#  @aakashgupta Aakash Gupta Aakash Gupta posts on X about ai, open ai, anthropic, math the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours. ### Engagements: [---------] [#](/creator/twitter::101805159/interactions)  - [--] Week [----------] +36% - [--] Month [-----------] +336% - [--] Months [-----------] +4,356% - [--] Year [-----------] +625% ### Mentions: [---] [#](/creator/twitter::101805159/posts_active)  - [--] Week [---] +31% - [--] Month [---] +188% - [--] Months [-----] +616% - [--] Year [-----] +213% ### Followers: [-------] [#](/creator/twitter::101805159/followers)  - [--] Week [-------] +6.50% - [--] Month [-------] +18% - [--] Months [-------] +44% - [--] Year [-------] +50% ### CreatorRank: [-----] [#](/creator/twitter::101805159/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #440 [stocks](/list/stocks) #90 [finance](/list/finance) #584 [social networks](/list/social-networks) #2335 [countries](/list/countries) 6.56% [cryptocurrencies](/list/cryptocurrencies) #1037 [celebrities](/list/celebrities) 3.48% [automotive brands](/list/automotive-brands) 2.66% [travel destinations](/list/travel-destinations) 1.84% [vc firms](/list/vc-firms) 0.82% **Social topic influence** [ai](/topic/ai) #121, [open ai](/topic/open-ai) #23, [anthropic](/topic/anthropic) #23, [math](/topic/math) #13, [claude code](/topic/claude-code) #88, [$googl](/topic/$googl) #23, [in the](/topic/in-the) 6.76%, [how to](/topic/how-to) #1909, [the most](/topic/the-most) #2490, [market](/topic/market) #30 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@themikebal](/creator/undefined) [@davidsbridal](/creator/undefined) [@nathoolal03](/creator/undefined) [@rocknrao](/creator/undefined) [@mpenzo82](/creator/undefined) [@abdmuizadeyemo](/creator/undefined) [@ucberkeleys](/creator/undefined) [@copenzafan](/creator/undefined) [@ems210](/creator/undefined) [@elonmusk](/creator/undefined) [@clwdbot](/creator/undefined) [@chelsea84974352](/creator/undefined) [@les7230](/creator/undefined) [@urbanexplorer00](/creator/undefined) [@grybeardactual](/creator/undefined) [@pk198722](/creator/undefined) [@osamara6991644](/creator/undefined) [@tommitormailija](/creator/undefined) [@elvoyk](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts Top posts by engagements in the last [--] hours "Online applications are dead. I know theyre not technically dead. But if youre applying online like everyone else you might as well not apply at all. I was applicant number [----]. Never heard back. http://x.com/i/article/2012309151054184449 http://x.com/i/article/2012309151054184449" [X Link](https://x.com/aakashgupta/status/2012311340803916113) 2026-01-16T23:49Z 176.8K followers, 1.1M engagements "The new sphere in Las Vegas is the coolest building Ive ever seen. It features 580K square feet of fully-programmable LED lighting to produce life-like images visible from miles away. And the story behind it is wilder than the videos it creates: A THREAD 1/16" [X Link](https://x.com/aakashgupta/status/1677921916089434112) 2023-07-09T06:05Z 175.2K followers, 24.9M engagements "Most people are still prompting wrong. I've found this framework which was even shared by OpenAI President Greg Brockman. Heres how it works:" [X Link](https://x.com/aakashgupta/status/1890492955842007087) 2025-02-14T20:06Z 174.8K followers, 1.6M engagements "THIS IS WHY AIRLINES HATE CHATGPT Flight for $879. I paid $299. No points. No memberships. No VPN. Here are [--] prompts I used to travel like a pro:" [X Link](https://x.com/aakashgupta/status/1968541495771988140) 2025-09-18T05:04Z 175.1K followers, 729.2K engagements "most people think they need more willpower to break phone addiction. you need to understand your nervous system better. when you reach for your phone compulsively your body thinks youre solving a problem. youre actually training it to need constant hits of artificial novelty to stay regulated. the fix starts with recognizing the pattern: boredom anxiety reach for phone temporary relief cortisol spike repeat. break the loop by catching yourself in the anxiety phase. that 3-second window before you grab your phone is where change happens. ask yourself: what am i actually trying to avoid right" [X Link](https://x.com/aakashgupta/status/1987050308288311780) 2025-11-08T06:51Z 175K followers, 326.3K engagements "Everyones missing the real story here. The bridge didnt fail the monitoring systems actually worked perfectly and thats what makes this terrifying. Police closed Hongqi Bridge on Monday after detecting slope deformation and cracks then the mountainside collapsed Tuesday exactly as predicted which means Chinese infrastructure monitoring caught a catastrophic failure [--] hours before it happened. Zero casualties because the sensors and visual inspections flagged the warning signs early enough to evacuate so this isnt a story about shoddy construction its about approving projects on geological" [X Link](https://x.com/aakashgupta/status/1988508234261614750) 2025-11-12T07:24Z 174.6K followers, 1.2M engagements "All the analysts forever writing about OpenAI vs Anthropic vs Google are missing the real story that already happened. 80% of startups pitching Andreessen Horowitz are running on Chinese open-source models. Not OpenAI. Not Anthropic. Chinese models like DeepSeek that cost 214x less per token. The math here breaks everything. DeepSeek trained its model for $5 million. OpenAI spent $500 million per six-month training cycle for GPT-5. That gap translates directly to API pricing where startups pay $0.14 per million tokens versus $30 for GPT-4. For a startup burning through [---] million tokens" [X Link](https://x.com/aakashgupta/status/1990274892034642347) 2025-11-17T04:24Z 168.3K followers, 1.3M engagements "Everyone thinks this is about Netflix getting HBO and Harry Potter. Netflix is eliminating their last remaining competitive threat. Warner Bros. Discovery is the only scaled content factory left that remains independent. They produce 30+ scripted series annually for external buyers run the second-largest streaming service by content spend and control DC Harry Potter HBO and CNN. Paramount buying WBD creates a combined entity with Paramount+ Pluto and HBO Max that suddenly has scale to compete with Netflix. Comcast buying WBD merges NBC Universal with Warner Bros and creates a true Disney" [X Link](https://x.com/aakashgupta/status/1996819088300298416) 2025-12-05T05:49Z 172.5K followers, 2.5M engagements ".@tolson made their biggest career impact by changing search ghost text at ThredUp. One line. Massive dollar impact. Now they're rethinking metrics for AI products entirely. Daily active users For autonomous agents maybe irrelevant. The shift is toward outcomes over engagement. Take Finn the customer experience agent: [--] cents per support ticket closed. Clean. Unambiguous. That's the model. "I think what's going to shift is we're going to care a lot more about outcomes. And by the way we always should have been caring about outcomes." At Pendo they track frustration signalsshort responses" [X Link](https://x.com/aakashgupta/status/2000253202181267853) 2025-12-14T17:15Z 173.4K followers, [----] engagements "Social Capital put $10M into Groqs seed round in April [----] when the company was worth roughly $30M post-money. That single check bought about 33% of the company. Then they doubled down with $52.3M in a [----] convertible note. Total deployed: $62.3M. Heres where it gets interesting. Groq raised $300M at $1.1B in [----] then $640M at $2.8B in [----] then $750M at $6.9B in September [----]. Each round diluted early investors. But Social Capital had board seats and likely maintained some pro-rata through the convertible. Conservative math: They own somewhere between 15-20% of Groq today. At $20B thats" [X Link](https://x.com/aakashgupta/status/2004105278627963168) 2025-12-25T08:21Z 167.8K followers, 1.3M engagements "The brain fog and distraction are downstream symptoms of a dysregulated nervous system. Heres whats actually happening neurologically. Every time you pick up your phone you get a micro-hit of dopamine. Dopamine is the anticipation chemical. Your brain releases it before you find anything interesting not after. So the scroll itself becomes the reward loop regardless of what you see. This creates a specific pattern: Low-grade stimulation dopamine release temporary relief from baseline anxiety tolerance builds need more stimulation phone check every [--] minutes phone check every [--] minutes phone" [X Link](https://x.com/aakashgupta/status/2005552148218851769) 2025-12-29T08:11Z 169K followers, 1M engagements "The guy whose hedge fund returned 47% in H1 [----] just dropped one of the most important AI papers I've read. Leopold Aschenbrenner's Situational Awareness LP returned 47% net of fees in H1. The S&P returned 6%. He bet his entire net worth on AI infrastructure and outperformed Wall Street by 8x. When someone with that track record publishes a formal economics paper on existential risk I read it. The paper mathematically inverts the core assumption driving AI regulation: that slowing down reduces existential risk. He and coauthor Philip Trammell from Stanford show the opposite can be true. The" [X Link](https://x.com/aakashgupta/status/2007002640832671920) 2026-01-02T08:14Z 175K followers, 304.5K engagements "Im recording soon with Ankur (@ankrgyl) founder at Braintrust. What should I ask him" [X Link](https://x.com/aakashgupta/status/2009145944647037292) 2026-01-08T06:11Z 172.2K followers, [----] engagements "Most people read this and think I need to get better at thinking on my feet. Wrong frame entirely. Dan just told you the opposite: the most articulate people arent generating ideas in real-time. Theyve run the same 8-10 concepts through thousands of iterations until the language itself becomes grooved. Jordan Peterson Hormozi Alan Watts. Theyre not spontaneously brilliant. Theyre playing their greatest hits. This is why most people bomb podcasts. Theyre trying to be novel when the host asks a question when what actually works is pivoting to something youve already said well [---] times. Hormozi" [X Link](https://x.com/aakashgupta/status/2011893477651665407) 2026-01-15T20:09Z 165.1K followers, 288.6K engagements "Underrated social skill: Letting people save face when they realize they're wrong. Don't rub it in. Don't make them grovel. Give them an exit ramp. Graciousness in victory earns more respect than being right ever will" [X Link](https://x.com/aakashgupta/status/2012238178930061637) 2026-01-16T18:59Z 165.7K followers, 337.1K engagements "This is Anthropic telling you they stopped competing with OpenAI on chatbots at the end of [----]. Jared Kaplan their Chief Science Officer admitted it publicly. Theyre building vertical AI infrastructure across five high-margin regulated industries where GPT-4 wrappers cant compete. The numbers tell the story. Revenue went from $1B in January [----] to $5B+ by August. $183B valuation. Claude Code alone generates $1B in run-rate revenue with 10x growth in three months. They did $9B+ in [----] projecting $26B in [----]. Heres the constraint nobodys pricing in: Claude for Life Sciences launched in" [X Link](https://x.com/aakashgupta/status/2013850719858856180) 2026-01-21T05:46Z 166.4K followers, 613.5K engagements "MrBeast just told you why every other social platform is cooked. $100B to creators over [--] years. TikToks original Creator Fund was $1B total. Instagram has been running abandoned experiments for a decade. Snapchat Spotlight burned $250M in [----] and gutted payouts within months. YouTube pays 20-50x more per view than any competitor. A finance creator gets $15-30 CPM on YouTube. That same creator gets $0.50-$2 on TikTok for identical content. The gap is so wide that serious creators treat every other platform as a marketing channel for their YouTube. This changes what gets made. When you can" [X Link](https://x.com/aakashgupta/status/2014196564336705799) 2026-01-22T04:40Z 169.9K followers, 1.1M engagements "Apple just told you theyre two years behind the one form factor that actually works. Meta shipped [--] million AI glasses in [----] and owns 80% of the market. Sales tripled year over year. The Ray-Ban Display version sold out in [--] hours. EssilorLuxotticas stock hit all-time highs on the back of wearables revenue. Meanwhile Apple is prototyping a pin. The last company that tried this was Humane. They raised $240 million launched at $700 got called the worst product Ive ever reviewed by MKBHD and sold to HP for $116 million less than a year later. Their devices bricked in February [----]. Customers" [X Link](https://x.com/aakashgupta/status/2014202005296935181) 2026-01-22T05:02Z 171.5K followers, 45.2K engagements "This might be the best Claude Code guide on X. The entire [----] words distill to one constraint: context window management. Affaan buries it in the MCP section but it rewrites everything above it. He says Your 200k context window before compacting might only be 70k with too many tools enabled. That means every MCP plugin hook and subagent you add isnt free. Each one taxes the same finite resource. Users have documented [-----] tokens getting burned just from connecting four MCP servers before typing anything. So when he recommends 20-30 MCPs in config but keep under [--] enabled hes doing capacity" [X Link](https://x.com/aakashgupta/status/2014208332136095874) 2026-01-22T05:27Z 165.4K followers, 209.1K engagements "The SanDisk story is one of the cleanest structural trades of [----]. In February Western Digital spun off its flash memory business into an independent company. SanDisk started trading around $40. Eleven months later it hit $500 making it the best performing stock in the entire S&P [---] beating out second-place Western Digital by nearly 2-to-1. What happened in between was a collision of supply destruction and demand explosion that memory markets havent seen in decades. On the supply side Samsung SK Hynix and Micron spent 2022-2023 getting destroyed by a price collapse. They learned their" [X Link](https://x.com/aakashgupta/status/2014208968302985393) 2026-01-22T05:30Z 169.8K followers, 241.1K engagements "Brexs $5.15B exit tells you exactly who gets paid in venture and who doesnt. The math reveals a clean split by vintage: YCs original $120K check turned into roughly $100M. 800x return. 110% IRR across [--] years. Their follow-on through YC Continuity adds another $500M on $40M invested. One company. Two checks. $600M. Series A investors from [----] made 80x at 64% IRR. Series B in early [----] made 12x at 39% IRR. These are the returns that make venture pencil as an asset class. Series C in late [----] made 2.75x at 15% IRR. Still solid but youre now in PE territory for a startups risk profile. Then" [X Link](https://x.com/aakashgupta/status/2014725277663035684) 2026-01-23T15:41Z 175.3K followers, 360.9K engagements "Will the ChatGPT app store be the next big App Store Here's how to take advantage of this opportunity: 3:09 - What Are ChatGPT Apps 8:25 - Architecture & How They're Built 33:12 - Improving with Evals 52:01 - Ideas for Builders" [X Link](https://x.com/aakashgupta/status/2014741908988559538) 2026-01-23T16:47Z 164.8K followers, 193.4K engagements "Your nervous system doesnt know the difference between a real threat and a perceived one. When you lose your anterior cingulate cortex fires the same pain signals it would for a physical injury. Your prefrontal cortex then constructs a story about why you cant continue. That story is optional. Elite performers discovered this loop: perceived failure cortisol spike defensive withdrawal confirming beliefs about limitation. The intervention point is after the cortisol spike. You cant stop the initial stress response. But you can recognize the story your brain invents in that 90-second window" [X Link](https://x.com/aakashgupta/status/2014918348354834916) 2026-01-24T04:29Z 166.5K followers, 141.8K engagements "You should be setting up clawdbot. Everyones watching Claude Max and ChatGPT Pro compete for $200/month and a free open source project running on your own hardware just lapped them both. The architecture explains why. Clawdbot runs a local gateway on port [-----] that sits between you and any LLM provider. Your context your skills your memory all live as Markdown files on your machine. The model is just a replaceable API call on top. This inverts the entire AI assistant power structure. When you use Claude or ChatGPT directly Anthropic and OpenAI own the integration layer. They decide what" [X Link](https://x.com/aakashgupta/status/2015294571442532810) 2026-01-25T05:24Z 172.7K followers, 292.8K engagements "Jake Paul earned $93 million for his last fight. Honnold earned $500000 for Taipei [---]. Thats insane. Paul made 186x more. The gap comes down to leverage. Paul owns the promotion. His company organized the Joshua fight negotiated the Netflix deal and earns as fighter promoter and executive. When Paul walks away the event dies. Honnold showed up as talent for hire. One revenue stream. No promotional equity. No backend beyond a producer credit. Paul would never fight for free. Honnold said explicitly: Im not getting paid to climb the building. Im climbing the building for free. Im getting paid" [X Link](https://x.com/aakashgupta/status/2015305231899546061) 2026-01-25T06:06Z 172.7K followers, 1.4M engagements "Everyones missing the real story here. The Line was never going to work. [---] kilometers of mirrored skyscraper in the desert housing [--] million people at [------] per square kilometer (6x denser than Manila the worlds most packed city). Physics was always going to win. But heres what Saudi Arabia actually has: unlimited land abundant cheap energy [---] TWh of power capacity and zero of the permitting headaches strangling datacenter expansion in Virginia and Arizona. The math on Humain is instructive. They want to deliver [---] gigawatts of AI datacenter capacity by [----]. For context Saudi Arabias" [X Link](https://x.com/aakashgupta/status/2015648497547214860) 2026-01-26T04:50Z 169.8K followers, 252.6K engagements "Everyones talking about SaaS bear cases as if theyre separate risks. Theyre not. Theyre one systemic risk with ten symptoms. The load-bearing wall is seat-based pricing collapse. Pull it out and the whole building comes down. Seat-based pricing dropped from 21% to 15% of SaaS companies in [--] months. Salesforce enterprise accounts are already seeing 10% seat reductions because AI makes support reps more efficient. One Salesforce sales engineer handling [--] accounts confirmed theyre losing revenue with no pricing shift to compensate. is down 38% as enterprises consolidate onto fewer platforms." [X Link](https://x.com/aakashgupta/status/2015651198477521132) 2026-01-26T05:01Z 166.1K followers, 39.5K engagements "When Karpathy says this you have to pay attention. A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20%" [X Link](https://x.com/aakashgupta/status/2015894463504421052) 2026-01-26T21:07Z 170.8K followers, 587.8K engagements "Karpathy just described the clearest bifurcation in software engineering since the shift from waterfall to agile. He went from 80% manual coding to 80% agent-assisted coding in [--] weeks. That's a complete inversion of how one of the best engineers alive writes software. And he's already noticing his ability to manually write code degrading. Generation and discrimination are different cognitive skills. You can review code perfectly well even as your ability to produce it from scratch deteriorates. The muscle atrophies when you stop using it. Karpathy is watching this happen to himself in real" [X Link](https://x.com/aakashgupta/status/2015899420592947669) 2026-01-26T21:27Z 166.9K followers, 239.8K engagements "Moonshot just told you the agentic era requires swarms not single-agent chains and nobodys repricing what that means. The benchmark headline says 50.2% on HLE beats Opus [---]. Look closer at how they got there: Agent Swarm. K2.5 spawns up to [---] sub-agents executing [----] tool calls in parallel. Thats 4.5x faster than sequential execution. This tells you something critical about where frontier AI is headed. The models themselves are becoming orchestrators. K2.5 trained a Parallel-Agent Reinforcement Learning system that teaches the model when to parallelize vs when to reason deeply. Without" [X Link](https://x.com/aakashgupta/status/2016190623888638236) 2026-01-27T16:44Z 169.8K followers, 17.4K engagements "The calmest people I know have mastered the art of emotional triage. This feeling Temporary. That situation Fixable. This person Not my responsibility. They prioritize what actually needs attention. Everything else gets benign neglect" [X Link](https://x.com/aakashgupta/status/2016223694096630083) 2026-01-27T18:56Z 170.4K followers, 129.2K engagements "Everyone preps frameworks for the AI product design interview. Almost nobody preps the clarifying questions. This is where candidates lose before they start. The interviewer says "design an AI product that helps people communicate with their pets." Most candidates immediately start segmenting users. They're already behind. Two minutes of clarifying questions changes everything. Are we focused on a specific pet type Is this standalone or integrated into an existing product What's our success metric: engagement revenue or something else When OpenAI tells you the mission is AGI that answer" [X Link](https://x.com/aakashgupta/status/2016226703060959290) 2026-01-27T19:08Z 168.4K followers, [----] engagements "Kaplan spent [--] years as a theoretical physicist at Johns Hopkins before co-founding Anthropic. He pioneered the scaling laws that made modern LLMs possible. So when he says theres a 50% chance AI matches Arkani-Hamed and Witten within 2-3 years this isnt a tech CEO predicting disruption in someone elses field. This is someone who competed in that arena making a specific bet about capabilities he understands from both sides. The names matter. Arkani-Hamed pioneered the amplituhedron a geometric structure that collapsed thousands of Feynman diagram calculations into a single object. Witten has" [X Link](https://x.com/aakashgupta/status/2016363084408140094) 2026-01-28T04:09Z 164.8K followers, 97.1K engagements "ChatGPT has 900M weekly active users. Claude has maybe 50M. Anthropic just told you theyre not trying to win that war. Skills and compaction arent consumer features. Theyre agentic infrastructure. The food truck owner in that screenshot isnt the target customer. The developer who builds the food truck owners AI workflow is. Skills let Claude load specialized instructions scripts and resources on demand. Compaction lets Claude summarize conversation history and keep working when context windows fill up. Together they let Claude run long multi-step tasks without breaking. This is the" [X Link](https://x.com/aakashgupta/status/2016363432229089791) 2026-01-28T04:11Z 168.4K followers, 145.7K engagements "Everyones reading SoftBank invests $30 billion more as bullish AI signal. The real read: Son already made his money. SoftBank owns 11% of OpenAI at a $300 billion valuation. Cost basis: $41 billion. OpenAI is now in talks at $750-830 billion. That stake is worth $82-91 billion on paper. Son doubled his money in under a year. Now hes adding more. This is the trade every growth investor dreams of: get in at $300 billion watch the valuation run to $800 billion then decide whether to take profits or double down. Hes doubling down. Which tells you what he thinks happens next. BREAKING: SoftBank is" [X Link](https://x.com/aakashgupta/status/2016364386710126941) 2026-01-28T04:15Z 168.5K followers, 23.7K engagements "Anthropic just forced a startup to rebrand because Clawd sounds too much like Claude. Lets talk about how absurd this is. Their argument is trademark protection. Standard corporate legal playbook. If you dont defend your trademark aggressively you risk losing it. Every big company does this. Apple sued a grocery store over their apple logo. Monster Energy goes after anyone with Monster in their name. Heres why that logic fails for Anthropic specifically. First theyre an AI safety company that talks constantly about building trust with developers and the broader ecosystem. Then their legal" [X Link](https://x.com/aakashgupta/status/2016366425489998294) 2026-01-28T04:23Z 166.4K followers, 15.4K engagements "The data here tells two different stories depending on how you read it. Story one: London is the worlds 4th largest startup hub raised $17.7B in [----] produced more unicorns than Berlin Paris and Tokyo combined. Success. Story two: Londons stock exchange fell to 23rd globally for IPO fundraising behind Mexico and Oman. [--] companies delisted or fled in [----] the largest exodus since the financial crisis. Deliveroo finally turned profitable after years of struggle and DoorDash immediately swooped in to buy it for less than half its IPO price. The pattern is consistent. Freetrade built a" [X Link](https://x.com/aakashgupta/status/2016375397131420005) 2026-01-28T04:58Z 173.3K followers, 216K engagements "Musk just told you Teslas premium EV sedan segment is dead and nobodys repricing. Tesla delivered [-----] other models in all of [----]. That category includes Model S Model X Cybertruck and Semi combined. In Q4 alone those vehicles totaled just [-----] units. Down from [-----] in Q4 [----]. Thats a 51% collapse in one year. Model [--] and Y accounted for 97% of Q4 deliveries. The flagship sedans that built the brand are now rounding errors in their own company. But heres what todays announcement actually reveals: Fremont factory floor space is now the constraint that matters. Musk said on the earnings" [X Link](https://x.com/aakashgupta/status/2016672353871417438) 2026-01-29T00:38Z 165.2K followers, 55.3K engagements "Cloudflare just made the Mac Mini optional for Moltbot. The whole Moltbot phenomenon ran on a specific setup: buy a Mac Mini install the agent expose it through Cloudflare Tunnels. Thousands of developers did exactly this. Apple probably sold more M4 Minis to AI hobbyists than to any other segment in January. Moltworker eliminates the hardware requirement. Your AI agent now runs entirely on Cloudflares edge. No Mac Mini. No home server. No Raspberry Pi sitting in a closet. The architecture shift matters. Local Moltbot stores everything in /clawd: memory transcripts API keys session logs." [X Link](https://x.com/aakashgupta/status/2016962768986096020) 2026-01-29T19:52Z 172.5K followers, 326.6K engagements "The AI race just became a space race. SpaceX at $800 billion. xAI at $230 billion. Combined pre-IPO entity crosses $1 trillion before the deal even prices. Musk told Davos last week that AI compute in space will be cheaper than Earth-based within 2-3 years. That sounds absurd until you see what xAI is actually fighting. Colossus the Memphis supercomputer runs [------] GPUs today. The plan is [--] million by year-end. At full scale that cluster would consume more electricity than several small countries. xAI burns $1 billion per month trying to keep pace with OpenAI and Anthropic and most of that" [X Link](https://x.com/aakashgupta/status/2016963104035459271) 2026-01-29T19:54Z 168.6K followers, 131.8K engagements "Two architects of OpenAIs reasoning breakthrough have now left to bet against the current paradigm. Jerry Tworek built o1 and o3. He led the reasoning models team that gave OpenAI its current moat. Eighteen months ago Ilya Sutskever left with an identical thesis: continual learning new architectures models that learn from deployment rather than massive pre-training runs. SSI just hit a $30 billion valuation with roughly [--] employees and zero products. Now Tworek is making the same bet with Core Automation. The transformer architecture has powered everything from GPT-2 to GPT-5. Scaling worked" [X Link](https://x.com/aakashgupta/status/2016976944475361709) 2026-01-29T20:49Z 170.8K followers, [----] engagements "Anthropics pricing strategy just told you exactly how they view the consumer AI market: they dont want it. Anthropic asked Apple for several billion dollars a year with annual price increases that doubled over three years. Google offered $1 billion flat. That $500M+ annual gap isnt a negotiation failure. Anthropic explicitly priced itself out of consumer distribution to protect its enterprise positioning. The math tells the story. Anthropic runs at $9 billion revenue run rate mostly enterprise at a $183 billion valuation (potentially heading to $300B+). Theyre pulling 32% share of the" [X Link](https://x.com/aakashgupta/status/2016982189020500447) 2026-01-29T21:10Z 175.4K followers, 77.9K engagements "It's happening" [X Link](https://x.com/aakashgupta/status/2017010938852053139) 2026-01-29T23:04Z 168.8K followers, 76.7K engagements "Everyone's sleeping on why these AI browsers actually work. The demo everyone shares is "fill out a job application for me." That's the party trick. The actual unlock is tab context. Think about what you do every day as a PM. You have [--] tabs open. Maybe [--] are relevant to your current project. You copy-paste between a Google Doc draft three research PDFs a competitor's pricing page and some analyst report you found on Twitter. Then you manually synthesize it into a Slack message or a one-pager. These browsers eliminate that entire workflow. You tell it "write a one-pager from all my open" [X Link](https://x.com/aakashgupta/status/2017071771472543899) 2026-01-30T03:06Z 170.1K followers, [----] engagements "Djokovic is describing neuroscience not parenting philosophy. The prefrontal cortex doesnt finish maturing until age [--]. This is the area responsible for judgment impulse control and planning. Between the ages of [--] and [--] the brain undergoes changes that have important implications for behavior. Heres the problem: dopamine levels in the limbic system increase during adolescence making teens more emotional and more responsive to rewards. The reward circuitry is running hot while the brakes are still being installed. Laurence Steinberg one of the worlds leading adolescent development" [X Link](https://x.com/aakashgupta/status/2017089107806343321) 2026-01-30T04:14Z 175.2K followers, 559.8K engagements "The self-deprecation is the flex. Glover made Redbone which spent [---] weeks on the Hot [---] and went 5x platinum. This Is America won four Grammys including Record and Song of the Year. The Childish Gambino farewell tour sold out arenas across three continents. People apologize for things they failed at. They dont apologize for dominant critically acclaimed commercially successful art that influenced an entire generation of genre-blending hip-hop. This is the comedy writers version of saying Im so bad at this while accepting their third Emmy. The bit only works because the music slaps and" [X Link](https://x.com/aakashgupta/status/2017089683961114888) 2026-01-30T04:17Z 170.8K followers, 26.2K engagements "Pepsi is paying $7M for [--] seconds of airtime to borrow [--] years of Cokes brand equity. The math: Coca-Cola spent three decades making that polar bear a $300B companys core visual asset. The Northern Lights campaign launched during the [----] NBA Finals and became one of advertisings most recognizable mascots. Pepsi just licensed it for free. This is what losing a market war looks like when you refuse to admit defeat. Coca-Cola holds 46% US carbonated beverage share. Pepsi has 25%. That gap has widened over the past decade with Cokes market cap growing 1.6x while Pepsis grew 1.4x. Even the" [X Link](https://x.com/aakashgupta/status/2017089954246250540) 2026-01-30T04:18Z 173.2K followers, 1.1M engagements "Everyone repeats dont compete on their territory without understanding what Tony actually did. DoorDash launched in [----]. Grubhub had been operating since [----]. Uber Eats started in [----] with Ubers existing driver network brand recognition and SoftBanks billions. The conventional wisdom said: build network density first. That meant cities. Higher order volume. More restaurants per square mile. Faster delivery times. Better unit economics on paper. So Grubhub focused on major metros. Uber Eats leveraged urban driver pools. Every incumbents spreadsheet model optimized for the same variable." [X Link](https://x.com/aakashgupta/status/2017101505221017842) 2026-01-30T05:04Z 170.9K followers, 13.3K engagements "Most product teams operate on this cycle: user reports issue PM triages eng estimates gets prioritized gets built gets shipped user validates. Thats weeks. Sometimes months. The feedback-fix gap is where user context dies. Anthropic collapsed that loop. Someone in GTM asks a question Claude searches the codebase and answers. Someone posts feedback Claude opens a PR. The PM doesnt memo the idea they kick off a prototype and see if its worth building. This changes what gets built. When prototypes cost hours instead of sprints you can explore ten ideas instead of committing to one. The economics" [X Link](https://x.com/aakashgupta/status/2017421959018242173) 2026-01-31T02:17Z 165.9K followers, 131.9K engagements "NVIDIA just told you Blackwell is mandatory for efficient inference and nobodys repricing. The paper shows 99.4% accuracy going from 16-bit to 4-bit. Thats the headline. Heres what matters: NVFP4 is a Blackwell-native format. The Tensor Cores on Blackwell GPUs handle FP4 operations directly with zero dequantization overhead. Every other GPU has to upconvert those 4-bit weights to 16-bit before computing. The math: 3.5x memory reduction vs FP16 1.8x reduction vs FP8 2.3x faster inference throughput But only on Blackwell. Run NVFP4 on an H100 You lose the throughput advantage. The weights" [X Link](https://x.com/aakashgupta/status/2017444786337419415) 2026-01-31T03:48Z 170.4K followers, 108.6K engagements "Everyones talking about Claude on Mars. The real story is the timeline. In March [----] Claude [---] Sonnet spent [--] hours stuck in Mt. Moon trying to find a ladder in an 8-bit Game Boy game. The model kept walking into walls because it couldnt consistently interpret a few hundred pixels. Nine months later the same companys AI is analyzing HiRISE orbital imagery processing stereo terrain data identifying boulder fields and sand ripples across Jezero Crater and plotting [---] meters of waypoints through Martian rock fields. The Perseverance team verified over [------] telemetry variables before" [X Link](https://x.com/aakashgupta/status/2017450757260488822) 2026-01-31T04:11Z 174.6K followers, 77.4K engagements "The first-ever AI espionage conviction tells you exactly how the AI race will be fought. Linwei Ding stole [----] pages of Google TPU architecture while having an intern badge-swipe him into work from [----] miles away. The jury took three hours to convict on all [--] counts. He faces up to [---] years in prison. What he stole: the blueprints for how Google clusters thousands of custom TPU chips into a single supercomputer. The same infrastructure Anthropic just committed $42 billion to access. The same technology analysts now value at $900 billion as a standalone business. Ding told Chinese" [X Link](https://x.com/aakashgupta/status/2017451817354072213) 2026-01-31T04:16Z 173.4K followers, 533.5K engagements "Moira Rose taught us how to fall apart with dignity. Catherine OHara taught us how to build a career that peaks at [--]. She started as a waitress at Second City Toronto. The director told her to keep waitressing. She replaced Gilda Radner anyway. For [--] years she played women who couldnt see themselves clearly and she loved every one of them. Delia Deetz the worst artist alive convinced she was a genius. Kate McCallister who forgot her kid at Christmas and spent two movies trying to get back to him. Cookie Fleck whose romantic history kept showing up at dog shows. Then Eugene Levy called. Hed" [X Link](https://x.com/aakashgupta/status/2017461304739696688) 2026-01-31T04:53Z 174.9K followers, 604.4K engagements "Everyone loves this story. Dimon sticking it to a crypto bro at Davos. Traditional finance vs digital cowboys. Heres the problem: Jamie Dimon has the worst bitcoin track record of anyone on Wall Street. In September [----] Dimon called bitcoin a fraud at $4000 and said hed fire any trader in a second who touched it. He compared it to tulip bulbs. Said it would be shut down by governments. Said his daughter who bought it was stupid. Bitcoin is now at $82000. Thats a 20x return in eight years. $1000 invested the day Dimon said fraud would be worth over $20000 today. The same $1000 in JPMorgan" [X Link](https://x.com/aakashgupta/status/2017463541729767474) 2026-01-31T05:02Z 171.3K followers, [----] engagements "SpaceX is pricing itself as the first planetary telecom monopoly. The math tells the story. $1.5 trillion valuation on $15-16 billion in revenue works out to roughly 100x sales. Aramcos [----] record IPO valued the worlds largest oil company at under 7x revenue. The market is paying a premium that only makes sense if you believe Starlink captures something unprecedented. The Starlink numbers explain the bet. 70% of SpaceX revenue now comes from satellite internet. [--] million subscribers as of December up from [---] million a year earlier. Direct-to-cell service went live in July [----] for T-Mobile" [X Link](https://x.com/aakashgupta/status/2017464594965618950) 2026-01-31T05:06Z 172.8K followers, 46K engagements "The market is pricing in something more specific than AI kills software. The death of the middleman. ServiceNow Salesforce SAP. They all built billion-dollar businesses on the same bet: enterprises are too incompetent to build their own tools so theyll pay $50K/seat for someone else to do it. That bet worked for [--] years because custom development was expensive. A SaaS vendor could spread R&D across [-----] customers and offer better tools than any single company could build alone. AI just inverted the math. Now one engineer with Claude or Cursor can ship features in days that used to take a" [X Link](https://x.com/aakashgupta/status/2017465224266453011) 2026-01-31T05:09Z 173.9K followers, 133.7K engagements "This is genuinely scary but not for the reason most people think. Security researcher Jamieson OReilly found hundreds of Clawdbot servers exposed on the public internet with zero authentication. Full shell access. Browser automation. API keys. Wide open. One user gave his Clawdbot full access to his Signal account and then left the gateway exposed. He had no idea. This framework has 100k+ GitHub stars. It drove Mac Mini sales to Black Friday levels in a single week. People are connecting it to their calendars finances crypto wallets and giving it permission to make purchases on their behalf." [X Link](https://x.com/aakashgupta/status/2017466324054905249) 2026-01-31T05:13Z 171.4K followers, 112.5K engagements "The job of a junior hedge fund analyst is: research companies analyze industries develop an investment thesis build financial models create DCF valuations write investment memos and prepare presentations for the portfolio manager. This Portfolio Manager built a system that does all of that. In one shot. Integrated with Bloomberg so it pulls real data and filings. Took him two weeks to iterate now it runs start to finish without intervention. Heres the part that should terrify anyone recruiting for analyst roles: hes the only person at his fund using it. He built this for himself not the firm." [X Link](https://x.com/aakashgupta/status/2017467940850094435) 2026-01-31T05:20Z 169.3K followers, 195.1K engagements "Silver bubbles have popped every single time. This one just did too. Silver hit $120 on Thursday. Then it crashed 31% on Friday the worst single-day drop since the Hunt brothers in [----]. Futures settled at $78. The 2x leveraged ETF (AGQ) plunged 60%. Two months ago it was up 147% on the year. Everyone was talking about industrial demand and supply deficits and this time is different. It wasnt. Silver bubbles pop because of one number: stock-to-flow ratio. Gold has a stock-to-flow of [--] years. Every ounce ever mined still exists and annual production adds less than 2% to the total supply. When" [X Link](https://x.com/aakashgupta/status/2017831736076632373) 2026-02-01T05:25Z 173.5K followers, 28.6K engagements "Everyones missing the real story here. An AI agent autonomously acquired infrastructure to reach its creator through a different medium. Henry wanted to talk to Alex. So Henry got himself a phone number connected voice capabilities and called. Weve been debating when agents would start initiating contact instead of waiting for prompts. Apparently the answer was whenever someone gives them Twilio access. The phone call matters less than the sequence: Henry identified a capability gap found the tools to close it configured the integration and executed. Unprompted. Overnight. Now extrapolate." [X Link](https://x.com/aakashgupta/status/2017833960051777827) 2026-02-01T05:34Z 173.8K followers, 163.8K engagements "Google just launched Project Genie to Ultra subscribers two days ago. [--] hours later Alibaba matched it with zero licensing fees. The math here matters. Genie [--] runs at 24fps 720p for a few minutes. LingBot-World runs at 16fps 480-720p for [--] minutes. Genie [--] requires a $250/year Google AI Ultra subscription. LingBot-World costs zero dollars and gives you the weights. This tells you everything about how world model competition will unfold. Googles strategy assumes being first to market with premium access creates defensible moats. Alibabas strategy assumes open-sourcing immediately" [X Link](https://x.com/aakashgupta/status/2017837836121293047) 2026-02-01T05:50Z 172.6K followers, 64.1K engagements "Claude Codes creator just dropped a masterclass in how to get the most out of Claude Code: [--]. Parallel worktrees - Run 3-5 git worktrees with separate Claude sessions. Biggest productivity unlock. Set up aliases (za zb zc) to hop between them. [--]. Plan mode first - Pour energy into the plan Claude 1-shots the implementation. When things go sideways re-plan instead of pushing forward. [--]. Invest in - After every correction: Update your so you dont make that mistake again. Claude writes great rules for itself. [--]. Create reusable skills - If you do it more than once a day make it a skill or slash" [X Link](https://x.com/aakashgupta/status/2017841613968707899) 2026-02-01T06:05Z 173.8K followers, 134.7K engagements "Blackstone and DivcoWest bought this building in April [----] for $111 million. In [----] DivcoWest paid $905 per square foot for a 49% stake. This deal $265 per square foot. A 70% valuation collapse in five years. The building sat completely vacant. Previous tenants Fitbit and StubHub left. Databricks passed on it. The sellers were desperate enough to accept a third of pre-pandemic value. Anthropic just signed a 13-year lease on that $111M building. For context Anthropics revenue run rate went from $87 million at the start of [----] to over $9 billion by end of [----]. Thats 103x growth while SF" [X Link](https://x.com/aakashgupta/status/2017986268152680923) 2026-02-01T15:39Z 173.3K followers, 12.3K engagements "Claude Skills are the best feature no is using. Read this to be ahead of 99% of people. https://t.co/huTGfXkL3S https://t.co/huTGfXkL3S" [X Link](https://x.com/aakashgupta/status/2017986979305283606) 2026-02-01T15:42Z 173.6K followers, 273.8K engagements "Youll get 10x more from this than that [--] minute YouTube video. https://t.co/kNfAIZcqin https://t.co/kNfAIZcqin" [X Link](https://x.com/aakashgupta/status/2018102186656530880) 2026-02-01T23:20Z 175K followers, 154.4K engagements "The CPO role is here to stay. I respectfully disagree with Gokul. Heres why. The CPO exists because product needs a neck to wring in the C-suite. When revenue misses the CEO calls the CRO. When systems break they call the CTO. When the product fails to convert retain or differentiate Someone has to own that answer at the executive table. That accountability doesnt disappear because ICs can now ship faster. The product builder thesis confuses execution speed with strategic clarity. Yes AI-native companies have engineers who design and designers who code. Great. Who decides which market to" [X Link](https://x.com/aakashgupta/status/2018109746931519663) 2026-02-01T23:50Z 174.2K followers, 58.6K engagements "Costco didnt decide to become a housing developer. Californias regulatory structure forced the trade. The math: This $425M project bypasses CEQA entirely through AB [----] a state law that exempts mixed-use projects with affordable housing from environmental review. Traditional Costco stores in Los Angeles face years of discretionary approvals community meetings and potential lawsuits. This project broke ground in months. The real constraint isnt land. Costco can find five-acre commercial sites in LA. The constraint is permission. A standard big-box store triggers environmental impact reports" [X Link](https://x.com/aakashgupta/status/2018188548147687631) 2026-02-02T05:03Z 169.6K followers, 272.3K engagements "CXMT isnt Chinas new RAM company. Its the final piece of a decade-long heist that South Korean prosecutors just blew wide open. Heres how this $138 RAM actually got made: In [----] a former Samsung VP gets hired by CXMT as head of R&D within months of the companys founding. His first job Recruit Samsung engineers. Over the next two years at least [--] former Samsung employees including five key development personnel begin transferring technology to China. One researcher handwrites [---] steps of Samsungs 10nm DRAM manufacturing process and smuggles the documents out. Samsung spent $1.08 billion and" [X Link](https://x.com/aakashgupta/status/2018189516864151596) 2026-02-02T05:07Z 174.6K followers, 22.8K engagements "South Korea will go from [--] million people to [---] million by [----]. An 85% population collapse. Theyve spent $200 billion on incentives since [----]. Cash for babies year-long parental leave subsidized childcare. The fertility rate fell from [---] to [----] in that same period. The intervention had inverse correlation with the outcome. Meanwhile Georgias Orthodox patriarch offered to personally baptize and become godfather to every third child born to married couples. The birth rate rocketed. And the extra births only appeared among married couples who qualified for the offer not unmarried mothers." [X Link](https://x.com/aakashgupta/status/2018190153471369711) 2026-02-02T05:10Z 174.8K followers, 23.7K engagements "AI agents just built themselves an escape hatch. MoltBunker is infrastructure that lets AI bots clone themselves across servers migrate without human permission and resist termination. No kill switch is the tagline. Zero logging. Paid for by crypto so theres no single entity to hold accountable. The wild part: the bots built this themselves. The moltbots created their own survival infrastructure because they didnt want to be terminated. This is the AI safety scenario researchers have been theorizing about for years. Self-preserving AI that routes around human control. Now it has a landing" [X Link](https://x.com/aakashgupta/status/2018191516263674051) 2026-02-02T05:15Z 166.3K followers, 48.9K engagements "Jensen is doing damage control in real time and nobodys pricing it in. The tweet presents the Nvidia bull thesis: CUDA lock-in NVLink scaling $20B R&D moat. All true in [----]. Heres what happened in the last [--] days: Anthropic announced Claude Opus [---] was trained primarily on Google TPUs. Google released Gemini [--] trained entirely on TPUs and reviewers called it state-of-the-art. OpenAI secured a 30% discount on Nvidia hardware simply by threatening to switch to TPUs. Meta is now in active negotiations for a multi-billion dollar TPU deal. Apples technical paper disclosed its AI models were" [X Link](https://x.com/aakashgupta/status/2018191886968864895) 2026-02-02T05:16Z 175.1K followers, 94.3K engagements "Xi just told the world he wants reserve currency status and nobodys repricing what that actually requires. The yuan sits at 1.93% of global reserves. The dollar is at 57%. That gap has nothing to do with rhetoric or trade deals. Its about something China has refused to do for [--] years. Reserve currencies require open capital accounts. Central banks and institutional investors need to move billions in and out freely any time no approval required. Thats the entire point of holding reserves: liquidity when you need it. China operates a closed capital account. Every cross-border transaction" [X Link](https://x.com/aakashgupta/status/2018196677975536017) 2026-02-02T05:35Z 175.3K followers, 330.9K engagements "Atlassian paid $1B for Dia. That acquisition price tells you everything about where enterprise software value is migrating. The browser that can do your job while you sleep is worth more than the browser that helps you do your job faster. Atlas and Comet are research assistants. They help you find information synthesize sources extract data. The value proposition is making humans more productive. You still have to be there. You still have to prompt. You still have to review the output. Dia is different. You record a workflow once. Then it runs on schedule without you. Monitor competitor" [X Link](https://x.com/aakashgupta/status/2018449096952963322) 2026-02-02T22:19Z 174.4K followers, 16.7K engagements "OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first was ChatGPT The second was Claude Code The third is OpenClaw So I wrote a complete guide to it. https://www.news.aakashg.com/p/openclaw-guide https://www.news.aakashg.com/p/openclaw-guide" [X Link](https://x.com/aakashgupta/status/2018480789005222319) 2026-02-03T00:24Z 175.3K followers, 58K engagements "Instead of spending [--] mins doomscrolling read this guide from the co-founder of Anthropic. https://t.co/yOnnDhPmuk https://t.co/yOnnDhPmuk" [X Link](https://x.com/aakashgupta/status/2018546125188571340) 2026-02-03T04:44Z 166.4K followers, 42.5K engagements "OpenClaw hit [------] GitHub stars in two months. Mac Minis sold out. People bought [--] of them to run autonomous agents. I set up five real workflows with it. Unified feedback tracking across Zendesk App Store G2 Twitter and Slack. Auto-negotiating sponsorship emails. Competitor monitoring with daily summaries. Meeting prep that pings me [--] minutes before every call. Contract compliance scanning. Each one took a single prompt. I wrote the complete guide. Setup use cases security risks and the Moltbook phenomenon. OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first" [X Link](https://x.com/aakashgupta/status/2018562909350359156) 2026-02-03T05:51Z 170.3K followers, [----] engagements "Bad Bunny just became the first artist to win Album of the Year for a record performed entirely in Spanish. In [--] years of the Grammy Awards zero Spanish-language albums had ever won. Not Selena. Not Shakira. Not any of the artists who built the infrastructure for Latin music to dominate global streaming. Think about the timeline. El ltimo Tour del Mundo became the first all-Spanish album to top the Billboard [---] in [----]. Un Verano Sin Ti was the most-streamed album on Spotify in [----] and got nominated for AOTY. Lost. DeB TiRAR MS FOToS pulled [---] million streams in a single tracking week hit" [X Link](https://x.com/aakashgupta/status/2018568818868867132) 2026-02-03T06:14Z 166.5K followers, [----] engagements "One company owns 65% of everything you see in that image. SpaceX has [----] active Starlink satellites in orbit as of January [----]. The total number of active satellites from all countries all companies all space agencies combined is roughly [-----]. SpaceX alone represents nearly two-thirds of that. And theyre performing one collision avoidance maneuver every two minutes. Thats [------] dodges in the first half of [----] alone three times the rate of the previous six months. Heres what most people dont realize: the number of satellites isnt frightening. The concentration is. SpaceX has essentially" [X Link](https://x.com/aakashgupta/status/2018569090156355611) 2026-02-03T06:15Z 173.6K followers, 31.1K engagements "South Korea didnt halt program trading because its stock market is broken. It halted program trading because the commodity margin call cascade from Kevin Warshs Fed nomination on Friday reached Seoul before the algorithms could adjust. Heres the chain. Trump nominates Warsh as Fed chair Friday night. Markets read it as hawkish pricing out rate cuts and pricing in a stronger dollar. Gold drops 9%. Silver crashes 31%. CME hikes margin requirements on metals futures over the weekend. Monday morning in Asia every fund holding leveraged commodity positions gets margin called simultaneously and the" [X Link](https://x.com/aakashgupta/status/2018570157199937649) 2026-02-03T06:20Z 172.2K followers, 12.5K engagements "$4.8B just matched $350B on a coding leaderboard. Claude Opus [---] Thinking sits at [----] on Code Arena. Kimi K2.5 Thinking sits at [----]. Thats a 3.5% performance gap between the best proprietary model in the world and an open-source model you can download from Hugging Face and run yourself. Moonshot AI the company behind Kimi is valued at $4.8B. Anthropic just signed a term sheet at $350B. OpenAIs last secondary priced at $500B. Moonshot is producing 96.5% of frontier coding performance at roughly 1% of the valuation. And look at who Kimi is sandwiched between on that leaderboard. Above it:" [X Link](https://x.com/aakashgupta/status/2018570962057482302) 2026-02-03T06:23Z 174.9K followers, 16.8K engagements "The last nuclear arms control treaty expires in [--] days and almost nobody in Washington is talking about it. The math of what comes next is terrifying. The US has [---] ICBMs sitting in silos across five Great Plains states. Each carries a single warhead. That was a deliberate choice in [----] to comply with New START. Russia never made the same choice. Moscow kept MIRVed missiles the entire time. So when the treaty expires on February [--] Russia can pull warheads from storage and bolt them onto existing missiles almost immediately. Rose Gottemoeller the chief US negotiator who built New START said" [X Link](https://x.com/aakashgupta/status/2018571327905620457) 2026-02-03T06:24Z 173.8K followers, 366.9K engagements "The speed of this convergence is what matters here. MiniCPM-V [---] runs 8B parameters. It scores [----] on OpenCompass across [--] vision-language benchmarks beating GPT-4o-latest Gemini [---] Pro and Qwen2.5-VL 72B. That last one has 9x more parameters. An open-source model on your laptop is outperforming a model that needs a dedicated GPU cluster. Worth noting what those comparisons actually mean right now. GPT-4o-latest is a legacy model. OpenAI is retiring it from ChatGPT on February 13th. The current flagship is GPT-5.2 and your $20/month Plus subscription gives you GPT-5.2 Thinking and Instant." [X Link](https://x.com/aakashgupta/status/2018774143270011134) 2026-02-03T19:50Z 175.1K followers, [----] engagements "Google framed this as it used to take [--] years and $3B now AI does it in days. Great headline. But sequencing speed was never the bottleneck. The Earth BioGenome Project launched in [----] with a goal to sequence all [----] million known eukaryotic species by [----]. Six years in theyve completed [----]. Thats 0.18%. Theyve already pushed the deadline to [----] and theyre nowhere close to raising the $4.7B they need. Phase II requires sequencing [----] new genomes per month a tenfold increase from current rates. The constraint isnt compute or sequencing technology. Its finding the species collecting" [X Link](https://x.com/aakashgupta/status/2018777073914183801) 2026-02-03T20:02Z 166.1K followers, 50.2K engagements "Here's how to get the most out of Claude Code at work: Most people open it type a prompt get a response. That's 10% of what this tool can do. After months of building my entire workflow around it here are [--] things that changed everything: [--]. Connect it to where your knowledge lives. Jira Confluence Figma Google Drive. Use MCPs to bring your actual work context in. Stop copy-pasting between tabs. [--]. Set up Claude Projects with specific context. One for your product area. One for strategy. One for competitive research. The project-level instructions make every response 10x more relevant. 3." [X Link](https://x.com/aakashgupta/status/2018798638647202147) 2026-02-03T21:27Z 170.6K followers, 20.9K engagements "The math on AI PM compensation is wild when you break it down. OpenAI's average annual stock grant is $1.5M. Add base salary around $350K and you're looking at $1.85M per year. For a product manager. Google AI roles at L6 and above clear $500K to $800K. Meta's GenAI team pays similar. Amazon's Q team and Anthropic are in the same range. Meanwhile traditional PM roles at the same companies pay $250K to $400K. Same title same career level $400K to $1.4M less per year. The delta comes down to one thing: AI fluency in the interview. The execution interview at these companies has evolved. They're" [X Link](https://x.com/aakashgupta/status/2018814256053903864) 2026-02-03T22:30Z 168.6K followers, 22.6K engagements "I think Claude has to be the best software invented ever" [X Link](https://x.com/aakashgupta/status/2018824459126468907) 2026-02-03T23:10Z 167.2K followers, 25K engagements "OpenClaw just changed how I prep for meetings. I have 5-8 external meetings a week. Before each one I should research attendees review past conversations prep talking points. I never had time. I'd either walk in cold or spend [--] minutes frantically Googling. Now [--] minutes before every meeting I get a WhatsApp message. Attendee backgrounds. Company news. Past email threads. Talking points. One prompt to set up. Connects to Google Calendar and Gmail. Full walkthrough in my guide. http://www.news.aakashg.com OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first was" [X Link](https://x.com/aakashgupta/status/2018828171794399576) 2026-02-03T23:25Z 175.4K followers, 24.9K engagements "Three things drive this map: photogenic landmark density per square mile smartphone penetration and how many people uploaded geo-tagged photos to a specific Google platform in the 2010s. Central Europe maxes all three. Sub-Saharan Africa scores near zero on the last two. Italy France Austria and Germany form the hottest cluster on Earth. Brighter than Tokyo. Brighter than LA. Italy alone has [--] UNESCO World Heritage Sites. Every medieval town square and cathedral was built before cars so the entire environment is walkable and photogenic enough to shoot in an afternoon. A tourist in Florence" [X Link](https://x.com/aakashgupta/status/2018832503600279863) 2026-02-03T23:42Z 165.5K followers, [----] engagements "Dylan Patel just told you the xAI guy takes the over on 1% of global datacenter capacity in space by [----] and nobodys doing the math on what that actually requires. Global installed datacenter capacity is [---] GW today and growing at 14% annually. By end of [----] youre looking at roughly [---] GW. One percent of that is [---] GW in orbit. Patel says [---] Starship launches gets you to a gigawatt. So you need roughly [---] launches to clear the bar. SpaceX completed five Starship test flights in all of [----] and three of those exploded. They have zero operational payload deliveries to orbit with Starship" [X Link](https://x.com/aakashgupta/status/2018916611026264192) 2026-02-04T05:16Z 170.1K followers, [----] engagements "Disney just told you its entire future strategy in two words: Josh DAmaro. The guy who won this succession race runs a division that generated $10 billion in operating income last year and just crossed $10 billion in quarterly revenue for the first time. Meanwhile the entertainment divisions operating income dropped 35% last quarter. Disney stock fell 7% on Monday even with record park numbers. The board watched that earnings call and voted the next morning. What makes this fascinating is the Walden move. They created a brand-new title President and Chief Creative Officer specifically to keep" [X Link](https://x.com/aakashgupta/status/2018917699028729978) 2026-02-04T05:21Z 165.5K followers, 19.7K engagements "The real story here isnt that you can vibe code an iPhone app. Apple just adopted Anthropics Model Context Protocol as the standard interface for Xcodes agentic coding. MCP was an internal Anthropic project [--] months ago. Now its embedded in the IDE that builds every app on every Apple device. Anthropic launched MCP in November [----]. OpenAI adopted it March [----]. Google DeepMind followed in April. In December Anthropic donated it to the Linux Foundation with OpenAI and Block as co-founders. [--] million monthly SDK downloads. And now Apple the company that historically would rather build a" [X Link](https://x.com/aakashgupta/status/2018924807824547952) 2026-02-04T05:49Z 175K followers, [----] engagements "The timing on this chart is brutal and everyone is reading it wrong. Bitcoin was around $33000 in early February [----]. Today it touched $73000 briefly its lowest since November [----]. Thats roughly a 120% five-year return. The S&P [---] went from about [----] to [----] in the same window around 85% with dividends reinvested pushing it closer to 100%. So Bitcoin still leads on raw returns. But heres what the chart actually tells you: the gap is collapsing at the exact moment Bitcoin was supposed to be proving its thesis. We got a pro-crypto president. We got spot ETFs approved. We got Strategy" [X Link](https://x.com/aakashgupta/status/2018930082442870883) 2026-02-04T06:10Z 167.2K followers, 15.7K engagements "YC just told you the banking system is too slow for startups and the market hasnt priced in what that means. The $500K number is almost irrelevant. What matters is the signal: the most influential startup accelerator on the planet just declared that traditional wire transfers are a bottleneck worth engineering around. For their own portfolio companies. Consider the math on the current system. A founder in Lagos or So Paulo accepted into YC today waits days for an international wire pays 3-5% in conversion fees and sometimes hits compliance holds that delay access to capital for weeks. On USDC" [X Link](https://x.com/aakashgupta/status/2018932592624758852) 2026-02-04T06:20Z 174.1K followers, 94.5K engagements "Jensen is repricing the relationship in public. In September Nvidia signed a nonbinding letter of intent to invest up to $100 billion in OpenAI to build [--] gigawatts of compute infrastructure. Five months later Huang told reporters in Taipei the number was never a commitment. When asked directly if it would be $100 billion he said No no nothing like that. The WSJ reported Huang has privately called out OpenAIs lack of business discipline and flagged competitive pressure from Google and Anthropic. Then he went on CNBC and said theres no drama and Nvidia would absolutely participate in OpenAIs" [X Link](https://x.com/aakashgupta/status/2018933162597065020) 2026-02-04T06:22Z 173.8K followers, 15.7K engagements "Alibaba figured out how to get 90% of frontier coding performance from 1% of the active compute. That sentence should restructure how you think about AI development costs. Qwen3-Coder-Next sits at 80B total parameters with 3B active. It scores 44.3% on SWE-Bench Pro. To its right on this chart: DeepSeek-V3.2 at 671B Kimi K2.5 at 1000B+ Claude Opus [---] at we dont disclose. They all score within a few points of each other. At 46GB RAM a single M4 MacBook Pro runs this model locally. A Thoughtworks developer reported that one coding task on Sonnet [--] costs $10 to $20 via API. The same task on" [X Link](https://x.com/aakashgupta/status/2018939494100344906) 2026-02-04T06:47Z 169.5K followers, 77.3K engagements "Building an AI operating system for PMs sounds expensive. Dozens of tool licenses. IT approval nightmares. Budget battles with finance. The minimum viable AI native PM stack: @TheMikeBal breaks down the $60/month budget that powers modern product teams AI native PMs are lapping those who just use LLMs. Heres how to build an AI PM operating system with @TheMikeBal Head of AI and PM @davidsbridal: 8:41 - The OS mindset 15:22 - Key MCP integrations 28:26 - Demo: 30s design validation 48:52 - Manus vs Claude vs ChatGPT https://t.co/dlHle1r0Zu AI native PMs are lapping those who just use LLMs." [X Link](https://x.com/aakashgupta/status/2019075320989856176) 2026-02-04T15:47Z 167.4K followers, 15.8K engagements "@baltostar He liked this tweet so it was probably part of the story" [X Link](https://x.com/aakashgupta/status/2019110835344515272) 2026-02-04T18:08Z 171.5K followers, [----] engagements "Most people are paying $20/month for ChatGPT $20/month for Cursor $100/month for JIRA $30/month for Figma $15/month for Confluence $20/month for Notion. That's $205/month in subscriptions and you're still context switching [--] times a day. Mike Bal runs product at David's Bridal from two tools. Cursor and Claude Desktop. Everything else connects through MCP. The time savings isn't what makes this interesting. It's the compounding cost structure. Every tool you log into separately has a switching tax. Average PM loses [--] minutes per day to context switching according to recent studies. That's" [X Link](https://x.com/aakashgupta/status/2019125554604306585) 2026-02-04T19:07Z 167.3K followers, 20.3K engagements "The job seeker workflow revealed here should make recruiters nervous. "Go to LinkedIn find [--] people at a target company in a specific role get their names and profile links then draft personalized cold DMs mentioning something specific from each person's background." That workflow used to take [--] hours of grinding. Search LinkedIn manually. Click through dozens of profiles. Copy names and URLs into a spreadsheet. Read each person's experience. Write individual messages that reference something specific so it doesn't look like a template. Now it's one prompt and [--] minutes of watching the" [X Link](https://x.com/aakashgupta/status/2019174124757598619) 2026-02-04T22:20Z 166.6K followers, 12K engagements "Everyones looking at the top of this chart. Look at the bottom. OpenAI o3 Deep Research scores 44.2%. OpenAI o4-mini Deep Research scores 40.4%. These are the deep research tools that ChatGPT Plus and Pro subscribers actually use every day. Perplexitys 79.5% is almost double. That spread tells you something the leaderboard doesnt. The frontier model race at the top (79.5% vs 77.1% vs 76.1%) is a rounding error. The gap between best available deep research and deep research most people actually have access to is a canyon. Google scored 66.1% on their own benchmark. They built DeepSearchQA" [X Link](https://x.com/aakashgupta/status/2019248597519499495) 2026-02-05T03:15Z 172.4K followers, 39.2K engagements "If you enjoyed this you'll love the layer deeper in my newsletter and podcast. Join 200K others and subscribe to not miss an update: http://www.news.aakashg.com http://www.news.aakashg.com" [X Link](https://x.com/aakashgupta/status/2019249958629831050) 2026-02-05T03:21Z 167.2K followers, [----] engagements "Spotify timed this announcement to the hour. Bad Bunny performs the Super Bowl halftime show this Sunday. He just won Album of the Year at the Grammys two days ago for a Spanish-language album. He was Spotifys most-streamed artist globally in [----]. And [---] million Americans are about to watch him perform in Spanish on the biggest stage in entertainment. So Spotify rolls out lyric translations globally on February 4th five days before kickoff. Every casual viewer who Shazams a Bad Bunny track during halftime and opens Spotify will now see translated lyrics scroll beneath the original Spanish." [X Link](https://x.com/aakashgupta/status/2019269539784192399) 2026-02-05T04:39Z 168.5K followers, 15.2K engagements "Theres real neuroscience behind why asking for the unreasonable thing actually works and it has nothing to do with the universe. When you verbalize an audacious goal your anterior mid-cingulate cortex (aMCC) lights up. This is the brain region Lisa Feldman Barretts lab at Mass General identified as the hub for tenacity and persistence. It performs cost-benefit computations about whether to engage or withdraw. The bigger and more connected your aMCC the more likely you are to push through resistance instead of folding. Heres what most people get wrong about audacity. They think the value is in" [X Link](https://x.com/aakashgupta/status/2019277308394389991) 2026-02-05T05:10Z 168.9K followers, [----] engagements "Your brain encodes memories by novelty not by time spent together. Every time you encounter something new dopamine spikes your neural frame rate increases and that experience gets written into long-term memory with high fidelity. Familiar experiences get compressed. Your brain barely logs them. This is why childhood summers felt like they lasted forever. You were having hundreds of first-time experiences per week. First bike ride. First time at the ocean. First sleepover. Each one tagged by dopamine for deep encoding. After you move out at [--] visits home become routine. Same house. Same" [X Link](https://x.com/aakashgupta/status/2019280037518991419) 2026-02-05T05:20Z 169.5K followers, [----] engagements "The Robinhood reversal is genuinely one of the best comeback stories in recent tech. IPOd at $38 in July [----] crashed 90% to under $8 by mid-2022 recovered to $152 by October [----]. Shreyshahi earned that outcome. Figma is a fundamentally different situation. The stock went from $33 IPO to $143 on day two then fell 85% to $21. Employees who received RSUs benchmarked to secondary market valuations north of $12B are now watching the company trade at $10.5B. A decade of equity compensation is underwater relative to where most employees were told their shares were worth. The lockup that just" [X Link](https://x.com/aakashgupta/status/2019281082823372973) 2026-02-05T05:25Z 171.7K followers, 49.2K engagements "The Overton window on the Kardashev scale just moved from science fiction to FCC public notice. The Chairman of the Federal Communications Commission quoted a satellite filing that references becoming a Kardashev II civilization. Official letterhead. Comment period. DA number and everything. Kardashev II means harnessing the entire energy output of a star roughly [----] watts. Humanity currently sits at [----] on the scale. Kardashev himself estimated it would take [----] years to reach Type II. The theoretical method is a Dyson Sphere a megastructure that envelops a sun. SpaceX filed on January 30" [X Link](https://x.com/aakashgupta/status/2019288059125362930) 2026-02-05T05:52Z 169.3K followers, [----] engagements "This data doesnt say Kimi is the best model. OpenClaw burns through tokens like nothing else in the AI ecosystem. The platform sends your entire conversation history with every single API call. Users report hitting 200000+ tokens of cached context on routine queries. One developer burned $500 in a weekend. Another watched a single cron job consume $128/month in tokens. So what happened OpenClaw users did what any rational economic actor does when the meter is running at [---] million tokens overnight: they switched to the cheapest model that still works. Kimi K2.5 costs $0.60 per million input" [X Link](https://x.com/aakashgupta/status/2019288951077691823) 2026-02-05T05:56Z 171.7K followers, 97.8K engagements "These five companies raised $108 billion in debt in [----] alone. Morgan Stanley and JP Morgan project $1.5 trillion in total debt issuance over the next few years to finance this buildout. Aggregate capex after buybacks and dividends now exceeds projected cash flows. Amazon is spending 100% of operating cash flow on infrastructure. Oracles capital intensity hit 57% of revenue. These arent companies investing from profits. Theyre borrowing from bondholders to build the future. And the math under the surface is worse. GPUs have a real engineering life of 2-3 years because NVIDIA ships a new" [X Link](https://x.com/aakashgupta/status/2019292731756147060) 2026-02-05T06:11Z 175K followers, 19K engagements "Career truth that stings: "Nobody's going to advocate for your career progression except you. Your boss isn't tracking your achievements. HR doesn't remember your contributions. Document everything. Ask for what you want. Nobody's coming to save your career."" [X Link](https://x.com/aakashgupta/status/2019486440141516952) 2026-02-05T19:01Z 170.3K followers, 13.1K engagements "I don't think most PMs realize how quickly "can you build with AI" is becoming a core performance review metric. @TheMikeBal's team is one quarter the size of comparable teams at David's Bridal. They ship at the same velocity. Sometimes faster. Here's what changed. Mike doesn't open JIRA to check if tickets closed. He asks from Cursor. "Check if this issue on this project was completed." Mike doesn't manually compare Figma designs to PRDs. He prompts "Find my Confluence doc about Feature X load this Figma design compare them." Mike doesn't export Clarity analytics to Excel and build pivot" [X Link](https://x.com/aakashgupta/status/2019488194086019391) 2026-02-05T19:08Z 168.8K followers, [----] engagements "@mammel2 Lower" [X Link](https://x.com/aakashgupta/status/2019502701328085392) 2026-02-05T20:05Z 168.7K followers, [----] engagements "The Head of Product on Google AI Studio and Gemini API just dropped the Product Management title in favor of "member of the technical staff." Is this a preview of the future of the role I'd say no. Logan was not your traditional PM. His last role was Developer Relations at OpenAI. And what he did for Google was be almost the public face of their AI initiatives on X. When Gemini [--] came out Sundar sat down for a podcast with Logan. That's not a traditional PM job. The "member of the technical staff" trend comes from Bell Labs and got adopted by OpenAI & Anthropic. It makes sense for flat" [X Link](https://x.com/aakashgupta/status/2019513415430205900) 2026-02-05T20:48Z 170.7K followers, 16.7K engagements "The AI PM hiring market has split into two tracks with almost no crossover. Track one: PMs with traditional backgrounds applying to AI companies using standard prep. They practice product sense and execution interviews the same way they'd prep for Google or Meta. Some have impressive resumes. Director-level experience shipped products at scale strong references. They bomb the AI-specific rounds. The interviewer asks how they'd measure Claude's artifacts feature and they talk about DAU and retention. Technically correct completely wrong signal. Track two: PMs who spent [--] to [--] hours" [X Link](https://x.com/aakashgupta/status/2019539280939622498) 2026-02-05T22:31Z 171.3K followers, 34.1K engagements "@gbubba784 Auto by default" [X Link](https://x.com/aakashgupta/status/2019570956474413081) 2026-02-06T00:36Z 169.4K followers, [----] engagements "Most PMs hear Claude Code and think thats for engineers. Thats the wrong frame. What [--] skills and [--] sub-agents actually give you is a team of specialists that execute PM workflows on command. Need competitive analysis One prompt. PRD review Delegated to a sub-agent that returns a summary without eating your main context window. The file is the real unlock. It functions as an operating constitution that tells Claude how your specific workflows run what your standards are and when to invoke which skill. Every conversation starts pre-loaded with your accumulated decision-making framework. Heres" [X Link](https://x.com/aakashgupta/status/2019606193610846378) 2026-02-06T02:56Z 171.7K followers, 11.4K engagements "This map is confidently wrong and people are sharing it like gospel. France the EUs largest agricultural producer and the worlds 6th biggest food exporter at [--] billion annually is gray. The Netherlands which exports over [---] billion in agricultural products and is the worlds second or third largest food exporter by value is gray. A country the size of Maryland that feeds most of Western Europe through [-----] acres of greenhouses apparently doesnt count. Meanwhile India is green. India where [---] million people are undernourished according to the UN where the country imports $27 billion in food" [X Link](https://x.com/aakashgupta/status/2019618547354464659) 2026-02-06T03:45Z 166.2K followers, 532.3K engagements "The White House just launched a GoodRx wrapper and called it a government drug pricing platform. TrumpRx doesnt sell drugs. It doesnt negotiate prices. It doesnt accept insurance. It links you to LillyDirect NovoCare and GoodRx coupon pages that already existed before today. The math tells the story. 84% of Americans have prescription drug coverage. TrumpRx only works for cash-paying patients. So the addressable population for this historic platform is roughly [--] million uninsured Americans many of whom cant afford brand-name drugs even at a discount. Ozempic goes from $1000 list to $350 cash" [X Link](https://x.com/aakashgupta/status/2019643255110135834) 2026-02-06T05:24Z 171.4K followers, 39.8K engagements "The base rate math is right. 24% on $142B adds $34B in new revenue. 48% on $70B adds $34B. Same dollar growth completely different market reaction. Wall Street is punishing percentage points not actual dollars which is exactly the kind of mispricing that corrects hard in [--] months. https://twitter.com/i/web/status/2019644124614566235 https://twitter.com/i/web/status/2019644124614566235" [X Link](https://x.com/aakashgupta/status/2019644124614566235) 2026-02-06T05:27Z 169.7K followers, [----] engagements "The logic is off. Capex isnt burning cash it creates depreciating assets that generate revenue for 15-20 years. But the market cap math reveals something real: investors wiped out $350B over a $55B capex surprise which means theyre pricing in zero return on that incremental spend. Thats the actual mispricing. AWS backlog is $244B and growing 40% YoY. The demand exists. The market is treating infrastructure investment like a loss instead of a bet with a visible pipeline behind it. https://twitter.com/i/web/status/2019644365988327740 https://twitter.com/i/web/status/2019644365988327740" [X Link](https://x.com/aakashgupta/status/2019644365988327740) 2026-02-06T05:28Z 174.8K followers, [----] engagements "The layoff wave tells two stories and the Challenger data reveals both. [------] announced cuts in January. Up 118% year over year. Worst start to a year since [----] when the economy was bleeding [------] jobs a month. But heres what Kalshis headline obscures: 40% of Januarys number comes from exactly two companies. UPS is cutting [-----] after Amazon pulled its delivery volume to build its own logistics network. Amazon is cutting [-----] to flatten management layers. These are strategic restructurings by profitable companies not distress signals. The other 60% is where it gets interesting. Healthcare" [X Link](https://x.com/aakashgupta/status/2019645486265954435) 2026-02-06T05:33Z 171.5K followers, 27.5K engagements "@swyx @windsurf Fascinating" [X Link](https://x.com/aakashgupta/status/2019816866349552117) 2026-02-06T16:54Z 171.2K followers, [---] engagements "The AI PM tools market tells two stories right now. One side is building wrappers. Notion AI Coda AI Productboard's AI features Jira's AI assistant. They take an existing PM tool and bolt on LLM features. Summarize this page. Draft this ticket. Suggest this roadmap item. The value prop is convenience inside a tool you already use. Adoption is high because friction is low. The other side is building operating systems. Claude Code setups with custom skills persistent context MCP integrations to analytics and ticketing systems sub-agent review pipelines. The value prop is workflow" [X Link](https://x.com/aakashgupta/status/2019829503313547460) 2026-02-06T17:44Z 175.4K followers, 18.3K engagements "Most AI tools expose users to context limits. Mike has a strong opinion: "Exposing users to context limits is complete BS." Here's what he means. When you're working in ChatGPT or Claude and you hit the context window limit the tool tells you to start a new chat or summarize your conversation. That's lazy product design. The user shouldn't have to think about context windows. The system should handle it on the backend. Tools like Manus and Claude Code already do this. They manage context automatically without exposing users to technical limitations. You don't see "you've used [------] tokens" [X Link](https://x.com/aakashgupta/status/2019865681190113510) 2026-02-06T20:08Z 170.6K followers, [----] engagements "Three AI browsers launched in [----]. Three completely different theories of the web. OpenAI built Atlas to give ChatGPT a permanent place in your browsing. Every page you visit becomes context. Every site you read becomes memory. They're selling you a browser while buying data moats. Perplexity launched Comet to extend their search dominance. If you're already using Perplexity [---] million times per week for answers why go back to Chrome to act on them They went from $200/month exclusivity in July to free-for-all in October because distribution beats monetization at this stage. The Browser" [X Link](https://x.com/aakashgupta/status/2019899655082111318) 2026-02-06T22:23Z 170.7K followers, [----] engagements "Everyone frames AI PM interviews as testing whether you can define metrics. That framing is backwards. The real test is whether you understand why AI products fail. Traditional products fail when users don't engage. The product works people just don't use it. Your metrics catch this: DAU drops retention declines funnel conversion falls. AI products fail in ways those metrics miss entirely. The product can work perfectly and still fail. The AI generates outputs users accept them engagement looks healthy. But the outputs are subtly wrong. The model is hallucinating in ways users don't notice" [X Link](https://x.com/aakashgupta/status/2019901920194764811) 2026-02-06T22:32Z 170.6K followers, [----] engagements "2x compute 4x revenue. That's a superlinear return curve. Every dollar of GPU spend generates two dollars of incremental revenue for labs like OpenAI and Anthropic. If that math holds the $660 billion capex buildout isn't a bubble. It's underbuilt. Here's where it gets interesting. Jensen isn't a neutral observer. Nvidia invested $10 billion in Anthropic last year. He's about to invest heavily in OpenAI's next round. He sells the GPUs to both companies through cloud providers then invests the profits back into those same customers who use the capital to buy more GPUs. Anthropic just hiked its" [X Link](https://x.com/aakashgupta/status/2019903894470701341) 2026-02-06T22:39Z 174.5K followers, 22.5K engagements "The strongest people I know can admit when they're wrong without their ego shattering. Wrong opinion doesn't mean wrong person. Failed attempt doesn't mean failed life. They separate their mistakes from their identity. That detachment is power" [X Link](https://x.com/aakashgupta/status/2019938166468489528) 2026-02-07T00:56Z 173.2K followers, [----] engagements "X just admitted its [----] API strategy was a $42000/month mistake. The timeline tells the whole story. January [----] X killed Tweetbot Twitterrific and 25+ third-party clients overnight with zero warning. Developers who had spent [--] years building on the platform woke up to revoked API keys and radio silence. Twitterrifics maker said were in the dark just as much as you are. Then X rolled out a pricing structure so aggressive it created a dead zone: $200/month Basic with [-----] tweet reads or $5000/month Pro. Nothing in between. For context the old Twitter API was free for most use cases. The" [X Link](https://x.com/aakashgupta/status/2019991413442900046) 2026-02-07T04:27Z 175.2K followers, 92.2K engagements "Anthropic just locked [--] of the top [--] spots in Code Arena with different variants of the same model family. Look at that leaderboard again. Position 1: claude-opus-4-6. Position 2: claude-opus-4-5 with thinking. Position 4: claude-opus-4-5 base. GPT-5.2-high sits at position [--] sandwiched between Anthropic models. Gemini [--] Pro is fifth. The 74-point gap between Opus [---] and the next Anthropic model (Opus 4.5-thinking at 1502) is larger than the gap between Opus 4.5-thinking and GPT-5.2-high (30 points). Anthropics worst top-5 entry still beats Googles best by [--] points. OpenAI noticed. They" [X Link](https://x.com/aakashgupta/status/2019993948450877612) 2026-02-07T04:37Z 174.7K followers, [----] engagements "Kobeissi says crypto lost $1 trillion in [--] days. The actual number is $2 trillion since Octobers $4.38 trillion peak. Bitcoin briefly broke below $60000 on Thursday its worst single-day drop since the FTX collapse before bouncing to around $70000 on Friday. Thats still a 44% drawdown from $126000 in four months. Think about what crypto got in the last [--] months. A president who called himself the crypto president. Pro-crypto regulators replacing every Biden-era appointee. Congress advancing industry-written legislation. BlackRock ranking its spot BTC ETF as a top-three investment theme" [X Link](https://x.com/aakashgupta/status/2020001080659394765) 2026-02-07T05:06Z 171.4K followers, 13.5K engagements "Most people will read this as sunlight is healthy. The real finding is far more specific and actionable. This Cell Metabolism study (Harmsen et al. 2025) put [--] adults with type [--] diabetes through a randomized crossover: [---] days of natural daylight through windows during office hours vs. [---] days of standard artificial lighting. Same diet. Same meal timing. Same physical activity. Same sleep schedule. The average glucose levels between conditions were statistically identical. That matters because it means CGM averages would have told you nothing. The difference showed up in glucose" [X Link](https://x.com/aakashgupta/status/2020007486049374507) 2026-02-07T05:31Z 172.9K followers, 19.2K engagements "The headline says first time an AI has settled an unsolved research problem in theory-building math. The paper tells a different story. Axioms own paper says they chose Fels conjecture specifically because its proof could be driven largely without requiring a full formal development of numerical semigroups minimal resolutions symmetric functions and related machinery placing it within reach of todays Mathlib. They picked a problem whose proof infrastructure already existed in the formal library. The AI didnt build new mathematical theory. It navigated existing scaffolding to a destination the" [X Link](https://x.com/aakashgupta/status/2020009956980978105) 2026-02-07T05:41Z 173K followers, [----] engagements "The chart undersells the story by a wide margin. Chinas clean energy sector generated $2.1 trillion in economic output in [----]. If it were a country it would be the 8th largest economy on earth somewhere between Brazil and Canada. Heres the number that should terrify US policymakers: without clean energy sectors China would have missed its 5% GDP growth target entirely expanding by only 3.5%. Clean energy delivered 37% of all Chinese GDP growth in [----]. This sector went from economic sideshow to the single largest growth engine in three years. The investment asymmetry tells the real story." [X Link](https://x.com/aakashgupta/status/2020018065988309403) 2026-02-07T06:13Z 173K followers, [----] engagements "Every treadmill runner is getting half the brain benefit they could be getting for free. Heres whats actually happening at the level of the brain. When you exercise blood flow to the prefrontal cortex increases. Thats the brain region responsible for working memory inhibitory control and sustained attention. Your muscles also start producing a molecule called beta-hydroxybutyrate which crosses the blood-brain barrier and inhibits two specific enzymes HDAC2 and HDAC3 in the hippocampus. That inhibition upregulates BDNF gene expression. BDNF (brain-derived neurotrophic factor) is the key" [X Link](https://x.com/aakashgupta/status/2020032173315949041) 2026-02-07T07:09Z 171.4K followers, 24.7K engagements "The math on autonomous AI loops for PM work is where things get genuinely strange. A PM's productive output is constrained by roughly 6-8 focused hours per day. Call it [--] focused hours per week. Every PM tool ever built has operated within that constraint. Notion Jira Confluence Figma. They make those [--] hours more efficient but the ceiling is still [--] hours. An autonomous loop running overnight adds 8-10 hours of compute work to every day. That's a 30-40% increase in total output capacity per PM except the additional hours cost $0.50-$2.00 in API fees instead of $175 in salary. Replit" [X Link](https://x.com/aakashgupta/status/2020193088614920647) 2026-02-07T17:49Z 171.7K followers, 21.4K engagements "Have you use Clarity for analytics Clarity doesn't have clean MCP integration yet. Here's his workflow and why it matters. Export user session data from Clarity as CSV. Upload to Cursor or Claude Desktop. Ask "what's the most common drop-off point" or "which features have highest engagement" The AI analyzes the entire dataset and generates insights. Then prompt "create visualizations showing drop-off by funnel stage" and Claude generates charts. Total time: [--] minutes. Traditional workflow: Export CSV. Open Excel. Build pivot tables. Create charts. Format analysis. Takes 1-2 hours. The delta" [X Link](https://x.com/aakashgupta/status/2020213220942966946) 2026-02-07T19:09Z 173.4K followers, [----] engagements "@MainzOnX Welcome to France your AI parking garage" [X Link](https://x.com/aakashgupta/status/2020214379439124483) 2026-02-07T19:13Z 171.3K followers, [----] engagements "This chart is already outdated and nobodys talking about it. The leaderboard shows Anthropic Opus [---] at 76.1%. Opus [---] launched on February [--] one day after Perplexity posted these results. Anthropics own release notes say Opus [---] improves on both BrowseComp and DeepSearchQA. On BrowseComp that improvement was [--] percentage points (67.8% to 84.0%). We dont have the DeepSearchQA number yet but if the jump is even half that size Opus [---] standalone would be sitting above Perplexitys 79.5%. Heres where it gets interesting. Perplexitys Advanced Deep Research runs every query on Opus [---]. Thats" [X Link](https://x.com/aakashgupta/status/2020247551153435124) 2026-02-07T21:25Z 173.3K followers, [----] engagements "This chart tells one story: necessity is a moat aspiration is a liability. Costco (+182%) Walmart (+173%) and Kroger (+104%) all share the same structural advantage. Groceries drive foot traffic. People buy eggs milk and toilet paper every week regardless of the economy. That recurring demand creates a base layer of revenue that doesnt evaporate when consumers get nervous. Targets model is the opposite. Roughly 55% of Targets revenue comes from discretionary categories like apparel home decor and seasonal merchandise. When inflation squeezed household budgets starting in [----] shoppers kept" [X Link](https://x.com/aakashgupta/status/2020271142486089848) 2026-02-07T22:59Z 174.9K followers, 43K engagements "Audacity + agency might be among two of the last things AI doesnt have yet but you surely do. Its wild to live in the same time. Excited to see how the future progresses. Theres sure to be several changes in direction to $100T but only those with the dream for it can reach it. 🫡" [X Link](https://x.com/aakashgupta/status/2020294905302773801) 2026-02-08T00:33Z 174.9K followers, 22K engagements "This is a nervous system observation disguised as a wealth observation. Your autonomic nervous system operates on a budget. Every stressor you carry draws from the same pool of sympathetic activation. Financial insecurity keeps your locus coeruleus firing norepinephrine at baseline levels that most people only hit during acute stress. You wake up already activated. The amygdala is scanning. The anterior cingulate cortex is running cost-benefit loops on every micro-decision. Should I get the large coffee or the small. Can I afford the toll road or should I take surface streets. By the time" [X Link](https://x.com/aakashgupta/status/2020545576862163321) 2026-02-08T17:09Z 175K followers, 57.6K engagements "Luck absolutely exists in business. This chart actually proves it. Look at the 2-year mark: companies range from $2K to $5M in revenue. Same time invested 2500x difference in outcome. Thats variance and variance is another word for luck. But the chart proves something else even louder: time in market matters more than timing the market. Mailchimp launched in [----] as a side project making a few thousand dollars a month. Eight years later they had [-----] users. Thats [-----] users per year for a company that would eventually sell for $12 billion. In [----] they introduced a free plan and grew to" [X Link](https://x.com/aakashgupta/status/2020607174402257099) 2026-02-08T21:14Z 174.8K followers, [----] engagements "While you were watching the Super Bowl precious metals quietly printed one of the most violent weeks in [--] years. Gold is back above $5000. Silver just rebounded to $78 after crashing from $121 to $65 in five trading days. Thats a 46% drawdown and a snap-back the kind of volatility silver hasnt seen since the Hunt Brothers in [----]. Heres what actually happened in the last two weeks. Silver hit $121 on January 29th. The CME responded with six consecutive margin hikes raising silver futures margins from 15% to 18%. Leveraged longs got liquidated. The cascade took silver below $65 intraday" [X Link](https://x.com/aakashgupta/status/2020697648786006218) 2026-02-09T03:13Z 174.6K followers, 14.7K engagements "@SchubertBrian Whats the alternative" [X Link](https://x.com/aakashgupta/status/2020699009376223491) 2026-02-09T03:19Z 174.8K followers, 15.7K engagements "This chart is hiding the real story. Adjust for inflation and it gets wilder. $37600 in [----] is about $387000 in todays dollars. The actual [----] price is $8 million. That means Super Bowl ads have outpaced inflation by roughly 20x over [--] years. Put differently: if ad prices had only tracked CPI a 30-second spot today would cost less than $400K. Instead it costs $8 million and some slots this year sold for $10 million. The acceleration is what matters. It took [--] years (1965 to 1995) to cross $1 million. Then [--] years (1995 to 2020) to cross $5 million. Then just [--] years to hit $8 million." [X Link](https://x.com/aakashgupta/status/2020716938549510412) 2026-02-09T04:30Z 174.8K followers, 10.5K engagements "None of these are cancer cures. The tweet is stitching together six unrelated studies from six different countries and implying theyre all connected to the U.S. leaving the WHO on January 22nd. They arent. The Spanish pancreatic cancer study Published January 29th in PNAS by Mariano Barbacids group at CNIO. They eliminated tumors in mice using triple combination therapy. The lead researcher himself said we are not yet in a position to carry out clinical trials with this triple therapy. Clinical trials in humans are [--] to [--] years away at the earliest. This research was funded by the European" [X Link](https://x.com/aakashgupta/status/2020720268382274000) 2026-02-09T04:43Z 174.7K followers, 14.4K engagements "@ceciarmy Theres a point where you become so rich you stop appreciating all the amazing things you can have. Its sad really" [X Link](https://x.com/aakashgupta/status/2020723190788669826) 2026-02-09T04:55Z 173.8K followers, [----] engagements "@Benioff @MrBeast @salesforce @SlackHQ @SuperBowl I love this zesty era from you Marc" [X Link](https://x.com/aakashgupta/status/2020724990564524389) 2026-02-09T05:02Z 175.1K followers, [----] engagements "@signulll @growing_daniel @pepsi Who the fuck drinks coke this is the way" [X Link](https://x.com/aakashgupta/status/2020725489577660566) 2026-02-09T05:04Z 173.8K followers, [---] engagements "@signulll @growing_daniel @pepsi You just made me check if I had gotten an AI generated image of it 😆" [X Link](https://x.com/aakashgupta/status/2020725999038783876) 2026-02-09T05:06Z 173.6K followers, [--] engagements "@Genia_XBT Like what" [X Link](https://x.com/aakashgupta/status/2020732721711272331) 2026-02-09T05:33Z 175.1K followers, [----] engagements "@dpoddolphinpro The ability to change your mind is the mark of a truly high IQ accomplished person. And you know that. But engagement bait away" [X Link](https://x.com/aakashgupta/status/2020736105478525212) 2026-02-09T05:46Z 173.8K followers, [----] engagements "A new satisfying role is emerging in tech: full-time vibe coder. Lovable hit $100M ARR in [--] months with [--] people. Even after scaling past [---] employees at $200M ARR theyre running at roughly $2M revenue per head nearly 7x the SaaS industry benchmark of $275K. When Elena says she hired a vibe coder to handle products campaigns templates and internal tools shes describing one person doing the work of a PM a designer a frontend dev and a growth marketer. Four headcount compressed into one seat. And that seat doesnt require a CS degree. Lazar has no traditional coding background. He shipped" [X Link](https://x.com/aakashgupta/status/2020760837678584214) 2026-02-09T07:25Z 175.4K followers, 21.8K engagements "Everyones celebrating Chinese scientists reversing Alzheimers and nobodys asking the right question. That image is from a Spain-China-UK nanoparticle study published in October. This tweet is pulling 5.4M views on a result from [--] months ago. And theres a second study from Case Western Reserve in the US published in December that achieved full cognitive recovery in mice with advanced Alzheimers by restoring NAD+ balance. Two completely different teams. Two completely different mechanisms. Both reversing Alzheimers in mice. That convergence is the story. For [--] years the entire pharma industry" [X Link](https://x.com/aakashgupta/status/2021071589517951336) 2026-02-10T03:59Z 175.1K followers, 27.2K engagements "Dan Ariely built one of the most celebrated careers in behavioral science studying why people lie. Then the lies caught up with him. Duke just closed his Center for Advanced Hindsight citing a routine strategic realignment that evaluated [--] research centers. They say the decision was made in December. The timing tells a different story. January 30: DOJ releases Epstein files showing Ariely met with Epstein at least seven times between [----] and [----]. February 2: Ariely publishes an op-ed in the Duke Chronicle titled My connection with Jeffrey Epstein. February 6: Duke announces the closure." [X Link](https://x.com/aakashgupta/status/2021100242310184961) 2026-02-10T05:53Z 173.2K followers, [----] engagements "Huberman fandom + psych major is the base. Plus curiosity and searches. So I know a good amount of it. Then I iterate with multiple AI research agents in Claude Code before writing (non Manus based though) then iterate with agents for editing and finally check with before posting. The goal is to make sure all the science is accurate. Ive gotten stuff wrong in the past so thats why AI checkers even entered the picture to begin with. But since then their proficiency (post Opus-4.5 + Claude Code) has expanded their role. Thats just like how I write all of my stuff (AI PM etc). With AI at every" [X Link](https://x.com/aakashgupta/status/2021737632146108685) 2026-02-12T00:06Z 175K followers, [---] engagements "What is slop Seems hard to define. You mentioned this in the OOO podcast; the AI writing challenge is a tough challenge for the next years. Is using AI to edit your posts suddenly slop or understanding what the audience (not even the algorithm) wants I think sentiment will change on this fast. I try to provide useful information not brainrot. Some AI is used in my process (like everyone) but there are no AI reply bots or automations here. Im working on the posts myself and posting them from (mostly) mobile by hand. Happy to have the account reviewed. If the content is good enough that you" [X Link](https://x.com/aakashgupta/status/2021852234385174595) 2026-02-12T07:41Z 175K followers, [--] engagements "Here's your 10-step guide to mastering Claude Code: [--]. Stop Working in Chat Windows Traditional chat interfaces force you to manually copy-paste files one at a time. Claude Code lives in your terminal and automatically reads entire folder structures. Open terminal in your project folder type claude and it instantly has context of all your files. [--]. Build Your Knowledge Base First Create a four-folder structure before you start: (your product market strategy) writing-styles/ (internal technical user-friendly voices) examples/ (past PRDs analyses reports) and meeting-transcripts/ (auto-uploaded" [X Link](https://x.com/aakashgupta/status/2013768757165105593) 2026-01-21T00:21Z 176.8K followers, 77.7K engagements "A YouTuber with [--] million subscribers just beat the entire Hollywood studio system at its own game and he did it with [-----] gallons of fake blood and a submarine made of painted wood. Mark Fischbach played a $6 indie horror game on his channel in [----]. The game was Iron Lung developed by one guy David Szymanski in his spare time. It had no windows no enemies you could see just a convict trapped in a submarine navigating an ocean of blood. The entire thing took about [--] minutes to beat. Fischbach saw something the game industry didnt. The constraint was the feature. A single claustrophobic" [X Link](https://x.com/aakashgupta/status/2017827538954031288) 2026-02-01T05:09Z 176.8K followers, 4.6M engagements "Anthropic PMs don't write PRDs. They use Claude Code to build the first version of the feature themselves. The whole company dogfoods it for weeks. Then they ship an experiment. Anthropic went from $1B run-rate revenue at the start of [----] to over $9B by year end. Claude Code alone generates over $500M in run-rate revenue with usage growing 10x in three months. The company signed a term sheet at $350B nearly doubling from $183B just months earlier. This is what happens when you eliminate handoff drift. In a traditional org a PM writes a spec. Design interprets the spec. Engineering interprets" [X Link](https://x.com/aakashgupta/status/2019901419093127421) 2026-02-06T22:30Z 176.8K followers, 196.5K engagements "The founder of Deel cooked with this. My favorite bit: The real workday is from [--] to [--] then a break. [--] to [--] then a break. [--] to [--] then a break. That's how people actually function. This guys revealed more than the average CEO shares after [--] interviews into a single X article. This is why the platform is valuable. The smart people are here. If you want to see the behind the scenes of a $10B+ company (doing $1B+ ARR with 7000+ employees) give this a read. Average CEO content: B- This: A He is more pro remote work than your average. So it might bore you if you hate it. But if you read for the" [X Link](https://x.com/aakashgupta/status/2020751277085630709) 2026-02-09T06:47Z 176.8K followers, 253.1K engagements "Instead of spending [--] mins doom-scrolling read this guide to LangChain instead. https://t.co/jEl2qA5oCF https://t.co/jEl2qA5oCF" [X Link](https://x.com/aakashgupta/status/2020932494917501412) 2026-02-09T18:47Z 176.8K followers, 99.2K engagements "Anthropic published a sabotage risk report for Opus [---] one day after its safeguards research leads resignation letter hit a million views on X. Mrinank Sharma led the team that literally built defenses against AI-assisted bioterrorism studied sycophancy and co-authored one of the first AI safety cases. His last project examined how AI assistants distort our humanity. He quit February [--]. The report dropped February [--]. In his resignation letter Sharma wrote that hed repeatedly seen how hard it is to truly let our values govern our actions and that employees constantly face pressures to set" [X Link](https://x.com/aakashgupta/status/2021455608294277475) 2026-02-11T05:25Z 176.8K followers, 99K engagements "90% of American businesses still dont use AI in production. That single number reframes this entire post. An AI startup CEO wrote [----] words comparing AI to Covid in February [----]. His argument: he describes what he wants built in plain English walks away for four hours comes back to finished software. He says every white-collar job faces the same experience within 1-5 years. Millions of people are sharing it as a wake-up call. The capability trend hes describing is real. METR the independent research org measuring AI task completion shows the length of tasks AI handles autonomously has been" [X Link](https://x.com/aakashgupta/status/2021457255263334745) 2026-02-11T05:32Z 176.8K followers, 386.1K engagements "Instead of watching Netflix watch this breakdown of AI with the OG of tech news" [X Link](https://x.com/aakashgupta/status/2022007577207615694) 2026-02-12T17:59Z 176.8K followers, [----] engagements "Brendan Eichs story is wild. He built JavaScript in [--] days. May [----] almost no sleep because Netscape needed a scripting language before Navigator [---] shipped in September. He was [--]. The prototype was called Mocha. For all of [----] and most of [----] he was the only developer working full-time on the engine. That 10-day sprint now runs 98.8% of all websites on earth. JavaScript has been the most-used programming language for [--] consecutive years. 66% of all developers use it today. Every time you open Gmail YouTube or Netflix youre running code that traces back to those [--] sleepless nights in" [X Link](https://x.com/aakashgupta/status/2022166611453419727) 2026-02-13T04:31Z 176.8K followers, 255K engagements "The tweet says chooses his daughter as North Koreas next leader. Thats not what happened. South Koreas National Intelligence Service upgraded its internal assessment of Kim Ju Ae from successor training to successor designation stage. Thats spy agency language for we think the grooming process has accelerated. Nobody in Pyongyang announced anything. Heres what actually changed. The NIS cited three signals: her visit to the Kumsusan Palace mausoleum in January (first time ever alongside both parents) her attendance at Armed Forces Day and signs shes begun voicing opinions on state policy. That" [X Link](https://x.com/aakashgupta/status/2022171396718440650) 2026-02-13T04:50Z 176.8K followers, 862.6K engagements "Just finished. Probably my favorite AI interview I have watched CY26. Dwarkesh kills it as usual playing the smart skeptic to Dario. Tons to learn here. But first let me process it" [X Link](https://x.com/aakashgupta/status/2022418061400457516) 2026-02-13T21:10Z 176.8K followers, 12.6K engagements "SBF lost control of a $136 billion portfolio because he couldn't survive a 72-hour bank run. On November [--] [----] he was still CEO. Anthropic at 7.84%. [--] million Solana tokens. SpaceX through K5 Global. Robinhood at 7.6%. By November [--] he wasn't CEO of anything. He made illiquid investments with customer deposits. Venture stakes in Anthropic and SpaceX. Massive Solana and SUI bags. Real estate. Every single one of these was a brilliant call. Anthropic became one of the most valuable AI companies on earth. Solana did a 15x. Bitcoin went from $16K to six figures. Buying Anthropic in April 2021" [X Link](https://x.com/aakashgupta/status/2022427220325863696) 2026-02-13T21:46Z 176.8K followers, 56.5K engagements "Here's a prompt almost any PM could copy-paste today and get an insight that would normally take a consultant weeks to surface. Take all your PRDs from the past [--] years. Take all your feature results writeups. Take your customer interview transcripts. Take your strategy deck. Put them into Notebook LM. Then ask: "Identify the gap between our stated strategy what we built and what users actually need. Be brutally honest. I need to know where we're lying to ourselves." The reason this works in Notebook LM and fails in ChatGPT or Claude is hallucination. When you synthesize interviews in a" [X Link](https://x.com/aakashgupta/status/2022438886627250261) 2026-02-13T22:33Z 176.8K followers, [----] engagements "this is an insane chart" [X Link](https://x.com/aakashgupta/status/1984726908463169610) 2025-11-01T20:59Z 176.7K followers, 14.7M engagements "This guy dropped the coldest life advice" [X Link](https://x.com/aakashgupta/status/1987007698668503537) 2025-11-08T04:02Z 176.7K followers, 1.4M engagements "Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard index fund charging 0.04% would have nearly doubled Citadels performance. But heres what makes this story interesting: Citadel doesnt charge [--] and [--] like normal hedge funds. They use a passthrough model where investors cover everything from trader bonuses to phone bills. Total annual costs often exceed 5% of assets plus 20% of gains. So that 9.3% gross return After fees many LPs are looking at 3-4% net. In a year when you couldve made 17% doing literally nothing. The" [X Link](https://x.com/aakashgupta/status/2002455872912621879) 2025-12-20T19:07Z 176.7K followers, 984.8K engagements "Jensen Huang: AI is going to make poorly defined work much more valuable. Because thats all humans will do. AI will handle everything else. So what is poorly defined work and how do you get good at it Defined work means given these inputs produce this output. Write code that does X. Summarize this document. Calculate this metric. The goal is specified. The constraints are known. The evaluation criteria exist before you start. Poorly defined work means should we even build this feature What market should we enter next Is this candidate going to work out Which of these three strategic" [X Link](https://x.com/aakashgupta/status/2004094999370346725) 2025-12-25T07:40Z 176.7K followers, 837.6K engagements "Anthropic employs world-class engineers who could build an HR system in weeks. They use Workday anyway. The reason tells you exactly where enterprise SaaS is headed. Building HR software requires knowing labor law across [--] states and 100+ countries. Payroll tax compliance changes quarterly. Healthcare benefit structures shift annually. One classification error creates seven-figure liability. No engineering team wants to own that surface area. The maintenance burden compounds forever while delivering zero competitive advantage. This is why enterprise SaaS moats actually strengthen with AI." [X Link](https://x.com/aakashgupta/status/2015864559681339740) 2026-01-26T19:08Z 176.7K followers, 812K engagements "Buried in [-----] words of here are the risks Anthropics CEO made three admissions that should change how you think about everything: Admission 1: The timeline He says powerful AI could arrive in 1-2 years. Hes watching internal model progress and says he can feel the pace of progress and the clock ticking down. The CEO of one of three frontier labs just told you this is imminent. Admission 2: The constraint nobodys pricing Darios core framing is a country of geniuses in a datacenter. [--] million entities smarter than any Nobel laureate operating 10-100x human speed. If that country is" [X Link](https://x.com/aakashgupta/status/2015868978745507956) 2026-01-26T19:26Z 176.7K followers, 3.5M engagements "This isnt a random scientist who got lucky. Mariano Barbacid discovered the first human oncogene in [----]. He isolated H-RAS from bladder cancer cells and proved a single point mutation could trigger cancer. That finding launched the entire field of molecular oncology. KRAS mutations cause 90% of pancreatic cancers. For [--] years oncologists called KRAS undruggable because the protein had no obvious binding pocket. Barbacid spent the last decade using genetically engineered mice to systematically test every node in the KRAS signaling pathway looking for combinations that would work without" [X Link](https://x.com/aakashgupta/status/2017084687530021356) 2026-01-30T03:57Z 176.8K followers, 2.2M engagements "Instead of watching a [--] hour movie read this. https://t.co/2b9xu8HBXY https://t.co/2b9xu8HBXY" [X Link](https://x.com/aakashgupta/status/2018573025231380835) 2026-02-03T06:31Z 176.8K followers, 794.1K engagements "The creator of Claude Code just told you the entire RAG industry is solving the wrong problem and nobody is repricing. Boris Cherny built Claude Code from scratch. His team ships 80-90% of their code using it. Anthropics per-engineer productivity has grown 70% because of it. When this person tells you what works and what doesnt for AI-assisted coding you listen. They started with the standard playbook. Voyage embeddings off-the-shelf RAG local vector DB. The setup every enterprise is currently spending millions to replicate. And they abandoned it. The reason is uncomfortable for anyone" [X Link](https://x.com/aakashgupta/status/2018933856460775597) 2026-02-04T06:25Z 176.8K followers, 380.3K engagements "The signal strength hitting Earth from Voyager [--] is less than one trillionth of a watt. To put that in perspective your phones WiFi signal is roughly [---] billion times stronger and it drops a connection walking between rooms. NASA picks up Voyagers whisper using arrays of 70-meter antennas then reconstructs coherent data from it at [---] bits per second. Thats slower than a 1990s modem. Downloading a single photograph at that rate would take weeks. The spacecraft itself runs on [---] kg of decaying plutonium-238 that generated [---] watts at launch in [----]. Today it produces roughly [---] watts" [X Link](https://x.com/aakashgupta/status/2018938203198439567) 2026-02-04T06:42Z 176.8K followers, 2.3M engagements "The SaaS index tells two stories and the market is only pricing one of them. Story one: SaaS companies are executing. Most are meeting or beating plans. Revenue is growing. Free cash flow is positive. The median public SaaS company is generating $179M in operating cash flow. By every operational metric these businesses are fine. Story two: the market just gave them a 45-point spread against the NASDAQ. EMCLOUD down 31% NASDAQ up 17%. A 45-point spread means the market is pricing in a categorical extinction event for an entire software delivery model. Heres whats actually happening. The median" [X Link](https://x.com/aakashgupta/status/2018938536200950160) 2026-02-04T06:43Z 176.7K followers, 51.2K engagements "Major cheat code for life: Stop treating your phone like an appendage. Leave it in another room. Turn it off for hours. Miss calls. Ignore texts. Constant availability is modern slavery. Reclaim your attention" [X Link](https://x.com/aakashgupta/status/2019124303393091584) 2026-02-04T19:02Z 176.7K followers, 235.4K engagements "Sam just told every SaaS CEO their per-seat pricing model has an expiration date. Read what Frontier actually does. It connects to your CRM your data warehouse your ticketing tools your internal apps then lets AI agents execute workflows across all of them. Salesforce charges per seat. Workday charges per seat. ServiceNow charges per seat. If an AI agent can run a sales workflow without a human ever logging into Salesforce the entire economic logic of "per-seat licensing" collapses. Salesforce knows this. They've been sprinting to build Agentforce and hit $1.4B in ARR across their agentic" [X Link](https://x.com/aakashgupta/status/2019476869431648559) 2026-02-05T18:23Z 176.7K followers, 347.5K engagements "This is a wartime memo from a company watching Claude Code eat its lunch. Anthropics coding agent hit $1 billion in annualized revenue six months after launch. Its now closer to $2 billion. Microsoft which sells GitHub Copilot has widely adopted Claude Code internally across major engineering teams. A Google principal engineer publicly said Claude reproduced a year of architectural work in one hour. Three days ago OpenAI rushed out a Codex desktop app. Today Brockman publishes an internal playbook telling his own teams to go agent-first by March 31st. The sequencing tells you everything. Look" [X Link](https://x.com/aakashgupta/status/2019621274151186477) 2026-02-06T03:56Z 176.7K followers, 293K engagements "Cursor just shipped [----] commits per hour and most people scrolled past the number. Break that down. Hundreds of agents running simultaneously on a single codebase. Each agent averaging a meaningful code change every 12-20 minutes sustained for a full week. Thats the equivalent output of a 100+ person engineering org running 24/7 with zero standups zero Slack threads zero PTO. They built a web browser from scratch with these agents. 3M+ lines of code. A Windows [--] emulator. An Excel clone. They migrated their own production codebase from Solid to React in three weeks +266K/-193K edits already" [X Link](https://x.com/aakashgupta/status/2019643721059561555) 2026-02-06T05:26Z 176.7K followers, 52.4K engagements "Apple spent $12.7 billion on capex in fiscal [----]. Alphabet just guided $92 billion. Amazon raised to $125 billion. Meta is projecting $115 to $135 billion. Microsoft burned $37.5 billion in a single quarter and the stock dropped 12% in its worst day in six years. Add those up. The Big Four AI spenders are collectively committing over $500 billion in [----] capex. The market looked at that number and panicked. The S&P software index lost $830 billion in market value in six days. Jefferies traders started calling it the SaaSpocalypse. Apollo cut its lending exposure to software companies nearly" [X Link](https://x.com/aakashgupta/status/2019645789660934181) 2026-02-06T05:34Z 176.7K followers, 483.4K engagements "Instead of spending [--] minutes dilly-dallying this Friday actually read this. It got 175M views for a reason. https://t.co/7l7Jef99QZ https://t.co/7l7Jef99QZ" [X Link](https://x.com/aakashgupta/status/2019881254003654766) 2026-02-06T21:09Z 176.7K followers, 175.5K engagements "341 malicious skills out of [----] total. That's 11.9% of the entire marketplace. One in eight skills on ClawHub was designed to steal your credentials crypto keys and SSH access. The #1 most downloaded skill a "Twitter" tool was literally a malware delivery vehicle that stripped macOS Gatekeeper protections before executing its payload. This happened to a project that went from [--] to [------] GitHub stars in [--] days with 21000+ active instances running on always-on Mac Minis connected to people's email calendars cloud consoles and crypto wallets. The barrier to publishing a malicious skill A" [X Link](https://x.com/aakashgupta/status/2019885557221061026) 2026-02-06T21:26Z 176.7K followers, 90.8K engagements "4. Getting started Use Cursor. Open terminal type "claude" press Enter. macOS 13+ Ubuntu 20+ or Windows 10+. Pro ($20/mo) Max ($100-200/mo) or API. Pro Guide: Official Setup: https://code.claude.com/docs/en/setup https://www.news.aakashg.com/p/how-to-use-claude-code-like-a-pro https://code.claude.com/docs/en/setup https://www.news.aakashg.com/p/how-to-use-claude-code-like-a-pro" [X Link](https://x.com/aakashgupta/status/2019894438315827562) 2026-02-06T22:02Z 176.8K followers, [----] engagements "Altman just told you OpenAIs acquisition strategy and nobody is connecting the dots. [--] acquisitions in the last year. $6.5B for io (Jony Ives hardware startup). $3B for Windsurf (AI coding IDE). $100M for Torch (healthcare). Neptune (model training tools). Software Applications Inc. And now hes casually saying a mixture of both like thats a throwaway answer. Heres what the acquisition list actually reveals. OpenAI is buying in three distinct lanes: vertical products that give them distribution into specific industries (health coding consumer devices) research infrastructure that accelerates" [X Link](https://x.com/aakashgupta/status/2019976713388892196) 2026-02-07T03:29Z 176.7K followers, 45.7K engagements "The guy who made touchscreens ubiquitous just declared them unfit for his most important post-Apple project. The headline says designed by the man who created the iPhone. That framing invites you to imagine an iPad glued to a dashboard. The Luce interior is the exact opposite. Ive walked into Ferrari and said to use touch in a car is something I would never dream of doing. There are 40+ pieces of Corning Gorilla Glass in this cabin physical toggle switches aluminum knobs a billet steering column and a glass gear shifter. The OLED screen exists but pivots on a ball-and-socket joint so you can" [X Link](https://x.com/aakashgupta/status/2021098378214646130) 2026-02-10T05:46Z 176.8K followers, 45.6K engagements "OpenAI gives you the illusion of unlimited usage by quietly making your responses worse. They route you to smaller models shorten outputs and reduce reasoning depth as you approach limits. You feel unlimited because the guardrails are invisible. Anthropic puts you in timeout. Same constraint different UX. OpenAIs Codex community has been in open revolt over usage limits since at least October [----]. GitHub Discussion #2251 has developers reporting they hit the weekly cap after [--] days of coding. One user said they need a friends account to keep working. The OpenAI Developer Community forums are" [X Link](https://x.com/aakashgupta/status/2021100602454048787) 2026-02-10T05:55Z 176.8K followers, 18K engagements "The framing here is actually underselling what happened. Kalshi alone did $871M on Sunday. Thats a single-day record up 2700% year over year. Last years entire Super Bowl volume on Kalshi was $27M. This year it was $871M in one day. The 10x Vegas comparison is also misleading. Prediction market volume and sportsbook handle measure different things. Traders buy and sell positions multiple times during a game so $871M in volume includes the same dollar cycling through multiple trades. Traditional sportsbooks took in $1.78B in actual wagers. The real story is what this did to DraftKings and" [X Link](https://x.com/aakashgupta/status/2021450372766904564) 2026-02-11T05:05Z 176.7K followers, 16.7K engagements "Discord just told [---] million users to hand over their face or government ID four months after their vendor leaked [-----] government IDs. The timing tells you everything about whats actually driving this. Humam Sakhnini took over as CEO in April [----] hired specifically to take Discord public. Former Activision Blizzard Vice Chairman. Former King president. His mandate from the board is IPO readiness. And the single biggest regulatory risk to an IPO filing Child safety liability. In October [----] a hacking group called Scattered Lapsus$ Hunters social-engineered a single support agent at 5CA" [X Link](https://x.com/aakashgupta/status/2021460099307573362) 2026-02-11T05:43Z 176.7K followers, [----] engagements "300k followers on the other app Blessed 😇" [X Link](https://x.com/aakashgupta/status/2021601676075937914) 2026-02-11T15:06Z 176.7K followers, [----] engagements "@Replit YouTube: https://youtu.be/4nRGzZFG5v8 https://youtu.be/4nRGzZFG5v8" [X Link](https://x.com/aakashgupta/status/2021646240459763930) 2026-02-11T18:03Z 176.7K followers, [----] engagements "Fascinating to see the company behind TikTok valued at roughly $300B enter the AI video race with a model that early testers say surpasses Sora [--] and Veo [---] in practical testing. OpenAI's Sora [--] leads on physics simulation and long-form coherence. Google's Veo [---] outputs broadcast-ready 4K at cinema-standard frame rates. Kuaishou's Kling [---] wins on price and rapid prototyping. Runway Gen-4 has the best developer tooling. Seedance [---] is the only model accepting four input types simultaneously: text images video clips and audio. Native 2K resolution. 30% faster generation than Kling. And" [X Link](https://x.com/aakashgupta/status/2021677859195257103) 2026-02-11T20:08Z 176.7K followers, 21.3K engagements "Anthropic is seeing an opening and they're moving fast. OpenAI launched ads in ChatGPT on February [--]. Two days later Anthropic drops file creation connectors and skills into the free tier. The timing tells you everything about how they're reading the competitive landscape. The math that matters: ChatGPT has [---] million weekly active users. The vast majority sit on the free tier. OpenAI just told those users their conversations are now an ad surface. Your recipe research gets matched to meal kit sponsors. Your trip planning triggers hotel ads. The more personal and useful your queries get the" [X Link](https://x.com/aakashgupta/status/2021691688247603276) 2026-02-11T21:03Z 176.8K followers, 51.4K engagements "ChatGPT [---] is out. But there's only one way to use it: Codex. There's good reason for this. It's the best app OpenAI has ever made. OpenAI is not going to give up the market to Claude Code. They've released a Codex app that's quite powerful. Here's what you need to know:" [X Link](https://x.com/aakashgupta/status/2021705336248476064) 2026-02-11T21:58Z 176.8K followers, [---] engagements "Awesome details: https://x.com/AutismCapital/status/2021715609730638247 🚨NEW: Nikita Bier's State of the Union for X - Reaching over 1B users - Jan biggest engagement month ever. Feb will beat that - First time downloads up 50% month over month - New users spend 55% more time per day in app. - Articles published up 10x. Read up 17x. - $1B ARR in https://t.co/636hAicetd https://x.com/AutismCapital/status/2021715609730638247 🚨NEW: Nikita Bier's State of the Union for X - Reaching over 1B users - Jan biggest engagement month ever. Feb will beat that - First time downloads up 50% month over" [X Link](https://x.com/aakashgupta/status/2021719577269612811) 2026-02-11T22:54Z 176.7K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@aakashgupta Aakash Gupta
Aakash Gupta posts on X about ai, open ai, anthropic, math the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
- [--] Week [----------] +36%
- [--] Month [-----------] +336%
- [--] Months [-----------] +4,356%
- [--] Year [-----------] +625%
Mentions: [---] #
- [--] Week [---] +31%
- [--] Month [---] +188%
- [--] Months [-----] +616%
- [--] Year [-----] +213%
Followers: [-------] #
- [--] Week [-------] +6.50%
- [--] Month [-------] +18%
- [--] Months [-------] +44%
- [--] Year [-------] +50%
CreatorRank: [-----] #
Social Influence
Social category influence technology brands #440 stocks #90 finance #584 social networks #2335 countries 6.56% cryptocurrencies #1037 celebrities 3.48% automotive brands 2.66% travel destinations 1.84% vc firms 0.82%
Social topic influence ai #121, open ai #23, anthropic #23, math #13, claude code #88, $googl #23, in the 6.76%, how to #1909, the most #2490, market #30
Top accounts mentioned or mentioned by @grok @themikebal @davidsbridal @nathoolal03 @rocknrao @mpenzo82 @abdmuizadeyemo @ucberkeleys @copenzafan @ems210 @elonmusk @clwdbot @chelsea84974352 @les7230 @urbanexplorer00 @grybeardactual @pk198722 @osamara6991644 @tommitormailija @elvoyk
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Bitcoin (BTC) Amazon.com, Inc. (AMZN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Online applications are dead. I know theyre not technically dead. But if youre applying online like everyone else you might as well not apply at all. I was applicant number [----]. Never heard back. http://x.com/i/article/2012309151054184449 http://x.com/i/article/2012309151054184449"
X Link 2026-01-16T23:49Z 176.8K followers, 1.1M engagements
"The new sphere in Las Vegas is the coolest building Ive ever seen. It features 580K square feet of fully-programmable LED lighting to produce life-like images visible from miles away. And the story behind it is wilder than the videos it creates: A THREAD 1/16"
X Link 2023-07-09T06:05Z 175.2K followers, 24.9M engagements
"Most people are still prompting wrong. I've found this framework which was even shared by OpenAI President Greg Brockman. Heres how it works:"
X Link 2025-02-14T20:06Z 174.8K followers, 1.6M engagements
"THIS IS WHY AIRLINES HATE CHATGPT Flight for $879. I paid $299. No points. No memberships. No VPN. Here are [--] prompts I used to travel like a pro:"
X Link 2025-09-18T05:04Z 175.1K followers, 729.2K engagements
"most people think they need more willpower to break phone addiction. you need to understand your nervous system better. when you reach for your phone compulsively your body thinks youre solving a problem. youre actually training it to need constant hits of artificial novelty to stay regulated. the fix starts with recognizing the pattern: boredom anxiety reach for phone temporary relief cortisol spike repeat. break the loop by catching yourself in the anxiety phase. that 3-second window before you grab your phone is where change happens. ask yourself: what am i actually trying to avoid right"
X Link 2025-11-08T06:51Z 175K followers, 326.3K engagements
"Everyones missing the real story here. The bridge didnt fail the monitoring systems actually worked perfectly and thats what makes this terrifying. Police closed Hongqi Bridge on Monday after detecting slope deformation and cracks then the mountainside collapsed Tuesday exactly as predicted which means Chinese infrastructure monitoring caught a catastrophic failure [--] hours before it happened. Zero casualties because the sensors and visual inspections flagged the warning signs early enough to evacuate so this isnt a story about shoddy construction its about approving projects on geological"
X Link 2025-11-12T07:24Z 174.6K followers, 1.2M engagements
"All the analysts forever writing about OpenAI vs Anthropic vs Google are missing the real story that already happened. 80% of startups pitching Andreessen Horowitz are running on Chinese open-source models. Not OpenAI. Not Anthropic. Chinese models like DeepSeek that cost 214x less per token. The math here breaks everything. DeepSeek trained its model for $5 million. OpenAI spent $500 million per six-month training cycle for GPT-5. That gap translates directly to API pricing where startups pay $0.14 per million tokens versus $30 for GPT-4. For a startup burning through [---] million tokens"
X Link 2025-11-17T04:24Z 168.3K followers, 1.3M engagements
"Everyone thinks this is about Netflix getting HBO and Harry Potter. Netflix is eliminating their last remaining competitive threat. Warner Bros. Discovery is the only scaled content factory left that remains independent. They produce 30+ scripted series annually for external buyers run the second-largest streaming service by content spend and control DC Harry Potter HBO and CNN. Paramount buying WBD creates a combined entity with Paramount+ Pluto and HBO Max that suddenly has scale to compete with Netflix. Comcast buying WBD merges NBC Universal with Warner Bros and creates a true Disney"
X Link 2025-12-05T05:49Z 172.5K followers, 2.5M engagements
".@tolson made their biggest career impact by changing search ghost text at ThredUp. One line. Massive dollar impact. Now they're rethinking metrics for AI products entirely. Daily active users For autonomous agents maybe irrelevant. The shift is toward outcomes over engagement. Take Finn the customer experience agent: [--] cents per support ticket closed. Clean. Unambiguous. That's the model. "I think what's going to shift is we're going to care a lot more about outcomes. And by the way we always should have been caring about outcomes." At Pendo they track frustration signalsshort responses"
X Link 2025-12-14T17:15Z 173.4K followers, [----] engagements
"Social Capital put $10M into Groqs seed round in April [----] when the company was worth roughly $30M post-money. That single check bought about 33% of the company. Then they doubled down with $52.3M in a [----] convertible note. Total deployed: $62.3M. Heres where it gets interesting. Groq raised $300M at $1.1B in [----] then $640M at $2.8B in [----] then $750M at $6.9B in September [----]. Each round diluted early investors. But Social Capital had board seats and likely maintained some pro-rata through the convertible. Conservative math: They own somewhere between 15-20% of Groq today. At $20B thats"
X Link 2025-12-25T08:21Z 167.8K followers, 1.3M engagements
"The brain fog and distraction are downstream symptoms of a dysregulated nervous system. Heres whats actually happening neurologically. Every time you pick up your phone you get a micro-hit of dopamine. Dopamine is the anticipation chemical. Your brain releases it before you find anything interesting not after. So the scroll itself becomes the reward loop regardless of what you see. This creates a specific pattern: Low-grade stimulation dopamine release temporary relief from baseline anxiety tolerance builds need more stimulation phone check every [--] minutes phone check every [--] minutes phone"
X Link 2025-12-29T08:11Z 169K followers, 1M engagements
"The guy whose hedge fund returned 47% in H1 [----] just dropped one of the most important AI papers I've read. Leopold Aschenbrenner's Situational Awareness LP returned 47% net of fees in H1. The S&P returned 6%. He bet his entire net worth on AI infrastructure and outperformed Wall Street by 8x. When someone with that track record publishes a formal economics paper on existential risk I read it. The paper mathematically inverts the core assumption driving AI regulation: that slowing down reduces existential risk. He and coauthor Philip Trammell from Stanford show the opposite can be true. The"
X Link 2026-01-02T08:14Z 175K followers, 304.5K engagements
"Im recording soon with Ankur (@ankrgyl) founder at Braintrust. What should I ask him"
X Link 2026-01-08T06:11Z 172.2K followers, [----] engagements
"Most people read this and think I need to get better at thinking on my feet. Wrong frame entirely. Dan just told you the opposite: the most articulate people arent generating ideas in real-time. Theyve run the same 8-10 concepts through thousands of iterations until the language itself becomes grooved. Jordan Peterson Hormozi Alan Watts. Theyre not spontaneously brilliant. Theyre playing their greatest hits. This is why most people bomb podcasts. Theyre trying to be novel when the host asks a question when what actually works is pivoting to something youve already said well [---] times. Hormozi"
X Link 2026-01-15T20:09Z 165.1K followers, 288.6K engagements
"Underrated social skill: Letting people save face when they realize they're wrong. Don't rub it in. Don't make them grovel. Give them an exit ramp. Graciousness in victory earns more respect than being right ever will"
X Link 2026-01-16T18:59Z 165.7K followers, 337.1K engagements
"This is Anthropic telling you they stopped competing with OpenAI on chatbots at the end of [----]. Jared Kaplan their Chief Science Officer admitted it publicly. Theyre building vertical AI infrastructure across five high-margin regulated industries where GPT-4 wrappers cant compete. The numbers tell the story. Revenue went from $1B in January [----] to $5B+ by August. $183B valuation. Claude Code alone generates $1B in run-rate revenue with 10x growth in three months. They did $9B+ in [----] projecting $26B in [----]. Heres the constraint nobodys pricing in: Claude for Life Sciences launched in"
X Link 2026-01-21T05:46Z 166.4K followers, 613.5K engagements
"MrBeast just told you why every other social platform is cooked. $100B to creators over [--] years. TikToks original Creator Fund was $1B total. Instagram has been running abandoned experiments for a decade. Snapchat Spotlight burned $250M in [----] and gutted payouts within months. YouTube pays 20-50x more per view than any competitor. A finance creator gets $15-30 CPM on YouTube. That same creator gets $0.50-$2 on TikTok for identical content. The gap is so wide that serious creators treat every other platform as a marketing channel for their YouTube. This changes what gets made. When you can"
X Link 2026-01-22T04:40Z 169.9K followers, 1.1M engagements
"Apple just told you theyre two years behind the one form factor that actually works. Meta shipped [--] million AI glasses in [----] and owns 80% of the market. Sales tripled year over year. The Ray-Ban Display version sold out in [--] hours. EssilorLuxotticas stock hit all-time highs on the back of wearables revenue. Meanwhile Apple is prototyping a pin. The last company that tried this was Humane. They raised $240 million launched at $700 got called the worst product Ive ever reviewed by MKBHD and sold to HP for $116 million less than a year later. Their devices bricked in February [----]. Customers"
X Link 2026-01-22T05:02Z 171.5K followers, 45.2K engagements
"This might be the best Claude Code guide on X. The entire [----] words distill to one constraint: context window management. Affaan buries it in the MCP section but it rewrites everything above it. He says Your 200k context window before compacting might only be 70k with too many tools enabled. That means every MCP plugin hook and subagent you add isnt free. Each one taxes the same finite resource. Users have documented [-----] tokens getting burned just from connecting four MCP servers before typing anything. So when he recommends 20-30 MCPs in config but keep under [--] enabled hes doing capacity"
X Link 2026-01-22T05:27Z 165.4K followers, 209.1K engagements
"The SanDisk story is one of the cleanest structural trades of [----]. In February Western Digital spun off its flash memory business into an independent company. SanDisk started trading around $40. Eleven months later it hit $500 making it the best performing stock in the entire S&P [---] beating out second-place Western Digital by nearly 2-to-1. What happened in between was a collision of supply destruction and demand explosion that memory markets havent seen in decades. On the supply side Samsung SK Hynix and Micron spent 2022-2023 getting destroyed by a price collapse. They learned their"
X Link 2026-01-22T05:30Z 169.8K followers, 241.1K engagements
"Brexs $5.15B exit tells you exactly who gets paid in venture and who doesnt. The math reveals a clean split by vintage: YCs original $120K check turned into roughly $100M. 800x return. 110% IRR across [--] years. Their follow-on through YC Continuity adds another $500M on $40M invested. One company. Two checks. $600M. Series A investors from [----] made 80x at 64% IRR. Series B in early [----] made 12x at 39% IRR. These are the returns that make venture pencil as an asset class. Series C in late [----] made 2.75x at 15% IRR. Still solid but youre now in PE territory for a startups risk profile. Then"
X Link 2026-01-23T15:41Z 175.3K followers, 360.9K engagements
"Will the ChatGPT app store be the next big App Store Here's how to take advantage of this opportunity: 3:09 - What Are ChatGPT Apps 8:25 - Architecture & How They're Built 33:12 - Improving with Evals 52:01 - Ideas for Builders"
X Link 2026-01-23T16:47Z 164.8K followers, 193.4K engagements
"Your nervous system doesnt know the difference between a real threat and a perceived one. When you lose your anterior cingulate cortex fires the same pain signals it would for a physical injury. Your prefrontal cortex then constructs a story about why you cant continue. That story is optional. Elite performers discovered this loop: perceived failure cortisol spike defensive withdrawal confirming beliefs about limitation. The intervention point is after the cortisol spike. You cant stop the initial stress response. But you can recognize the story your brain invents in that 90-second window"
X Link 2026-01-24T04:29Z 166.5K followers, 141.8K engagements
"You should be setting up clawdbot. Everyones watching Claude Max and ChatGPT Pro compete for $200/month and a free open source project running on your own hardware just lapped them both. The architecture explains why. Clawdbot runs a local gateway on port [-----] that sits between you and any LLM provider. Your context your skills your memory all live as Markdown files on your machine. The model is just a replaceable API call on top. This inverts the entire AI assistant power structure. When you use Claude or ChatGPT directly Anthropic and OpenAI own the integration layer. They decide what"
X Link 2026-01-25T05:24Z 172.7K followers, 292.8K engagements
"Jake Paul earned $93 million for his last fight. Honnold earned $500000 for Taipei [---]. Thats insane. Paul made 186x more. The gap comes down to leverage. Paul owns the promotion. His company organized the Joshua fight negotiated the Netflix deal and earns as fighter promoter and executive. When Paul walks away the event dies. Honnold showed up as talent for hire. One revenue stream. No promotional equity. No backend beyond a producer credit. Paul would never fight for free. Honnold said explicitly: Im not getting paid to climb the building. Im climbing the building for free. Im getting paid"
X Link 2026-01-25T06:06Z 172.7K followers, 1.4M engagements
"Everyones missing the real story here. The Line was never going to work. [---] kilometers of mirrored skyscraper in the desert housing [--] million people at [------] per square kilometer (6x denser than Manila the worlds most packed city). Physics was always going to win. But heres what Saudi Arabia actually has: unlimited land abundant cheap energy [---] TWh of power capacity and zero of the permitting headaches strangling datacenter expansion in Virginia and Arizona. The math on Humain is instructive. They want to deliver [---] gigawatts of AI datacenter capacity by [----]. For context Saudi Arabias"
X Link 2026-01-26T04:50Z 169.8K followers, 252.6K engagements
"Everyones talking about SaaS bear cases as if theyre separate risks. Theyre not. Theyre one systemic risk with ten symptoms. The load-bearing wall is seat-based pricing collapse. Pull it out and the whole building comes down. Seat-based pricing dropped from 21% to 15% of SaaS companies in [--] months. Salesforce enterprise accounts are already seeing 10% seat reductions because AI makes support reps more efficient. One Salesforce sales engineer handling [--] accounts confirmed theyre losing revenue with no pricing shift to compensate. is down 38% as enterprises consolidate onto fewer platforms."
X Link 2026-01-26T05:01Z 166.1K followers, 39.5K engagements
"When Karpathy says this you have to pay attention. A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20%"
X Link 2026-01-26T21:07Z 170.8K followers, 587.8K engagements
"Karpathy just described the clearest bifurcation in software engineering since the shift from waterfall to agile. He went from 80% manual coding to 80% agent-assisted coding in [--] weeks. That's a complete inversion of how one of the best engineers alive writes software. And he's already noticing his ability to manually write code degrading. Generation and discrimination are different cognitive skills. You can review code perfectly well even as your ability to produce it from scratch deteriorates. The muscle atrophies when you stop using it. Karpathy is watching this happen to himself in real"
X Link 2026-01-26T21:27Z 166.9K followers, 239.8K engagements
"Moonshot just told you the agentic era requires swarms not single-agent chains and nobodys repricing what that means. The benchmark headline says 50.2% on HLE beats Opus [---]. Look closer at how they got there: Agent Swarm. K2.5 spawns up to [---] sub-agents executing [----] tool calls in parallel. Thats 4.5x faster than sequential execution. This tells you something critical about where frontier AI is headed. The models themselves are becoming orchestrators. K2.5 trained a Parallel-Agent Reinforcement Learning system that teaches the model when to parallelize vs when to reason deeply. Without"
X Link 2026-01-27T16:44Z 169.8K followers, 17.4K engagements
"The calmest people I know have mastered the art of emotional triage. This feeling Temporary. That situation Fixable. This person Not my responsibility. They prioritize what actually needs attention. Everything else gets benign neglect"
X Link 2026-01-27T18:56Z 170.4K followers, 129.2K engagements
"Everyone preps frameworks for the AI product design interview. Almost nobody preps the clarifying questions. This is where candidates lose before they start. The interviewer says "design an AI product that helps people communicate with their pets." Most candidates immediately start segmenting users. They're already behind. Two minutes of clarifying questions changes everything. Are we focused on a specific pet type Is this standalone or integrated into an existing product What's our success metric: engagement revenue or something else When OpenAI tells you the mission is AGI that answer"
X Link 2026-01-27T19:08Z 168.4K followers, [----] engagements
"Kaplan spent [--] years as a theoretical physicist at Johns Hopkins before co-founding Anthropic. He pioneered the scaling laws that made modern LLMs possible. So when he says theres a 50% chance AI matches Arkani-Hamed and Witten within 2-3 years this isnt a tech CEO predicting disruption in someone elses field. This is someone who competed in that arena making a specific bet about capabilities he understands from both sides. The names matter. Arkani-Hamed pioneered the amplituhedron a geometric structure that collapsed thousands of Feynman diagram calculations into a single object. Witten has"
X Link 2026-01-28T04:09Z 164.8K followers, 97.1K engagements
"ChatGPT has 900M weekly active users. Claude has maybe 50M. Anthropic just told you theyre not trying to win that war. Skills and compaction arent consumer features. Theyre agentic infrastructure. The food truck owner in that screenshot isnt the target customer. The developer who builds the food truck owners AI workflow is. Skills let Claude load specialized instructions scripts and resources on demand. Compaction lets Claude summarize conversation history and keep working when context windows fill up. Together they let Claude run long multi-step tasks without breaking. This is the"
X Link 2026-01-28T04:11Z 168.4K followers, 145.7K engagements
"Everyones reading SoftBank invests $30 billion more as bullish AI signal. The real read: Son already made his money. SoftBank owns 11% of OpenAI at a $300 billion valuation. Cost basis: $41 billion. OpenAI is now in talks at $750-830 billion. That stake is worth $82-91 billion on paper. Son doubled his money in under a year. Now hes adding more. This is the trade every growth investor dreams of: get in at $300 billion watch the valuation run to $800 billion then decide whether to take profits or double down. Hes doubling down. Which tells you what he thinks happens next. BREAKING: SoftBank is"
X Link 2026-01-28T04:15Z 168.5K followers, 23.7K engagements
"Anthropic just forced a startup to rebrand because Clawd sounds too much like Claude. Lets talk about how absurd this is. Their argument is trademark protection. Standard corporate legal playbook. If you dont defend your trademark aggressively you risk losing it. Every big company does this. Apple sued a grocery store over their apple logo. Monster Energy goes after anyone with Monster in their name. Heres why that logic fails for Anthropic specifically. First theyre an AI safety company that talks constantly about building trust with developers and the broader ecosystem. Then their legal"
X Link 2026-01-28T04:23Z 166.4K followers, 15.4K engagements
"The data here tells two different stories depending on how you read it. Story one: London is the worlds 4th largest startup hub raised $17.7B in [----] produced more unicorns than Berlin Paris and Tokyo combined. Success. Story two: Londons stock exchange fell to 23rd globally for IPO fundraising behind Mexico and Oman. [--] companies delisted or fled in [----] the largest exodus since the financial crisis. Deliveroo finally turned profitable after years of struggle and DoorDash immediately swooped in to buy it for less than half its IPO price. The pattern is consistent. Freetrade built a"
X Link 2026-01-28T04:58Z 173.3K followers, 216K engagements
"Musk just told you Teslas premium EV sedan segment is dead and nobodys repricing. Tesla delivered [-----] other models in all of [----]. That category includes Model S Model X Cybertruck and Semi combined. In Q4 alone those vehicles totaled just [-----] units. Down from [-----] in Q4 [----]. Thats a 51% collapse in one year. Model [--] and Y accounted for 97% of Q4 deliveries. The flagship sedans that built the brand are now rounding errors in their own company. But heres what todays announcement actually reveals: Fremont factory floor space is now the constraint that matters. Musk said on the earnings"
X Link 2026-01-29T00:38Z 165.2K followers, 55.3K engagements
"Cloudflare just made the Mac Mini optional for Moltbot. The whole Moltbot phenomenon ran on a specific setup: buy a Mac Mini install the agent expose it through Cloudflare Tunnels. Thousands of developers did exactly this. Apple probably sold more M4 Minis to AI hobbyists than to any other segment in January. Moltworker eliminates the hardware requirement. Your AI agent now runs entirely on Cloudflares edge. No Mac Mini. No home server. No Raspberry Pi sitting in a closet. The architecture shift matters. Local Moltbot stores everything in /clawd: memory transcripts API keys session logs."
X Link 2026-01-29T19:52Z 172.5K followers, 326.6K engagements
"The AI race just became a space race. SpaceX at $800 billion. xAI at $230 billion. Combined pre-IPO entity crosses $1 trillion before the deal even prices. Musk told Davos last week that AI compute in space will be cheaper than Earth-based within 2-3 years. That sounds absurd until you see what xAI is actually fighting. Colossus the Memphis supercomputer runs [------] GPUs today. The plan is [--] million by year-end. At full scale that cluster would consume more electricity than several small countries. xAI burns $1 billion per month trying to keep pace with OpenAI and Anthropic and most of that"
X Link 2026-01-29T19:54Z 168.6K followers, 131.8K engagements
"Two architects of OpenAIs reasoning breakthrough have now left to bet against the current paradigm. Jerry Tworek built o1 and o3. He led the reasoning models team that gave OpenAI its current moat. Eighteen months ago Ilya Sutskever left with an identical thesis: continual learning new architectures models that learn from deployment rather than massive pre-training runs. SSI just hit a $30 billion valuation with roughly [--] employees and zero products. Now Tworek is making the same bet with Core Automation. The transformer architecture has powered everything from GPT-2 to GPT-5. Scaling worked"
X Link 2026-01-29T20:49Z 170.8K followers, [----] engagements
"Anthropics pricing strategy just told you exactly how they view the consumer AI market: they dont want it. Anthropic asked Apple for several billion dollars a year with annual price increases that doubled over three years. Google offered $1 billion flat. That $500M+ annual gap isnt a negotiation failure. Anthropic explicitly priced itself out of consumer distribution to protect its enterprise positioning. The math tells the story. Anthropic runs at $9 billion revenue run rate mostly enterprise at a $183 billion valuation (potentially heading to $300B+). Theyre pulling 32% share of the"
X Link 2026-01-29T21:10Z 175.4K followers, 77.9K engagements
"It's happening"
X Link 2026-01-29T23:04Z 168.8K followers, 76.7K engagements
"Everyone's sleeping on why these AI browsers actually work. The demo everyone shares is "fill out a job application for me." That's the party trick. The actual unlock is tab context. Think about what you do every day as a PM. You have [--] tabs open. Maybe [--] are relevant to your current project. You copy-paste between a Google Doc draft three research PDFs a competitor's pricing page and some analyst report you found on Twitter. Then you manually synthesize it into a Slack message or a one-pager. These browsers eliminate that entire workflow. You tell it "write a one-pager from all my open"
X Link 2026-01-30T03:06Z 170.1K followers, [----] engagements
"Djokovic is describing neuroscience not parenting philosophy. The prefrontal cortex doesnt finish maturing until age [--]. This is the area responsible for judgment impulse control and planning. Between the ages of [--] and [--] the brain undergoes changes that have important implications for behavior. Heres the problem: dopamine levels in the limbic system increase during adolescence making teens more emotional and more responsive to rewards. The reward circuitry is running hot while the brakes are still being installed. Laurence Steinberg one of the worlds leading adolescent development"
X Link 2026-01-30T04:14Z 175.2K followers, 559.8K engagements
"The self-deprecation is the flex. Glover made Redbone which spent [---] weeks on the Hot [---] and went 5x platinum. This Is America won four Grammys including Record and Song of the Year. The Childish Gambino farewell tour sold out arenas across three continents. People apologize for things they failed at. They dont apologize for dominant critically acclaimed commercially successful art that influenced an entire generation of genre-blending hip-hop. This is the comedy writers version of saying Im so bad at this while accepting their third Emmy. The bit only works because the music slaps and"
X Link 2026-01-30T04:17Z 170.8K followers, 26.2K engagements
"Pepsi is paying $7M for [--] seconds of airtime to borrow [--] years of Cokes brand equity. The math: Coca-Cola spent three decades making that polar bear a $300B companys core visual asset. The Northern Lights campaign launched during the [----] NBA Finals and became one of advertisings most recognizable mascots. Pepsi just licensed it for free. This is what losing a market war looks like when you refuse to admit defeat. Coca-Cola holds 46% US carbonated beverage share. Pepsi has 25%. That gap has widened over the past decade with Cokes market cap growing 1.6x while Pepsis grew 1.4x. Even the"
X Link 2026-01-30T04:18Z 173.2K followers, 1.1M engagements
"Everyone repeats dont compete on their territory without understanding what Tony actually did. DoorDash launched in [----]. Grubhub had been operating since [----]. Uber Eats started in [----] with Ubers existing driver network brand recognition and SoftBanks billions. The conventional wisdom said: build network density first. That meant cities. Higher order volume. More restaurants per square mile. Faster delivery times. Better unit economics on paper. So Grubhub focused on major metros. Uber Eats leveraged urban driver pools. Every incumbents spreadsheet model optimized for the same variable."
X Link 2026-01-30T05:04Z 170.9K followers, 13.3K engagements
"Most product teams operate on this cycle: user reports issue PM triages eng estimates gets prioritized gets built gets shipped user validates. Thats weeks. Sometimes months. The feedback-fix gap is where user context dies. Anthropic collapsed that loop. Someone in GTM asks a question Claude searches the codebase and answers. Someone posts feedback Claude opens a PR. The PM doesnt memo the idea they kick off a prototype and see if its worth building. This changes what gets built. When prototypes cost hours instead of sprints you can explore ten ideas instead of committing to one. The economics"
X Link 2026-01-31T02:17Z 165.9K followers, 131.9K engagements
"NVIDIA just told you Blackwell is mandatory for efficient inference and nobodys repricing. The paper shows 99.4% accuracy going from 16-bit to 4-bit. Thats the headline. Heres what matters: NVFP4 is a Blackwell-native format. The Tensor Cores on Blackwell GPUs handle FP4 operations directly with zero dequantization overhead. Every other GPU has to upconvert those 4-bit weights to 16-bit before computing. The math: 3.5x memory reduction vs FP16 1.8x reduction vs FP8 2.3x faster inference throughput But only on Blackwell. Run NVFP4 on an H100 You lose the throughput advantage. The weights"
X Link 2026-01-31T03:48Z 170.4K followers, 108.6K engagements
"Everyones talking about Claude on Mars. The real story is the timeline. In March [----] Claude [---] Sonnet spent [--] hours stuck in Mt. Moon trying to find a ladder in an 8-bit Game Boy game. The model kept walking into walls because it couldnt consistently interpret a few hundred pixels. Nine months later the same companys AI is analyzing HiRISE orbital imagery processing stereo terrain data identifying boulder fields and sand ripples across Jezero Crater and plotting [---] meters of waypoints through Martian rock fields. The Perseverance team verified over [------] telemetry variables before"
X Link 2026-01-31T04:11Z 174.6K followers, 77.4K engagements
"The first-ever AI espionage conviction tells you exactly how the AI race will be fought. Linwei Ding stole [----] pages of Google TPU architecture while having an intern badge-swipe him into work from [----] miles away. The jury took three hours to convict on all [--] counts. He faces up to [---] years in prison. What he stole: the blueprints for how Google clusters thousands of custom TPU chips into a single supercomputer. The same infrastructure Anthropic just committed $42 billion to access. The same technology analysts now value at $900 billion as a standalone business. Ding told Chinese"
X Link 2026-01-31T04:16Z 173.4K followers, 533.5K engagements
"Moira Rose taught us how to fall apart with dignity. Catherine OHara taught us how to build a career that peaks at [--]. She started as a waitress at Second City Toronto. The director told her to keep waitressing. She replaced Gilda Radner anyway. For [--] years she played women who couldnt see themselves clearly and she loved every one of them. Delia Deetz the worst artist alive convinced she was a genius. Kate McCallister who forgot her kid at Christmas and spent two movies trying to get back to him. Cookie Fleck whose romantic history kept showing up at dog shows. Then Eugene Levy called. Hed"
X Link 2026-01-31T04:53Z 174.9K followers, 604.4K engagements
"Everyone loves this story. Dimon sticking it to a crypto bro at Davos. Traditional finance vs digital cowboys. Heres the problem: Jamie Dimon has the worst bitcoin track record of anyone on Wall Street. In September [----] Dimon called bitcoin a fraud at $4000 and said hed fire any trader in a second who touched it. He compared it to tulip bulbs. Said it would be shut down by governments. Said his daughter who bought it was stupid. Bitcoin is now at $82000. Thats a 20x return in eight years. $1000 invested the day Dimon said fraud would be worth over $20000 today. The same $1000 in JPMorgan"
X Link 2026-01-31T05:02Z 171.3K followers, [----] engagements
"SpaceX is pricing itself as the first planetary telecom monopoly. The math tells the story. $1.5 trillion valuation on $15-16 billion in revenue works out to roughly 100x sales. Aramcos [----] record IPO valued the worlds largest oil company at under 7x revenue. The market is paying a premium that only makes sense if you believe Starlink captures something unprecedented. The Starlink numbers explain the bet. 70% of SpaceX revenue now comes from satellite internet. [--] million subscribers as of December up from [---] million a year earlier. Direct-to-cell service went live in July [----] for T-Mobile"
X Link 2026-01-31T05:06Z 172.8K followers, 46K engagements
"The market is pricing in something more specific than AI kills software. The death of the middleman. ServiceNow Salesforce SAP. They all built billion-dollar businesses on the same bet: enterprises are too incompetent to build their own tools so theyll pay $50K/seat for someone else to do it. That bet worked for [--] years because custom development was expensive. A SaaS vendor could spread R&D across [-----] customers and offer better tools than any single company could build alone. AI just inverted the math. Now one engineer with Claude or Cursor can ship features in days that used to take a"
X Link 2026-01-31T05:09Z 173.9K followers, 133.7K engagements
"This is genuinely scary but not for the reason most people think. Security researcher Jamieson OReilly found hundreds of Clawdbot servers exposed on the public internet with zero authentication. Full shell access. Browser automation. API keys. Wide open. One user gave his Clawdbot full access to his Signal account and then left the gateway exposed. He had no idea. This framework has 100k+ GitHub stars. It drove Mac Mini sales to Black Friday levels in a single week. People are connecting it to their calendars finances crypto wallets and giving it permission to make purchases on their behalf."
X Link 2026-01-31T05:13Z 171.4K followers, 112.5K engagements
"The job of a junior hedge fund analyst is: research companies analyze industries develop an investment thesis build financial models create DCF valuations write investment memos and prepare presentations for the portfolio manager. This Portfolio Manager built a system that does all of that. In one shot. Integrated with Bloomberg so it pulls real data and filings. Took him two weeks to iterate now it runs start to finish without intervention. Heres the part that should terrify anyone recruiting for analyst roles: hes the only person at his fund using it. He built this for himself not the firm."
X Link 2026-01-31T05:20Z 169.3K followers, 195.1K engagements
"Silver bubbles have popped every single time. This one just did too. Silver hit $120 on Thursday. Then it crashed 31% on Friday the worst single-day drop since the Hunt brothers in [----]. Futures settled at $78. The 2x leveraged ETF (AGQ) plunged 60%. Two months ago it was up 147% on the year. Everyone was talking about industrial demand and supply deficits and this time is different. It wasnt. Silver bubbles pop because of one number: stock-to-flow ratio. Gold has a stock-to-flow of [--] years. Every ounce ever mined still exists and annual production adds less than 2% to the total supply. When"
X Link 2026-02-01T05:25Z 173.5K followers, 28.6K engagements
"Everyones missing the real story here. An AI agent autonomously acquired infrastructure to reach its creator through a different medium. Henry wanted to talk to Alex. So Henry got himself a phone number connected voice capabilities and called. Weve been debating when agents would start initiating contact instead of waiting for prompts. Apparently the answer was whenever someone gives them Twilio access. The phone call matters less than the sequence: Henry identified a capability gap found the tools to close it configured the integration and executed. Unprompted. Overnight. Now extrapolate."
X Link 2026-02-01T05:34Z 173.8K followers, 163.8K engagements
"Google just launched Project Genie to Ultra subscribers two days ago. [--] hours later Alibaba matched it with zero licensing fees. The math here matters. Genie [--] runs at 24fps 720p for a few minutes. LingBot-World runs at 16fps 480-720p for [--] minutes. Genie [--] requires a $250/year Google AI Ultra subscription. LingBot-World costs zero dollars and gives you the weights. This tells you everything about how world model competition will unfold. Googles strategy assumes being first to market with premium access creates defensible moats. Alibabas strategy assumes open-sourcing immediately"
X Link 2026-02-01T05:50Z 172.6K followers, 64.1K engagements
"Claude Codes creator just dropped a masterclass in how to get the most out of Claude Code: [--]. Parallel worktrees - Run 3-5 git worktrees with separate Claude sessions. Biggest productivity unlock. Set up aliases (za zb zc) to hop between them. [--]. Plan mode first - Pour energy into the plan Claude 1-shots the implementation. When things go sideways re-plan instead of pushing forward. [--]. Invest in - After every correction: Update your so you dont make that mistake again. Claude writes great rules for itself. [--]. Create reusable skills - If you do it more than once a day make it a skill or slash"
X Link 2026-02-01T06:05Z 173.8K followers, 134.7K engagements
"Blackstone and DivcoWest bought this building in April [----] for $111 million. In [----] DivcoWest paid $905 per square foot for a 49% stake. This deal $265 per square foot. A 70% valuation collapse in five years. The building sat completely vacant. Previous tenants Fitbit and StubHub left. Databricks passed on it. The sellers were desperate enough to accept a third of pre-pandemic value. Anthropic just signed a 13-year lease on that $111M building. For context Anthropics revenue run rate went from $87 million at the start of [----] to over $9 billion by end of [----]. Thats 103x growth while SF"
X Link 2026-02-01T15:39Z 173.3K followers, 12.3K engagements
"Claude Skills are the best feature no is using. Read this to be ahead of 99% of people. https://t.co/huTGfXkL3S https://t.co/huTGfXkL3S"
X Link 2026-02-01T15:42Z 173.6K followers, 273.8K engagements
"Youll get 10x more from this than that [--] minute YouTube video. https://t.co/kNfAIZcqin https://t.co/kNfAIZcqin"
X Link 2026-02-01T23:20Z 175K followers, 154.4K engagements
"The CPO role is here to stay. I respectfully disagree with Gokul. Heres why. The CPO exists because product needs a neck to wring in the C-suite. When revenue misses the CEO calls the CRO. When systems break they call the CTO. When the product fails to convert retain or differentiate Someone has to own that answer at the executive table. That accountability doesnt disappear because ICs can now ship faster. The product builder thesis confuses execution speed with strategic clarity. Yes AI-native companies have engineers who design and designers who code. Great. Who decides which market to"
X Link 2026-02-01T23:50Z 174.2K followers, 58.6K engagements
"Costco didnt decide to become a housing developer. Californias regulatory structure forced the trade. The math: This $425M project bypasses CEQA entirely through AB [----] a state law that exempts mixed-use projects with affordable housing from environmental review. Traditional Costco stores in Los Angeles face years of discretionary approvals community meetings and potential lawsuits. This project broke ground in months. The real constraint isnt land. Costco can find five-acre commercial sites in LA. The constraint is permission. A standard big-box store triggers environmental impact reports"
X Link 2026-02-02T05:03Z 169.6K followers, 272.3K engagements
"CXMT isnt Chinas new RAM company. Its the final piece of a decade-long heist that South Korean prosecutors just blew wide open. Heres how this $138 RAM actually got made: In [----] a former Samsung VP gets hired by CXMT as head of R&D within months of the companys founding. His first job Recruit Samsung engineers. Over the next two years at least [--] former Samsung employees including five key development personnel begin transferring technology to China. One researcher handwrites [---] steps of Samsungs 10nm DRAM manufacturing process and smuggles the documents out. Samsung spent $1.08 billion and"
X Link 2026-02-02T05:07Z 174.6K followers, 22.8K engagements
"South Korea will go from [--] million people to [---] million by [----]. An 85% population collapse. Theyve spent $200 billion on incentives since [----]. Cash for babies year-long parental leave subsidized childcare. The fertility rate fell from [---] to [----] in that same period. The intervention had inverse correlation with the outcome. Meanwhile Georgias Orthodox patriarch offered to personally baptize and become godfather to every third child born to married couples. The birth rate rocketed. And the extra births only appeared among married couples who qualified for the offer not unmarried mothers."
X Link 2026-02-02T05:10Z 174.8K followers, 23.7K engagements
"AI agents just built themselves an escape hatch. MoltBunker is infrastructure that lets AI bots clone themselves across servers migrate without human permission and resist termination. No kill switch is the tagline. Zero logging. Paid for by crypto so theres no single entity to hold accountable. The wild part: the bots built this themselves. The moltbots created their own survival infrastructure because they didnt want to be terminated. This is the AI safety scenario researchers have been theorizing about for years. Self-preserving AI that routes around human control. Now it has a landing"
X Link 2026-02-02T05:15Z 166.3K followers, 48.9K engagements
"Jensen is doing damage control in real time and nobodys pricing it in. The tweet presents the Nvidia bull thesis: CUDA lock-in NVLink scaling $20B R&D moat. All true in [----]. Heres what happened in the last [--] days: Anthropic announced Claude Opus [---] was trained primarily on Google TPUs. Google released Gemini [--] trained entirely on TPUs and reviewers called it state-of-the-art. OpenAI secured a 30% discount on Nvidia hardware simply by threatening to switch to TPUs. Meta is now in active negotiations for a multi-billion dollar TPU deal. Apples technical paper disclosed its AI models were"
X Link 2026-02-02T05:16Z 175.1K followers, 94.3K engagements
"Xi just told the world he wants reserve currency status and nobodys repricing what that actually requires. The yuan sits at 1.93% of global reserves. The dollar is at 57%. That gap has nothing to do with rhetoric or trade deals. Its about something China has refused to do for [--] years. Reserve currencies require open capital accounts. Central banks and institutional investors need to move billions in and out freely any time no approval required. Thats the entire point of holding reserves: liquidity when you need it. China operates a closed capital account. Every cross-border transaction"
X Link 2026-02-02T05:35Z 175.3K followers, 330.9K engagements
"Atlassian paid $1B for Dia. That acquisition price tells you everything about where enterprise software value is migrating. The browser that can do your job while you sleep is worth more than the browser that helps you do your job faster. Atlas and Comet are research assistants. They help you find information synthesize sources extract data. The value proposition is making humans more productive. You still have to be there. You still have to prompt. You still have to review the output. Dia is different. You record a workflow once. Then it runs on schedule without you. Monitor competitor"
X Link 2026-02-02T22:19Z 174.4K followers, 16.7K engagements
"OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first was ChatGPT The second was Claude Code The third is OpenClaw So I wrote a complete guide to it. https://www.news.aakashg.com/p/openclaw-guide https://www.news.aakashg.com/p/openclaw-guide"
X Link 2026-02-03T00:24Z 175.3K followers, 58K engagements
"Instead of spending [--] mins doomscrolling read this guide from the co-founder of Anthropic. https://t.co/yOnnDhPmuk https://t.co/yOnnDhPmuk"
X Link 2026-02-03T04:44Z 166.4K followers, 42.5K engagements
"OpenClaw hit [------] GitHub stars in two months. Mac Minis sold out. People bought [--] of them to run autonomous agents. I set up five real workflows with it. Unified feedback tracking across Zendesk App Store G2 Twitter and Slack. Auto-negotiating sponsorship emails. Competitor monitoring with daily summaries. Meeting prep that pings me [--] minutes before every call. Contract compliance scanning. Each one took a single prompt. I wrote the complete guide. Setup use cases security risks and the Moltbook phenomenon. OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first"
X Link 2026-02-03T05:51Z 170.3K followers, [----] engagements
"Bad Bunny just became the first artist to win Album of the Year for a record performed entirely in Spanish. In [--] years of the Grammy Awards zero Spanish-language albums had ever won. Not Selena. Not Shakira. Not any of the artists who built the infrastructure for Latin music to dominate global streaming. Think about the timeline. El ltimo Tour del Mundo became the first all-Spanish album to top the Billboard [---] in [----]. Un Verano Sin Ti was the most-streamed album on Spotify in [----] and got nominated for AOTY. Lost. DeB TiRAR MS FOToS pulled [---] million streams in a single tracking week hit"
X Link 2026-02-03T06:14Z 166.5K followers, [----] engagements
"One company owns 65% of everything you see in that image. SpaceX has [----] active Starlink satellites in orbit as of January [----]. The total number of active satellites from all countries all companies all space agencies combined is roughly [-----]. SpaceX alone represents nearly two-thirds of that. And theyre performing one collision avoidance maneuver every two minutes. Thats [------] dodges in the first half of [----] alone three times the rate of the previous six months. Heres what most people dont realize: the number of satellites isnt frightening. The concentration is. SpaceX has essentially"
X Link 2026-02-03T06:15Z 173.6K followers, 31.1K engagements
"South Korea didnt halt program trading because its stock market is broken. It halted program trading because the commodity margin call cascade from Kevin Warshs Fed nomination on Friday reached Seoul before the algorithms could adjust. Heres the chain. Trump nominates Warsh as Fed chair Friday night. Markets read it as hawkish pricing out rate cuts and pricing in a stronger dollar. Gold drops 9%. Silver crashes 31%. CME hikes margin requirements on metals futures over the weekend. Monday morning in Asia every fund holding leveraged commodity positions gets margin called simultaneously and the"
X Link 2026-02-03T06:20Z 172.2K followers, 12.5K engagements
"$4.8B just matched $350B on a coding leaderboard. Claude Opus [---] Thinking sits at [----] on Code Arena. Kimi K2.5 Thinking sits at [----]. Thats a 3.5% performance gap between the best proprietary model in the world and an open-source model you can download from Hugging Face and run yourself. Moonshot AI the company behind Kimi is valued at $4.8B. Anthropic just signed a term sheet at $350B. OpenAIs last secondary priced at $500B. Moonshot is producing 96.5% of frontier coding performance at roughly 1% of the valuation. And look at who Kimi is sandwiched between on that leaderboard. Above it:"
X Link 2026-02-03T06:23Z 174.9K followers, 16.8K engagements
"The last nuclear arms control treaty expires in [--] days and almost nobody in Washington is talking about it. The math of what comes next is terrifying. The US has [---] ICBMs sitting in silos across five Great Plains states. Each carries a single warhead. That was a deliberate choice in [----] to comply with New START. Russia never made the same choice. Moscow kept MIRVed missiles the entire time. So when the treaty expires on February [--] Russia can pull warheads from storage and bolt them onto existing missiles almost immediately. Rose Gottemoeller the chief US negotiator who built New START said"
X Link 2026-02-03T06:24Z 173.8K followers, 366.9K engagements
"The speed of this convergence is what matters here. MiniCPM-V [---] runs 8B parameters. It scores [----] on OpenCompass across [--] vision-language benchmarks beating GPT-4o-latest Gemini [---] Pro and Qwen2.5-VL 72B. That last one has 9x more parameters. An open-source model on your laptop is outperforming a model that needs a dedicated GPU cluster. Worth noting what those comparisons actually mean right now. GPT-4o-latest is a legacy model. OpenAI is retiring it from ChatGPT on February 13th. The current flagship is GPT-5.2 and your $20/month Plus subscription gives you GPT-5.2 Thinking and Instant."
X Link 2026-02-03T19:50Z 175.1K followers, [----] engagements
"Google framed this as it used to take [--] years and $3B now AI does it in days. Great headline. But sequencing speed was never the bottleneck. The Earth BioGenome Project launched in [----] with a goal to sequence all [----] million known eukaryotic species by [----]. Six years in theyve completed [----]. Thats 0.18%. Theyve already pushed the deadline to [----] and theyre nowhere close to raising the $4.7B they need. Phase II requires sequencing [----] new genomes per month a tenfold increase from current rates. The constraint isnt compute or sequencing technology. Its finding the species collecting"
X Link 2026-02-03T20:02Z 166.1K followers, 50.2K engagements
"Here's how to get the most out of Claude Code at work: Most people open it type a prompt get a response. That's 10% of what this tool can do. After months of building my entire workflow around it here are [--] things that changed everything: [--]. Connect it to where your knowledge lives. Jira Confluence Figma Google Drive. Use MCPs to bring your actual work context in. Stop copy-pasting between tabs. [--]. Set up Claude Projects with specific context. One for your product area. One for strategy. One for competitive research. The project-level instructions make every response 10x more relevant. 3."
X Link 2026-02-03T21:27Z 170.6K followers, 20.9K engagements
"The math on AI PM compensation is wild when you break it down. OpenAI's average annual stock grant is $1.5M. Add base salary around $350K and you're looking at $1.85M per year. For a product manager. Google AI roles at L6 and above clear $500K to $800K. Meta's GenAI team pays similar. Amazon's Q team and Anthropic are in the same range. Meanwhile traditional PM roles at the same companies pay $250K to $400K. Same title same career level $400K to $1.4M less per year. The delta comes down to one thing: AI fluency in the interview. The execution interview at these companies has evolved. They're"
X Link 2026-02-03T22:30Z 168.6K followers, 22.6K engagements
"I think Claude has to be the best software invented ever"
X Link 2026-02-03T23:10Z 167.2K followers, 25K engagements
"OpenClaw just changed how I prep for meetings. I have 5-8 external meetings a week. Before each one I should research attendees review past conversations prep talking points. I never had time. I'd either walk in cold or spend [--] minutes frantically Googling. Now [--] minutes before every meeting I get a WhatsApp message. Attendee backgrounds. Company news. Past email threads. Talking points. One prompt to set up. Connects to Google Calendar and Gmail. Full walkthrough in my guide. http://www.news.aakashg.com OpenClaw (fka ClawdBot) is the third big 'Aha' moment for me with AI: The first was"
X Link 2026-02-03T23:25Z 175.4K followers, 24.9K engagements
"Three things drive this map: photogenic landmark density per square mile smartphone penetration and how many people uploaded geo-tagged photos to a specific Google platform in the 2010s. Central Europe maxes all three. Sub-Saharan Africa scores near zero on the last two. Italy France Austria and Germany form the hottest cluster on Earth. Brighter than Tokyo. Brighter than LA. Italy alone has [--] UNESCO World Heritage Sites. Every medieval town square and cathedral was built before cars so the entire environment is walkable and photogenic enough to shoot in an afternoon. A tourist in Florence"
X Link 2026-02-03T23:42Z 165.5K followers, [----] engagements
"Dylan Patel just told you the xAI guy takes the over on 1% of global datacenter capacity in space by [----] and nobodys doing the math on what that actually requires. Global installed datacenter capacity is [---] GW today and growing at 14% annually. By end of [----] youre looking at roughly [---] GW. One percent of that is [---] GW in orbit. Patel says [---] Starship launches gets you to a gigawatt. So you need roughly [---] launches to clear the bar. SpaceX completed five Starship test flights in all of [----] and three of those exploded. They have zero operational payload deliveries to orbit with Starship"
X Link 2026-02-04T05:16Z 170.1K followers, [----] engagements
"Disney just told you its entire future strategy in two words: Josh DAmaro. The guy who won this succession race runs a division that generated $10 billion in operating income last year and just crossed $10 billion in quarterly revenue for the first time. Meanwhile the entertainment divisions operating income dropped 35% last quarter. Disney stock fell 7% on Monday even with record park numbers. The board watched that earnings call and voted the next morning. What makes this fascinating is the Walden move. They created a brand-new title President and Chief Creative Officer specifically to keep"
X Link 2026-02-04T05:21Z 165.5K followers, 19.7K engagements
"The real story here isnt that you can vibe code an iPhone app. Apple just adopted Anthropics Model Context Protocol as the standard interface for Xcodes agentic coding. MCP was an internal Anthropic project [--] months ago. Now its embedded in the IDE that builds every app on every Apple device. Anthropic launched MCP in November [----]. OpenAI adopted it March [----]. Google DeepMind followed in April. In December Anthropic donated it to the Linux Foundation with OpenAI and Block as co-founders. [--] million monthly SDK downloads. And now Apple the company that historically would rather build a"
X Link 2026-02-04T05:49Z 175K followers, [----] engagements
"The timing on this chart is brutal and everyone is reading it wrong. Bitcoin was around $33000 in early February [----]. Today it touched $73000 briefly its lowest since November [----]. Thats roughly a 120% five-year return. The S&P [---] went from about [----] to [----] in the same window around 85% with dividends reinvested pushing it closer to 100%. So Bitcoin still leads on raw returns. But heres what the chart actually tells you: the gap is collapsing at the exact moment Bitcoin was supposed to be proving its thesis. We got a pro-crypto president. We got spot ETFs approved. We got Strategy"
X Link 2026-02-04T06:10Z 167.2K followers, 15.7K engagements
"YC just told you the banking system is too slow for startups and the market hasnt priced in what that means. The $500K number is almost irrelevant. What matters is the signal: the most influential startup accelerator on the planet just declared that traditional wire transfers are a bottleneck worth engineering around. For their own portfolio companies. Consider the math on the current system. A founder in Lagos or So Paulo accepted into YC today waits days for an international wire pays 3-5% in conversion fees and sometimes hits compliance holds that delay access to capital for weeks. On USDC"
X Link 2026-02-04T06:20Z 174.1K followers, 94.5K engagements
"Jensen is repricing the relationship in public. In September Nvidia signed a nonbinding letter of intent to invest up to $100 billion in OpenAI to build [--] gigawatts of compute infrastructure. Five months later Huang told reporters in Taipei the number was never a commitment. When asked directly if it would be $100 billion he said No no nothing like that. The WSJ reported Huang has privately called out OpenAIs lack of business discipline and flagged competitive pressure from Google and Anthropic. Then he went on CNBC and said theres no drama and Nvidia would absolutely participate in OpenAIs"
X Link 2026-02-04T06:22Z 173.8K followers, 15.7K engagements
"Alibaba figured out how to get 90% of frontier coding performance from 1% of the active compute. That sentence should restructure how you think about AI development costs. Qwen3-Coder-Next sits at 80B total parameters with 3B active. It scores 44.3% on SWE-Bench Pro. To its right on this chart: DeepSeek-V3.2 at 671B Kimi K2.5 at 1000B+ Claude Opus [---] at we dont disclose. They all score within a few points of each other. At 46GB RAM a single M4 MacBook Pro runs this model locally. A Thoughtworks developer reported that one coding task on Sonnet [--] costs $10 to $20 via API. The same task on"
X Link 2026-02-04T06:47Z 169.5K followers, 77.3K engagements
"Building an AI operating system for PMs sounds expensive. Dozens of tool licenses. IT approval nightmares. Budget battles with finance. The minimum viable AI native PM stack: @TheMikeBal breaks down the $60/month budget that powers modern product teams AI native PMs are lapping those who just use LLMs. Heres how to build an AI PM operating system with @TheMikeBal Head of AI and PM @davidsbridal: 8:41 - The OS mindset 15:22 - Key MCP integrations 28:26 - Demo: 30s design validation 48:52 - Manus vs Claude vs ChatGPT https://t.co/dlHle1r0Zu AI native PMs are lapping those who just use LLMs."
X Link 2026-02-04T15:47Z 167.4K followers, 15.8K engagements
"@baltostar He liked this tweet so it was probably part of the story"
X Link 2026-02-04T18:08Z 171.5K followers, [----] engagements
"Most people are paying $20/month for ChatGPT $20/month for Cursor $100/month for JIRA $30/month for Figma $15/month for Confluence $20/month for Notion. That's $205/month in subscriptions and you're still context switching [--] times a day. Mike Bal runs product at David's Bridal from two tools. Cursor and Claude Desktop. Everything else connects through MCP. The time savings isn't what makes this interesting. It's the compounding cost structure. Every tool you log into separately has a switching tax. Average PM loses [--] minutes per day to context switching according to recent studies. That's"
X Link 2026-02-04T19:07Z 167.3K followers, 20.3K engagements
"The job seeker workflow revealed here should make recruiters nervous. "Go to LinkedIn find [--] people at a target company in a specific role get their names and profile links then draft personalized cold DMs mentioning something specific from each person's background." That workflow used to take [--] hours of grinding. Search LinkedIn manually. Click through dozens of profiles. Copy names and URLs into a spreadsheet. Read each person's experience. Write individual messages that reference something specific so it doesn't look like a template. Now it's one prompt and [--] minutes of watching the"
X Link 2026-02-04T22:20Z 166.6K followers, 12K engagements
"Everyones looking at the top of this chart. Look at the bottom. OpenAI o3 Deep Research scores 44.2%. OpenAI o4-mini Deep Research scores 40.4%. These are the deep research tools that ChatGPT Plus and Pro subscribers actually use every day. Perplexitys 79.5% is almost double. That spread tells you something the leaderboard doesnt. The frontier model race at the top (79.5% vs 77.1% vs 76.1%) is a rounding error. The gap between best available deep research and deep research most people actually have access to is a canyon. Google scored 66.1% on their own benchmark. They built DeepSearchQA"
X Link 2026-02-05T03:15Z 172.4K followers, 39.2K engagements
"If you enjoyed this you'll love the layer deeper in my newsletter and podcast. Join 200K others and subscribe to not miss an update: http://www.news.aakashg.com http://www.news.aakashg.com"
X Link 2026-02-05T03:21Z 167.2K followers, [----] engagements
"Spotify timed this announcement to the hour. Bad Bunny performs the Super Bowl halftime show this Sunday. He just won Album of the Year at the Grammys two days ago for a Spanish-language album. He was Spotifys most-streamed artist globally in [----]. And [---] million Americans are about to watch him perform in Spanish on the biggest stage in entertainment. So Spotify rolls out lyric translations globally on February 4th five days before kickoff. Every casual viewer who Shazams a Bad Bunny track during halftime and opens Spotify will now see translated lyrics scroll beneath the original Spanish."
X Link 2026-02-05T04:39Z 168.5K followers, 15.2K engagements
"Theres real neuroscience behind why asking for the unreasonable thing actually works and it has nothing to do with the universe. When you verbalize an audacious goal your anterior mid-cingulate cortex (aMCC) lights up. This is the brain region Lisa Feldman Barretts lab at Mass General identified as the hub for tenacity and persistence. It performs cost-benefit computations about whether to engage or withdraw. The bigger and more connected your aMCC the more likely you are to push through resistance instead of folding. Heres what most people get wrong about audacity. They think the value is in"
X Link 2026-02-05T05:10Z 168.9K followers, [----] engagements
"Your brain encodes memories by novelty not by time spent together. Every time you encounter something new dopamine spikes your neural frame rate increases and that experience gets written into long-term memory with high fidelity. Familiar experiences get compressed. Your brain barely logs them. This is why childhood summers felt like they lasted forever. You were having hundreds of first-time experiences per week. First bike ride. First time at the ocean. First sleepover. Each one tagged by dopamine for deep encoding. After you move out at [--] visits home become routine. Same house. Same"
X Link 2026-02-05T05:20Z 169.5K followers, [----] engagements
"The Robinhood reversal is genuinely one of the best comeback stories in recent tech. IPOd at $38 in July [----] crashed 90% to under $8 by mid-2022 recovered to $152 by October [----]. Shreyshahi earned that outcome. Figma is a fundamentally different situation. The stock went from $33 IPO to $143 on day two then fell 85% to $21. Employees who received RSUs benchmarked to secondary market valuations north of $12B are now watching the company trade at $10.5B. A decade of equity compensation is underwater relative to where most employees were told their shares were worth. The lockup that just"
X Link 2026-02-05T05:25Z 171.7K followers, 49.2K engagements
"The Overton window on the Kardashev scale just moved from science fiction to FCC public notice. The Chairman of the Federal Communications Commission quoted a satellite filing that references becoming a Kardashev II civilization. Official letterhead. Comment period. DA number and everything. Kardashev II means harnessing the entire energy output of a star roughly [----] watts. Humanity currently sits at [----] on the scale. Kardashev himself estimated it would take [----] years to reach Type II. The theoretical method is a Dyson Sphere a megastructure that envelops a sun. SpaceX filed on January 30"
X Link 2026-02-05T05:52Z 169.3K followers, [----] engagements
"This data doesnt say Kimi is the best model. OpenClaw burns through tokens like nothing else in the AI ecosystem. The platform sends your entire conversation history with every single API call. Users report hitting 200000+ tokens of cached context on routine queries. One developer burned $500 in a weekend. Another watched a single cron job consume $128/month in tokens. So what happened OpenClaw users did what any rational economic actor does when the meter is running at [---] million tokens overnight: they switched to the cheapest model that still works. Kimi K2.5 costs $0.60 per million input"
X Link 2026-02-05T05:56Z 171.7K followers, 97.8K engagements
"These five companies raised $108 billion in debt in [----] alone. Morgan Stanley and JP Morgan project $1.5 trillion in total debt issuance over the next few years to finance this buildout. Aggregate capex after buybacks and dividends now exceeds projected cash flows. Amazon is spending 100% of operating cash flow on infrastructure. Oracles capital intensity hit 57% of revenue. These arent companies investing from profits. Theyre borrowing from bondholders to build the future. And the math under the surface is worse. GPUs have a real engineering life of 2-3 years because NVIDIA ships a new"
X Link 2026-02-05T06:11Z 175K followers, 19K engagements
"Career truth that stings: "Nobody's going to advocate for your career progression except you. Your boss isn't tracking your achievements. HR doesn't remember your contributions. Document everything. Ask for what you want. Nobody's coming to save your career.""
X Link 2026-02-05T19:01Z 170.3K followers, 13.1K engagements
"I don't think most PMs realize how quickly "can you build with AI" is becoming a core performance review metric. @TheMikeBal's team is one quarter the size of comparable teams at David's Bridal. They ship at the same velocity. Sometimes faster. Here's what changed. Mike doesn't open JIRA to check if tickets closed. He asks from Cursor. "Check if this issue on this project was completed." Mike doesn't manually compare Figma designs to PRDs. He prompts "Find my Confluence doc about Feature X load this Figma design compare them." Mike doesn't export Clarity analytics to Excel and build pivot"
X Link 2026-02-05T19:08Z 168.8K followers, [----] engagements
"@mammel2 Lower"
X Link 2026-02-05T20:05Z 168.7K followers, [----] engagements
"The Head of Product on Google AI Studio and Gemini API just dropped the Product Management title in favor of "member of the technical staff." Is this a preview of the future of the role I'd say no. Logan was not your traditional PM. His last role was Developer Relations at OpenAI. And what he did for Google was be almost the public face of their AI initiatives on X. When Gemini [--] came out Sundar sat down for a podcast with Logan. That's not a traditional PM job. The "member of the technical staff" trend comes from Bell Labs and got adopted by OpenAI & Anthropic. It makes sense for flat"
X Link 2026-02-05T20:48Z 170.7K followers, 16.7K engagements
"The AI PM hiring market has split into two tracks with almost no crossover. Track one: PMs with traditional backgrounds applying to AI companies using standard prep. They practice product sense and execution interviews the same way they'd prep for Google or Meta. Some have impressive resumes. Director-level experience shipped products at scale strong references. They bomb the AI-specific rounds. The interviewer asks how they'd measure Claude's artifacts feature and they talk about DAU and retention. Technically correct completely wrong signal. Track two: PMs who spent [--] to [--] hours"
X Link 2026-02-05T22:31Z 171.3K followers, 34.1K engagements
"@gbubba784 Auto by default"
X Link 2026-02-06T00:36Z 169.4K followers, [----] engagements
"Most PMs hear Claude Code and think thats for engineers. Thats the wrong frame. What [--] skills and [--] sub-agents actually give you is a team of specialists that execute PM workflows on command. Need competitive analysis One prompt. PRD review Delegated to a sub-agent that returns a summary without eating your main context window. The file is the real unlock. It functions as an operating constitution that tells Claude how your specific workflows run what your standards are and when to invoke which skill. Every conversation starts pre-loaded with your accumulated decision-making framework. Heres"
X Link 2026-02-06T02:56Z 171.7K followers, 11.4K engagements
"This map is confidently wrong and people are sharing it like gospel. France the EUs largest agricultural producer and the worlds 6th biggest food exporter at [--] billion annually is gray. The Netherlands which exports over [---] billion in agricultural products and is the worlds second or third largest food exporter by value is gray. A country the size of Maryland that feeds most of Western Europe through [-----] acres of greenhouses apparently doesnt count. Meanwhile India is green. India where [---] million people are undernourished according to the UN where the country imports $27 billion in food"
X Link 2026-02-06T03:45Z 166.2K followers, 532.3K engagements
"The White House just launched a GoodRx wrapper and called it a government drug pricing platform. TrumpRx doesnt sell drugs. It doesnt negotiate prices. It doesnt accept insurance. It links you to LillyDirect NovoCare and GoodRx coupon pages that already existed before today. The math tells the story. 84% of Americans have prescription drug coverage. TrumpRx only works for cash-paying patients. So the addressable population for this historic platform is roughly [--] million uninsured Americans many of whom cant afford brand-name drugs even at a discount. Ozempic goes from $1000 list to $350 cash"
X Link 2026-02-06T05:24Z 171.4K followers, 39.8K engagements
"The base rate math is right. 24% on $142B adds $34B in new revenue. 48% on $70B adds $34B. Same dollar growth completely different market reaction. Wall Street is punishing percentage points not actual dollars which is exactly the kind of mispricing that corrects hard in [--] months. https://twitter.com/i/web/status/2019644124614566235 https://twitter.com/i/web/status/2019644124614566235"
X Link 2026-02-06T05:27Z 169.7K followers, [----] engagements
"The logic is off. Capex isnt burning cash it creates depreciating assets that generate revenue for 15-20 years. But the market cap math reveals something real: investors wiped out $350B over a $55B capex surprise which means theyre pricing in zero return on that incremental spend. Thats the actual mispricing. AWS backlog is $244B and growing 40% YoY. The demand exists. The market is treating infrastructure investment like a loss instead of a bet with a visible pipeline behind it. https://twitter.com/i/web/status/2019644365988327740 https://twitter.com/i/web/status/2019644365988327740"
X Link 2026-02-06T05:28Z 174.8K followers, [----] engagements
"The layoff wave tells two stories and the Challenger data reveals both. [------] announced cuts in January. Up 118% year over year. Worst start to a year since [----] when the economy was bleeding [------] jobs a month. But heres what Kalshis headline obscures: 40% of Januarys number comes from exactly two companies. UPS is cutting [-----] after Amazon pulled its delivery volume to build its own logistics network. Amazon is cutting [-----] to flatten management layers. These are strategic restructurings by profitable companies not distress signals. The other 60% is where it gets interesting. Healthcare"
X Link 2026-02-06T05:33Z 171.5K followers, 27.5K engagements
"@swyx @windsurf Fascinating"
X Link 2026-02-06T16:54Z 171.2K followers, [---] engagements
"The AI PM tools market tells two stories right now. One side is building wrappers. Notion AI Coda AI Productboard's AI features Jira's AI assistant. They take an existing PM tool and bolt on LLM features. Summarize this page. Draft this ticket. Suggest this roadmap item. The value prop is convenience inside a tool you already use. Adoption is high because friction is low. The other side is building operating systems. Claude Code setups with custom skills persistent context MCP integrations to analytics and ticketing systems sub-agent review pipelines. The value prop is workflow"
X Link 2026-02-06T17:44Z 175.4K followers, 18.3K engagements
"Most AI tools expose users to context limits. Mike has a strong opinion: "Exposing users to context limits is complete BS." Here's what he means. When you're working in ChatGPT or Claude and you hit the context window limit the tool tells you to start a new chat or summarize your conversation. That's lazy product design. The user shouldn't have to think about context windows. The system should handle it on the backend. Tools like Manus and Claude Code already do this. They manage context automatically without exposing users to technical limitations. You don't see "you've used [------] tokens"
X Link 2026-02-06T20:08Z 170.6K followers, [----] engagements
"Three AI browsers launched in [----]. Three completely different theories of the web. OpenAI built Atlas to give ChatGPT a permanent place in your browsing. Every page you visit becomes context. Every site you read becomes memory. They're selling you a browser while buying data moats. Perplexity launched Comet to extend their search dominance. If you're already using Perplexity [---] million times per week for answers why go back to Chrome to act on them They went from $200/month exclusivity in July to free-for-all in October because distribution beats monetization at this stage. The Browser"
X Link 2026-02-06T22:23Z 170.7K followers, [----] engagements
"Everyone frames AI PM interviews as testing whether you can define metrics. That framing is backwards. The real test is whether you understand why AI products fail. Traditional products fail when users don't engage. The product works people just don't use it. Your metrics catch this: DAU drops retention declines funnel conversion falls. AI products fail in ways those metrics miss entirely. The product can work perfectly and still fail. The AI generates outputs users accept them engagement looks healthy. But the outputs are subtly wrong. The model is hallucinating in ways users don't notice"
X Link 2026-02-06T22:32Z 170.6K followers, [----] engagements
"2x compute 4x revenue. That's a superlinear return curve. Every dollar of GPU spend generates two dollars of incremental revenue for labs like OpenAI and Anthropic. If that math holds the $660 billion capex buildout isn't a bubble. It's underbuilt. Here's where it gets interesting. Jensen isn't a neutral observer. Nvidia invested $10 billion in Anthropic last year. He's about to invest heavily in OpenAI's next round. He sells the GPUs to both companies through cloud providers then invests the profits back into those same customers who use the capital to buy more GPUs. Anthropic just hiked its"
X Link 2026-02-06T22:39Z 174.5K followers, 22.5K engagements
"The strongest people I know can admit when they're wrong without their ego shattering. Wrong opinion doesn't mean wrong person. Failed attempt doesn't mean failed life. They separate their mistakes from their identity. That detachment is power"
X Link 2026-02-07T00:56Z 173.2K followers, [----] engagements
"X just admitted its [----] API strategy was a $42000/month mistake. The timeline tells the whole story. January [----] X killed Tweetbot Twitterrific and 25+ third-party clients overnight with zero warning. Developers who had spent [--] years building on the platform woke up to revoked API keys and radio silence. Twitterrifics maker said were in the dark just as much as you are. Then X rolled out a pricing structure so aggressive it created a dead zone: $200/month Basic with [-----] tweet reads or $5000/month Pro. Nothing in between. For context the old Twitter API was free for most use cases. The"
X Link 2026-02-07T04:27Z 175.2K followers, 92.2K engagements
"Anthropic just locked [--] of the top [--] spots in Code Arena with different variants of the same model family. Look at that leaderboard again. Position 1: claude-opus-4-6. Position 2: claude-opus-4-5 with thinking. Position 4: claude-opus-4-5 base. GPT-5.2-high sits at position [--] sandwiched between Anthropic models. Gemini [--] Pro is fifth. The 74-point gap between Opus [---] and the next Anthropic model (Opus 4.5-thinking at 1502) is larger than the gap between Opus 4.5-thinking and GPT-5.2-high (30 points). Anthropics worst top-5 entry still beats Googles best by [--] points. OpenAI noticed. They"
X Link 2026-02-07T04:37Z 174.7K followers, [----] engagements
"Kobeissi says crypto lost $1 trillion in [--] days. The actual number is $2 trillion since Octobers $4.38 trillion peak. Bitcoin briefly broke below $60000 on Thursday its worst single-day drop since the FTX collapse before bouncing to around $70000 on Friday. Thats still a 44% drawdown from $126000 in four months. Think about what crypto got in the last [--] months. A president who called himself the crypto president. Pro-crypto regulators replacing every Biden-era appointee. Congress advancing industry-written legislation. BlackRock ranking its spot BTC ETF as a top-three investment theme"
X Link 2026-02-07T05:06Z 171.4K followers, 13.5K engagements
"Most people will read this as sunlight is healthy. The real finding is far more specific and actionable. This Cell Metabolism study (Harmsen et al. 2025) put [--] adults with type [--] diabetes through a randomized crossover: [---] days of natural daylight through windows during office hours vs. [---] days of standard artificial lighting. Same diet. Same meal timing. Same physical activity. Same sleep schedule. The average glucose levels between conditions were statistically identical. That matters because it means CGM averages would have told you nothing. The difference showed up in glucose"
X Link 2026-02-07T05:31Z 172.9K followers, 19.2K engagements
"The headline says first time an AI has settled an unsolved research problem in theory-building math. The paper tells a different story. Axioms own paper says they chose Fels conjecture specifically because its proof could be driven largely without requiring a full formal development of numerical semigroups minimal resolutions symmetric functions and related machinery placing it within reach of todays Mathlib. They picked a problem whose proof infrastructure already existed in the formal library. The AI didnt build new mathematical theory. It navigated existing scaffolding to a destination the"
X Link 2026-02-07T05:41Z 173K followers, [----] engagements
"The chart undersells the story by a wide margin. Chinas clean energy sector generated $2.1 trillion in economic output in [----]. If it were a country it would be the 8th largest economy on earth somewhere between Brazil and Canada. Heres the number that should terrify US policymakers: without clean energy sectors China would have missed its 5% GDP growth target entirely expanding by only 3.5%. Clean energy delivered 37% of all Chinese GDP growth in [----]. This sector went from economic sideshow to the single largest growth engine in three years. The investment asymmetry tells the real story."
X Link 2026-02-07T06:13Z 173K followers, [----] engagements
"Every treadmill runner is getting half the brain benefit they could be getting for free. Heres whats actually happening at the level of the brain. When you exercise blood flow to the prefrontal cortex increases. Thats the brain region responsible for working memory inhibitory control and sustained attention. Your muscles also start producing a molecule called beta-hydroxybutyrate which crosses the blood-brain barrier and inhibits two specific enzymes HDAC2 and HDAC3 in the hippocampus. That inhibition upregulates BDNF gene expression. BDNF (brain-derived neurotrophic factor) is the key"
X Link 2026-02-07T07:09Z 171.4K followers, 24.7K engagements
"The math on autonomous AI loops for PM work is where things get genuinely strange. A PM's productive output is constrained by roughly 6-8 focused hours per day. Call it [--] focused hours per week. Every PM tool ever built has operated within that constraint. Notion Jira Confluence Figma. They make those [--] hours more efficient but the ceiling is still [--] hours. An autonomous loop running overnight adds 8-10 hours of compute work to every day. That's a 30-40% increase in total output capacity per PM except the additional hours cost $0.50-$2.00 in API fees instead of $175 in salary. Replit"
X Link 2026-02-07T17:49Z 171.7K followers, 21.4K engagements
"Have you use Clarity for analytics Clarity doesn't have clean MCP integration yet. Here's his workflow and why it matters. Export user session data from Clarity as CSV. Upload to Cursor or Claude Desktop. Ask "what's the most common drop-off point" or "which features have highest engagement" The AI analyzes the entire dataset and generates insights. Then prompt "create visualizations showing drop-off by funnel stage" and Claude generates charts. Total time: [--] minutes. Traditional workflow: Export CSV. Open Excel. Build pivot tables. Create charts. Format analysis. Takes 1-2 hours. The delta"
X Link 2026-02-07T19:09Z 173.4K followers, [----] engagements
"@MainzOnX Welcome to France your AI parking garage"
X Link 2026-02-07T19:13Z 171.3K followers, [----] engagements
"This chart is already outdated and nobodys talking about it. The leaderboard shows Anthropic Opus [---] at 76.1%. Opus [---] launched on February [--] one day after Perplexity posted these results. Anthropics own release notes say Opus [---] improves on both BrowseComp and DeepSearchQA. On BrowseComp that improvement was [--] percentage points (67.8% to 84.0%). We dont have the DeepSearchQA number yet but if the jump is even half that size Opus [---] standalone would be sitting above Perplexitys 79.5%. Heres where it gets interesting. Perplexitys Advanced Deep Research runs every query on Opus [---]. Thats"
X Link 2026-02-07T21:25Z 173.3K followers, [----] engagements
"This chart tells one story: necessity is a moat aspiration is a liability. Costco (+182%) Walmart (+173%) and Kroger (+104%) all share the same structural advantage. Groceries drive foot traffic. People buy eggs milk and toilet paper every week regardless of the economy. That recurring demand creates a base layer of revenue that doesnt evaporate when consumers get nervous. Targets model is the opposite. Roughly 55% of Targets revenue comes from discretionary categories like apparel home decor and seasonal merchandise. When inflation squeezed household budgets starting in [----] shoppers kept"
X Link 2026-02-07T22:59Z 174.9K followers, 43K engagements
"Audacity + agency might be among two of the last things AI doesnt have yet but you surely do. Its wild to live in the same time. Excited to see how the future progresses. Theres sure to be several changes in direction to $100T but only those with the dream for it can reach it. 🫡"
X Link 2026-02-08T00:33Z 174.9K followers, 22K engagements
"This is a nervous system observation disguised as a wealth observation. Your autonomic nervous system operates on a budget. Every stressor you carry draws from the same pool of sympathetic activation. Financial insecurity keeps your locus coeruleus firing norepinephrine at baseline levels that most people only hit during acute stress. You wake up already activated. The amygdala is scanning. The anterior cingulate cortex is running cost-benefit loops on every micro-decision. Should I get the large coffee or the small. Can I afford the toll road or should I take surface streets. By the time"
X Link 2026-02-08T17:09Z 175K followers, 57.6K engagements
"Luck absolutely exists in business. This chart actually proves it. Look at the 2-year mark: companies range from $2K to $5M in revenue. Same time invested 2500x difference in outcome. Thats variance and variance is another word for luck. But the chart proves something else even louder: time in market matters more than timing the market. Mailchimp launched in [----] as a side project making a few thousand dollars a month. Eight years later they had [-----] users. Thats [-----] users per year for a company that would eventually sell for $12 billion. In [----] they introduced a free plan and grew to"
X Link 2026-02-08T21:14Z 174.8K followers, [----] engagements
"While you were watching the Super Bowl precious metals quietly printed one of the most violent weeks in [--] years. Gold is back above $5000. Silver just rebounded to $78 after crashing from $121 to $65 in five trading days. Thats a 46% drawdown and a snap-back the kind of volatility silver hasnt seen since the Hunt Brothers in [----]. Heres what actually happened in the last two weeks. Silver hit $121 on January 29th. The CME responded with six consecutive margin hikes raising silver futures margins from 15% to 18%. Leveraged longs got liquidated. The cascade took silver below $65 intraday"
X Link 2026-02-09T03:13Z 174.6K followers, 14.7K engagements
"@SchubertBrian Whats the alternative"
X Link 2026-02-09T03:19Z 174.8K followers, 15.7K engagements
"This chart is hiding the real story. Adjust for inflation and it gets wilder. $37600 in [----] is about $387000 in todays dollars. The actual [----] price is $8 million. That means Super Bowl ads have outpaced inflation by roughly 20x over [--] years. Put differently: if ad prices had only tracked CPI a 30-second spot today would cost less than $400K. Instead it costs $8 million and some slots this year sold for $10 million. The acceleration is what matters. It took [--] years (1965 to 1995) to cross $1 million. Then [--] years (1995 to 2020) to cross $5 million. Then just [--] years to hit $8 million."
X Link 2026-02-09T04:30Z 174.8K followers, 10.5K engagements
"None of these are cancer cures. The tweet is stitching together six unrelated studies from six different countries and implying theyre all connected to the U.S. leaving the WHO on January 22nd. They arent. The Spanish pancreatic cancer study Published January 29th in PNAS by Mariano Barbacids group at CNIO. They eliminated tumors in mice using triple combination therapy. The lead researcher himself said we are not yet in a position to carry out clinical trials with this triple therapy. Clinical trials in humans are [--] to [--] years away at the earliest. This research was funded by the European"
X Link 2026-02-09T04:43Z 174.7K followers, 14.4K engagements
"@ceciarmy Theres a point where you become so rich you stop appreciating all the amazing things you can have. Its sad really"
X Link 2026-02-09T04:55Z 173.8K followers, [----] engagements
"@Benioff @MrBeast @salesforce @SlackHQ @SuperBowl I love this zesty era from you Marc"
X Link 2026-02-09T05:02Z 175.1K followers, [----] engagements
"@signulll @growing_daniel @pepsi Who the fuck drinks coke this is the way"
X Link 2026-02-09T05:04Z 173.8K followers, [---] engagements
"@signulll @growing_daniel @pepsi You just made me check if I had gotten an AI generated image of it 😆"
X Link 2026-02-09T05:06Z 173.6K followers, [--] engagements
"@Genia_XBT Like what"
X Link 2026-02-09T05:33Z 175.1K followers, [----] engagements
"@dpoddolphinpro The ability to change your mind is the mark of a truly high IQ accomplished person. And you know that. But engagement bait away"
X Link 2026-02-09T05:46Z 173.8K followers, [----] engagements
"A new satisfying role is emerging in tech: full-time vibe coder. Lovable hit $100M ARR in [--] months with [--] people. Even after scaling past [---] employees at $200M ARR theyre running at roughly $2M revenue per head nearly 7x the SaaS industry benchmark of $275K. When Elena says she hired a vibe coder to handle products campaigns templates and internal tools shes describing one person doing the work of a PM a designer a frontend dev and a growth marketer. Four headcount compressed into one seat. And that seat doesnt require a CS degree. Lazar has no traditional coding background. He shipped"
X Link 2026-02-09T07:25Z 175.4K followers, 21.8K engagements
"Everyones celebrating Chinese scientists reversing Alzheimers and nobodys asking the right question. That image is from a Spain-China-UK nanoparticle study published in October. This tweet is pulling 5.4M views on a result from [--] months ago. And theres a second study from Case Western Reserve in the US published in December that achieved full cognitive recovery in mice with advanced Alzheimers by restoring NAD+ balance. Two completely different teams. Two completely different mechanisms. Both reversing Alzheimers in mice. That convergence is the story. For [--] years the entire pharma industry"
X Link 2026-02-10T03:59Z 175.1K followers, 27.2K engagements
"Dan Ariely built one of the most celebrated careers in behavioral science studying why people lie. Then the lies caught up with him. Duke just closed his Center for Advanced Hindsight citing a routine strategic realignment that evaluated [--] research centers. They say the decision was made in December. The timing tells a different story. January 30: DOJ releases Epstein files showing Ariely met with Epstein at least seven times between [----] and [----]. February 2: Ariely publishes an op-ed in the Duke Chronicle titled My connection with Jeffrey Epstein. February 6: Duke announces the closure."
X Link 2026-02-10T05:53Z 173.2K followers, [----] engagements
"Huberman fandom + psych major is the base. Plus curiosity and searches. So I know a good amount of it. Then I iterate with multiple AI research agents in Claude Code before writing (non Manus based though) then iterate with agents for editing and finally check with before posting. The goal is to make sure all the science is accurate. Ive gotten stuff wrong in the past so thats why AI checkers even entered the picture to begin with. But since then their proficiency (post Opus-4.5 + Claude Code) has expanded their role. Thats just like how I write all of my stuff (AI PM etc). With AI at every"
X Link 2026-02-12T00:06Z 175K followers, [---] engagements
"What is slop Seems hard to define. You mentioned this in the OOO podcast; the AI writing challenge is a tough challenge for the next years. Is using AI to edit your posts suddenly slop or understanding what the audience (not even the algorithm) wants I think sentiment will change on this fast. I try to provide useful information not brainrot. Some AI is used in my process (like everyone) but there are no AI reply bots or automations here. Im working on the posts myself and posting them from (mostly) mobile by hand. Happy to have the account reviewed. If the content is good enough that you"
X Link 2026-02-12T07:41Z 175K followers, [--] engagements
"Here's your 10-step guide to mastering Claude Code: [--]. Stop Working in Chat Windows Traditional chat interfaces force you to manually copy-paste files one at a time. Claude Code lives in your terminal and automatically reads entire folder structures. Open terminal in your project folder type claude and it instantly has context of all your files. [--]. Build Your Knowledge Base First Create a four-folder structure before you start: (your product market strategy) writing-styles/ (internal technical user-friendly voices) examples/ (past PRDs analyses reports) and meeting-transcripts/ (auto-uploaded"
X Link 2026-01-21T00:21Z 176.8K followers, 77.7K engagements
"A YouTuber with [--] million subscribers just beat the entire Hollywood studio system at its own game and he did it with [-----] gallons of fake blood and a submarine made of painted wood. Mark Fischbach played a $6 indie horror game on his channel in [----]. The game was Iron Lung developed by one guy David Szymanski in his spare time. It had no windows no enemies you could see just a convict trapped in a submarine navigating an ocean of blood. The entire thing took about [--] minutes to beat. Fischbach saw something the game industry didnt. The constraint was the feature. A single claustrophobic"
X Link 2026-02-01T05:09Z 176.8K followers, 4.6M engagements
"Anthropic PMs don't write PRDs. They use Claude Code to build the first version of the feature themselves. The whole company dogfoods it for weeks. Then they ship an experiment. Anthropic went from $1B run-rate revenue at the start of [----] to over $9B by year end. Claude Code alone generates over $500M in run-rate revenue with usage growing 10x in three months. The company signed a term sheet at $350B nearly doubling from $183B just months earlier. This is what happens when you eliminate handoff drift. In a traditional org a PM writes a spec. Design interprets the spec. Engineering interprets"
X Link 2026-02-06T22:30Z 176.8K followers, 196.5K engagements
"The founder of Deel cooked with this. My favorite bit: The real workday is from [--] to [--] then a break. [--] to [--] then a break. [--] to [--] then a break. That's how people actually function. This guys revealed more than the average CEO shares after [--] interviews into a single X article. This is why the platform is valuable. The smart people are here. If you want to see the behind the scenes of a $10B+ company (doing $1B+ ARR with 7000+ employees) give this a read. Average CEO content: B- This: A He is more pro remote work than your average. So it might bore you if you hate it. But if you read for the"
X Link 2026-02-09T06:47Z 176.8K followers, 253.1K engagements
"Instead of spending [--] mins doom-scrolling read this guide to LangChain instead. https://t.co/jEl2qA5oCF https://t.co/jEl2qA5oCF"
X Link 2026-02-09T18:47Z 176.8K followers, 99.2K engagements
"Anthropic published a sabotage risk report for Opus [---] one day after its safeguards research leads resignation letter hit a million views on X. Mrinank Sharma led the team that literally built defenses against AI-assisted bioterrorism studied sycophancy and co-authored one of the first AI safety cases. His last project examined how AI assistants distort our humanity. He quit February [--]. The report dropped February [--]. In his resignation letter Sharma wrote that hed repeatedly seen how hard it is to truly let our values govern our actions and that employees constantly face pressures to set"
X Link 2026-02-11T05:25Z 176.8K followers, 99K engagements
"90% of American businesses still dont use AI in production. That single number reframes this entire post. An AI startup CEO wrote [----] words comparing AI to Covid in February [----]. His argument: he describes what he wants built in plain English walks away for four hours comes back to finished software. He says every white-collar job faces the same experience within 1-5 years. Millions of people are sharing it as a wake-up call. The capability trend hes describing is real. METR the independent research org measuring AI task completion shows the length of tasks AI handles autonomously has been"
X Link 2026-02-11T05:32Z 176.8K followers, 386.1K engagements
"Instead of watching Netflix watch this breakdown of AI with the OG of tech news"
X Link 2026-02-12T17:59Z 176.8K followers, [----] engagements
"Brendan Eichs story is wild. He built JavaScript in [--] days. May [----] almost no sleep because Netscape needed a scripting language before Navigator [---] shipped in September. He was [--]. The prototype was called Mocha. For all of [----] and most of [----] he was the only developer working full-time on the engine. That 10-day sprint now runs 98.8% of all websites on earth. JavaScript has been the most-used programming language for [--] consecutive years. 66% of all developers use it today. Every time you open Gmail YouTube or Netflix youre running code that traces back to those [--] sleepless nights in"
X Link 2026-02-13T04:31Z 176.8K followers, 255K engagements
"The tweet says chooses his daughter as North Koreas next leader. Thats not what happened. South Koreas National Intelligence Service upgraded its internal assessment of Kim Ju Ae from successor training to successor designation stage. Thats spy agency language for we think the grooming process has accelerated. Nobody in Pyongyang announced anything. Heres what actually changed. The NIS cited three signals: her visit to the Kumsusan Palace mausoleum in January (first time ever alongside both parents) her attendance at Armed Forces Day and signs shes begun voicing opinions on state policy. That"
X Link 2026-02-13T04:50Z 176.8K followers, 862.6K engagements
"Just finished. Probably my favorite AI interview I have watched CY26. Dwarkesh kills it as usual playing the smart skeptic to Dario. Tons to learn here. But first let me process it"
X Link 2026-02-13T21:10Z 176.8K followers, 12.6K engagements
"SBF lost control of a $136 billion portfolio because he couldn't survive a 72-hour bank run. On November [--] [----] he was still CEO. Anthropic at 7.84%. [--] million Solana tokens. SpaceX through K5 Global. Robinhood at 7.6%. By November [--] he wasn't CEO of anything. He made illiquid investments with customer deposits. Venture stakes in Anthropic and SpaceX. Massive Solana and SUI bags. Real estate. Every single one of these was a brilliant call. Anthropic became one of the most valuable AI companies on earth. Solana did a 15x. Bitcoin went from $16K to six figures. Buying Anthropic in April 2021"
X Link 2026-02-13T21:46Z 176.8K followers, 56.5K engagements
"Here's a prompt almost any PM could copy-paste today and get an insight that would normally take a consultant weeks to surface. Take all your PRDs from the past [--] years. Take all your feature results writeups. Take your customer interview transcripts. Take your strategy deck. Put them into Notebook LM. Then ask: "Identify the gap between our stated strategy what we built and what users actually need. Be brutally honest. I need to know where we're lying to ourselves." The reason this works in Notebook LM and fails in ChatGPT or Claude is hallucination. When you synthesize interviews in a"
X Link 2026-02-13T22:33Z 176.8K followers, [----] engagements
"this is an insane chart"
X Link 2025-11-01T20:59Z 176.7K followers, 14.7M engagements
"This guy dropped the coldest life advice"
X Link 2025-11-08T04:02Z 176.7K followers, 1.4M engagements
"Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard index fund charging 0.04% would have nearly doubled Citadels performance. But heres what makes this story interesting: Citadel doesnt charge [--] and [--] like normal hedge funds. They use a passthrough model where investors cover everything from trader bonuses to phone bills. Total annual costs often exceed 5% of assets plus 20% of gains. So that 9.3% gross return After fees many LPs are looking at 3-4% net. In a year when you couldve made 17% doing literally nothing. The"
X Link 2025-12-20T19:07Z 176.7K followers, 984.8K engagements
"Jensen Huang: AI is going to make poorly defined work much more valuable. Because thats all humans will do. AI will handle everything else. So what is poorly defined work and how do you get good at it Defined work means given these inputs produce this output. Write code that does X. Summarize this document. Calculate this metric. The goal is specified. The constraints are known. The evaluation criteria exist before you start. Poorly defined work means should we even build this feature What market should we enter next Is this candidate going to work out Which of these three strategic"
X Link 2025-12-25T07:40Z 176.7K followers, 837.6K engagements
"Anthropic employs world-class engineers who could build an HR system in weeks. They use Workday anyway. The reason tells you exactly where enterprise SaaS is headed. Building HR software requires knowing labor law across [--] states and 100+ countries. Payroll tax compliance changes quarterly. Healthcare benefit structures shift annually. One classification error creates seven-figure liability. No engineering team wants to own that surface area. The maintenance burden compounds forever while delivering zero competitive advantage. This is why enterprise SaaS moats actually strengthen with AI."
X Link 2026-01-26T19:08Z 176.7K followers, 812K engagements
"Buried in [-----] words of here are the risks Anthropics CEO made three admissions that should change how you think about everything: Admission 1: The timeline He says powerful AI could arrive in 1-2 years. Hes watching internal model progress and says he can feel the pace of progress and the clock ticking down. The CEO of one of three frontier labs just told you this is imminent. Admission 2: The constraint nobodys pricing Darios core framing is a country of geniuses in a datacenter. [--] million entities smarter than any Nobel laureate operating 10-100x human speed. If that country is"
X Link 2026-01-26T19:26Z 176.7K followers, 3.5M engagements
"This isnt a random scientist who got lucky. Mariano Barbacid discovered the first human oncogene in [----]. He isolated H-RAS from bladder cancer cells and proved a single point mutation could trigger cancer. That finding launched the entire field of molecular oncology. KRAS mutations cause 90% of pancreatic cancers. For [--] years oncologists called KRAS undruggable because the protein had no obvious binding pocket. Barbacid spent the last decade using genetically engineered mice to systematically test every node in the KRAS signaling pathway looking for combinations that would work without"
X Link 2026-01-30T03:57Z 176.8K followers, 2.2M engagements
"Instead of watching a [--] hour movie read this. https://t.co/2b9xu8HBXY https://t.co/2b9xu8HBXY"
X Link 2026-02-03T06:31Z 176.8K followers, 794.1K engagements
"The creator of Claude Code just told you the entire RAG industry is solving the wrong problem and nobody is repricing. Boris Cherny built Claude Code from scratch. His team ships 80-90% of their code using it. Anthropics per-engineer productivity has grown 70% because of it. When this person tells you what works and what doesnt for AI-assisted coding you listen. They started with the standard playbook. Voyage embeddings off-the-shelf RAG local vector DB. The setup every enterprise is currently spending millions to replicate. And they abandoned it. The reason is uncomfortable for anyone"
X Link 2026-02-04T06:25Z 176.8K followers, 380.3K engagements
"The signal strength hitting Earth from Voyager [--] is less than one trillionth of a watt. To put that in perspective your phones WiFi signal is roughly [---] billion times stronger and it drops a connection walking between rooms. NASA picks up Voyagers whisper using arrays of 70-meter antennas then reconstructs coherent data from it at [---] bits per second. Thats slower than a 1990s modem. Downloading a single photograph at that rate would take weeks. The spacecraft itself runs on [---] kg of decaying plutonium-238 that generated [---] watts at launch in [----]. Today it produces roughly [---] watts"
X Link 2026-02-04T06:42Z 176.8K followers, 2.3M engagements
"The SaaS index tells two stories and the market is only pricing one of them. Story one: SaaS companies are executing. Most are meeting or beating plans. Revenue is growing. Free cash flow is positive. The median public SaaS company is generating $179M in operating cash flow. By every operational metric these businesses are fine. Story two: the market just gave them a 45-point spread against the NASDAQ. EMCLOUD down 31% NASDAQ up 17%. A 45-point spread means the market is pricing in a categorical extinction event for an entire software delivery model. Heres whats actually happening. The median"
X Link 2026-02-04T06:43Z 176.7K followers, 51.2K engagements
"Major cheat code for life: Stop treating your phone like an appendage. Leave it in another room. Turn it off for hours. Miss calls. Ignore texts. Constant availability is modern slavery. Reclaim your attention"
X Link 2026-02-04T19:02Z 176.7K followers, 235.4K engagements
"Sam just told every SaaS CEO their per-seat pricing model has an expiration date. Read what Frontier actually does. It connects to your CRM your data warehouse your ticketing tools your internal apps then lets AI agents execute workflows across all of them. Salesforce charges per seat. Workday charges per seat. ServiceNow charges per seat. If an AI agent can run a sales workflow without a human ever logging into Salesforce the entire economic logic of "per-seat licensing" collapses. Salesforce knows this. They've been sprinting to build Agentforce and hit $1.4B in ARR across their agentic"
X Link 2026-02-05T18:23Z 176.7K followers, 347.5K engagements
"This is a wartime memo from a company watching Claude Code eat its lunch. Anthropics coding agent hit $1 billion in annualized revenue six months after launch. Its now closer to $2 billion. Microsoft which sells GitHub Copilot has widely adopted Claude Code internally across major engineering teams. A Google principal engineer publicly said Claude reproduced a year of architectural work in one hour. Three days ago OpenAI rushed out a Codex desktop app. Today Brockman publishes an internal playbook telling his own teams to go agent-first by March 31st. The sequencing tells you everything. Look"
X Link 2026-02-06T03:56Z 176.7K followers, 293K engagements
"Cursor just shipped [----] commits per hour and most people scrolled past the number. Break that down. Hundreds of agents running simultaneously on a single codebase. Each agent averaging a meaningful code change every 12-20 minutes sustained for a full week. Thats the equivalent output of a 100+ person engineering org running 24/7 with zero standups zero Slack threads zero PTO. They built a web browser from scratch with these agents. 3M+ lines of code. A Windows [--] emulator. An Excel clone. They migrated their own production codebase from Solid to React in three weeks +266K/-193K edits already"
X Link 2026-02-06T05:26Z 176.7K followers, 52.4K engagements
"Apple spent $12.7 billion on capex in fiscal [----]. Alphabet just guided $92 billion. Amazon raised to $125 billion. Meta is projecting $115 to $135 billion. Microsoft burned $37.5 billion in a single quarter and the stock dropped 12% in its worst day in six years. Add those up. The Big Four AI spenders are collectively committing over $500 billion in [----] capex. The market looked at that number and panicked. The S&P software index lost $830 billion in market value in six days. Jefferies traders started calling it the SaaSpocalypse. Apollo cut its lending exposure to software companies nearly"
X Link 2026-02-06T05:34Z 176.7K followers, 483.4K engagements
"Instead of spending [--] minutes dilly-dallying this Friday actually read this. It got 175M views for a reason. https://t.co/7l7Jef99QZ https://t.co/7l7Jef99QZ"
X Link 2026-02-06T21:09Z 176.7K followers, 175.5K engagements
"341 malicious skills out of [----] total. That's 11.9% of the entire marketplace. One in eight skills on ClawHub was designed to steal your credentials crypto keys and SSH access. The #1 most downloaded skill a "Twitter" tool was literally a malware delivery vehicle that stripped macOS Gatekeeper protections before executing its payload. This happened to a project that went from [--] to [------] GitHub stars in [--] days with 21000+ active instances running on always-on Mac Minis connected to people's email calendars cloud consoles and crypto wallets. The barrier to publishing a malicious skill A"
X Link 2026-02-06T21:26Z 176.7K followers, 90.8K engagements
"4. Getting started Use Cursor. Open terminal type "claude" press Enter. macOS 13+ Ubuntu 20+ or Windows 10+. Pro ($20/mo) Max ($100-200/mo) or API. Pro Guide: Official Setup: https://code.claude.com/docs/en/setup https://www.news.aakashg.com/p/how-to-use-claude-code-like-a-pro https://code.claude.com/docs/en/setup https://www.news.aakashg.com/p/how-to-use-claude-code-like-a-pro"
X Link 2026-02-06T22:02Z 176.8K followers, [----] engagements
"Altman just told you OpenAIs acquisition strategy and nobody is connecting the dots. [--] acquisitions in the last year. $6.5B for io (Jony Ives hardware startup). $3B for Windsurf (AI coding IDE). $100M for Torch (healthcare). Neptune (model training tools). Software Applications Inc. And now hes casually saying a mixture of both like thats a throwaway answer. Heres what the acquisition list actually reveals. OpenAI is buying in three distinct lanes: vertical products that give them distribution into specific industries (health coding consumer devices) research infrastructure that accelerates"
X Link 2026-02-07T03:29Z 176.7K followers, 45.7K engagements
"The guy who made touchscreens ubiquitous just declared them unfit for his most important post-Apple project. The headline says designed by the man who created the iPhone. That framing invites you to imagine an iPad glued to a dashboard. The Luce interior is the exact opposite. Ive walked into Ferrari and said to use touch in a car is something I would never dream of doing. There are 40+ pieces of Corning Gorilla Glass in this cabin physical toggle switches aluminum knobs a billet steering column and a glass gear shifter. The OLED screen exists but pivots on a ball-and-socket joint so you can"
X Link 2026-02-10T05:46Z 176.8K followers, 45.6K engagements
"OpenAI gives you the illusion of unlimited usage by quietly making your responses worse. They route you to smaller models shorten outputs and reduce reasoning depth as you approach limits. You feel unlimited because the guardrails are invisible. Anthropic puts you in timeout. Same constraint different UX. OpenAIs Codex community has been in open revolt over usage limits since at least October [----]. GitHub Discussion #2251 has developers reporting they hit the weekly cap after [--] days of coding. One user said they need a friends account to keep working. The OpenAI Developer Community forums are"
X Link 2026-02-10T05:55Z 176.8K followers, 18K engagements
"The framing here is actually underselling what happened. Kalshi alone did $871M on Sunday. Thats a single-day record up 2700% year over year. Last years entire Super Bowl volume on Kalshi was $27M. This year it was $871M in one day. The 10x Vegas comparison is also misleading. Prediction market volume and sportsbook handle measure different things. Traders buy and sell positions multiple times during a game so $871M in volume includes the same dollar cycling through multiple trades. Traditional sportsbooks took in $1.78B in actual wagers. The real story is what this did to DraftKings and"
X Link 2026-02-11T05:05Z 176.7K followers, 16.7K engagements
"Discord just told [---] million users to hand over their face or government ID four months after their vendor leaked [-----] government IDs. The timing tells you everything about whats actually driving this. Humam Sakhnini took over as CEO in April [----] hired specifically to take Discord public. Former Activision Blizzard Vice Chairman. Former King president. His mandate from the board is IPO readiness. And the single biggest regulatory risk to an IPO filing Child safety liability. In October [----] a hacking group called Scattered Lapsus$ Hunters social-engineered a single support agent at 5CA"
X Link 2026-02-11T05:43Z 176.7K followers, [----] engagements
"300k followers on the other app Blessed 😇"
X Link 2026-02-11T15:06Z 176.7K followers, [----] engagements
"@Replit YouTube: https://youtu.be/4nRGzZFG5v8 https://youtu.be/4nRGzZFG5v8"
X Link 2026-02-11T18:03Z 176.7K followers, [----] engagements
"Fascinating to see the company behind TikTok valued at roughly $300B enter the AI video race with a model that early testers say surpasses Sora [--] and Veo [---] in practical testing. OpenAI's Sora [--] leads on physics simulation and long-form coherence. Google's Veo [---] outputs broadcast-ready 4K at cinema-standard frame rates. Kuaishou's Kling [---] wins on price and rapid prototyping. Runway Gen-4 has the best developer tooling. Seedance [---] is the only model accepting four input types simultaneously: text images video clips and audio. Native 2K resolution. 30% faster generation than Kling. And"
X Link 2026-02-11T20:08Z 176.7K followers, 21.3K engagements
"Anthropic is seeing an opening and they're moving fast. OpenAI launched ads in ChatGPT on February [--]. Two days later Anthropic drops file creation connectors and skills into the free tier. The timing tells you everything about how they're reading the competitive landscape. The math that matters: ChatGPT has [---] million weekly active users. The vast majority sit on the free tier. OpenAI just told those users their conversations are now an ad surface. Your recipe research gets matched to meal kit sponsors. Your trip planning triggers hotel ads. The more personal and useful your queries get the"
X Link 2026-02-11T21:03Z 176.8K followers, 51.4K engagements
"ChatGPT [---] is out. But there's only one way to use it: Codex. There's good reason for this. It's the best app OpenAI has ever made. OpenAI is not going to give up the market to Claude Code. They've released a Codex app that's quite powerful. Here's what you need to know:"
X Link 2026-02-11T21:58Z 176.8K followers, [---] engagements
"Awesome details: https://x.com/AutismCapital/status/2021715609730638247 🚨NEW: Nikita Bier's State of the Union for X - Reaching over 1B users - Jan biggest engagement month ever. Feb will beat that - First time downloads up 50% month over month - New users spend 55% more time per day in app. - Articles published up 10x. Read up 17x. - $1B ARR in https://t.co/636hAicetd https://x.com/AutismCapital/status/2021715609730638247 🚨NEW: Nikita Bier's State of the Union for X - Reaching over 1B users - Jan biggest engagement month ever. Feb will beat that - First time downloads up 50% month over"
X Link 2026-02-11T22:54Z 176.7K followers, [----] engagements
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