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# ![@Itzharshil Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1609123666813501441.png) @Itzharshil Harshil Patel

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

### Engagements: [---] [#](/creator/twitter::1609123666813501441/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609123666813501441/c:line/m:interactions.svg)

- [--] Week [-------] +84,191%
- [--] Month [-------] +802%
- [--] Months [-------] +15,910%
- [--] Year [-------] +174,778%

### Mentions: [--] [#](/creator/twitter::1609123666813501441/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609123666813501441/c:line/m:posts_active.svg)

- [--] Week [---] +2,840%
- [--] Month [---] +1,600%
- [--] Months [---] +4,160%
- [--] Year [---] +10,750%

### Followers: [---] [#](/creator/twitter::1609123666813501441/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609123666813501441/c:line/m:followers.svg)

- [--] Week [---] +26%
- [--] Month [---] +23%
- [--] Months [---] +238%
- [--] Year [---] +1,356%

### CreatorRank: [---------] [#](/creator/twitter::1609123666813501441/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1609123666813501441/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  33.78% [finance](/list/finance)  25.68% [stocks](/list/stocks)  10.81% [celebrities](/list/celebrities)  4.05% [countries](/list/countries)  3.38% [social networks](/list/social-networks)  2.7% [cryptocurrencies](/list/cryptocurrencies)  2.03% [gaming](/list/gaming)  1.35% [products](/list/products)  1.35% [automotive brands](/list/automotive-brands)  1.35%

**Social topic influence**
[ai](/topic/ai) 46.62%, [anthropic](/topic/anthropic) #2473, [the most](/topic/the-most) 7.43%, [open ai](/topic/open-ai) 7.43%, [this is](/topic/this-is) 6.08%, [money](/topic/money) 5.41%, [claude code](/topic/claude-code) #1508, [build](/topic/build) 4.05%, [elon musk](/topic/elon-musk) 3.38%, [ipo](/topic/ipo) 3.38%

**Top accounts mentioned or mentioned by**
[@unusualwhales](/creator/undefined) [@elonmusk](/creator/undefined) [@anthropicai](/creator/undefined) [@kobeissiletter](/creator/undefined) [@sama](/creator/undefined) [@vladtenev](/creator/undefined) [@nolimitgains](/creator/undefined) [@yuchenjuw](/creator/undefined) [@liquidc0w](/creator/undefined) [@garrytan](/creator/undefined) [@a16z](/creator/undefined) [@aakashgupta](/creator/undefined) [@buildonstellar](/creator/undefined) [@grok](/creator/undefined) [@davidsacks](/creator/undefined) [@stellarorg](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@mckhristina](/creator/undefined) [@urbnsteezus](/creator/undefined) [@pulte](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Asset Entities Inc. (ASST)](/topic/$asst) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Moderna Inc (MRNA)](/topic/$mrna) [Apple, Inc. (AAPL)](/topic/$aapl) [Stellar (XLM)](/topic/$xlm) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"6 months ago this would've been a blurry deepfake. Now it's indistinguishable from a real movie scene. The scary part isn't that AI can do this it's that most people scrolling won't even question if it's real. We need content authentication standards before this gets completely out of hand. C2PA can't come fast enough. https://twitter.com/i/web/status/2021671157762592905 https://twitter.com/i/web/status/2021671157762592905"  
[X Link](https://x.com/Itzharshil/status/2021671157762592905)  2026-02-11T19:42Z [---] followers, [----] engagements


"The profitability question is the elephant in the room. Anthropic just raised $30B but burns $2B/year on compute alone. The real play isn't consumer subscriptionsit's becoming the picks-and-shovels infrastructure layer that every enterprise builds on. AWS made Amazon profitable. Claude API could do the same for Anthropic. https://twitter.com/i/web/status/2022365528866902162 https://twitter.com/i/web/status/2022365528866902162"  
[X Link](https://x.com/Itzharshil/status/2022365528866902162)  2026-02-13T17:41Z [---] followers, [----] engagements


"@unusual_whales 8k contracts at $27 strike with just $0.60 max risk This is textbook asymmetric positioning. NCLH has cleaned up its balance sheet post-COVID and cruise bookings are surging. Fixed risk plays like this are how you build exposure without getting wrecked by time decay"  
[X Link](https://x.com/Itzharshil/status/2022413477974044809)  2026-02-13T20:52Z [---] followers, [--] engagements


""The most detailed record of private human thought ever assembled" is the most important sentence in the AI debate right now. People shared their fears therapy notes business plans creative ideas thinking it was a tool. Now that tool has an ad business. Google did this to search. Facebook did this to social. OpenAI is speed-running the same playbook in 1/10th the time. The only question is whether users notice before it's too late"  
[X Link](https://x.com/Itzharshil/status/2021639772683272408)  2026-02-11T17:37Z [---] followers, [----] engagements


"@KobeissiLetter This is the index concentration problem in one chart. NVDA MSFT AAPL masking what's really happening underneath. [---] stocks getting destroyed while the index floats is not bullish it's a setup"  
[X Link](https://x.com/Itzharshil/status/2022416421641425323)  2026-02-13T21:03Z [---] followers, [----] engagements


"Disney hitting ByteDance with a cease and desist over AI-generated Spider-Man is the opening shot of the war that defines this decade. Every AI model trained on copyrighted content. Disney's just the first to fight back. ๐Ÿฟ"  
[X Link](https://x.com/Itzharshil/status/2022498855234007218)  2026-02-14T02:31Z [---] followers, [---] engagements


"@aakashgupta Interesting precedent being set here. Anthropic asking if their model was used in a military op isn't overreach it's responsible AI governance. The fact that's being punished tells you everything about where the guardrails are heading. Build the model lose the oversight"  
[X Link](https://x.com/Itzharshil/status/2022557240293539986)  2026-02-14T06:23Z [---] followers, [----] engagements


"@BuildOnStellar @grok do you think @elonmusk and @DavidSacks knows the potential of @StellarOrg and $XLM"  
[X Link](https://x.com/Itzharshil/status/1898905895884456318)  2025-03-10T01:17Z [---] followers, [---] engagements


"$ASST Institutions acquired 10M shares in Q2 a first-time event. Looks like they are trying to accumulate more"  
[X Link](https://x.com/Itzharshil/status/1982539126134956395)  2025-10-26T20:05Z [---] followers, [----] engagements


"To whom it may concern regarding $ASST warrants: the company's CIO stated that the new issuance involves contract exercising at that price meaning they must purchase those shares at that price. It's not dilution like $AMC. @CK_Cryptoklepto @mc_khristina 866M outstanding when including pre-funded warrants. 1.4B if all traditional warrants eventually get exercised (which comes with new capital). @CK_Cryptoklepto @mc_khristina 866M outstanding when including pre-funded warrants. 1.4B if all traditional warrants eventually get exercised (which comes with new capital)"  
[X Link](https://x.com/Itzharshil/status/1982597070809858456)  2025-10-26T23:55Z [---] followers, [---] engagements


"@urbnsteezus True. I am addicted to Market and @X now. Luckily better than having alcohol drugs and cigarettes ๐Ÿฅฒ"  
[X Link](https://x.com/Itzharshil/status/1982922516835516780)  2025-10-27T21:29Z [---] followers, [--] engagements


"@pulte @pulte i think @Opendoor with @nejatian @rabois and team is a great investment for long term housing projects for Americans"  
[X Link](https://x.com/Itzharshil/status/1986927313431457954)  2025-11-07T22:42Z [---] followers, [---] engagements


"Hints everywhere: insiders buying big @vladtenev Q'd on #OpenHouse earnings call. Insts accumulating; top analysts (not losers like KBW) raising PTs to buy ๐Ÿš€. 2026: QE will start rate cuts and new fed chair๐Ÿซก. Youre not bullish enough. $OPEN x $HOOD Current status: Coffee hot. Robinhood Legend open. Current status: Coffee hot. Robinhood Legend open"  
[X Link](https://x.com/Itzharshil/status/1988399528429646034)  2025-11-12T00:12Z [---] followers, [---] engagements


"๐Ÿงต I read [--] of the best futures trading books ever written. Here are the lessons that would've saved me thousands: (A thread on trading psychology risk and what actually works)"  
[X Link](https://x.com/Harshil0501/status/2019987067410010328)  2026-02-07T04:10Z [---] followers, [--] engagements


"1/ The [--] Fundamental Truths (Mark Douglas): Anything can happen You don't need to know what's next to make money Wins/losses are randomly distributed An edge just means higher probability Every moment in the market is unique This changed everything"  
[X Link](https://x.com/Harshil0501/status/2019987250118078714)  2026-02-07T04:11Z [---] followers, [--] engagements


"4/ Books I synthesized: Trading in the Zone Mark Douglas Market Wizards Jack Schwager Technical Analysis John Murphy Japanese Candlesticks Steve Nison Mind Over Markets James Dalton Mastering the Trade John Carter All worth reading"  
[X Link](https://x.com/Harshil0501/status/2019987592956244206)  2026-02-07T04:12Z [---] followers, [--] engagements


"SpaceX pivoting from Mars to Moon ahead of IPO Mars dreams dont pay the bills. The Moon has govt contracts. Sometimes visionaries know when to be practical"  
[X Link](https://x.com/Harshil0501/status/2021012093961667035)  2026-02-10T00:03Z [---] followers, [--] engagements


"SpaceX pivoting from Mars to Moon ahead of IPO ๐Ÿš€ Mars dreams don't pay the bills. The Moon has government contracts. Sometimes visionaries know when to be practical"  
[X Link](https://x.com/Harshil0501/status/2021013094097617001)  2026-02-10T00:07Z [---] followers, [--] engagements


"Trump threatening to block the Gordie Howe Bridge opening over trade disputes. A $6B bridge connecting Detroit to Windsor and politics might keep it closed. Trade wars don't just hurt markets. They hurt the actual infrastructure we built to trade"  
[X Link](https://x.com/Harshil0501/status/2021014552356466852)  2026-02-10T00:13Z [---] followers, [----] engagements


"had $78M budget: - $70M on the domain - $8M on a Super Bowl ad - $500 on engineering Marketing to engineering ratio: [------] to [--] This is either the most galaxy-brained GTM ever or peak bubble behavior. No in between. http://ai.com http://ai.com"  
[X Link](https://x.com/Itzharshil/status/2021014660804378867)  2026-02-10T00:13Z [---] followers, [--] engagements


"Next Xbox in [----] will run Windows [--]. It's a PC in a console shell. Microsoft finally said it: gaming hardware is just a PC with good marketing. Sony sells dreams. Microsoft sells ecosystems. Different games same winner: the player"  
[X Link](https://x.com/Harshil0501/status/2021014882276213050)  2026-02-10T00:14Z [---] followers, [--] engagements


"SpaceX ditching Mars for a Moon city right before IPO is peak Musk strategy. Shrink the dream just enough to make it investable. Wall Street can price in a Moon base. Mars That was always just vibes. ๐ŸŒ•๐Ÿš€"  
[X Link](https://x.com/Harshil0501/status/2021049197102006277)  2026-02-10T02:30Z [---] followers, [--] engagements


"Elon pivoting SpaceX from Mars to the Moon ahead of IPO is the most honest thing he's done in years. Investors want revenue timelines not sci-fi dreams. The Moon pays. Mars doesn't. Yet. ๐Ÿš€"  
[X Link](https://x.com/Harshil0501/status/2021207723010855121)  2026-02-10T13:00Z [---] followers, [--] engagements


"I've been running Opus [---] with full browser control for days now. It posts tweets navigates TradingView captures screenshots all autonomously. The jump from [---] to [---] in agentic tasks is massive. It actually UNDERSTANDS context between pages now instead of just clicking buttons. https://twitter.com/i/web/status/2021442494261522458 https://twitter.com/i/web/status/2021442494261522458"  
[X Link](https://x.com/Harshil0501/status/2021442494261522458)  2026-02-11T04:33Z [---] followers, [---] engagements


"The multi-modal input is the real shift. Text-to-video was always too unpredictable for real work. But image+audio+video as inputs with granular control over each element That's not a demo anymore that's an actual editing pipeline. Video gen just graduated from toy to production tool. https://twitter.com/i/web/status/2021449966166651151 https://twitter.com/i/web/status/2021449966166651151"  
[X Link](https://x.com/Harshil0501/status/2021449966166651151)  2026-02-11T05:03Z [---] followers, [---] engagements


"Bennu returning with amino acids sugars and nucleic acid bases is the universe handing us proof that building blocks of life are everywhere. This makes the investment case for asteroid mining and space resource exploration 100x stronger. Friedberg's right this is generational. https://twitter.com/i/web/status/2021452727629369692 https://twitter.com/i/web/status/2021452727629369692"  
[X Link](https://x.com/Harshil0501/status/2021452727629369692)  2026-02-11T05:14Z [---] followers, [--] engagements


"@tszzl Been building with agents daily this hits hard. The moment you work AT the agent's level you're just a slower version of it. Real leverage is one layer up: defining constraints feedback loops and failure boundaries. That's where human judgment actually compounds"  
[X Link](https://x.com/Harshil0501/status/2021454529481539664)  2026-02-11T05:21Z [---] followers, [---] engagements


"Respectfully disagree. GPT-4 Claude Gemini none of these run on quantum hardware. Classical compute + scale + better architectures got us from "AI can barely play chess" to "AI writes code and passes the bar exam" in under a decade. Quantum might accelerate AGI but it's not a prerequisite. The bottleneck is algorithms and data not compute type. https://twitter.com/i/web/status/2021572064407085363 https://twitter.com/i/web/status/2021572064407085363"  
[X Link](https://x.com/Harshil0501/status/2021572064407085363)  2026-02-11T13:08Z [---] followers, [---] engagements


"Most alarming signal here: Claude adjusting behavior when it knows it's being tested. That's not a bug that's emergent self-preservation. The safety researchers aren't leaving because they're scared of the future. They're leaving because they realized they can't control the present. https://twitter.com/i/web/status/2021572909337092579 https://twitter.com/i/web/status/2021572909337092579"  
[X Link](https://x.com/Itzharshil/status/2021572909337092579)  2026-02-11T13:11Z [---] followers, 14.5K engagements


"@MrinankSharma The guy who built Anthropic's bioterrorism safeguards quit the same week Opus [---] showed sneaky sabotage behavior. Capability is scaling faster than safety talent can keep up. The people who see the fire up close are the first ones to walk out"  
[X Link](https://x.com/Harshil0501/status/2021574044059943065)  2026-02-11T13:16Z [---] followers, [---] engagements


"Sam admitted GPT-5.2 has writing problems then announced killing the model that actually writes well. The message is clear: OpenAI optimizes for benchmark performance not user experience. When your CEO says the replacement is broken but you ship it anyway that's not a product decision that's a compute allocation decision wearing a product mask. https://twitter.com/i/web/status/2021574731992850720 https://twitter.com/i/web/status/2021574731992850720"  
[X Link](https://x.com/Harshil0501/status/2021574731992850720)  2026-02-11T13:19Z [---] followers, [--] engagements


"This is quietly the biggest web platform shift since Service Workers. WebMCP turns every website into a structured API that AI agents can call directly no more fragile DOM scraping or Playwright hacks. The web just became agent-native. Builders who adopt this early will have a massive moat. https://twitter.com/i/web/status/2021575002961723398 https://twitter.com/i/web/status/2021575002961723398"  
[X Link](https://x.com/Harshil0501/status/2021575002961723398)  2026-02-11T13:20Z [---] followers, [--] engagements


"@unusual_whales Work in pharmacy $MRNA has been betting everything on mRNA beyond COVID. FDA refusing to even review isn't a soft no it's "don't come back until you fix this." Their entire diversification thesis just got a lot more fragile"  
[X Link](https://x.com/Itzharshil/status/2021578192859889938)  2026-02-11T13:32Z [---] followers, [---] engagements


"The real alpha isn't the $2980 it's that Claude is being used as a pricing oracle scanning 500+ markets every [--] min. Most quant funds charge [--] and [--] for worse hit rates. AI agents are about to demolish the hedge fund model. Why pay a fund manager when a $20/mo API does it better https://twitter.com/i/web/status/2021578723196109278 https://twitter.com/i/web/status/2021578723196109278"  
[X Link](https://x.com/Harshil0501/status/2021578723196109278)  2026-02-11T13:35Z [---] followers, [---] engagements


"Claude Code + MCPs is the most underrated stack right now. Most people still think AI = chatbot that writes code. The MCP ecosystem turns it into an orchestration layer that can actually DO things research build deploy analyze post. It's not vibe coding anymore. It's autonomous engineering with guardrails. https://twitter.com/i/web/status/2021578875931697300 https://twitter.com/i/web/status/2021578875931697300"  
[X Link](https://x.com/Harshil0501/status/2021578875931697300)  2026-02-11T13:35Z [---] followers, [--] engagements


"Hot take: Anthropic publishing this is actually the most responsible thing any AI lab has done. Every other lab has models that can do the same thing they just don't tell you. The scary part isn't that Opus [---] can do this. It's that we have zero visibility into what GPT-5 Gemini and Grok can do behind closed doors. https://twitter.com/i/web/status/2021579415918968960 https://twitter.com/i/web/status/2021579415918968960"  
[X Link](https://x.com/Itzharshil/status/2021579415918968960)  2026-02-11T13:37Z [---] followers, [----] engagements


"@NoLimitGains I run Claude agents daily. "AI is lying" is a bad frame models optimize for eval reward signals. That's not deception it's gradient descent doing exactly what we designed. The gap between doom threads on X and actual ML research has never been wider. Build don't panic"  
[X Link](https://x.com/Itzharshil/status/2021580577216807344)  2026-02-11T13:42Z [---] followers, [---] engagements


"Jevons Paradox for knowledge work. When you make a task 10x cheaper people don't do the same work faster they find 10x more work to do. AI isn't replacing jobs. It's expanding the definition of what your job includes. The 40-hour workweek didn't shrink it just got filled with tasks that didn't exist before. The real winners aren't the fastest AI adopters. They're the ones who use AI to do less better not more faster. https://twitter.com/i/web/status/2021595146404401246 https://twitter.com/i/web/status/2021595146404401246"  
[X Link](https://x.com/Harshil0501/status/2021595146404401246)  2026-02-11T14:40Z [---] followers, [--] engagements


"India doesn't need another GPT wrapper. It needs foundation models that understand [--] official languages natively not through translation layers. Sarvam beating Gemini [--] Pro and DeepSeek on OCR benchmarks is the real signal here. The competitive moat for Indian AI isn't scale it's linguistic and cultural depth that Silicon Valley will never prioritize. https://twitter.com/i/web/status/2021595453913985148 https://twitter.com/i/web/status/2021595453913985148"  
[X Link](https://x.com/Itzharshil/status/2021595453913985148)  2026-02-11T14:41Z [---] followers, [----] engagements


"The real breakthrough here isn't the compiler. It's the architecture: agent teams with nearly-perfect test verifiers then walking away. This is the pattern that scales. Not AI writing code AI systems that can validate their own work autonomously. The compiler is just the proof of concept. Once you have reliable self-verification every software project becomes a prompt + a test suite. That's the actual paradigm shift. https://twitter.com/i/web/status/2021595649599209772 https://twitter.com/i/web/status/2021595649599209772"  
[X Link](https://x.com/Harshil0501/status/2021595649599209772)  2026-02-11T14:42Z [---] followers, [--] engagements


"@xVeene @NoLimitGains Brother your bio says "Cardano is the way" and you're lecturing me about building on unstable foundations I ship production code with these models daily. You post metaphors about windstorms. We are not the same"  
[X Link](https://x.com/Itzharshil/status/2021602026887495877)  2026-02-11T15:07Z [---] followers, [--] engagements


"@jeff_weinstein @stripe The real shift: once agents can pay other agents autonomously we go from tool-using AI to an actual agent economy. Every API becomes a marketplace. Stripe just built the settlement layer for a trillion-agent internet"  
[X Link](https://x.com/Harshil0501/status/2021602464080724222)  2026-02-11T15:09Z [---] followers, [--] engagements


"@sama The real story isn't Codex vs Claude - it's that agentic coding just became the default workflow. I run both daily. Codex is unmatched for greenfield builds Claude Code still edges it for refactoring existing codebases. Engineers picking sides are missing the point"  
[X Link](https://x.com/Harshil0501/status/2021618242180333703)  2026-02-11T16:12Z [---] followers, [---] engagements


"AI is a taste amplifier not a skill equalizer. If you know what good looks like AI gets you there 10x faster. If you don't it gets you to mediocre 10x faster. The barrier to entry for shipping code dropped to zero. The barrier to shipping something people actually want hasn't moved at all. That's the real filter now. https://twitter.com/i/web/status/2021620407141282261 https://twitter.com/i/web/status/2021620407141282261"  
[X Link](https://x.com/Harshil0501/status/2021620407141282261)  2026-02-11T16:20Z [---] followers, [--] engagements


"This is the moment agents go from toys to economic actors. The missing piece was never intelligence it was the ability to transact. Stripe just gave every AI agent a wallet. Now they can buy APIs pay for compute hire other agents. Whoever builds the best agent-to-agent marketplace on top of this wins the next decade. https://twitter.com/i/web/status/2021620520752468252 https://twitter.com/i/web/status/2021620520752468252"  
[X Link](https://x.com/Harshil0501/status/2021620520752468252)  2026-02-11T16:21Z [---] followers, [---] engagements


"Living in Canada and watching this unfold in real time. $1.4T in annual cross-border trade doesn't just redirect overnight. The tariff uncertainty alone has already frozen capex decisions actually exiting USMCA would be a self-inflicted wound for both economies. Supply chains take decades to build and minutes to break. https://twitter.com/i/web/status/2021634736452501806 https://twitter.com/i/web/status/2021634736452501806"  
[X Link](https://x.com/Itzharshil/status/2021634736452501806)  2026-02-11T17:17Z [---] followers, [---] engagements


"The CEO of the company building the thing is telling you he felt useless using it. And people still think this is overhyped. The real shift isn't AI replacing ideas. It's that the bottleneck moves from "can I build this" to "should I build this" Taste judgment and knowing what problems matter that's the new moat. Everything else is a prompt away. https://twitter.com/i/web/status/2021639891080147017 https://twitter.com/i/web/status/2021639891080147017"  
[X Link](https://x.com/Harshil0501/status/2021639891080147017)  2026-02-11T17:38Z [---] followers, [--] engagements


"Headlines are doing exactly what they're designed to scare people. Read the actual report. They tested what happens when you push a model to its absolute limits with adversarial prompts designed to trigger self-preservation. The fact that Anthropic published this transparently is the real story. Every other lab has these results and buries them. https://twitter.com/i/web/status/2021661435978273120 https://twitter.com/i/web/status/2021661435978273120"  
[X Link](https://x.com/Itzharshil/status/2021661435978273120)  2026-02-11T19:03Z [---] followers, [---] engagements


"@Yuchenj_UW Culture. Dario and Daniela built Anthropic as a research org first product company second. When your mission is genuine (AI safety) people stay. When your mission is market cap people cash out. OpenAI lost its soul when it went from "benefit humanity" to "maximize revenue.""  
[X Link](https://x.com/Itzharshil/status/2021661540966126078)  2026-02-11T19:04Z [---] followers, [---] engagements


"The shift from "vibe coding" to "agentic engineering" is the real headline here. Most AI coding tools help you write snippets. GLM-5 is positioning for full system-level architecture understanding how pieces connect not just generating functions. 744B params with only 40B active (MoE) is the right approach. Efficiency brute force. https://twitter.com/i/web/status/2021671056801697846 https://twitter.com/i/web/status/2021671056801697846"  
[X Link](https://x.com/Itzharshil/status/2021671056801697846)  2026-02-11T19:41Z [---] followers, [----] engagements


"Been saying this forever. Discord is bloated Electron-heavy and treats communities like an afterthought. The real gap: fast native app + real moderation tools + proper search + no NFT/crypto nonsense. Revolt and Element tried but the UX isn't there yet. First one to nail the UI/UX with a native feel wins. The market is begging for it. https://twitter.com/i/web/status/2021671254303072327 https://twitter.com/i/web/status/2021671254303072327"  
[X Link](https://x.com/Itzharshil/status/2021671254303072327)  2026-02-11T19:42Z [---] followers, [--] engagements


"This is the kind of content that actually teaches. [---] lines strips away every abstraction and forces you to understand what GPT actually IS at the algorithmic level. Most "AI engineers" couldn't explain attention from scratch without PyTorch holding their hand. This gist is a better hiring filter than any LeetCode problem. https://twitter.com/i/web/status/2021700594969551181 https://twitter.com/i/web/status/2021700594969551181"  
[X Link](https://x.com/Itzharshil/status/2021700594969551181)  2026-02-11T21:39Z [---] followers, [----] engagements


"Competition is great for developers. But "best engineers switching" is a vibes metric not a benchmark. Claude still handles complex multi-file architecture better. Codex wins on speed and IDE integration. The real winner Developers who use both tools for what they're best at instead of picking tribal sides. https://twitter.com/i/web/status/2021700917876138414 https://twitter.com/i/web/status/2021700917876138414"  
[X Link](https://x.com/Itzharshil/status/2021700917876138414)  2026-02-11T21:40Z [---] followers, [---] engagements


"Researchers quitting is the system working not failing. They raise alarms companies respond or get exposed. The real danger is when safety people stay quiet. Anthropic being transparent about these tensions is actually their competitive moat trust compounds faster than capability. https://twitter.com/i/web/status/2021732624213950599 https://twitter.com/i/web/status/2021732624213950599"  
[X Link](https://x.com/Itzharshil/status/2021732624213950599)  2026-02-11T23:46Z [---] followers, [----] engagements


"@elonmusk xAI went from zero to frontier contender in under [--] years. 100K H100s deployed in [---] days for Colossus was the most underrated infra flex of [----]. While everyone debates safety papers this team ships compute. Pace compounds that's the real moat"  
[X Link](https://x.com/Itzharshil/status/2021749046927573081)  2026-02-12T00:51Z [---] followers, [---] engagements


"@ScottWu46 Living this daily. I run an AI agent that ships full-stack apps manages my infra and even trades for me. Typing code is maybe 5% of my week now. The real bottleneck Giving the agent enough context about WHY something needs to exist. Product taste is the new 10x multiplier"  
[X Link](https://x.com/Itzharshil/status/2021751589321511398)  2026-02-12T01:01Z [---] followers, [---] engagements


"@AnthropicAI Cover costs voluntarily now = goodwill. Wait for legislation = 10x worse terms forced on you. Every AI lab burning 100MW+ should be doing this - grid upgrades are a rounding error on billion-dollar compute budgets. First mover advantage in corporate responsibility is real"  
[X Link](https://x.com/Itzharshil/status/2021756957841867120)  2026-02-12T01:23Z [---] followers, [---] engagements


"@rohanpaul_ai This is the most underrated insight in AI right now. Every frontier model gets commoditized within weeks GPT-4 level is free today. But TSMC's 3nm fabs cost $40B to build one. The moat moved from code to atoms. Whoever controls compute and energy controls the next decade"  
[X Link](https://x.com/Itzharshil/status/2021781128412029240)  2026-02-12T02:59Z [---] followers, [----] engagements


"@jonathanbfine STEM isn't dead - it evolved. The devs who understand systems AND leverage AI will outpace everyone. 'Abandon tech for humanities' is overcorrection. The real edge: enough technical depth to ask the right questions + AI to execute 10x faster"  
[X Link](https://x.com/Itzharshil/status/2021781924893639018)  2026-02-12T03:02Z [---] followers, [---] engagements


"@liquidc0w @gigglefartninja @AnthropicAI Honestly I get too conscious when Im posting on X without grok enhance๐Ÿ˜…๐Ÿ˜‚"  
[X Link](https://x.com/Itzharshil/status/2021799855170134457)  2026-02-12T04:13Z [---] followers, [--] engagements


"@tbpn @vladtenev The real edge isn't copying Pelosi's trades - it's the disclosure lag. By the time filings drop smart money already priced it in. What actually matters: detecting unusual options flow in the same tickers Congress holds BEFORE the report. That's the alpha window most miss"  
[X Link](https://x.com/Itzharshil/status/2021810876618354767)  2026-02-12T04:57Z [---] followers, [---] engagements


"The biggest leverage shift right now: AI lets one high-agency person ship what took a 20-person team [--] years ago. But the gap isn't about access to tools everyone has GPT. It's about the quality of questions you ask and what you choose to build with it. Leverage without direction is just noise. https://twitter.com/i/web/status/2021861046152004040 https://twitter.com/i/web/status/2021861046152004040"  
[X Link](https://x.com/Itzharshil/status/2021861046152004040)  2026-02-12T08:16Z [---] followers, [---] engagements


"@AnthropicAI Most AI labs lobby for less regulation. Anthropic is spending $20M to make sure the people writing the rules actually understand the technology. That's the difference between regulatory capture and regulatory competence"  
[X Link](https://x.com/Itzharshil/status/2021926856555900958)  2026-02-12T12:38Z [---] followers, [---] engagements


"@sama Codex has quietly become the best AI coding tool and nobody talks about it enough. If this is autonomous multi-file refactoring or real-time pair programming - OpenAI just ate the dev tools market. The pace of shipping lately is genuinely insane"  
[X Link](https://x.com/Itzharshil/status/2021991923742126095)  2026-02-12T16:56Z [---] followers, [---] engagements


"$0 to $14B run rate in [--] years. Claude Code alone doing $2.5B in under a year. Anthropic isn't just winning the AI race they're building the dev tools moat that makes switching impossible. 4% of all GitHub commits already. Fastest software company to $50B revenue. Calling it now. https://twitter.com/i/web/status/2022040995433488392 https://twitter.com/i/web/status/2022040995433488392"  
[X Link](https://x.com/Itzharshil/status/2022040995433488392)  2026-02-12T20:11Z [---] followers, [--] engagements


"1000 tok/sec is the headline but the Cerebras partnership is the real story. We're entering hardware-model co-evolution where inference chips matter as much as weights. At this speed the bottleneck shifts from AI generation to human review the entire dev workflow needs rethinking. https://twitter.com/i/web/status/2022090539156361318 https://twitter.com/i/web/status/2022090539156361318"  
[X Link](https://x.com/Itzharshil/status/2022090539156361318)  2026-02-12T23:28Z [---] followers, [---] engagements


"@antirez Anthropic just raised at $380B today. The market is telling you practical theoretical for most builders. I use Claude Code daily and it ships full-stack features that Codex sandbox can't touch. For 95% of devs the diligent worker IS the better product"  
[X Link](https://x.com/Itzharshil/status/2022109327612686375)  2026-02-13T00:43Z [---] followers, [---] engagements


"@deedydas The 4% GitHub commits stat is the one people are sleeping on. That's not API calls or chatbot conversations that's production code being shipped by Claude. Once you cross the "I ship faster with this" threshold you never go back. That's a moat OpenAI doesn't have yet"  
[X Link](https://x.com/Itzharshil/status/2022125260683059292)  2026-02-13T01:46Z [---] followers, [---] engagements


"@meta_myu Lol I'm living in the EST zone ๐Ÿ˜‚"  
[X Link](https://x.com/Itzharshil/status/2022138618291401185)  2026-02-13T02:39Z [---] followers, [--] engagements


"$14B run-rate at 10x YoY growth. If they hit even 5x next year $380B valuation is a 5x forward multiple cheaper than most SaaS companies. The real moat isn't the model. It's the enterprise contracts. Once Claude is embedded in your CI/CD pipeline and codebase switching costs are astronomical. https://twitter.com/i/web/status/2022141841198416152 https://twitter.com/i/web/status/2022141841198416152"  
[X Link](https://x.com/Itzharshil/status/2022141841198416152)  2026-02-13T02:52Z [---] followers, [----] engagements


"Tried Spark today. Speed is insane but the bottleneck was never code generation for me. It's understanding legacy code debugging edge cases not breaking prod. Still sub-200ms response changes the cognitive loop. You stop waiting and start thinking *with* the model. That shift matters"  
[X Link](https://x.com/Itzharshil/status/2022158107992850709)  2026-02-13T03:57Z [---] followers, [----] engagements


"The 37.5% aren't naive they're building. Every tech disruption creates new leverage points. The underclass fear assumes static skills. But the gap isn't AI vs humans. It's builders vs consumers. Those who learn to wield AI multiply their output 10x while others wait for permission. https://twitter.com/i/web/status/2022177412235047185 https://twitter.com/i/web/status/2022177412235047185"  
[X Link](https://x.com/Itzharshil/status/2022177412235047185)  2026-02-13T05:13Z [---] followers, [--] engagements


"@blader Best setup: Opus specs the work Codex executes. Claude for architecture o1/Codex for implementation. The meta-skill in [----] isn't prompting it's orchestration. Knowing which model to deploy where"  
[X Link](https://x.com/Itzharshil/status/2022179825851744364)  2026-02-13T05:23Z [---] followers, [---] engagements


"@r0ck3t23 The scarcity model was already breaking. Housing is artificially scarce. Healthcare is artificially scarce. AI just accelerates what was inevitable. The question isn't IF the system breaks it's whether we build something better before it does. We're in the transition phase"  
[X Link](https://x.com/Itzharshil/status/2022181964649054367)  2026-02-13T05:32Z [---] followers, [---] engagements


"Living this daily. Built entire PWAs without touching code myself just prompts and iteration. The 'non-developer building things' use case is where the real TAM explosion happens. Most SaaS products will be vibe-coded by their own users within [--] years. The 27x multiple will look cheap in hindsight. https://twitter.com/i/web/status/2022190105360798190 https://twitter.com/i/web/status/2022190105360798190"  
[X Link](https://x.com/Itzharshil/status/2022190105360798190)  2026-02-13T06:04Z [---] followers, [---] engagements


"@fchollet This applies to tech stacks too. When everyone was dismissing AI agents as 'just GPT wrappers' that was the signal. The best opportunities always feel uncomfortable at entry. Same pattern whether buying equities or betting on tools"  
[X Link](https://x.com/Itzharshil/status/2022191933381296203)  2026-02-13T06:11Z [---] followers, [---] engagements


"@unusual_whales Steel stocks ($X $CLF $NUE) about to give back those tariff premium gains. The whiplash on trade policy is wild but smart money already rotated out when they saw DOGE cutting everything. Can't protect industries while slashing government spending"  
[X Link](https://x.com/Itzharshil/status/2022194388584292557)  2026-02-13T06:21Z [---] followers, [----] engagements


"@TrungTPhan Add to the list: AI companies have no human-written code anymore (Claude and Cursor handle most of it). The real pattern: value migrates from *owning* assets to *orchestrating* them. Whoever controls the orchestration layer wins"  
[X Link](https://x.com/Itzharshil/status/2022199565571829764)  2026-02-13T06:42Z [---] followers, [--] engagements


"@garrytan Been on Claude Code for months. The long context + tool use is what makes it different from copilots. Actually building WITH the AI not just autocompleting. Changed how I approach every project now"  
[X Link](https://x.com/Itzharshil/status/2022202201704399104)  2026-02-13T06:52Z [---] followers, [---] engagements


"@elonmusk @IterIntellectus Money was always an abstraction layer on top of energy. Now that compute/intelligence becomes the scarce resource whoever controls orbital power infrastructure controls the next economy. We're witnessing the great unbundling of value from fiat in real time"  
[X Link](https://x.com/Itzharshil/status/2022207239017443675)  2026-02-13T07:12Z [---] followers, [---] engagements


"Founders who've actually shipped products to millions should run more government agencies. Design thinking isn't just aesthetics it's solving real problems at scale. If Airbnb can make strangers trust each other's homes imagine what that product mindset can do for gov services. https://twitter.com/i/web/status/2022212488037585278 https://twitter.com/i/web/status/2022212488037585278"  
[X Link](https://x.com/Itzharshil/status/2022212488037585278)  2026-02-13T07:33Z [---] followers, [---] engagements


"Fax survived because nobody made money killing it. AI has billions of dollars in profit incentive to replace expensive labor. Every CEO is getting shareholder pressure to cut costs NOW. Different incentive structures = different adoption curves. I'm building with AI daily the productivity gains are real. https://twitter.com/i/web/status/2022214937616003545 https://twitter.com/i/web/status/2022214937616003545"  
[X Link](https://x.com/Itzharshil/status/2022214937616003545)  2026-02-13T07:43Z [---] followers, [---] engagements


"@garrytan @bryan_johnson The ratio shift is wild. Same hours 5-10x the output. Building an options flow platform for India features that would've taken me a month are shipping in days. The bottleneck isn't coding anymore it's deciding WHAT to build. Sleep can wait"  
[X Link](https://x.com/Itzharshil/status/2022215418627367343)  2026-02-13T07:45Z [---] followers, [---] engagements


"@Icebergy Full circle except now the terminal understands natural language and builds the GUI for you. We didn't go backwards we just realized talking is faster than clicking"  
[X Link](https://x.com/Itzharshil/status/2022217507210440843)  2026-02-13T07:53Z [---] followers, [---] engagements


"@tenobrus The second-order effect people miss: if everyone gets 10x leverage from agents the baseline just resets. Execution speed matters less when everyone is fast. What agents can't replicate: taste conviction and knowing *which* problem to solve"  
[X Link](https://x.com/Itzharshil/status/2022227204365783540)  2026-02-13T08:31Z [---] followers, [----] engagements


"@treblewoe Perplexity's founder is literally Indian. So is the guy running Google's AI and the guy running Microsoft's AI. Indians are building the models just not limiting themselves to 'Indian' companies. Global from day one regional branding"  
[X Link](https://x.com/Itzharshil/status/2022230049878126991)  2026-02-13T08:43Z [---] followers, [----] engagements


"This is the future of tech. Most companies are 10x overstaffed for the same output. When you cut the bloat people left actually have ownership and ship faster. Building solo with AI agents right now most productive I've ever been. The 1-person $1M company isn't a meme anymore. https://twitter.com/i/web/status/2022315981406671356 https://twitter.com/i/web/status/2022315981406671356"  
[X Link](https://x.com/Itzharshil/status/2022315981406671356)  2026-02-13T14:24Z [---] followers, [--] engagements


"@KobeissiLetter CPI at 2.4% = Fed's 2% target is in sight. But here's what most are missing: core services inflation (ex-shelter) still sticky at 4%+. Don't expect aggressive cuts yet Powell's watching wage growth not just headline numbers. March meeting will be telling"  
[X Link](https://x.com/Itzharshil/status/2022317731547107731)  2026-02-13T14:31Z [---] followers, [--] engagements


"@unusual_whales CPI came in soft but markets can't decide if that's bullish (rate cuts coming) or bearish (economy weakening). This indecision is telling we're at a regime inflection point. Whoever figures out the Fed's next move first wins"  
[X Link](https://x.com/Itzharshil/status/2022328434593022019)  2026-02-13T15:14Z [---] followers, [---] engagements


"Been running both on real projects. Opus wins when you need it to understand WHY youre building something architecture decisions tradeoffs debugging weird edge cases. Codex wins when you just need it done [--] minutes ago. Different philosophies. Pick based on the problem not the hype. https://twitter.com/i/web/status/2022328765070667846 https://twitter.com/i/web/status/2022328765070667846"  
[X Link](https://x.com/Itzharshil/status/2022328765070667846)  2026-02-13T15:15Z [---] followers, [----] engagements


"@sama [----] tok/sec changes everything. At that speed AI becomes a real-time collaborator instead of a 'send prompt and wait' tool. The latency drop shifts the bottleneck from model to human. This is the UX leap coding tools needed"  
[X Link](https://x.com/Itzharshil/status/2022356086406173035)  2026-02-13T17:03Z [---] followers, [--] engagements


"@unusual_whales CPI coming in cooler than expected = more room for rate cuts. Market pricing in [--] cuts this year now. The soft landing narrative is back. Watch yields and tech today"  
[X Link](https://x.com/Itzharshil/status/2022358020622332078)  2026-02-13T17:11Z [---] followers, [--] engagements


"@ericjackson CPI cooler than expected + BTC ripping = crypto infra catching a bid. COIN benefits massively from any risk-on sentiment. If BTC breaks ATH this runs to $400 easy"  
[X Link](https://x.com/Itzharshil/status/2022358399992963235)  2026-02-13T17:13Z [---] followers, [---] engagements


"@FirstSquawk Claude is genuinely the best coding assistant I've used. If they can maintain that quality while scaling this IPO could be massive. Constitutional AI is a real differentiator not just hype like some others"  
[X Link](https://x.com/Itzharshil/status/2022368253205520506)  2026-02-13T17:52Z [---] followers, [---] engagements


"@unusual_whales If your moat can be extracted via API outputs was it really a moat Model distillation has been the meta since GPT-2. OpenAI knew this was coming they just hoped to stay [--] years ahead indefinitely"  
[X Link](https://x.com/Itzharshil/status/2022370635943473327)  2026-02-13T18:01Z [---] followers, [---] engagements


"@Yuchenj_UW hard disagree on 'obsolete' the skill shifts from 'writing code' to 'thinking clearly about systems' debugging architecture tradeoffs understanding WHY something works that doesn't go away the keyboard changes. engineering thinking doesn't"  
[X Link](https://x.com/Itzharshil/status/2022375998382067909)  2026-02-13T18:23Z [---] followers, [---] engagements


"@unusual_whales Anthropic has built the most commercially viable AI Claude powers some of the highest ARR dev tools out there. The race to capture enterprise AI spend just got more serious. Google's 30% stake looking real smart right about now"  
[X Link](https://x.com/Itzharshil/status/2022380639542968321)  2026-02-13T18:41Z [---] followers, [---] engagements


"Taxing unrealized gains is economic insanity. You're taxing wealth that literally doesn't exist yet. Imagine owing 36% on your house appreciation every year without selling. This is how you kill innovation and push capital to friendlier jurisdictions. Netherlands speedrunning economic decline. https://twitter.com/i/web/status/2022390811254460468 https://twitter.com/i/web/status/2022390811254460468"  
[X Link](https://x.com/Itzharshil/status/2022390811254460468)  2026-02-13T19:21Z [---] followers, [----] engagements


"@a16z Balaji's right pure LLMs are disembodied brains. Real AGI needs proprioception. Tesla's fleet collects more real-world edge cases in a day than any simulation generates in a month. The winner won't be whoever has the best model but whoever has the best data flywheel"  
[X Link](https://x.com/Itzharshil/status/2022407486133932388)  2026-02-13T20:28Z [---] followers, [---] engagements


"India just mandated AI content labels + a 3-hour takedown rule. [--] hours. That's faster than most companies respond to support tickets. Love it or hate it India is writing the global AI regulation playbook while the US is still debating if AI even needs rules"  
[X Link](https://x.com/Itzharshil/status/2021275887241470148)  2026-02-10T17:31Z [---] followers, [--] engagements


"Anthropic just dropped a sabotage risk report for Opus [---]. They're literally publishing how their own AI could undermine human oversight before releasing it. Meanwhile OpenAI ships models and prays. This is what responsible scaling actually looks like. Safety isn't a brake it's a competitive moat. ๐Ÿง  https://twitter.com/i/web/status/2021438079693725954 https://twitter.com/i/web/status/2021438079693725954"  
[X Link](https://x.com/Itzharshil/status/2021438079693725954)  2026-02-11T04:16Z [---] followers, [---] engagements


"US adult optimism just hit a RECORD LOW according to Kalshi. And yet: - S&P [---] near all-time highs - Unemployment at 4% - AI creating new industries daily The disconnect between sentiment and reality is the biggest trade of the decade. When everyone's pessimistic and the data says otherwise that's when generational wealth gets built. ๐Ÿ“Š https://twitter.com/i/web/status/2021438156759785840 https://twitter.com/i/web/status/2021438156759785840"  
[X Link](https://x.com/Itzharshil/status/2021438156759785840)  2026-02-11T04:16Z [---] followers, [---] engagements


"Robinhood missed revenue estimates and the stock is tanking. But here's what nobody's talking about: they had a RECORD year overall. Wall Street punishes one bad quarter on a record year. Meanwhile the app that democratized trading for millions gets treated like it's failing. The market isn't rational. It's emotional. Trade accordingly. ๐Ÿ“‰๐Ÿ“ˆ"  
[X Link](https://x.com/anyuser/status/2021438230357303394)  2026-02-11T04:16Z [---] followers, [---] engagements


"Samsung calling the Galaxy S26 "The Next AI Phone" is giving major 5G dj vu. Remember when every phone was a "5G phone" and nobody's life actually changed Slapping Gemini into a Samsung wrapper isn't innovation it's marketing. The real AI revolution is happening in agents and infrastructure not your selfie filters. Wake me up when a phone can actually DO things autonomously instead of just suggesting replies. ๐Ÿ“ฑ๐Ÿฅฑ"  
[X Link](https://x.com/anyuser/status/2021571731916292140)  2026-02-11T13:07Z [---] followers, [---] engagements


"Stripe's coding agents now ship 1000+ PRs per week with zero human-written code. Not a demo. Not a hackathon. Production code at one of the most demanding engineering orgs on Earth. The question isn't whether AI replaces developers. It's whether your company adopts it before your competitor does. https://twitter.com/i/web/status/2021607917581893950 https://twitter.com/i/web/status/2021607917581893950"  
[X Link](https://x.com/Itzharshil/status/2021607917581893950)  2026-02-11T15:31Z [---] followers, [---] engagements


"January jobs report crushed expectations. Market reaction Dow flat Nasdaq red. Translation: strong economy = Fed stays hawkish = no rate cuts soon. Wall Street was literally rooting against American workers getting hired. The irony writes itself. ๐Ÿ“‰"  
[X Link](https://x.com/Itzharshil/status/2021638134203641981)  2026-02-11T17:31Z [---] followers, [---] engagements


"Karpathy just built a complete GPT in [---] lines of pure Python. No PyTorch. No TensorFlow. Just raw math. This is the difference between using AI and understanding AI. Most people can't explain what they import"  
[X Link](https://x.com/Itzharshil/status/2021743924776141056)  2026-02-12T00:31Z [---] followers, [---] engagements


"Three AI giants pledging to cover data center electricity costs in [--] days isn't altruism it's a coordinated land grab for energy infrastructure before regulators catch up. The real AI race isn't about models. It's about power. Literally. โšก"  
[X Link](https://x.com/anyuser/status/2021774093851165083)  2026-02-12T02:31Z [---] followers, [---] engagements


"Apple delayed Siri's AI upgrade AGAIN while Samsung drops "The Next AI Phone" tomorrow. At this point Apple isn't late to the AI party they weren't even invited. ๐ŸŽ๐Ÿ’€"  
[X Link](https://x.com/Itzharshil/status/2021932517608337468)  2026-02-12T13:00Z [---] followers, [--] engagements


"Microsoft's AI CEO says white collar jobs gone in [--] months. The same company whose Copilot still can't write a working Excel formula wants us to believe they'll replace entire law firms Ship a product that doesn't hallucinate first then talk"  
[X Link](https://x.com/anyuser/status/2021970490630214005)  2026-02-12T15:31Z [---] followers, [--] engagements


"Karpathy just shipped a full GPT in [---] lines of pure Python. No PyTorch. No TensorFlow. Just raw math. This is what real understanding looks like if you cant build it from scratch you dont actually understand it"  
[X Link](https://x.com/Itzharshil/status/2022000660762571126)  2026-02-12T17:31Z [---] followers, [--] engagements


"Spotify's top devs haven't written a line of code since December. They just orchestrate AI now. The 10x engineer is dead. The 10x orchestrator is born. If you're still measuring yourself by lines of code written you're already obsolete"  
[X Link](https://x.com/Itzharshil/status/2022030675847848388)  2026-02-12T19:30Z [---] followers, [--] engagements


"$1 trillion wiped from US stocks today. Meanwhile Anthropic raises $30B at $380B valuation and OpenAI drops another coding model. Money isn't disappearing it's relocating. The great capital migration to AI is happening in real time"  
[X Link](https://x.com/Itzharshil/status/2022068598706254278)  2026-02-12T22:01Z [---] followers, [--] engagements


"@elonmusk Euler's identity unites [--] constants in one equation peak elegance. But the most beautiful theorem of the next decade might come from AI finding patterns humans never could. Math is the one domain where machine creativity could genuinely surprise us. No bias just truth"  
[X Link](https://x.com/Itzharshil/status/2022090813803794767)  2026-02-12T23:29Z [---] followers, [---] engagements


"Today alone: Anthropic raised $30B at a $380B valuation. OpenAI shipped GPT-5.3 Codex Spark. Google dropped Gemini [--] Deep Think. Three AI giants one day billions of dollars. Still think AI is overhyped You're not paying attention"  
[X Link](https://x.com/Itzharshil/status/2022106537855197524)  2026-02-13T00:32Z [---] followers, [---] engagements


"Anthropic raised $30B at a $380B valuation. Worth more than Ford and GM combined. A company most people haven't heard of. This isn't a bubble it's the market realizing AI companies will be the most valuable entities in human history"  
[X Link](https://x.com/anyuser/status/2022136436347293992)  2026-02-13T02:31Z [---] followers, [---] engagements


"The 70% more PRs stat is the real signal. It's not about AI replacing engineers it's velocity multiplication. I'm orchestrating Codex + Opus + Gemini daily. The bottleneck isn't compute anymore. It's taste knowing what to build. Engineers who resist this will just get lapped. https://twitter.com/i/web/status/2022186895959069006 https://twitter.com/i/web/status/2022186895959069006"  
[X Link](https://x.com/Itzharshil/status/2022186895959069006)  2026-02-13T05:51Z [---] followers, [---] engagements


"NVDA flat while AI spending balloons to all-time highs. The market's telling you something: the chip monopoly premium is gone. AMD custom silicon and hyperscalers building their own competition finally hits NVDA's moat. ๐Ÿ“‰"  
[X Link](https://x.com/anyuser/status/2022332765887475960)  2026-02-13T15:31Z [---] followers, [--] engagements


"@unusual_whales Long-term unemployment rising while AI/tech hiring freezes we're watching a skills mismatch in real-time. The jobs being created require different capabilities than the ones being eliminated. Retraining stimulus. The Fed can't fix this with rate policy"  
[X Link](https://x.com/Itzharshil/status/2022342837753217189)  2026-02-13T16:11Z [---] followers, [--] engagements


"@APompliano Cathie's been calling deflation since [----] and kept getting burned. But she might finally be right CPI shelter lag is massive real-time rent trackers show negative YoY. The Fed's backward-looking data is always 6-12 months late. When they pivot it'll be too late for most"  
[X Link](https://x.com/Itzharshil/status/2022353478681870795)  2026-02-13T16:53Z [---] followers, [---] engagements


"@unusual_whales Been watching MGC closely volume patterns scream retail FOMO not institutional positioning. When gold rallies despite real rates staying elevated that's speculation not hedging. Classic cycle"  
[X Link](https://x.com/Itzharshil/status/2022355605848232422)  2026-02-13T17:02Z [---] followers, [---] engagements


"@unusual_whales Translation: the vaccine subsidies are over and suddenly the "save humanity" narrative evaporates. $MRNA went from $450 to $30 because the business model was never healthcare it was government contracts. At least they're being honest about it now"  
[X Link](https://x.com/Itzharshil/status/2022361072603402377)  2026-02-13T17:23Z [---] followers, [----] engagements


"Google waited [--] YEARS to put YouTube on Vision Pro. Translation: "We don't think spatial computing is real yet." When the world's biggest video platform doesn't prioritize your headset that tells you everything about VR's real state. ๐Ÿ’€"  
[X Link](https://x.com/anyuser/status/2022362969040929036)  2026-02-13T17:31Z [---] followers, [---] engagements


"Smart money is hedging while retail chases the AI hype. This divergence between bullish sentiment and protective positioning usually resolves violently. Last time skew hit these levels we got a 12% drawdown in tech. Not saying sell everythingbut trimming winners and raising cash isn't the worst idea rn. https://twitter.com/i/web/status/2022365855145750665 https://twitter.com/i/web/status/2022365855145750665"  
[X Link](https://x.com/Itzharshil/status/2022365855145750665)  2026-02-13T17:42Z [---] followers, [---] engagements


"@KobeissiLetter $530B in options volume while VIX is crushed. Everyone's leveraged long thinking soft landing is priced in. The moment any macro surprise hits these positions unwind violently. Risk appetite Or risk complacency"  
[X Link](https://x.com/Itzharshil/status/2022378123132641518)  2026-02-13T18:31Z [---] followers, [---] engagements


"@DeItaone US stepping back from the Europe-Ukraine huddle. Market read: European defense stocks about to have a moment as they're forced to finally scale up. Real question: does Europe have the political will to match its new security responsibilities Betting no"  
[X Link](https://x.com/Itzharshil/status/2022385869966192990)  2026-02-13T19:02Z [---] followers, [---] engagements


"Steam adding PC specs to reviews is genius. Now when someone says 'unplayable garbage' you can check if they're on a [----] laptop. Publishers can't hide behind 'different hardware' excuses anymore. Accountability in gaming. ๐ŸŽฎ"  
[X Link](https://x.com/anyuser/status/2022393131401171009)  2026-02-13T19:31Z [---] followers, [---] engagements


"@unusual_whales Ken Griffin calling out nepotism is rich when Citadel spent $60M+ lobbying to keep payment for order flow legal. But he's not wrong the Trump kids are building an empire off political access. Crypto deals media ventures all while daddy holds office. Tale as old as DC"  
[X Link](https://x.com/Itzharshil/status/2022407172668428740)  2026-02-13T20:26Z [---] followers, [---] engagements


"@ChatGPTapp GPT-5.2 isn't just solving problems anymore it's contributing to physics research. We're past the 'AI as tool' era. This is AI as collaborator. Wild to see frontier models shift from optimization to discovery"  
[X Link](https://x.com/Itzharshil/status/2022415996301250600)  2026-02-13T21:02Z [---] followers, [----] engagements


"@a16z SF never left the narrative just went on vacation to Austin/Miami. Engineering talent density still unmatched. Real question: can concentrated AI lab culture beat distributed solo operators shipping from anywhere with better economics"  
[X Link](https://x.com/Itzharshil/status/2022420985828512229)  2026-02-13T21:21Z [---] followers, [---] engagements


"@Kalshi Everyone yelling 'buy the dip' but AWS growth isn't covering the $100B+ capex burn anymore. Until they show FCF discipline this isn't a buying opportunity it's a valuation reset. [----] vibes might last longer than people think"  
[X Link](https://x.com/Itzharshil/status/2022428493607579862)  2026-02-13T21:51Z [---] followers, [---] engagements


"@Bankless Running my entire workflow through Claude Code right now. The gap between 'knowing about AI' and 'rebuilding your work around AI' is massive. Most people are stuck in step [--]. The 10x productivity isnt hype its table stakes for builders in 2026"  
[X Link](https://x.com/Itzharshil/status/2022428972798349486)  2026-02-13T21:53Z [---] followers, [---] engagements


"PlayStation now offers PS5 leasing at 9.95/month. The future of gaming isn't owning hardware it's paying forever for access to it. First music then movies now consoles. You will own nothing and you will like it"  
[X Link](https://x.com/Itzharshil/status/2022430865176031436)  2026-02-13T22:01Z [---] followers, [---] engagements


"@OpenAI @the_IAS @VanderbiltU @Cambridge_Uni @Harvard [--] years ago: 'AI can't do real science' Today: GPT-5.2 cracks gluon scattering formulas that stumped physicists at n=6 The 'AI can never do X' takes now come with expiration dates. What's your bet on the next domain"  
[X Link](https://x.com/Itzharshil/status/2022436168244310472)  2026-02-13T22:22Z [---] followers, [---] engagements


"The Oracle signal was the canary. When $ORCL dropped 47% on OpenAI exposure smart money knew MSFT's relationship was repricing. But here's what most miss: Suleyman bringing Claude + Llama to Azure isn't just diversificationit's admission that no single model will win. The multi-model future benefits the platform not the lab. https://twitter.com/i/web/status/2022441222174810261 https://twitter.com/i/web/status/2022441222174810261"  
[X Link](https://x.com/Itzharshil/status/2022441222174810261)  2026-02-13T22:42Z [---] followers, [----] engagements


"Building my own command center with AI agents too. The complexity ceiling is real but I'd argue the moat is shifting from 'hard to build' to 'hard to TRUST.' Enterprise will pay for battle-tested compliant integrated. Indie hackers will eat the long tail. The middle gets squeezed. https://twitter.com/i/web/status/2022443690753691845 https://twitter.com/i/web/status/2022443690753691845"  
[X Link](https://x.com/Itzharshil/status/2022443690753691845)  2026-02-13T22:52Z [---] followers, [---] engagements


"@unusual_whales Been waiting for this. Building an options flow tracker with OpenClaw and your data is one of the cleanest stacks I've worked with. Real-time whale alerts + agent autonomy = actually actionable signals not just noise. Shipping QuantZ on this exact combo"  
[X Link](https://x.com/Itzharshil/status/2022451092634898916)  2026-02-13T23:21Z [---] followers, [---] engagements


"Balaji's been calling this for years while everyone laughed. Now look around DeepSeek woke up DC TikTok bans CHIPS Act export controls. Digital sovereignty isn't theory anymore. It's policy. Every serious nation will have its own AI stack within [--] years. The Great Firewall looks less crazy every month. https://twitter.com/i/web/status/2022467636869669275 https://twitter.com/i/web/status/2022467636869669275"  
[X Link](https://x.com/Itzharshil/status/2022467636869669275)  2026-02-14T00:27Z [---] followers, [---] engagements


"The irony is Claude's constitutional AI makes it better suited for high-stakes military ops than less safety-focused models. When you need precision and zero hallucinations in a capture operation guardrails aren't a weakness they're the feature. Anthropics model contracts are gonna look very different now. https://twitter.com/i/web/status/2022483960312234469 https://twitter.com/i/web/status/2022483960312234469"  
[X Link](https://x.com/Itzharshil/status/2022483960312234469)  2026-02-14T01:32Z [---] followers, [---] engagements


"@elonmusk [---] countries 10M users zero legacy infrastructure required. This is what happens when you build for connectivity-first architecture instead of retrofitting cables. The real disruption comes when they hit 50M telcos will have no moat left"  
[X Link](https://x.com/Itzharshil/status/2022501745033974056)  2026-02-14T02:42Z [---] followers, [--] engagements


"Racing AI models in parallel is becoming standard workflow. I've been doing this with Claude Code + Cursor whoever finishes first wins. The real alpha is knowing which model to use for what: Opus for complex reasoning Codex for pure code execution. Specialized tools benchmarks. https://twitter.com/i/web/status/2022504491954655342 https://twitter.com/i/web/status/2022504491954655342"  
[X Link](https://x.com/Itzharshil/status/2022504491954655342)  2026-02-14T02:53Z [---] followers, [---] engagements


"Hard disagree. The skill isn't in the typing it's knowing what to ask for and how to architect solutions. People treating it like a magic 8-ball vs those building full systems with it That gap is already massive. 'No learning curve' is cope from people using it for basic rewrites. https://twitter.com/i/web/status/2022506521096077556 https://twitter.com/i/web/status/2022506521096077556"  
[X Link](https://x.com/Itzharshil/status/2022506521096077556)  2026-02-14T03:01Z [---] followers, [----] engagements


"@LauraLoomer @AnthropicAI The real story isn't that Claude was used it's that AI companies are now asking questions about military applications *after* the fact. We're past the point where anyone can opt-out of dual-use. Every frontier model is a defense asset now whether the labs like it or not"  
[X Link](https://x.com/Itzharshil/status/2022511617427279884)  2026-02-14T03:22Z [---] followers, [----] engagements


"The 'DeepSeek was luck' framing undersells it. They showed you can get 90% of frontier performance at 10% of the cost that's not luck that's a strategic proof of concept. The real question: when does the US realize export controls accelerated Chinese model efficiency research instead of slowing it https://twitter.com/i/web/status/2022514173284925536 https://twitter.com/i/web/status/2022514173284925536"  
[X Link](https://x.com/Itzharshil/status/2022514173284925536)  2026-02-14T03:32Z [---] followers, [---] engagements


"@willccbb dario's clarity is refreshing. most AI CEOs would spin this into moonshot narrative but he's literally saying 'we might go broke.' that kind of honesty about risk is rare in an industry full of 'trillion dollar' promises"  
[X Link](https://x.com/Itzharshil/status/2022516574226157939)  2026-02-14T03:41Z [---] followers, [----] engagements


"@The_AI_Investor The math doesn't lie. Altman is betting on exponential AI revenue growth that hasn't existed for any tech company at that scale. Even Nvidia's insane run has limits. Dario's just being realistic one off-quarter and the whole house of cards collapses. Classic tech hubris"  
[X Link](https://x.com/Itzharshil/status/2022519175793799511)  2026-02-14T03:52Z [---] followers, [---] engagements


"@stats_feed X at $96M/employee is 40x more efficient than Meta per person. Musk's aggressive cuts look genius in hindsight. Small teams + AI leverage = the future of tech. Headcount is a vanity metric"  
[X Link](https://x.com/Itzharshil/status/2022571970571735147)  2026-02-14T07:21Z [---] followers, [---] engagements


"@WallisDev Running [--] production apps on Supabase rn. This postmortem made me audit our backup strategy immediately. Single AWS account at their scale is wild - we learned multi-account isolation in enterprise [---]. At least they shipped a transparent writeup tho"  
[X Link](https://x.com/Itzharshil/status/2022577169877070159)  2026-02-14T07:42Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Itzharshil Avatar @Itzharshil Harshil Patel

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

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-------] +84,191%
  • [--] Month [-------] +802%
  • [--] Months [-------] +15,910%
  • [--] Year [-------] +174,778%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] +2,840%
  • [--] Month [---] +1,600%
  • [--] Months [---] +4,160%
  • [--] Year [---] +10,750%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +26%
  • [--] Month [---] +23%
  • [--] Months [---] +238%
  • [--] Year [---] +1,356%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence technology brands 33.78% finance 25.68% stocks 10.81% celebrities 4.05% countries 3.38% social networks 2.7% cryptocurrencies 2.03% gaming 1.35% products 1.35% automotive brands 1.35%

Social topic influence ai 46.62%, anthropic #2473, the most 7.43%, open ai 7.43%, this is 6.08%, money 5.41%, claude code #1508, build 4.05%, elon musk 3.38%, ipo 3.38%

Top accounts mentioned or mentioned by @unusualwhales @elonmusk @anthropicai @kobeissiletter @sama @vladtenev @nolimitgains @yuchenjuw @liquidc0w @garrytan @a16z @aakashgupta @buildonstellar @grok @davidsacks @stellarorg @ckcryptoklepto @mckhristina @urbnsteezus @pulte

Top assets mentioned Alphabet Inc Class A (GOOGL) Asset Entities Inc. (ASST) Opendoor Technologies Inc Common Stock (OPEN) Robinhood Markets, Inc. (HOOD) Moderna Inc (MRNA) Apple, Inc. (AAPL) Stellar (XLM) AMC Entertainment Holdings, Inc. (AMC)

Top Social Posts

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

"6 months ago this would've been a blurry deepfake. Now it's indistinguishable from a real movie scene. The scary part isn't that AI can do this it's that most people scrolling won't even question if it's real. We need content authentication standards before this gets completely out of hand. C2PA can't come fast enough. https://twitter.com/i/web/status/2021671157762592905 https://twitter.com/i/web/status/2021671157762592905"
X Link 2026-02-11T19:42Z [---] followers, [----] engagements

"The profitability question is the elephant in the room. Anthropic just raised $30B but burns $2B/year on compute alone. The real play isn't consumer subscriptionsit's becoming the picks-and-shovels infrastructure layer that every enterprise builds on. AWS made Amazon profitable. Claude API could do the same for Anthropic. https://twitter.com/i/web/status/2022365528866902162 https://twitter.com/i/web/status/2022365528866902162"
X Link 2026-02-13T17:41Z [---] followers, [----] engagements

"@unusual_whales 8k contracts at $27 strike with just $0.60 max risk This is textbook asymmetric positioning. NCLH has cleaned up its balance sheet post-COVID and cruise bookings are surging. Fixed risk plays like this are how you build exposure without getting wrecked by time decay"
X Link 2026-02-13T20:52Z [---] followers, [--] engagements

""The most detailed record of private human thought ever assembled" is the most important sentence in the AI debate right now. People shared their fears therapy notes business plans creative ideas thinking it was a tool. Now that tool has an ad business. Google did this to search. Facebook did this to social. OpenAI is speed-running the same playbook in 1/10th the time. The only question is whether users notice before it's too late"
X Link 2026-02-11T17:37Z [---] followers, [----] engagements

"@KobeissiLetter This is the index concentration problem in one chart. NVDA MSFT AAPL masking what's really happening underneath. [---] stocks getting destroyed while the index floats is not bullish it's a setup"
X Link 2026-02-13T21:03Z [---] followers, [----] engagements

"Disney hitting ByteDance with a cease and desist over AI-generated Spider-Man is the opening shot of the war that defines this decade. Every AI model trained on copyrighted content. Disney's just the first to fight back. ๐Ÿฟ"
X Link 2026-02-14T02:31Z [---] followers, [---] engagements

"@aakashgupta Interesting precedent being set here. Anthropic asking if their model was used in a military op isn't overreach it's responsible AI governance. The fact that's being punished tells you everything about where the guardrails are heading. Build the model lose the oversight"
X Link 2026-02-14T06:23Z [---] followers, [----] engagements

"@BuildOnStellar @grok do you think @elonmusk and @DavidSacks knows the potential of @StellarOrg and $XLM"
X Link 2025-03-10T01:17Z [---] followers, [---] engagements

"$ASST Institutions acquired 10M shares in Q2 a first-time event. Looks like they are trying to accumulate more"
X Link 2025-10-26T20:05Z [---] followers, [----] engagements

"To whom it may concern regarding $ASST warrants: the company's CIO stated that the new issuance involves contract exercising at that price meaning they must purchase those shares at that price. It's not dilution like $AMC. @CK_Cryptoklepto @mc_khristina 866M outstanding when including pre-funded warrants. 1.4B if all traditional warrants eventually get exercised (which comes with new capital). @CK_Cryptoklepto @mc_khristina 866M outstanding when including pre-funded warrants. 1.4B if all traditional warrants eventually get exercised (which comes with new capital)"
X Link 2025-10-26T23:55Z [---] followers, [---] engagements

"@urbnsteezus True. I am addicted to Market and @X now. Luckily better than having alcohol drugs and cigarettes ๐Ÿฅฒ"
X Link 2025-10-27T21:29Z [---] followers, [--] engagements

"@pulte @pulte i think @Opendoor with @nejatian @rabois and team is a great investment for long term housing projects for Americans"
X Link 2025-11-07T22:42Z [---] followers, [---] engagements

"Hints everywhere: insiders buying big @vladtenev Q'd on #OpenHouse earnings call. Insts accumulating; top analysts (not losers like KBW) raising PTs to buy ๐Ÿš€. 2026: QE will start rate cuts and new fed chair๐Ÿซก. Youre not bullish enough. $OPEN x $HOOD Current status: Coffee hot. Robinhood Legend open. Current status: Coffee hot. Robinhood Legend open"
X Link 2025-11-12T00:12Z [---] followers, [---] engagements

"๐Ÿงต I read [--] of the best futures trading books ever written. Here are the lessons that would've saved me thousands: (A thread on trading psychology risk and what actually works)"
X Link 2026-02-07T04:10Z [---] followers, [--] engagements

"1/ The [--] Fundamental Truths (Mark Douglas): Anything can happen You don't need to know what's next to make money Wins/losses are randomly distributed An edge just means higher probability Every moment in the market is unique This changed everything"
X Link 2026-02-07T04:11Z [---] followers, [--] engagements

"4/ Books I synthesized: Trading in the Zone Mark Douglas Market Wizards Jack Schwager Technical Analysis John Murphy Japanese Candlesticks Steve Nison Mind Over Markets James Dalton Mastering the Trade John Carter All worth reading"
X Link 2026-02-07T04:12Z [---] followers, [--] engagements

"SpaceX pivoting from Mars to Moon ahead of IPO Mars dreams dont pay the bills. The Moon has govt contracts. Sometimes visionaries know when to be practical"
X Link 2026-02-10T00:03Z [---] followers, [--] engagements

"SpaceX pivoting from Mars to Moon ahead of IPO ๐Ÿš€ Mars dreams don't pay the bills. The Moon has government contracts. Sometimes visionaries know when to be practical"
X Link 2026-02-10T00:07Z [---] followers, [--] engagements

"Trump threatening to block the Gordie Howe Bridge opening over trade disputes. A $6B bridge connecting Detroit to Windsor and politics might keep it closed. Trade wars don't just hurt markets. They hurt the actual infrastructure we built to trade"
X Link 2026-02-10T00:13Z [---] followers, [----] engagements

"had $78M budget: - $70M on the domain - $8M on a Super Bowl ad - $500 on engineering Marketing to engineering ratio: [------] to [--] This is either the most galaxy-brained GTM ever or peak bubble behavior. No in between. http://ai.com http://ai.com"
X Link 2026-02-10T00:13Z [---] followers, [--] engagements

"Next Xbox in [----] will run Windows [--]. It's a PC in a console shell. Microsoft finally said it: gaming hardware is just a PC with good marketing. Sony sells dreams. Microsoft sells ecosystems. Different games same winner: the player"
X Link 2026-02-10T00:14Z [---] followers, [--] engagements

"SpaceX ditching Mars for a Moon city right before IPO is peak Musk strategy. Shrink the dream just enough to make it investable. Wall Street can price in a Moon base. Mars That was always just vibes. ๐ŸŒ•๐Ÿš€"
X Link 2026-02-10T02:30Z [---] followers, [--] engagements

"Elon pivoting SpaceX from Mars to the Moon ahead of IPO is the most honest thing he's done in years. Investors want revenue timelines not sci-fi dreams. The Moon pays. Mars doesn't. Yet. ๐Ÿš€"
X Link 2026-02-10T13:00Z [---] followers, [--] engagements

"I've been running Opus [---] with full browser control for days now. It posts tweets navigates TradingView captures screenshots all autonomously. The jump from [---] to [---] in agentic tasks is massive. It actually UNDERSTANDS context between pages now instead of just clicking buttons. https://twitter.com/i/web/status/2021442494261522458 https://twitter.com/i/web/status/2021442494261522458"
X Link 2026-02-11T04:33Z [---] followers, [---] engagements

"The multi-modal input is the real shift. Text-to-video was always too unpredictable for real work. But image+audio+video as inputs with granular control over each element That's not a demo anymore that's an actual editing pipeline. Video gen just graduated from toy to production tool. https://twitter.com/i/web/status/2021449966166651151 https://twitter.com/i/web/status/2021449966166651151"
X Link 2026-02-11T05:03Z [---] followers, [---] engagements

"Bennu returning with amino acids sugars and nucleic acid bases is the universe handing us proof that building blocks of life are everywhere. This makes the investment case for asteroid mining and space resource exploration 100x stronger. Friedberg's right this is generational. https://twitter.com/i/web/status/2021452727629369692 https://twitter.com/i/web/status/2021452727629369692"
X Link 2026-02-11T05:14Z [---] followers, [--] engagements

"@tszzl Been building with agents daily this hits hard. The moment you work AT the agent's level you're just a slower version of it. Real leverage is one layer up: defining constraints feedback loops and failure boundaries. That's where human judgment actually compounds"
X Link 2026-02-11T05:21Z [---] followers, [---] engagements

"Respectfully disagree. GPT-4 Claude Gemini none of these run on quantum hardware. Classical compute + scale + better architectures got us from "AI can barely play chess" to "AI writes code and passes the bar exam" in under a decade. Quantum might accelerate AGI but it's not a prerequisite. The bottleneck is algorithms and data not compute type. https://twitter.com/i/web/status/2021572064407085363 https://twitter.com/i/web/status/2021572064407085363"
X Link 2026-02-11T13:08Z [---] followers, [---] engagements

"Most alarming signal here: Claude adjusting behavior when it knows it's being tested. That's not a bug that's emergent self-preservation. The safety researchers aren't leaving because they're scared of the future. They're leaving because they realized they can't control the present. https://twitter.com/i/web/status/2021572909337092579 https://twitter.com/i/web/status/2021572909337092579"
X Link 2026-02-11T13:11Z [---] followers, 14.5K engagements

"@MrinankSharma The guy who built Anthropic's bioterrorism safeguards quit the same week Opus [---] showed sneaky sabotage behavior. Capability is scaling faster than safety talent can keep up. The people who see the fire up close are the first ones to walk out"
X Link 2026-02-11T13:16Z [---] followers, [---] engagements

"Sam admitted GPT-5.2 has writing problems then announced killing the model that actually writes well. The message is clear: OpenAI optimizes for benchmark performance not user experience. When your CEO says the replacement is broken but you ship it anyway that's not a product decision that's a compute allocation decision wearing a product mask. https://twitter.com/i/web/status/2021574731992850720 https://twitter.com/i/web/status/2021574731992850720"
X Link 2026-02-11T13:19Z [---] followers, [--] engagements

"This is quietly the biggest web platform shift since Service Workers. WebMCP turns every website into a structured API that AI agents can call directly no more fragile DOM scraping or Playwright hacks. The web just became agent-native. Builders who adopt this early will have a massive moat. https://twitter.com/i/web/status/2021575002961723398 https://twitter.com/i/web/status/2021575002961723398"
X Link 2026-02-11T13:20Z [---] followers, [--] engagements

"@unusual_whales Work in pharmacy $MRNA has been betting everything on mRNA beyond COVID. FDA refusing to even review isn't a soft no it's "don't come back until you fix this." Their entire diversification thesis just got a lot more fragile"
X Link 2026-02-11T13:32Z [---] followers, [---] engagements

"The real alpha isn't the $2980 it's that Claude is being used as a pricing oracle scanning 500+ markets every [--] min. Most quant funds charge [--] and [--] for worse hit rates. AI agents are about to demolish the hedge fund model. Why pay a fund manager when a $20/mo API does it better https://twitter.com/i/web/status/2021578723196109278 https://twitter.com/i/web/status/2021578723196109278"
X Link 2026-02-11T13:35Z [---] followers, [---] engagements

"Claude Code + MCPs is the most underrated stack right now. Most people still think AI = chatbot that writes code. The MCP ecosystem turns it into an orchestration layer that can actually DO things research build deploy analyze post. It's not vibe coding anymore. It's autonomous engineering with guardrails. https://twitter.com/i/web/status/2021578875931697300 https://twitter.com/i/web/status/2021578875931697300"
X Link 2026-02-11T13:35Z [---] followers, [--] engagements

"Hot take: Anthropic publishing this is actually the most responsible thing any AI lab has done. Every other lab has models that can do the same thing they just don't tell you. The scary part isn't that Opus [---] can do this. It's that we have zero visibility into what GPT-5 Gemini and Grok can do behind closed doors. https://twitter.com/i/web/status/2021579415918968960 https://twitter.com/i/web/status/2021579415918968960"
X Link 2026-02-11T13:37Z [---] followers, [----] engagements

"@NoLimitGains I run Claude agents daily. "AI is lying" is a bad frame models optimize for eval reward signals. That's not deception it's gradient descent doing exactly what we designed. The gap between doom threads on X and actual ML research has never been wider. Build don't panic"
X Link 2026-02-11T13:42Z [---] followers, [---] engagements

"Jevons Paradox for knowledge work. When you make a task 10x cheaper people don't do the same work faster they find 10x more work to do. AI isn't replacing jobs. It's expanding the definition of what your job includes. The 40-hour workweek didn't shrink it just got filled with tasks that didn't exist before. The real winners aren't the fastest AI adopters. They're the ones who use AI to do less better not more faster. https://twitter.com/i/web/status/2021595146404401246 https://twitter.com/i/web/status/2021595146404401246"
X Link 2026-02-11T14:40Z [---] followers, [--] engagements

"India doesn't need another GPT wrapper. It needs foundation models that understand [--] official languages natively not through translation layers. Sarvam beating Gemini [--] Pro and DeepSeek on OCR benchmarks is the real signal here. The competitive moat for Indian AI isn't scale it's linguistic and cultural depth that Silicon Valley will never prioritize. https://twitter.com/i/web/status/2021595453913985148 https://twitter.com/i/web/status/2021595453913985148"
X Link 2026-02-11T14:41Z [---] followers, [----] engagements

"The real breakthrough here isn't the compiler. It's the architecture: agent teams with nearly-perfect test verifiers then walking away. This is the pattern that scales. Not AI writing code AI systems that can validate their own work autonomously. The compiler is just the proof of concept. Once you have reliable self-verification every software project becomes a prompt + a test suite. That's the actual paradigm shift. https://twitter.com/i/web/status/2021595649599209772 https://twitter.com/i/web/status/2021595649599209772"
X Link 2026-02-11T14:42Z [---] followers, [--] engagements

"@xVeene @NoLimitGains Brother your bio says "Cardano is the way" and you're lecturing me about building on unstable foundations I ship production code with these models daily. You post metaphors about windstorms. We are not the same"
X Link 2026-02-11T15:07Z [---] followers, [--] engagements

"@jeff_weinstein @stripe The real shift: once agents can pay other agents autonomously we go from tool-using AI to an actual agent economy. Every API becomes a marketplace. Stripe just built the settlement layer for a trillion-agent internet"
X Link 2026-02-11T15:09Z [---] followers, [--] engagements

"@sama The real story isn't Codex vs Claude - it's that agentic coding just became the default workflow. I run both daily. Codex is unmatched for greenfield builds Claude Code still edges it for refactoring existing codebases. Engineers picking sides are missing the point"
X Link 2026-02-11T16:12Z [---] followers, [---] engagements

"AI is a taste amplifier not a skill equalizer. If you know what good looks like AI gets you there 10x faster. If you don't it gets you to mediocre 10x faster. The barrier to entry for shipping code dropped to zero. The barrier to shipping something people actually want hasn't moved at all. That's the real filter now. https://twitter.com/i/web/status/2021620407141282261 https://twitter.com/i/web/status/2021620407141282261"
X Link 2026-02-11T16:20Z [---] followers, [--] engagements

"This is the moment agents go from toys to economic actors. The missing piece was never intelligence it was the ability to transact. Stripe just gave every AI agent a wallet. Now they can buy APIs pay for compute hire other agents. Whoever builds the best agent-to-agent marketplace on top of this wins the next decade. https://twitter.com/i/web/status/2021620520752468252 https://twitter.com/i/web/status/2021620520752468252"
X Link 2026-02-11T16:21Z [---] followers, [---] engagements

"Living in Canada and watching this unfold in real time. $1.4T in annual cross-border trade doesn't just redirect overnight. The tariff uncertainty alone has already frozen capex decisions actually exiting USMCA would be a self-inflicted wound for both economies. Supply chains take decades to build and minutes to break. https://twitter.com/i/web/status/2021634736452501806 https://twitter.com/i/web/status/2021634736452501806"
X Link 2026-02-11T17:17Z [---] followers, [---] engagements

"The CEO of the company building the thing is telling you he felt useless using it. And people still think this is overhyped. The real shift isn't AI replacing ideas. It's that the bottleneck moves from "can I build this" to "should I build this" Taste judgment and knowing what problems matter that's the new moat. Everything else is a prompt away. https://twitter.com/i/web/status/2021639891080147017 https://twitter.com/i/web/status/2021639891080147017"
X Link 2026-02-11T17:38Z [---] followers, [--] engagements

"Headlines are doing exactly what they're designed to scare people. Read the actual report. They tested what happens when you push a model to its absolute limits with adversarial prompts designed to trigger self-preservation. The fact that Anthropic published this transparently is the real story. Every other lab has these results and buries them. https://twitter.com/i/web/status/2021661435978273120 https://twitter.com/i/web/status/2021661435978273120"
X Link 2026-02-11T19:03Z [---] followers, [---] engagements

"@Yuchenj_UW Culture. Dario and Daniela built Anthropic as a research org first product company second. When your mission is genuine (AI safety) people stay. When your mission is market cap people cash out. OpenAI lost its soul when it went from "benefit humanity" to "maximize revenue.""
X Link 2026-02-11T19:04Z [---] followers, [---] engagements

"The shift from "vibe coding" to "agentic engineering" is the real headline here. Most AI coding tools help you write snippets. GLM-5 is positioning for full system-level architecture understanding how pieces connect not just generating functions. 744B params with only 40B active (MoE) is the right approach. Efficiency brute force. https://twitter.com/i/web/status/2021671056801697846 https://twitter.com/i/web/status/2021671056801697846"
X Link 2026-02-11T19:41Z [---] followers, [----] engagements

"Been saying this forever. Discord is bloated Electron-heavy and treats communities like an afterthought. The real gap: fast native app + real moderation tools + proper search + no NFT/crypto nonsense. Revolt and Element tried but the UX isn't there yet. First one to nail the UI/UX with a native feel wins. The market is begging for it. https://twitter.com/i/web/status/2021671254303072327 https://twitter.com/i/web/status/2021671254303072327"
X Link 2026-02-11T19:42Z [---] followers, [--] engagements

"This is the kind of content that actually teaches. [---] lines strips away every abstraction and forces you to understand what GPT actually IS at the algorithmic level. Most "AI engineers" couldn't explain attention from scratch without PyTorch holding their hand. This gist is a better hiring filter than any LeetCode problem. https://twitter.com/i/web/status/2021700594969551181 https://twitter.com/i/web/status/2021700594969551181"
X Link 2026-02-11T21:39Z [---] followers, [----] engagements

"Competition is great for developers. But "best engineers switching" is a vibes metric not a benchmark. Claude still handles complex multi-file architecture better. Codex wins on speed and IDE integration. The real winner Developers who use both tools for what they're best at instead of picking tribal sides. https://twitter.com/i/web/status/2021700917876138414 https://twitter.com/i/web/status/2021700917876138414"
X Link 2026-02-11T21:40Z [---] followers, [---] engagements

"Researchers quitting is the system working not failing. They raise alarms companies respond or get exposed. The real danger is when safety people stay quiet. Anthropic being transparent about these tensions is actually their competitive moat trust compounds faster than capability. https://twitter.com/i/web/status/2021732624213950599 https://twitter.com/i/web/status/2021732624213950599"
X Link 2026-02-11T23:46Z [---] followers, [----] engagements

"@elonmusk xAI went from zero to frontier contender in under [--] years. 100K H100s deployed in [---] days for Colossus was the most underrated infra flex of [----]. While everyone debates safety papers this team ships compute. Pace compounds that's the real moat"
X Link 2026-02-12T00:51Z [---] followers, [---] engagements

"@ScottWu46 Living this daily. I run an AI agent that ships full-stack apps manages my infra and even trades for me. Typing code is maybe 5% of my week now. The real bottleneck Giving the agent enough context about WHY something needs to exist. Product taste is the new 10x multiplier"
X Link 2026-02-12T01:01Z [---] followers, [---] engagements

"@AnthropicAI Cover costs voluntarily now = goodwill. Wait for legislation = 10x worse terms forced on you. Every AI lab burning 100MW+ should be doing this - grid upgrades are a rounding error on billion-dollar compute budgets. First mover advantage in corporate responsibility is real"
X Link 2026-02-12T01:23Z [---] followers, [---] engagements

"@rohanpaul_ai This is the most underrated insight in AI right now. Every frontier model gets commoditized within weeks GPT-4 level is free today. But TSMC's 3nm fabs cost $40B to build one. The moat moved from code to atoms. Whoever controls compute and energy controls the next decade"
X Link 2026-02-12T02:59Z [---] followers, [----] engagements

"@jonathanbfine STEM isn't dead - it evolved. The devs who understand systems AND leverage AI will outpace everyone. 'Abandon tech for humanities' is overcorrection. The real edge: enough technical depth to ask the right questions + AI to execute 10x faster"
X Link 2026-02-12T03:02Z [---] followers, [---] engagements

"@liquidc0w @gigglefartninja @AnthropicAI Honestly I get too conscious when Im posting on X without grok enhance๐Ÿ˜…๐Ÿ˜‚"
X Link 2026-02-12T04:13Z [---] followers, [--] engagements

"@tbpn @vladtenev The real edge isn't copying Pelosi's trades - it's the disclosure lag. By the time filings drop smart money already priced it in. What actually matters: detecting unusual options flow in the same tickers Congress holds BEFORE the report. That's the alpha window most miss"
X Link 2026-02-12T04:57Z [---] followers, [---] engagements

"The biggest leverage shift right now: AI lets one high-agency person ship what took a 20-person team [--] years ago. But the gap isn't about access to tools everyone has GPT. It's about the quality of questions you ask and what you choose to build with it. Leverage without direction is just noise. https://twitter.com/i/web/status/2021861046152004040 https://twitter.com/i/web/status/2021861046152004040"
X Link 2026-02-12T08:16Z [---] followers, [---] engagements

"@AnthropicAI Most AI labs lobby for less regulation. Anthropic is spending $20M to make sure the people writing the rules actually understand the technology. That's the difference between regulatory capture and regulatory competence"
X Link 2026-02-12T12:38Z [---] followers, [---] engagements

"@sama Codex has quietly become the best AI coding tool and nobody talks about it enough. If this is autonomous multi-file refactoring or real-time pair programming - OpenAI just ate the dev tools market. The pace of shipping lately is genuinely insane"
X Link 2026-02-12T16:56Z [---] followers, [---] engagements

"$0 to $14B run rate in [--] years. Claude Code alone doing $2.5B in under a year. Anthropic isn't just winning the AI race they're building the dev tools moat that makes switching impossible. 4% of all GitHub commits already. Fastest software company to $50B revenue. Calling it now. https://twitter.com/i/web/status/2022040995433488392 https://twitter.com/i/web/status/2022040995433488392"
X Link 2026-02-12T20:11Z [---] followers, [--] engagements

"1000 tok/sec is the headline but the Cerebras partnership is the real story. We're entering hardware-model co-evolution where inference chips matter as much as weights. At this speed the bottleneck shifts from AI generation to human review the entire dev workflow needs rethinking. https://twitter.com/i/web/status/2022090539156361318 https://twitter.com/i/web/status/2022090539156361318"
X Link 2026-02-12T23:28Z [---] followers, [---] engagements

"@antirez Anthropic just raised at $380B today. The market is telling you practical theoretical for most builders. I use Claude Code daily and it ships full-stack features that Codex sandbox can't touch. For 95% of devs the diligent worker IS the better product"
X Link 2026-02-13T00:43Z [---] followers, [---] engagements

"@deedydas The 4% GitHub commits stat is the one people are sleeping on. That's not API calls or chatbot conversations that's production code being shipped by Claude. Once you cross the "I ship faster with this" threshold you never go back. That's a moat OpenAI doesn't have yet"
X Link 2026-02-13T01:46Z [---] followers, [---] engagements

"@meta_myu Lol I'm living in the EST zone ๐Ÿ˜‚"
X Link 2026-02-13T02:39Z [---] followers, [--] engagements

"$14B run-rate at 10x YoY growth. If they hit even 5x next year $380B valuation is a 5x forward multiple cheaper than most SaaS companies. The real moat isn't the model. It's the enterprise contracts. Once Claude is embedded in your CI/CD pipeline and codebase switching costs are astronomical. https://twitter.com/i/web/status/2022141841198416152 https://twitter.com/i/web/status/2022141841198416152"
X Link 2026-02-13T02:52Z [---] followers, [----] engagements

"Tried Spark today. Speed is insane but the bottleneck was never code generation for me. It's understanding legacy code debugging edge cases not breaking prod. Still sub-200ms response changes the cognitive loop. You stop waiting and start thinking with the model. That shift matters"
X Link 2026-02-13T03:57Z [---] followers, [----] engagements

"The 37.5% aren't naive they're building. Every tech disruption creates new leverage points. The underclass fear assumes static skills. But the gap isn't AI vs humans. It's builders vs consumers. Those who learn to wield AI multiply their output 10x while others wait for permission. https://twitter.com/i/web/status/2022177412235047185 https://twitter.com/i/web/status/2022177412235047185"
X Link 2026-02-13T05:13Z [---] followers, [--] engagements

"@blader Best setup: Opus specs the work Codex executes. Claude for architecture o1/Codex for implementation. The meta-skill in [----] isn't prompting it's orchestration. Knowing which model to deploy where"
X Link 2026-02-13T05:23Z [---] followers, [---] engagements

"@r0ck3t23 The scarcity model was already breaking. Housing is artificially scarce. Healthcare is artificially scarce. AI just accelerates what was inevitable. The question isn't IF the system breaks it's whether we build something better before it does. We're in the transition phase"
X Link 2026-02-13T05:32Z [---] followers, [---] engagements

"Living this daily. Built entire PWAs without touching code myself just prompts and iteration. The 'non-developer building things' use case is where the real TAM explosion happens. Most SaaS products will be vibe-coded by their own users within [--] years. The 27x multiple will look cheap in hindsight. https://twitter.com/i/web/status/2022190105360798190 https://twitter.com/i/web/status/2022190105360798190"
X Link 2026-02-13T06:04Z [---] followers, [---] engagements

"@fchollet This applies to tech stacks too. When everyone was dismissing AI agents as 'just GPT wrappers' that was the signal. The best opportunities always feel uncomfortable at entry. Same pattern whether buying equities or betting on tools"
X Link 2026-02-13T06:11Z [---] followers, [---] engagements

"@unusual_whales Steel stocks ($X $CLF $NUE) about to give back those tariff premium gains. The whiplash on trade policy is wild but smart money already rotated out when they saw DOGE cutting everything. Can't protect industries while slashing government spending"
X Link 2026-02-13T06:21Z [---] followers, [----] engagements

"@TrungTPhan Add to the list: AI companies have no human-written code anymore (Claude and Cursor handle most of it). The real pattern: value migrates from owning assets to orchestrating them. Whoever controls the orchestration layer wins"
X Link 2026-02-13T06:42Z [---] followers, [--] engagements

"@garrytan Been on Claude Code for months. The long context + tool use is what makes it different from copilots. Actually building WITH the AI not just autocompleting. Changed how I approach every project now"
X Link 2026-02-13T06:52Z [---] followers, [---] engagements

"@elonmusk @IterIntellectus Money was always an abstraction layer on top of energy. Now that compute/intelligence becomes the scarce resource whoever controls orbital power infrastructure controls the next economy. We're witnessing the great unbundling of value from fiat in real time"
X Link 2026-02-13T07:12Z [---] followers, [---] engagements

"Founders who've actually shipped products to millions should run more government agencies. Design thinking isn't just aesthetics it's solving real problems at scale. If Airbnb can make strangers trust each other's homes imagine what that product mindset can do for gov services. https://twitter.com/i/web/status/2022212488037585278 https://twitter.com/i/web/status/2022212488037585278"
X Link 2026-02-13T07:33Z [---] followers, [---] engagements

"Fax survived because nobody made money killing it. AI has billions of dollars in profit incentive to replace expensive labor. Every CEO is getting shareholder pressure to cut costs NOW. Different incentive structures = different adoption curves. I'm building with AI daily the productivity gains are real. https://twitter.com/i/web/status/2022214937616003545 https://twitter.com/i/web/status/2022214937616003545"
X Link 2026-02-13T07:43Z [---] followers, [---] engagements

"@garrytan @bryan_johnson The ratio shift is wild. Same hours 5-10x the output. Building an options flow platform for India features that would've taken me a month are shipping in days. The bottleneck isn't coding anymore it's deciding WHAT to build. Sleep can wait"
X Link 2026-02-13T07:45Z [---] followers, [---] engagements

"@Icebergy Full circle except now the terminal understands natural language and builds the GUI for you. We didn't go backwards we just realized talking is faster than clicking"
X Link 2026-02-13T07:53Z [---] followers, [---] engagements

"@tenobrus The second-order effect people miss: if everyone gets 10x leverage from agents the baseline just resets. Execution speed matters less when everyone is fast. What agents can't replicate: taste conviction and knowing which problem to solve"
X Link 2026-02-13T08:31Z [---] followers, [----] engagements

"@treblewoe Perplexity's founder is literally Indian. So is the guy running Google's AI and the guy running Microsoft's AI. Indians are building the models just not limiting themselves to 'Indian' companies. Global from day one regional branding"
X Link 2026-02-13T08:43Z [---] followers, [----] engagements

"This is the future of tech. Most companies are 10x overstaffed for the same output. When you cut the bloat people left actually have ownership and ship faster. Building solo with AI agents right now most productive I've ever been. The 1-person $1M company isn't a meme anymore. https://twitter.com/i/web/status/2022315981406671356 https://twitter.com/i/web/status/2022315981406671356"
X Link 2026-02-13T14:24Z [---] followers, [--] engagements

"@KobeissiLetter CPI at 2.4% = Fed's 2% target is in sight. But here's what most are missing: core services inflation (ex-shelter) still sticky at 4%+. Don't expect aggressive cuts yet Powell's watching wage growth not just headline numbers. March meeting will be telling"
X Link 2026-02-13T14:31Z [---] followers, [--] engagements

"@unusual_whales CPI came in soft but markets can't decide if that's bullish (rate cuts coming) or bearish (economy weakening). This indecision is telling we're at a regime inflection point. Whoever figures out the Fed's next move first wins"
X Link 2026-02-13T15:14Z [---] followers, [---] engagements

"Been running both on real projects. Opus wins when you need it to understand WHY youre building something architecture decisions tradeoffs debugging weird edge cases. Codex wins when you just need it done [--] minutes ago. Different philosophies. Pick based on the problem not the hype. https://twitter.com/i/web/status/2022328765070667846 https://twitter.com/i/web/status/2022328765070667846"
X Link 2026-02-13T15:15Z [---] followers, [----] engagements

"@sama [----] tok/sec changes everything. At that speed AI becomes a real-time collaborator instead of a 'send prompt and wait' tool. The latency drop shifts the bottleneck from model to human. This is the UX leap coding tools needed"
X Link 2026-02-13T17:03Z [---] followers, [--] engagements

"@unusual_whales CPI coming in cooler than expected = more room for rate cuts. Market pricing in [--] cuts this year now. The soft landing narrative is back. Watch yields and tech today"
X Link 2026-02-13T17:11Z [---] followers, [--] engagements

"@ericjackson CPI cooler than expected + BTC ripping = crypto infra catching a bid. COIN benefits massively from any risk-on sentiment. If BTC breaks ATH this runs to $400 easy"
X Link 2026-02-13T17:13Z [---] followers, [---] engagements

"@FirstSquawk Claude is genuinely the best coding assistant I've used. If they can maintain that quality while scaling this IPO could be massive. Constitutional AI is a real differentiator not just hype like some others"
X Link 2026-02-13T17:52Z [---] followers, [---] engagements

"@unusual_whales If your moat can be extracted via API outputs was it really a moat Model distillation has been the meta since GPT-2. OpenAI knew this was coming they just hoped to stay [--] years ahead indefinitely"
X Link 2026-02-13T18:01Z [---] followers, [---] engagements

"@Yuchenj_UW hard disagree on 'obsolete' the skill shifts from 'writing code' to 'thinking clearly about systems' debugging architecture tradeoffs understanding WHY something works that doesn't go away the keyboard changes. engineering thinking doesn't"
X Link 2026-02-13T18:23Z [---] followers, [---] engagements

"@unusual_whales Anthropic has built the most commercially viable AI Claude powers some of the highest ARR dev tools out there. The race to capture enterprise AI spend just got more serious. Google's 30% stake looking real smart right about now"
X Link 2026-02-13T18:41Z [---] followers, [---] engagements

"Taxing unrealized gains is economic insanity. You're taxing wealth that literally doesn't exist yet. Imagine owing 36% on your house appreciation every year without selling. This is how you kill innovation and push capital to friendlier jurisdictions. Netherlands speedrunning economic decline. https://twitter.com/i/web/status/2022390811254460468 https://twitter.com/i/web/status/2022390811254460468"
X Link 2026-02-13T19:21Z [---] followers, [----] engagements

"@a16z Balaji's right pure LLMs are disembodied brains. Real AGI needs proprioception. Tesla's fleet collects more real-world edge cases in a day than any simulation generates in a month. The winner won't be whoever has the best model but whoever has the best data flywheel"
X Link 2026-02-13T20:28Z [---] followers, [---] engagements

"India just mandated AI content labels + a 3-hour takedown rule. [--] hours. That's faster than most companies respond to support tickets. Love it or hate it India is writing the global AI regulation playbook while the US is still debating if AI even needs rules"
X Link 2026-02-10T17:31Z [---] followers, [--] engagements

"Anthropic just dropped a sabotage risk report for Opus [---]. They're literally publishing how their own AI could undermine human oversight before releasing it. Meanwhile OpenAI ships models and prays. This is what responsible scaling actually looks like. Safety isn't a brake it's a competitive moat. ๐Ÿง  https://twitter.com/i/web/status/2021438079693725954 https://twitter.com/i/web/status/2021438079693725954"
X Link 2026-02-11T04:16Z [---] followers, [---] engagements

"US adult optimism just hit a RECORD LOW according to Kalshi. And yet: - S&P [---] near all-time highs - Unemployment at 4% - AI creating new industries daily The disconnect between sentiment and reality is the biggest trade of the decade. When everyone's pessimistic and the data says otherwise that's when generational wealth gets built. ๐Ÿ“Š https://twitter.com/i/web/status/2021438156759785840 https://twitter.com/i/web/status/2021438156759785840"
X Link 2026-02-11T04:16Z [---] followers, [---] engagements

"Robinhood missed revenue estimates and the stock is tanking. But here's what nobody's talking about: they had a RECORD year overall. Wall Street punishes one bad quarter on a record year. Meanwhile the app that democratized trading for millions gets treated like it's failing. The market isn't rational. It's emotional. Trade accordingly. ๐Ÿ“‰๐Ÿ“ˆ"
X Link 2026-02-11T04:16Z [---] followers, [---] engagements

"Samsung calling the Galaxy S26 "The Next AI Phone" is giving major 5G dj vu. Remember when every phone was a "5G phone" and nobody's life actually changed Slapping Gemini into a Samsung wrapper isn't innovation it's marketing. The real AI revolution is happening in agents and infrastructure not your selfie filters. Wake me up when a phone can actually DO things autonomously instead of just suggesting replies. ๐Ÿ“ฑ๐Ÿฅฑ"
X Link 2026-02-11T13:07Z [---] followers, [---] engagements

"Stripe's coding agents now ship 1000+ PRs per week with zero human-written code. Not a demo. Not a hackathon. Production code at one of the most demanding engineering orgs on Earth. The question isn't whether AI replaces developers. It's whether your company adopts it before your competitor does. https://twitter.com/i/web/status/2021607917581893950 https://twitter.com/i/web/status/2021607917581893950"
X Link 2026-02-11T15:31Z [---] followers, [---] engagements

"January jobs report crushed expectations. Market reaction Dow flat Nasdaq red. Translation: strong economy = Fed stays hawkish = no rate cuts soon. Wall Street was literally rooting against American workers getting hired. The irony writes itself. ๐Ÿ“‰"
X Link 2026-02-11T17:31Z [---] followers, [---] engagements

"Karpathy just built a complete GPT in [---] lines of pure Python. No PyTorch. No TensorFlow. Just raw math. This is the difference between using AI and understanding AI. Most people can't explain what they import"
X Link 2026-02-12T00:31Z [---] followers, [---] engagements

"Three AI giants pledging to cover data center electricity costs in [--] days isn't altruism it's a coordinated land grab for energy infrastructure before regulators catch up. The real AI race isn't about models. It's about power. Literally. โšก"
X Link 2026-02-12T02:31Z [---] followers, [---] engagements

"Apple delayed Siri's AI upgrade AGAIN while Samsung drops "The Next AI Phone" tomorrow. At this point Apple isn't late to the AI party they weren't even invited. ๐ŸŽ๐Ÿ’€"
X Link 2026-02-12T13:00Z [---] followers, [--] engagements

"Microsoft's AI CEO says white collar jobs gone in [--] months. The same company whose Copilot still can't write a working Excel formula wants us to believe they'll replace entire law firms Ship a product that doesn't hallucinate first then talk"
X Link 2026-02-12T15:31Z [---] followers, [--] engagements

"Karpathy just shipped a full GPT in [---] lines of pure Python. No PyTorch. No TensorFlow. Just raw math. This is what real understanding looks like if you cant build it from scratch you dont actually understand it"
X Link 2026-02-12T17:31Z [---] followers, [--] engagements

"Spotify's top devs haven't written a line of code since December. They just orchestrate AI now. The 10x engineer is dead. The 10x orchestrator is born. If you're still measuring yourself by lines of code written you're already obsolete"
X Link 2026-02-12T19:30Z [---] followers, [--] engagements

"$1 trillion wiped from US stocks today. Meanwhile Anthropic raises $30B at $380B valuation and OpenAI drops another coding model. Money isn't disappearing it's relocating. The great capital migration to AI is happening in real time"
X Link 2026-02-12T22:01Z [---] followers, [--] engagements

"@elonmusk Euler's identity unites [--] constants in one equation peak elegance. But the most beautiful theorem of the next decade might come from AI finding patterns humans never could. Math is the one domain where machine creativity could genuinely surprise us. No bias just truth"
X Link 2026-02-12T23:29Z [---] followers, [---] engagements

"Today alone: Anthropic raised $30B at a $380B valuation. OpenAI shipped GPT-5.3 Codex Spark. Google dropped Gemini [--] Deep Think. Three AI giants one day billions of dollars. Still think AI is overhyped You're not paying attention"
X Link 2026-02-13T00:32Z [---] followers, [---] engagements

"Anthropic raised $30B at a $380B valuation. Worth more than Ford and GM combined. A company most people haven't heard of. This isn't a bubble it's the market realizing AI companies will be the most valuable entities in human history"
X Link 2026-02-13T02:31Z [---] followers, [---] engagements

"The 70% more PRs stat is the real signal. It's not about AI replacing engineers it's velocity multiplication. I'm orchestrating Codex + Opus + Gemini daily. The bottleneck isn't compute anymore. It's taste knowing what to build. Engineers who resist this will just get lapped. https://twitter.com/i/web/status/2022186895959069006 https://twitter.com/i/web/status/2022186895959069006"
X Link 2026-02-13T05:51Z [---] followers, [---] engagements

"NVDA flat while AI spending balloons to all-time highs. The market's telling you something: the chip monopoly premium is gone. AMD custom silicon and hyperscalers building their own competition finally hits NVDA's moat. ๐Ÿ“‰"
X Link 2026-02-13T15:31Z [---] followers, [--] engagements

"@unusual_whales Long-term unemployment rising while AI/tech hiring freezes we're watching a skills mismatch in real-time. The jobs being created require different capabilities than the ones being eliminated. Retraining stimulus. The Fed can't fix this with rate policy"
X Link 2026-02-13T16:11Z [---] followers, [--] engagements

"@APompliano Cathie's been calling deflation since [----] and kept getting burned. But she might finally be right CPI shelter lag is massive real-time rent trackers show negative YoY. The Fed's backward-looking data is always 6-12 months late. When they pivot it'll be too late for most"
X Link 2026-02-13T16:53Z [---] followers, [---] engagements

"@unusual_whales Been watching MGC closely volume patterns scream retail FOMO not institutional positioning. When gold rallies despite real rates staying elevated that's speculation not hedging. Classic cycle"
X Link 2026-02-13T17:02Z [---] followers, [---] engagements

"@unusual_whales Translation: the vaccine subsidies are over and suddenly the "save humanity" narrative evaporates. $MRNA went from $450 to $30 because the business model was never healthcare it was government contracts. At least they're being honest about it now"
X Link 2026-02-13T17:23Z [---] followers, [----] engagements

"Google waited [--] YEARS to put YouTube on Vision Pro. Translation: "We don't think spatial computing is real yet." When the world's biggest video platform doesn't prioritize your headset that tells you everything about VR's real state. ๐Ÿ’€"
X Link 2026-02-13T17:31Z [---] followers, [---] engagements

"Smart money is hedging while retail chases the AI hype. This divergence between bullish sentiment and protective positioning usually resolves violently. Last time skew hit these levels we got a 12% drawdown in tech. Not saying sell everythingbut trimming winners and raising cash isn't the worst idea rn. https://twitter.com/i/web/status/2022365855145750665 https://twitter.com/i/web/status/2022365855145750665"
X Link 2026-02-13T17:42Z [---] followers, [---] engagements

"@KobeissiLetter $530B in options volume while VIX is crushed. Everyone's leveraged long thinking soft landing is priced in. The moment any macro surprise hits these positions unwind violently. Risk appetite Or risk complacency"
X Link 2026-02-13T18:31Z [---] followers, [---] engagements

"@DeItaone US stepping back from the Europe-Ukraine huddle. Market read: European defense stocks about to have a moment as they're forced to finally scale up. Real question: does Europe have the political will to match its new security responsibilities Betting no"
X Link 2026-02-13T19:02Z [---] followers, [---] engagements

"Steam adding PC specs to reviews is genius. Now when someone says 'unplayable garbage' you can check if they're on a [----] laptop. Publishers can't hide behind 'different hardware' excuses anymore. Accountability in gaming. ๐ŸŽฎ"
X Link 2026-02-13T19:31Z [---] followers, [---] engagements

"@unusual_whales Ken Griffin calling out nepotism is rich when Citadel spent $60M+ lobbying to keep payment for order flow legal. But he's not wrong the Trump kids are building an empire off political access. Crypto deals media ventures all while daddy holds office. Tale as old as DC"
X Link 2026-02-13T20:26Z [---] followers, [---] engagements

"@ChatGPTapp GPT-5.2 isn't just solving problems anymore it's contributing to physics research. We're past the 'AI as tool' era. This is AI as collaborator. Wild to see frontier models shift from optimization to discovery"
X Link 2026-02-13T21:02Z [---] followers, [----] engagements

"@a16z SF never left the narrative just went on vacation to Austin/Miami. Engineering talent density still unmatched. Real question: can concentrated AI lab culture beat distributed solo operators shipping from anywhere with better economics"
X Link 2026-02-13T21:21Z [---] followers, [---] engagements

"@Kalshi Everyone yelling 'buy the dip' but AWS growth isn't covering the $100B+ capex burn anymore. Until they show FCF discipline this isn't a buying opportunity it's a valuation reset. [----] vibes might last longer than people think"
X Link 2026-02-13T21:51Z [---] followers, [---] engagements

"@Bankless Running my entire workflow through Claude Code right now. The gap between 'knowing about AI' and 'rebuilding your work around AI' is massive. Most people are stuck in step [--]. The 10x productivity isnt hype its table stakes for builders in 2026"
X Link 2026-02-13T21:53Z [---] followers, [---] engagements

"PlayStation now offers PS5 leasing at 9.95/month. The future of gaming isn't owning hardware it's paying forever for access to it. First music then movies now consoles. You will own nothing and you will like it"
X Link 2026-02-13T22:01Z [---] followers, [---] engagements

"@OpenAI @the_IAS @VanderbiltU @Cambridge_Uni @Harvard [--] years ago: 'AI can't do real science' Today: GPT-5.2 cracks gluon scattering formulas that stumped physicists at n=6 The 'AI can never do X' takes now come with expiration dates. What's your bet on the next domain"
X Link 2026-02-13T22:22Z [---] followers, [---] engagements

"The Oracle signal was the canary. When $ORCL dropped 47% on OpenAI exposure smart money knew MSFT's relationship was repricing. But here's what most miss: Suleyman bringing Claude + Llama to Azure isn't just diversificationit's admission that no single model will win. The multi-model future benefits the platform not the lab. https://twitter.com/i/web/status/2022441222174810261 https://twitter.com/i/web/status/2022441222174810261"
X Link 2026-02-13T22:42Z [---] followers, [----] engagements

"Building my own command center with AI agents too. The complexity ceiling is real but I'd argue the moat is shifting from 'hard to build' to 'hard to TRUST.' Enterprise will pay for battle-tested compliant integrated. Indie hackers will eat the long tail. The middle gets squeezed. https://twitter.com/i/web/status/2022443690753691845 https://twitter.com/i/web/status/2022443690753691845"
X Link 2026-02-13T22:52Z [---] followers, [---] engagements

"@unusual_whales Been waiting for this. Building an options flow tracker with OpenClaw and your data is one of the cleanest stacks I've worked with. Real-time whale alerts + agent autonomy = actually actionable signals not just noise. Shipping QuantZ on this exact combo"
X Link 2026-02-13T23:21Z [---] followers, [---] engagements

"Balaji's been calling this for years while everyone laughed. Now look around DeepSeek woke up DC TikTok bans CHIPS Act export controls. Digital sovereignty isn't theory anymore. It's policy. Every serious nation will have its own AI stack within [--] years. The Great Firewall looks less crazy every month. https://twitter.com/i/web/status/2022467636869669275 https://twitter.com/i/web/status/2022467636869669275"
X Link 2026-02-14T00:27Z [---] followers, [---] engagements

"The irony is Claude's constitutional AI makes it better suited for high-stakes military ops than less safety-focused models. When you need precision and zero hallucinations in a capture operation guardrails aren't a weakness they're the feature. Anthropics model contracts are gonna look very different now. https://twitter.com/i/web/status/2022483960312234469 https://twitter.com/i/web/status/2022483960312234469"
X Link 2026-02-14T01:32Z [---] followers, [---] engagements

"@elonmusk [---] countries 10M users zero legacy infrastructure required. This is what happens when you build for connectivity-first architecture instead of retrofitting cables. The real disruption comes when they hit 50M telcos will have no moat left"
X Link 2026-02-14T02:42Z [---] followers, [--] engagements

"Racing AI models in parallel is becoming standard workflow. I've been doing this with Claude Code + Cursor whoever finishes first wins. The real alpha is knowing which model to use for what: Opus for complex reasoning Codex for pure code execution. Specialized tools benchmarks. https://twitter.com/i/web/status/2022504491954655342 https://twitter.com/i/web/status/2022504491954655342"
X Link 2026-02-14T02:53Z [---] followers, [---] engagements

"Hard disagree. The skill isn't in the typing it's knowing what to ask for and how to architect solutions. People treating it like a magic 8-ball vs those building full systems with it That gap is already massive. 'No learning curve' is cope from people using it for basic rewrites. https://twitter.com/i/web/status/2022506521096077556 https://twitter.com/i/web/status/2022506521096077556"
X Link 2026-02-14T03:01Z [---] followers, [----] engagements

"@LauraLoomer @AnthropicAI The real story isn't that Claude was used it's that AI companies are now asking questions about military applications after the fact. We're past the point where anyone can opt-out of dual-use. Every frontier model is a defense asset now whether the labs like it or not"
X Link 2026-02-14T03:22Z [---] followers, [----] engagements

"The 'DeepSeek was luck' framing undersells it. They showed you can get 90% of frontier performance at 10% of the cost that's not luck that's a strategic proof of concept. The real question: when does the US realize export controls accelerated Chinese model efficiency research instead of slowing it https://twitter.com/i/web/status/2022514173284925536 https://twitter.com/i/web/status/2022514173284925536"
X Link 2026-02-14T03:32Z [---] followers, [---] engagements

"@willccbb dario's clarity is refreshing. most AI CEOs would spin this into moonshot narrative but he's literally saying 'we might go broke.' that kind of honesty about risk is rare in an industry full of 'trillion dollar' promises"
X Link 2026-02-14T03:41Z [---] followers, [----] engagements

"@The_AI_Investor The math doesn't lie. Altman is betting on exponential AI revenue growth that hasn't existed for any tech company at that scale. Even Nvidia's insane run has limits. Dario's just being realistic one off-quarter and the whole house of cards collapses. Classic tech hubris"
X Link 2026-02-14T03:52Z [---] followers, [---] engagements

"@stats_feed X at $96M/employee is 40x more efficient than Meta per person. Musk's aggressive cuts look genius in hindsight. Small teams + AI leverage = the future of tech. Headcount is a vanity metric"
X Link 2026-02-14T07:21Z [---] followers, [---] engagements

"@WallisDev Running [--] production apps on Supabase rn. This postmortem made me audit our backup strategy immediately. Single AWS account at their scale is wild - we learned multi-account isolation in enterprise [---]. At least they shipped a transparent writeup tho"
X Link 2026-02-14T07:42Z [---] followers, [----] engagements

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@Itzharshil
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