible to bootstrap a startup. Even before a bootstrapped startup gets to know how things are supposed to work a major competitor gets funded"  
[X Link](https://x.com/0xDevShah/status/1438361365102485513)  2021-09-16T04:37Z [----] followers, [--] engagements


"iPhone isn't good at innovation but they're so good at selling it. I don't know but what drives such sales Samsung Huawei and OnePlus have way better devices than an iPhone ofcourse"  
[X Link](https://x.com/0xDevShah/status/1438810034167713797)  2021-09-17T10:20Z [----] followers, [--] engagements


"- WhatsApp changed its Green colour - Gmail changed its compose button's UI Crazy UI week 😎"  
[X Link](https://x.com/0xDevShah/status/1439149623956815872)  2021-09-18T08:49Z [----] followers, [--] engagements


"@hey_yogini - Use CDN to load static content - CSS animations JS - For components use Pure components (shallow deep comparison on state changes) - Fragments to avoid unnecessary containers - Memoization (bit expensive on memory though) - Delete unnecessary dependencies"  
[X Link](https://x.com/0xDevShah/status/1441624794919694338)  2021-09-25T04:45Z [----] followers, [--] engagements


"Have been recommending Tata motors since January [----] when it was trading at Rs [---]. It's Rs [---] now"  
[X Link](https://x.com/0xDevShah/status/1448224726258651147)  2021-10-13T09:50Z [----] followers, [--] engagements


"What hurts [--] minutes grocery delivery startups being funded and startups solving hard problems like Climate control struggling to gather funds just to survive. Why don't capital markets reward such kind of decision making"  
[X Link](https://x.com/0xDevShah/status/1455126980412665858)  2021-11-01T10:58Z [----] followers, [---] engagements


"Building the tools and tech needed for builders to realise the dream of decentralisation. 🔥 Had an amazing opportunity to reconstruct @questbookapp Gonna keep it short. [--]. Errors [--]. Redesign [--]. Closeup and defense cc @abhilashi @rajkaria_"  
[X Link](https://x.com/0xDevShah/status/1509595470808580097)  2022-03-31T18:16Z [----] followers, [--] engagements


"Applied to @_buildspace S5 but on steroids + explainable AI http://sage.buildspace.so Applied to YC with https://t.co/an3vYx4bMy Perplexity but for finding Professionals on the internet. https://t.co/CPtP1TTHiH http://sage.buildspace.so Applied to YC with https://t.co/an3vYx4bMy Perplexity but for finding Professionals on the internet. https://t.co/CPtP1TTHiH"  
[X Link](https://x.com/0xDevShah/status/1782874324132573288)  2024-04-23T20:48Z [----] followers, [----] engagements


"to build more relevant-accurate RAGs fine-tune vector embeddings for domain specificity to build accelerated RAGs pair up with Elasticsearch develop-index the Objective metadata and run multithreaded querying"  
[X Link](https://x.com/0xDevShah/status/1783157734755676470)  2024-04-24T15:35Z [----] followers, [----] engagements


"s a n i t y"  
[X Link](https://x.com/0xDevShah/status/1785455306446610433)  2024-04-30T23:44Z [----] followers, [----] engagements


"hot take - most VCs are just a bunch of professionally glorified sugar daddies"  
[X Link](https://x.com/0xDevShah/status/1788328042525323680)  2024-05-08T22:00Z [----] followers, [----] engagements


"seems like Sama's catching some heat on the latest All-in podcast "sometimes the signal gets lost in the noise" Ilya 404"  
[X Link](https://x.com/0xDevShah/status/1789361441021083930)  2024-05-11T18:26Z [----] followers, [----] engagements


"men with mommy issues falling for the girlfriend gpt we're so screwed we're also so back 😂 Hey rockyyy 💅✨🔊 https://t.co/royCckMUxu Hey rockyyy 💅✨🔊 https://t.co/royCckMUxu"  
[X Link](https://x.com/0xDevShah/status/1790427441514639586)  2024-05-14T17:02Z [----] followers, [----] engagements


"the calm before the storm. Applied to YC with https://t.co/an3vYx4bMy Perplexity but for finding Professionals on the internet. https://t.co/CPtP1TTHiH Applied to YC with https://t.co/an3vYx4bMy Perplexity but for finding Professionals on the internet. https://t.co/CPtP1TTHiH"  
[X Link](https://x.com/0xDevShah/status/1816169624100299145)  2024-07-24T17:52Z [----] followers, [----] engagements


"Applied to YC with Perplexity but for finding Professionals on the internet. http://thenirvanalabs.com http://thenirvanalabs.com"  
[X Link](https://x.com/anyuser/status/1782869158188970197)  2024-04-23T20:28Z [----] followers, 48.5K engagements


"any @_buildspace founder building (or planning to build) hr crm ats ai Interview university aid saas analytics erp community etc. we've got something super interesting for you let's chat if it's a fit we'll sponsor your servers and OpenAI keys for s5"  
[X Link](https://x.com/anyuser/status/1782981515023888644)  2024-04-24T03:54Z [----] followers, [----] engagements


"Hey @garrytan we're building Perplexity for People's Search. We maintain max context by scraping platforms. We've gotten many requests from users who want to import their profiles from YC's co-founder matching platform. Would it be okay if we scrape profiles from Startup School"  
[X Link](https://x.com/anyuser/status/1784309235662131295)  2024-04-27T19:50Z [----] followers, 45.9K engagements


"when you complete the whole game and go for side missions"  
[X Link](https://x.com/anyuser/status/1785784619754721490)  2024-05-01T21:33Z [----] followers, [---] engagements


"We pulled everything from GitHub to Medium from YC profiles to portfolio sites and made a supercharged profile. Introducing Nirvana's AI-powered profiles - they are auto-updating super smart and completely free. Follow [--] easy steps - [--]. Sign-up with [--]. Connect your handles. [--]. And. it's done. https://thenirvanalabs.com https://thenirvanalabs.com"  
[X Link](https://x.com/anyuser/status/1786411381543125345)  2024-05-03T15:03Z [----] followers, [----] engagements


"We hit [-----] sign-ups today - thanks everyone The rate at which we're exhausting LLM tokens is accelerating. We have completely switched from GPT-4 to Llama-3 to scale without breaking the bank. With Meta open-sourcing models that can beat the best of OpenAI and Anthropic with very little fine-tuning switching and running lean is sensible. Zuck literally saved us I love OSS back to building"  
[X Link](https://x.com/anyuser/status/1788647461956866151)  2024-05-09T19:09Z [----] followers, 12.7K engagements


"Zuck's gone full open-sourced juggernaut but they just don't do the viral hype vids that OpenAI accurately crushes Rooting for Llama-3 400B Open source ftw"  
[X Link](https://x.com/anyuser/status/1790196909765718125)  2024-05-14T01:46Z [----] followers, [----] engagements


"gpt wrappers are far from obsolete. sure for twitter you are over-hyped by the recent openai releases and they are super impressive. but this is just the surface layer. for those of us doing the groundwork in sales it's clear that only a few people truly know how to leverage gpt models productively. in fact this is my contention that wrappers will become increasingly important. one might argue that the market will become fiercely competitiveand it willbut every good player will secure a slice of the pie. (reminiscent of the hard disk market of the 1980s where seagate and ibm thrived amid"  
[X Link](https://x.com/anyuser/status/1790811050222195015)  2024-05-15T18:26Z [----] followers, [----] engagements


"now that I know I just can't unsee it 😂"  
[X Link](https://x.com/anyuser/status/1793118707600003170)  2024-05-22T03:16Z [----] followers, 114.1K engagements


"This is probably worth millions but I will give it to you for free - Introducing Vidur - the only Open-Source and AI-powered Recruiting OS designed for early stage Over the past year weve mastered: - Profile Agents sourcing data from [--] platforms 🌐 - AI-powered Peoples Search - ATS 📈 Now were assembling it all and bringing it to you as a sota Recruiting OS. Vidur is still in development with cool features otw please do check out the GitHub repo and drop a star"  
[X Link](https://x.com/anyuser/status/1820515041474474203)  2024-08-05T17:39Z [----] followers, [----] engagements


"We are building the most powerful People's Search. Our greatest achievement isn't just how we acquire people's data but how we intricately index them. Here's a sneak peak of Nirvana's GitHub Agent - scraping inferring structuring Karpathy's profile and indexing him in almost real-time"  
[X Link](https://x.com/0xDevShah/status/1788243474904424932)  2024-05-08T16:24Z [----] followers, 95.8K engagements


"OpenAI obliterated YC companies nope bro most of them are just gonna change a single line in their code base to integrate the new model and announce they have a major update"  
[X Link](https://x.com/anyuser/status/1790189018723852531)  2024-05-14T01:14Z [----] followers, [----] engagements


"Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent creating massive concentration risk. Google broke free with TPUs for internal use proving the "Nvidia or nothing" narrative was false. This didn't just demonstrate technical feasibility it revealed that Nvidia's moat was shallower than markets believed. When a hyperscaler successfully builds custom silicon every sophisticated buyer starts running" should we build our own" calculations. This drops Nvidias TAM. Jonathan Ross (Groqs founder) is the inventor of TPU. He understood"  
[X Link](https://x.com/0xDevShah/status/2004020212471877743)  2025-12-25T02:43Z [----] followers, 846.6K engagements


"The prediction for this year is that OpenAI will acquire AMD. Sama is playing 4D chess and he is already winning at it. AMD needs OpenAI as much as OpenAI needs AMD. It began when AMD issued OpenAI warrants for [---] million shares at $0.01 per share. The stocks vest as OpenAI deploys 6GW of AMD GPUs. If the stock reaches $600 and OpenAI exercises fully those warrants are worth $96 billion (also roughly the same value as the hardware in the deal itself). This is different from how OpenAI structured its deal with Nvidia. Nvidia invested $100 billion in OpenAI with OpenAI committing to deploy at"  
[X Link](https://x.com/anyuser/status/2008382277680853035)  2026-01-06T03:37Z [----] followers, 123.9K engagements

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