# ![@tanayj Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::16778949.png) @tanayj Tanay Jaipuria

Tanay Jaipuria posts on X about ai, anthropic, $googl, business the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::16778949/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16778949/c:line/m:interactions.svg)

- [--] Week [-------] +48%
- [--] Month [---------] -29%
- [--] Months [---------] -67%
- [--] Year [----------] +36%

### Mentions: [--] [#](/creator/twitter::16778949/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16778949/c:line/m:posts_active.svg)

- [--] Week [--] +41%
- [--] Month [---] +32%
- [--] Months [---] +71%
- [--] Year [---] +89%

### Followers: [------] [#](/creator/twitter::16778949/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16778949/c:line/m:followers.svg)

- [--] Week [------] +0.27%
- [--] Month [------] +0.86%
- [--] Months [------] +4.90%
- [--] Year [------] +12%

### CreatorRank: [------] [#](/creator/twitter::16778949/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16778949/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  #4887 [stocks](/list/stocks)  #862 [finance](/list/finance)  13.79% [social networks](/list/social-networks)  2.87% [countries](/list/countries)  2.3% [vc firms](/list/vc-firms)  1.15% [luxury brands](/list/luxury-brands)  0.57% [automotive brands](/list/automotive-brands)  0.57% [cryptocurrencies](/list/cryptocurrencies)  0.57% [champions league](/list/champions-league)  0.57%

**Social topic influence**
[ai](/topic/ai) 17.82%, [anthropic](/topic/anthropic) #32, [$googl](/topic/$googl) #81, [business](/topic/business) 5.75%, [open ai](/topic/open-ai) 5.17%, [meta](/topic/meta) 4.6%, [model](/topic/model) #3576, [microsoft](/topic/microsoft) 3.45%, [investment](/topic/investment) 3.45%, [claude code](/topic/claude-code) #1242

**Top accounts mentioned or mentioned by**
[@lbrandolph](/creator/undefined) [@firstround](/creator/undefined) [@tbpn](/creator/undefined) [@kushalbyatnal](/creator/undefined) [@kenwattana](/creator/undefined) [@swyx](/creator/undefined) [@ai_hyperbull](/creator/undefined) [@deliverfpv](/creator/undefined) [@whoop](/creator/undefined) [@cifilter](/creator/undefined) [@vijayayyar](/creator/undefined) [@eggwalkingdog](/creator/undefined) [@jordihays](/creator/undefined) [@johncoogan](/creator/undefined) [@dylanabruscato](/creator/undefined) [@kunlegbadebo](/creator/undefined) [@foundrceo](/creator/undefined) [@fabrizioromano](/creator/undefined) [@ankurnagpal](/creator/undefined) [@a16z](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ServiceNow Inc (NOW)](/topic/servicenow) [Ferrari N.V. (RACE)](/topic/$race) [Salesforce Inc (CRM)](/topic/$crm) [Brinker International, Inc. (EAT)](/topic/$eat) [Harley-Davidson, Inc. (HOG)](/topic/$hog) [WOOF (WOOF)](/topic/$woof) [Muhdo Hub (DNA)](/topic/$dna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Anthropic's numbers are insane - $14b revenue run rate - [--] consecutive yrs of 10x revenue growth - Claude Code at $2.5B in revenue run rate up 2x from start of yr - [---] customers spending $1m/yr Assuming they ended last yr close to $9-10B in run-rate they've added $4-5B in annualized ARR in just [--] weeks. Would put it significantly ahead of their publicly reported best case plan to 3x this yr https://twitter.com/i/web/status/2022074935594631320 https://twitter.com/i/web/status/2022074935594631320"  
[X Link](https://x.com/anyuser/status/2022074935594631320)  2026-02-12T22:26Z 72.4K followers, 14.1K engagements


"@willahmed @WHOOP just ordered excited to try"  
[X Link](https://x.com/tanayj/status/2022442742706548816)  2026-02-13T22:48Z 72.4K followers, [---] engagements


"Eric Schmidt when asked in an internal townhall at Google in [----] whether $1.5B was the right amount to pay for Youtube: "It absolutely wasn't the right amount. It was either way too high or way too low and I'll tell you in [--] years.""  
[X Link](https://x.com/tanayj/status/1353450743995351040)  2021-01-24T21:12Z 72.4K followers, [----] engagements


"Duolingo making a dating show was not on my [----] bingo card"  
[X Link](https://x.com/tanayj/status/1641524859610996748)  2023-03-30T19:36Z 72.4K followers, 6.9M engagements


"Wow Klarna's AI customer support agent is able to handle 2/3rd of the requests by itself in its first month and is doing the job of an equivalent of [---] agents"  
[X Link](https://x.com/tanayj/status/1762611727764537671)  2024-02-27T22:52Z 72.4K followers, 2.4M engagements


"Clay's trajectory is a reminder that sometimes things take a while to bake (h/t: @edsim)"  
[X Link](https://x.com/tanayj/status/1914781253720584216)  2025-04-22T20:40Z 72.2K followers, 44.4K engagements


"Clever stock tickers that double as a pitch: $RACE: Ferrari $CRM: Salesforce $WOOF: Petco $EAT: Brinker (Chilis / Maggianos) $HOG: Harley-Davidson $DNA: Ginkgo Bioworks Any others"  
[X Link](https://x.com/tanayj/status/1958362421430722913)  2025-08-21T02:56Z 72.4K followers, 14.2K engagements


"McKinsey counts at least [--] current Fortune [---] CEOs among its alumni which is more than any other company. Good piece on the why behind the number and how they're adapting in the age of AI https://fortune.com/2025/09/25/mckinsey-ceo-pipeline-fortune-500-global-500-consulting-ai/ https://fortune.com/2025/09/25/mckinsey-ceo-pipeline-fortune-500-global-500-consulting-ai/"  
[X Link](https://x.com/tanayj/status/2010081963747447193)  2026-01-10T20:11Z 72.3K followers, [----] engagements


"Microsoft vs Google stock performance since Satya's want to make Google dance quote"  
[X Link](https://x.com/tanayj/status/2018448341655601507)  2026-02-02T22:16Z 72.2K followers, 65K engagements


"Google bought Android YouTube and DeepMind for a combined $2.2B. All-time M&A run"  
[X Link](https://x.com/tanayj/status/2018530885297926148)  2026-02-03T03:44Z 72.2K followers, 128.9K engagements


"Google's stakes in major AI labs: 4-6% of xAI (via SpaceX investment) 14% of Anthropic 100% of DeepMind"  
[X Link](https://x.com/tanayj/status/2018856027853103292)  2026-02-04T01:16Z 72.3K followers, 37.2K engagements


"Anthropic is claiming what @benthompson would call "Strategy Credit" with their statement about Claude remaining ads-free. Reality is Claude's free user base is so small relative to ChatGPT and orthogonal to their enterprise strategy so putting ads in it would be irrelevant for them. https://twitter.com/i/web/status/2019168636674642213 https://twitter.com/i/web/status/2019168636674642213"  
[X Link](https://x.com/tanayj/status/2019168636674642213)  2026-02-04T21:58Z 72.3K followers, 113K engagements


"Two new frontier models that excel in overlapping but somewhat differing areas released within [--] minutes today. What a world"  
[X Link](https://x.com/anyuser/status/2019543491400061233)  2026-02-05T22:47Z 72.4K followers, [----] engagements


"New () YC website redesign is very well done https://www.ycombinator.com/ https://www.ycombinator.com/"  
[X Link](https://x.com/tanayj/status/2019579293605785647)  2026-02-06T01:10Z 72.3K followers, [----] engagements


"First time flying on a United flight with Starlink. Vibecoding streaming Youtube/Netflix etc all working smoothly. Amazing"  
[X Link](https://x.com/anyuser/status/2019603851100487687)  2026-02-06T02:47Z 72.4K followers, [----] engagements


"@AlexKolicich one of the most poorly governed/managed companies unfortunately. I remember when they went public with zero voting shares"  
[X Link](https://x.com/tanayj/status/2019617874214793541)  2026-02-06T03:43Z 72.2K followers, [----] engagements


"Amazon throwing shade at other hyperscalers in their earnings call 🍿 As a reminder its very different having 24% y/y growth on a $142B annualized run rate than to have a higher percentage growth on a meaningfully smaller base which is the case with our competitors"  
[X Link](https://x.com/anyuser/status/2019624354825531715)  2026-02-06T04:09Z 72.4K followers, 24.7K engagements


"2026 Capex estimates: Amazon: $200B Alphabet: $175B - $185B Microsoft: $120B - $140B Meta $115B - $135B Over $600B in one year from just [--] companies. Wow"  
[X Link](https://x.com/anyuser/status/2019945959636234736)  2026-02-07T01:27Z 72.4K followers, [----] engagements


"@markgoldbridge would be a goal if Haaland didnt foul szobo"  
[X Link](https://x.com/tanayj/status/2020614984846463329)  2026-02-08T21:45Z 72.2K followers, [---] engagements


"@AdamMcKola tbh what Haaland did was silly. If he did nothing - If ball goes in goal stands if szobo clears it go back to the foul + szobo red card. By fouling szobo Haaland gave VAR no choice but to disallow goal"  
[X Link](https://x.com/tanayj/status/2020659846933291316)  2026-02-09T00:43Z 72.2K followers, [---] engagements


"Databricks shared some their Q4 financial metrics. What a truly incredible business - Surpassed $5.4B revenue run-rate growing 65% y/y - Revenue growth accelerated every quarter in Q2 Q3 and Q4 - AI products alone crossed $1.4B revenue run-rate - Net retention rate 140% - [---] customers at $1M ARR [--] at $10M ARR - Free cash flow positive over the last [--] months https://twitter.com/i/web/status/2021040471477543116 https://twitter.com/i/web/status/2021040471477543116"  
[X Link](https://x.com/anyuser/status/2021040471477543116)  2026-02-10T01:56Z 72.4K followers, 15.8K engagements


"@hamostaf04 great piece"  
[X Link](https://x.com/tanayj/status/2021044293968986172)  2026-02-10T02:11Z 72.3K followers, [---] engagements


"@cifilter 100% they definitely do. Although tbf the $20 plan arguably doesn't include their pro models while Anthropic's plan includes their best model"  
[X Link](https://x.com/tanayj/status/2021045819533820172)  2026-02-10T02:17Z 72.3K followers, 11.5K engagements


"Cursor released their latest agentic coding model Composer [---] today They scaled RL 20x for it relative to Composer [---] and saw continued improvement on their internal Cursor bench. Pricing wise it's about 20% more than Sonnet [---] and 2-3x more than Composer 1.0"  
[X Link](https://x.com/anyuser/status/2021074395259617418)  2026-02-10T04:11Z 72.4K followers, [----] engagements


"@cifilter Their pro model not necessarily their best (but perhaps best for some uses). Perhaps their new [---] refined is as good as pro though"  
[X Link](https://x.com/tanayj/status/2021082551541239832)  2026-02-10T04:43Z 72.3K followers, [----] engagements


"@vijayayyar I think it can go public above that"  
[X Link](https://x.com/tanayj/status/2021083576125759818)  2026-02-10T04:47Z 72.3K followers, [---] engagements


"@eggwalkingdog supposedly its a managed openclaw"  
[X Link](https://x.com/tanayj/status/2021083809777864755)  2026-02-10T04:48Z 72.3K followers, [--] engagements


"@Dorialexander are you referencing cos applying RL to a vertical directly (eg cursor composer model in coding) or the ones selling environments to labs"  
[X Link](https://x.com/tanayj/status/2021084518028087743)  2026-02-10T04:51Z 72.3K followers, [---] engagements


"Thanks to the @tbpn team for including us at Wing in their Super Bowl commercial Really special what @jordihays @johncoogan @DylanAbruscato and team have built Started on the internet now played in millions of homes on TV. Thank you to everyone that makes TBPN possible. https://t.co/9gAeB2utPG Started on the internet now played in millions of homes on TV. Thank you to everyone that makes TBPN possible. https://t.co/9gAeB2utPG"  
[X Link](https://x.com/anyuser/status/2021310273445822485)  2026-02-10T19:48Z 72.4K followers, [----] engagements


"Lloyds Banking Group issued a press release saying genAI delivered $70m of value in [----] and expects an additional $140m in [----]. They deployed 50+ GenAI solutions last year. GitHub Copilot used by [----] engineers and an internal search tool Athena cut info search times by 66%. Surprised if the value won't be much higher in coming years given it's a $80B market cap company with a large revenue and cost base. https://twitter.com/i/web/status/2021376133611258044 https://twitter.com/i/web/status/2021376133611258044"  
[X Link](https://x.com/anyuser/status/2021376133611258044)  2026-02-11T00:10Z 72.4K followers, [----] engagements


"@bdistel @_maxdshaw @claudeai Claude created the financial model and the viewer/web app to interact with it"  
[X Link](https://x.com/tanayj/status/2021419878121603334)  2026-02-11T03:03Z 72.3K followers, [---] engagements


"Bill Ackman's Pershing Square announced a $2B position in Meta (10% of their portfolio). Core investment thesis is increasing returns to scale business model with clear AI tailwinds in core business (rec systems + ads) + upside from other AI / reducing spend on Reality Labs"  
[X Link](https://x.com/anyuser/status/2022052490393592160)  2026-02-12T20:57Z 72.4K followers, [----] engagements


"@kushalbyatnal very cool and finished product is great. agree totally that changes is actually easier now. how do you think about experimentation/testing"  
[X Link](https://x.com/tanayj/status/2022442002105688437)  2026-02-13T22:45Z 72.4K followers, [---] engagements


"@pitdesi bought it on this offer. Usually wear Apple Watch but curious to try the Whoop for a bit"  
[X Link](https://x.com/tanayj/status/2022491465021296684)  2026-02-14T02:01Z 72.4K followers, [---] engagements


"@TheEthanDing my read on this number was this was speed up to Anthropic on model development / improvement iirc but could be wrong. As opposed to a typical company on regular features etc"  
[X Link](https://x.com/tanayj/status/2022819451838829037)  2026-02-14T23:45Z 72.4K followers, [----] engagements


"USA just beat Pakistan in the Cricket World Cup in what was a huge upset. USA's star player in the game is a senior engineer at Oracle"  
[X Link](https://x.com/tanayj/status/1798821346073538666)  2024-06-06T20:56Z 72.4K followers, 1.7M engagements


"Salesforce is hiring [----] human sales reps to sell autonomous AI sales reps to its customers 😐"  
[X Link](https://x.com/tanayj/status/1876811561538629846)  2025-01-08T02:02Z 72.4K followers, 270.4K engagements


"Saquon Barkley's angel portfolio is wild. Anthropic Ramp Anduril Cognition among others"  
[X Link](https://x.com/tanayj/status/1963311439852274103)  2025-09-03T18:41Z 72.4K followers, 1.1M engagements


"@kushalbyatnal yep probably not too difficult for claude code to set up some quick A/B testing too if needed if you want to test a few different versions of home page etc live"  
[X Link](https://x.com/tanayj/status/2022444921353818209)  2026-02-13T22:56Z 72.4K followers, [--] engagements


"Estimated ownership in Anthropic of various corporations: - Amazon: 14-16% - Google: 12-14% - Nvidia: 2-3% - Microsoft: 1-1.5% - Zoom: 0.5-1% - Salesforce: 0.5%"  
[X Link](https://x.com/anyuser/status/2022450462604365950)  2026-02-13T23:19Z 72.4K followers, 582.1K engagements


"@buccocapital Question will be for what other jobs can this be reconstructed relatively easily Ie for sales if every call / interaction recorded and available with transcript + full internet data + email sending history arguably can do a BDRs job"  
[X Link](https://x.com/tanayj/status/2022835667143667873)  2026-02-15T00:49Z 72.4K followers, [----] engagements


"spent $70m on their domain $8m on a super bowl ad and their website doesn't load http://AI.com http://AI.com"  
[X Link](https://x.com/anyuser/status/2020695004596113900)  2026-02-09T03:03Z 72.4K followers, 43.9K engagements


"@kunlegbadebo great investment for them Now 15% of their market cap"  
[X Link](https://x.com/tanayj/status/2022892579969183995)  2026-02-15T04:35Z 72.4K followers, [---] engagements


"As part of its bankruptcy FTX offloaded its seed investment in Cursor for $200K (at cost). That stake would be worth hundreds of millions today"  
[X Link](https://x.com/tanayj/status/1922798581292863617)  2025-05-14T23:38Z 72.4K followers, 207K engagements


"Datadog landed its biggest new logo deal ever this past quarter: an 8figure annual runrate deal almost certainly Anthropic. From the call: we landed an 8figure annualized deal and our biggest new logo deal to date with one of the largest AI foundation model companies"  
[X Link](https://x.com/anyuser/status/2021414385483465093)  2026-02-11T02:42Z 72.4K followers, 56K engagements


"Wild stat from Robinhood's earnings: prediction markets annualized revenues were $115M in Q3'25 and $435M in Q4'25"  
[X Link](https://x.com/anyuser/status/2021663527275266361)  2026-02-11T19:12Z 72.4K followers, 11.4K engagements


"Estimated OpenAI vs Anthropic revenue breakdown"  
[X Link](https://x.com/anyuser/status/1841272069444845858)  2024-10-02T00:20Z 72.4K followers, 420.7K engagements


"Analysis from Goldman on valuations today vs Dec 99"  
[X Link](https://x.com/tanayj/status/1970922728825016649)  2025-09-24T18:46Z 72.4K followers, 281.8K engagements


"High level math on SpaceX xAI deal as reported Combined company worth $1.25T roughly 80% SpaceX and 20% xAI. xAI itself was a merger of Twitter (30%) and xAI (70%). Rough dollar split at current valuation between [--] cos: - SpaceX: $1T - xAI: $177B (raised at $24B only [--] months ago) - Twitter: $73B (2.2x return for take-private shareholders) https://twitter.com/i/web/status/2018460616747540834 https://twitter.com/i/web/status/2018460616747540834"  
[X Link](https://x.com/tanayj/status/2018460616747540834)  2026-02-02T23:04Z 72.4K followers, 133.3K engagements


"@foundrceo zoom much smaller however. As % of market cap its Anthropic stake is the highest"  
[X Link](https://x.com/tanayj/status/2022892208634908894)  2026-02-15T04:34Z 72.4K followers, [---] engagements


"@adityaag hoping the new gate models theyre testing in NY (some of which are the new BART ones) have similar impact"  
[X Link](https://x.com/tanayj/status/2022893280212418930)  2026-02-15T04:38Z 72.4K followers, [---] engagements


"@Gideoomatic still cant believe we lost to Spurs in the final after this comeback and smashing Athletic club"  
[X Link](https://x.com/tanayj/status/2005624564387287071)  2025-12-29T12:58Z 71.5K followers, [----] engagements


"Interesting datapoint from Atlassian that companies that adopt AI coding tools expand paid seats in Jira more than those who don't. From earnings call: We analyzed a cohort of Atlassian customers and found that those using AI code generation tools like GitHub Copilot Claude Code Cursor and Replit expand their paid seats on Jira at a rate thats approximately 5% higher than those who dont https://twitter.com/i/web/status/2005745892121317455 https://twitter.com/i/web/status/2005745892121317455"  
[X Link](https://x.com/tanayj/status/2005745892121317455)  2025-12-29T21:01Z 71.8K followers, 20.8K engagements


"@TouchlineX might give too much advantage to forwards and result in teams dropping deeper"  
[X Link](https://x.com/tanayj/status/2006021827831714007)  2025-12-30T15:17Z 71.6K followers, 139.8K engagements


"Looks like Manus used Manus to write their acquisition announcement :)"  
[X Link](https://x.com/tanayj/status/2006139737753403890)  2025-12-30T23:06Z 71.7K followers, [----] engagements


"A research paper by the Fed finds that GenAI has led to time savings of 1.4% of total work hours"  
[X Link](https://x.com/tanayj/status/2006250719033307137)  2025-12-31T06:27Z 71.7K followers, [----] engagements


"@FabrizioRomano also illustrates how low the standards are at Manchester United"  
[X Link](https://x.com/tanayj/status/2006696494708281479)  2026-01-01T11:58Z 71.5K followers, [---] engagements


"@KenWattana @lbrandolph @firstround has been around for longer than that. generally the typical way enterprise b2b businesses get built for at least 10+ years"  
[X Link](https://x.com/tanayj/status/2006709223875571848)  2026-01-01T12:48Z 71.8K followers, [---] engagements


"@ramkris @lbrandolph @firstround it's a great set of principles"  
[X Link](https://x.com/tanayj/status/2006709318691991907)  2026-01-01T12:49Z 71.8K followers, [--] engagements


"@stevehind @lbrandolph @firstround I get that it can come across that way but you'd be surprised how many founders/companies either don't try to get design partners at all or make the mistake of just having design partners without any clear conversion criteria"  
[X Link](https://x.com/tanayj/status/2006709631645814913)  2026-01-01T12:50Z 71.8K followers, [--] engagements


"@Hans365days @lbrandolph @firstround very cool"  
[X Link](https://x.com/tanayj/status/2006709682371756428)  2026-01-01T12:50Z 71.8K followers, [--] engagements


"@dilipsrajan maybe that Meta has a great year and sees the most tangible ROI benefit from AI this yr of bigcos (incremental time spent incremental ad efficiency maybe an assistant that gains adoption)"  
[X Link](https://x.com/tanayj/status/2006710745703285195)  2026-01-01T12:54Z 71.5K followers, [--] engagements


"@KenWattana 100%. Also Cursor when they go public. Afaik Reddit Airbnb Uber did this via directed share programs for top redditors / hosts / drivers respectively"  
[X Link](https://x.com/tanayj/status/2006711574099276175)  2026-01-01T12:58Z 71.5K followers, [----] engagements


"The median age of the first-time homebuyer in the US is now [--] up from [--] in 2010"  
[X Link](https://x.com/tanayj/status/2006829532100096368)  2026-01-01T20:47Z 71.8K followers, [----] engagements


"36m new developers joined Github in [----] taking the total to 180m. 80% of new developers in recent cohorts use Github copilot within a week of joining"  
[X Link](https://x.com/tanayj/status/2006863254987878706)  2026-01-01T23:01Z 71.6K followers, [----] engagements


"Some good examples of non-tech public companies seeing real ROI from AI (via @coatuemgmt)"  
[X Link](https://x.com/tanayj/status/2006901003552272812)  2026-01-02T01:31Z 71.7K followers, 29.6K engagements


"@Neel_arora @lbrandolph @firstround lolol"  
[X Link](https://x.com/tanayj/status/2007072473779683424)  2026-01-02T12:52Z 71.8K followers, [--] engagements


"OpenAI's image model went viral because of Ghibli generations. Grok's image model is going viral because of bikini generations 😒"  
[X Link](https://x.com/tanayj/status/2007183363858149433)  2026-01-02T20:13Z 71.7K followers, [----] engagements


"Amazon CEO on the challenges with agentic commerce on 3p platforms like ChatGPT today - Lack of good data on prices SKU availability etc - No personalization because no insight into past purchases"  
[X Link](https://x.com/tanayj/status/2007205509699645681)  2026-01-02T21:41Z 71.6K followers, 11.4K engagements


"ServiceNow believes the MAG7 should be called the Super8 with them included in it"  
[X Link](https://x.com/tanayj/status/2007261126417850508)  2026-01-03T01:22Z 71.8K followers, 21.9K engagements


"Great piece on the hierarchy of agentic capabilities and how different models fared in an RL environment @HelloSurgeAI tested them on https://surgehq.ai/blog/rl-envs-real-world https://surgehq.ai/blog/rl-envs-real-world"  
[X Link](https://x.com/tanayj/status/2007285159595589923)  2026-01-03T02:57Z 71.7K followers, 14.2K engagements


"63% of global eCommerce GMV comes from [--] platforms"  
[X Link](https://x.com/tanayj/status/2007542228391211113)  2026-01-03T19:59Z 71.7K followers, [----] engagements


"ARR/FTE of leading AI vs non-AI software companies (via @Accel)"  
[X Link](https://x.com/tanayj/status/2007561606138335600)  2026-01-03T21:16Z 71.7K followers, 19.5K engagements


"Pretty impressive how good the infographics @NotebookLM can create one-shot. Here's what it made from one of my recent pieces on background and ambient agents https://www.tanayj.com/p/the-rise-of-background-agents https://www.tanayj.com/p/the-rise-of-background-agents"  
[X Link](https://x.com/tanayj/status/2007588030685528512)  2026-01-03T23:01Z 71.7K followers, [----] engagements


"Clear shift towards efficiency over growth over the last three years in public software companies"  
[X Link](https://x.com/tanayj/status/2007900338141950349)  2026-01-04T19:42Z 71.6K followers, [----] engagements


"Surge AI was able to get to $1B in revenue largely bootstrapped and was profitable from day one partly given the concentrated labs customer base & focus on delivering for them. Wonder if one of the [--] RL environment startups will be able to do the same bootstrapping/seedstrapping to $100Ms of revenue given similar dynamics around profitability & concentration https://twitter.com/i/web/status/2008284872343708061 https://twitter.com/i/web/status/2008284872343708061"  
[X Link](https://x.com/tanayj/status/2008284872343708061)  2026-01-05T21:10Z 71.7K followers, 28.9K engagements


"Great piece by @fidjissimo on the capability overhang between what's possible and how models are used today by most people. Will take a mix of better UI harnesses context proactivity to make full capabilities available to everyone. https://fidjisimo.substack.com/p/closing-the-capability-gap https://fidjisimo.substack.com/p/closing-the-capability-gap"  
[X Link](https://x.com/tanayj/status/2008343256682405962)  2026-01-06T01:02Z 71.7K followers, [----] engagements


"@khushi_shelat @WHOOP congrats to you both"  
[X Link](https://x.com/tanayj/status/2008454279896727668)  2026-01-06T08:23Z 71.7K followers, [----] engagements


"@sophdeng also as you write you organically come up with more ideas of future topics etc vs when havent in a while feel like you dont have anything to write about"  
[X Link](https://x.com/tanayj/status/2008520877747683582)  2026-01-06T12:47Z 71.7K followers, [---] engagements


"Underrated point in the AI startup "gross margin" discourse: many startups have historically low sales & marketing spend as a percent of revenue driven by word-of-mouth / bottoms-up adoption short sales cycles and relatively large ACVs. Some of the startups are essentially trading gross profit dollars for lower S&M expenses (and faster revenue growth)"  
[X Link](https://x.com/tanayj/status/2008660598247321768)  2026-01-06T22:03Z 71.7K followers, [----] engagements


"@graceisford @Lux_Capital congrats to you and the rest of the Lux team So well deserved"  
[X Link](https://x.com/tanayj/status/2008941177849172278)  2026-01-07T16:37Z 71.9K followers, [---] engagements


"JP Morgan is replacing proxy advisory firms with an in-house AI-powered platform they built called Proxy IQ. The two largest proxy advisory firms ISS and Glass Lewis probably do $750M in revenue combined. Wonder if the industry survives over the next decade"  
[X Link](https://x.com/tanayj/status/2008946414290915816)  2026-01-07T16:58Z 71.8K followers, [----] engagements


"Really interesting discussion on how Uber CEO Dara thinks about monetizing AI assistants that are trying to use Uber to book rides"  
[X Link](https://x.com/tanayj/status/2009013170933829944)  2026-01-07T21:24Z 71.7K followers, 48.3K engagements


"Sam Altman says that Google could have smashed OpenAI if they'd taken them seriously as recently as [----]. I think Google is still a huge threat and an extremely powerful company. If Google had really decided to take us seriously in [----] lets say we would have been in a really bad place. I think they would have just been able to smash us. Their AI effort at the time was kind of going in not quite the right direction product wise. (via @BigTechnology pod) https://twitter.com/i/web/status/2009077092227375266 https://twitter.com/i/web/status/2009077092227375266"  
[X Link](https://x.com/tanayj/status/2009077092227375266)  2026-01-08T01:38Z 71.8K followers, 43.2K engagements


"@DanielPrevoznik are you building directly for it at kernel"  
[X Link](https://x.com/tanayj/status/2009183448037200306)  2026-01-08T08:40Z 71.7K followers, [---] engagements


"China's Zhipu became the very first independent foundation model lab to go public yesterday. Some notes: Currently worth $6.5B on the HK exchange #1 Independent LLM in China and makers of the GLM 4.x models and operate the online chatbot They made $45M in [----] and $27.3M in H1 '25 growing 2.5x in '24 and 1.6x y/y in Q3 '25 Gross margins of 50% but heavy losses of $400M+ in [----] because of large R&D spending (compute costs 🤑) http://Z.ai http://Z.ai http://Z.ai http://Z.ai"  
[X Link](https://x.com/tanayj/status/2009354168054534368)  2026-01-08T19:59Z 71.8K followers, [----] engagements


"I believe Don Valentine said the same thing to Jensen Huang many decades ago I believe Don Valentine said the same thing to Jensen Huang many decades ago"  
[X Link](https://x.com/tanayj/status/2009375055336341696)  2026-01-08T21:22Z 71.7K followers, 77.5K engagements


"TIL Walmart's ads business crossed $5B in revenue in [----]. That's more than X and almost as much as Snap"  
[X Link](https://x.com/tanayj/status/2010084480028160248)  2026-01-10T20:21Z 71.8K followers, [----] engagements


"@This_Liss second largest post Amazon in retail media right"  
[X Link](https://x.com/tanayj/status/2010206268921917500)  2026-01-11T04:24Z 71.7K followers, [--] engagements


"Anthropic built Claude Cowork in the last week and a half Insane velocity"  
[X Link](https://x.com/tanayj/status/2010874150286663976)  2026-01-13T00:38Z 71.8K followers, 34.3K engagements


"@grx_xce @Kalshi this is amazing"  
[X Link](https://x.com/tanayj/status/2010886930637210051)  2026-01-13T01:29Z 71.7K followers, [----] engagements


"Surprised that an AI-native to-do app where AI agents kick-off work (whether creating plans or drafts of the work itself) on every item added to the list hasn't emerged yet for general knowledge workers. Maybe Anthropic's Cowork announced today is closest to it"  
[X Link](https://x.com/tanayj/status/2010888502779728176)  2026-01-13T01:35Z 71.8K followers, [----] engagements


"@matthewjmandel @usv congrats"  
[X Link](https://x.com/tanayj/status/2011207079462056445)  2026-01-13T22:41Z 71.7K followers, [---] engagements


"Surprised @thinkymachines's Tinker isn't more hyped"  
[X Link](https://x.com/tanayj/status/2011251419320631751)  2026-01-14T01:38Z 71.8K followers, 25.6K engagements


"Manus walked so Claude Cowork could run"  
[X Link](https://x.com/tanayj/status/2011497159301218551)  2026-01-14T17:54Z 71.8K followers, [----] engagements


"@guddotquest kind ofClaude Code with nicer UI for regular knowledge workers"  
[X Link](https://x.com/tanayj/status/2011505223492321405)  2026-01-14T18:26Z 71.7K followers, [--] engagements


"@chetanp supporting sandboxes of their product could also allow models/agents to learn to use their product better (if they provide those to labs) but wonder if many worried about losing direct access to customer / losing seats if agents do the work"  
[X Link](https://x.com/tanayj/status/2011507290176942322)  2026-01-14T18:34Z 71.8K followers, [----] engagements


"The OpenAI deal with Cerebras is worth more than $10B over a [--] year period (via WSJ)"  
[X Link](https://x.com/tanayj/status/2011582155777065246)  2026-01-14T23:32Z 71.8K followers, [----] engagements


"Cool experiment: @predictionbench allows models to trade live on prediction markets starting with $10K each. So far all models have made a loss"  
[X Link](https://x.com/tanayj/status/2011595572294369474)  2026-01-15T00:25Z 71.9K followers, [----] engagements


"OpenAI will start testing ads in the US on Free and Go tiers next month. Good piece on their key principles: ads not influencing LLM responses clearly being labelled and conversations being private from advertisers. https://openai.com/index/our-approach-to-advertising-and-expanding-access/ https://openai.com/index/our-approach-to-advertising-and-expanding-access/"  
[X Link](https://x.com/tanayj/status/2012231134172561442)  2026-01-16T18:31Z 71.8K followers, [----] engagements


"@saranormous Masa Blackstone Magnetar Blue Owl G42 Also Dan Gross on the Meta Compute Desk perspective"  
[X Link](https://x.com/tanayj/status/2012244865178812514)  2026-01-16T19:25Z 71.8K followers, [---] engagements


"@ankurnagpal IPL"  
[X Link](https://x.com/tanayj/status/2012302839213682846)  2026-01-16T23:15Z 71.8K followers, 24.4K engagements


"@tbpn @sonyatweetybird 100% agreed and some of the others even have stronger defaults"  
[X Link](https://x.com/tanayj/status/2012309280519766447)  2026-01-16T23:41Z 71.9K followers, 21K engagements


"@utdbrxy if only we sacked Amorim [--] months ago sigh"  
[X Link](https://x.com/tanayj/status/2012611135082487828)  2026-01-17T19:41Z 71.8K followers, [----] engagements


"For certain questions to chat interfaces (how-tos tutorials etc) the most useful answer typically should have clips / videos Surprised Google hasn't leaned into this more in Gemini & AI Mode given YouTube ownership"  
[X Link](https://x.com/tanayj/status/2013051278859948531)  2026-01-19T00:50Z 71.8K followers, [----] engagements


"@mlejva so much value at least for now in bringing Claude code like interfaces with the right context already in place for general knowledge workers"  
[X Link](https://x.com/tanayj/status/2013302774209876001)  2026-01-19T17:29Z 71.8K followers, [---] engagements


"this is an incredible piece 🤣"  
[X Link](https://x.com/tanayj/status/2013335610795118862)  2026-01-19T19:39Z 71.9K followers, 21.6K engagements


"@JamesBorow @OpenAI by businesses have a real reason to be on the platform do you mean the organic GEO stuff they're doing Or more that most businesses have employees that have ChatGPT accounts and are using it"  
[X Link](https://x.com/tanayj/status/2013335982091682260)  2026-01-19T19:41Z 71.8K followers, [--] engagements


"Comparing traffic (# of unique visitors) to my newsletter from Search vs AI channels: Google: [----] ChatGPT: [---] Perplexity: [--] Bing: [--] Claude: 41"  
[X Link](https://x.com/tanayj/status/2013433044347298240)  2026-01-20T02:07Z 71.8K followers, [----] engagements


"@Mascobot do you think it's a similar problem to expert labeling (finding the right experts to create tasks/rubrics) or will become a different problem entirely (capture true workflows and find some way to convert enterprise workflows into cleaner tasks + environments)"  
[X Link](https://x.com/tanayj/status/2013445372538986762)  2026-01-20T02:55Z 71.8K followers, [----] engagements


"one issue I'm encountering: it thinks it's writing files to my local filesystem but is on the claude sandbox. clicking on the file on the right tab shows "cannot load local file". when i tell it it hasn't moved file to local it claims it has and then gives the directory to a claude sandbox. https://twitter.com/i/web/status/2013446146715185358 https://twitter.com/i/web/status/2013446146715185358"  
[X Link](https://x.com/tanayj/status/2013446146715185358)  2026-01-20T02:59Z 71.8K followers, [--] engagements


"@ankurnagpal better product for the typical customer of it than Robinhood but a lot less valuable business. Lesson in that too"  
[X Link](https://x.com/tanayj/status/2013823939621855558)  2026-01-21T04:00Z 71.8K followers, [----] engagements


"@katiekirsch @a16z @OfficialLoganK @swyx @gaby_goldberg @signulll what a crew"  
[X Link](https://x.com/tanayj/status/2014098849111876085)  2026-01-21T22:12Z 71.9K followers, [---] engagements


"@akshatk7 its just a regular substack - dont do much other than pieces themselves having headings etc"  
[X Link](https://x.com/tanayj/status/2014144796139426219)  2026-01-22T01:15Z 71.9K followers, [--] engagements


"Amazing how many of the leading AI companies were founded by former Kensho alums given that it was only [---] people: Suno (all four cofounders) Langchain (@hwchase17) OpenEvidence (Daniel Nadler who also founded Kensho) Chai Discovery (@joshim5)"  
[X Link](https://x.com/tanayj/status/2014425479529345035)  2026-01-22T19:50Z 71.9K followers, 19.2K engagements


"Shopify will go live with their offering to allow consumers to natively buy Shopify products within chatbots next month. Interestingly ChatGPT will charge merchants 4% on top of Shopify's payment fees for native checkout while Gemini/Microsoft will not charge anything extra"  
[X Link](https://x.com/tanayj/status/2014486737381425604)  2026-01-22T23:54Z 71.9K followers, [----] engagements


"@WhisperingGeist affiliate fee of sorts to support native checkout"  
[X Link](https://x.com/tanayj/status/2014716819731308843)  2026-01-23T15:08Z 71.9K followers, [--] engagements


"@yenkel liq pref in play only for those who invested at prices higher than 5.15B which was about 700m of the capital they get 1x back. Rest convert and make a return"  
[X Link](https://x.com/tanayj/status/2014783444207771829)  2026-01-23T19:33Z 71.9K followers, [---] engagements


"@lessin Bottoms up PLG still working imo in AI - cursor midjourney but agree that its combined with regular community word of mouth creators etc"  
[X Link](https://x.com/tanayj/status/2015136897555677644)  2026-01-24T18:57Z 71.9K followers, [---] engagements


"@sytaylor @FredaDuan Merchants will compare conversion rates w no native checkout vs native checkout. if recommendations preference native checkout probably worth it"  
[X Link](https://x.com/tanayj/status/2015267095936675931)  2026-01-25T03:34Z 71.9K followers, [---] engagements


"@illscience openAI and Anthropic also continuing to spend on core software is also perfect evidence for your point. However software that isnt as mission critical or fit existing workflows neatly (where a more personalised / customised solution may be better) is at big risk"  
[X Link](https://x.com/tanayj/status/2015267769722245212)  2026-01-25T03:37Z 71.9K followers, [----] engagements


"@cryptopunk7213 not an individual email. Likely a sequence/Claude workflow based on product usage"  
[X Link](https://x.com/tanayj/status/2015268571006316881)  2026-01-25T03:40Z 71.9K followers, [----] engagements


"@primevideosport cant even beat our [----] team 🤣"  
[X Link](https://x.com/tanayj/status/2015501751701401626)  2026-01-25T19:07Z 71.9K followers, [---] engagements


"@apoorva_mehta yep much more consolidation companies also want to buy fewer tools and rather a few vendors maintain stuff than vibecoding 50+ things"  
[X Link](https://x.com/tanayj/status/2015516724104184171)  2026-01-25T20:06Z 71.9K followers, [---] engagements


"@finbarrtimbers what about just automating a bunch of boring workflows across industries - gathering data filling forms etc. many examples in healthcare and insurance. Not allow of them provide API access"  
[X Link](https://x.com/tanayj/status/2015524187964657735)  2026-01-25T20:36Z 71.9K followers, [---] engagements


"@rjonesy dont think so tbh. I think it was in response to Claude code going viral among non developers over holidays"  
[X Link](https://x.com/tanayj/status/2015803516325884364)  2026-01-26T15:06Z 71.9K followers, [---] engagements


"@sri_batchu did it pivot around June / July 24"  
[X Link](https://x.com/tanayj/status/2015996939460813206)  2026-01-27T03:55Z 71.9K followers, [----] engagements


"@LakshMody not for too long people baking in strong revenue growth over next few years imo"  
[X Link](https://x.com/tanayj/status/2016009077348761666)  2026-01-27T04:43Z 71.9K followers, [---] engagements


"Founder-led companies performed 3x better than the rest in the long-term https://hbr.org/2016/03/founder-led-companies-outperform-the-rest-heres-why https://hbr.org/2016/03/founder-led-companies-outperform-the-rest-heres-why"  
[X Link](https://x.com/tanayj/status/767811591157022720)  2016-08-22T19:52Z 71.6K followers, [---] engagements


"Duolingo stock fell 3.5% wiping out $250M in market value within minutes of OpenAI demoing the real-time translation capabilities of GPT-4o"  
[X Link](https://x.com/tanayj/status/1790132930158706794)  2024-05-13T21:32Z 72K followers, 8.1M engagements


"Just a few companies that have been asked about Deepseek in their earnings calls this week: KLA Corporation Apple Visa Intel Blackstone Ameriprise Financial Brookfield Infrastructure Partners Celestica ABB Ltd Microsoft Meta IBM Raymond James ServiceNow ASML Corning Flex Nasdaq Advantest Corporation Sell-side analysts are playing Deepseek bingo surely 🤣 https://twitter.com/i/web/status/1885200085610618922 https://twitter.com/i/web/status/1885200085610618922"  
[X Link](https://x.com/tanayj/status/1885200085610618922)  2025-01-31T05:35Z 72K followers, [----] engagements


"Crazy stat: AI agents now create 80% of the new databases created on Neon"  
[X Link](https://x.com/tanayj/status/1922724796976030045)  2025-05-14T18:44Z 72K followers, 33.9K engagements


"Looks like Dishoom is expanding to the US. First US location expected to be in NYC opening next year"  
[X Link](https://x.com/tanayj/status/1952455490685858202)  2025-08-04T19:43Z 72K followers, 387.9K engagements


"TIL Metas Threads was the second most downloaded iOS app behind ChatGPT this year (via @verge)"  
[X Link](https://x.com/tanayj/status/2004262102870249654)  2025-12-25T18:44Z 72K followers, 10.1K engagements


"Notion crossed $600m ARR recently of which reportedly half is coming from AI products. Would make it one of the larger AI business lines within SaaS companies"  
[X Link](https://x.com/tanayj/status/2006490548660744514)  2025-12-31T22:20Z 72K followers, 28.7K engagements


"AI Overviews on Google are so fast and have gotten good enough that I am finding myself going back to Google for most typical informational queries"  
[X Link](https://x.com/tanayj/status/2014405207757652167)  2026-01-22T18:30Z 72K followers, 66.5K engagements


"Some notes on Capital One's acquisition of Brex: $5.15B in consideration split 50/50 between cash and stock Represents 3.5% of Capital One market cap Brex built the entire tech stack from scratch which was very appealing to Capital One Brex has 10K+ customers with lots of marquee tech logos and 60% of originations in last few yrs being non-tech companies Full rationale by Capital One CEO: https://twitter.com/i/web/status/2014528456747335785 https://twitter.com/i/web/status/2014528456747335785"  
[X Link](https://x.com/tanayj/status/2014528456747335785)  2026-01-23T02:39Z 72K followers, 49.3K engagements


"http://x.com/i/article/2015899688092745728 http://x.com/i/article/2015899688092745728"  
[X Link](https://x.com/tanayj/status/2015901635038310509)  2026-01-26T21:36Z 72K followers, 10.1K engagements


"The SVP of Mac Mini at Apple when everyone congratulates them on their promo for crushing forecasts for the quarter"  
[X Link](https://x.com/tanayj/status/2015927611554189796)  2026-01-26T23:19Z 72K followers, [----] engagements


"Lovable hit $200M ARR in [--] year with [---] employees. @ElenaVerna who heads growth there says 60-70% of traditional growth tactics don't work in AI. The new playbook: - Need to re-capture product-market fit every [--] months - Give away product for free a lot to capture word of mouth & virality (beats paid ads) - Build and ship in public leveraging founder + employee socials - "Minimum lovable product" not MVP (need to create product delight) https://twitter.com/i/web/status/2015947865290428464 https://twitter.com/i/web/status/2015947865290428464"  
[X Link](https://x.com/tanayj/status/2015947865290428464)  2026-01-27T00:40Z 72K followers, 30.3K engagements


"@anothercohen it's incredible - great models great agenic harness and now even pushing prosumer UI boundaries with cowork skills etc"  
[X Link](https://x.com/tanayj/status/2016223773821706344)  2026-01-27T18:56Z 72K followers, [----] engagements


"@matt_haf @Concourse_ai @Standard_Cap @a16z @CRV @ycombinator congrats sir"  
[X Link](https://x.com/tanayj/status/2016230547861753932)  2026-01-27T19:23Z 72K followers, [---] engagements


"@hemeon ooh gotta try this"  
[X Link](https://x.com/tanayj/status/2016349990763851831)  2026-01-28T03:17Z 72K followers, [----] engagements


"@zachtratar there will still be better models that wont be able to be run on device IMO. But agree that cloud inference volume could look very different if opus [---] / gpt [---] level intelligence can be run on typical laptop / maybe even phone in future"  
[X Link](https://x.com/tanayj/status/2016363340872765738)  2026-01-28T04:10Z 72K followers, [---] engagements


"Meta is guiding to $115B-$135B of Capex spend in [----] up from $70B in [----]. Huge amount of investment especially given Meta doesn't have a cloud business unlike the others spending in that range"  
[X Link](https://x.com/tanayj/status/2016641551720472836)  2026-01-28T22:36Z 72K followers, [----] engagements


"@kakashiii111 not quite true 45b in marketable securities as well"  
[X Link](https://x.com/tanayj/status/2016658390022336802)  2026-01-28T23:43Z 72K followers, 18.9K engagements


"Here's the full quote from OpenAI CFO Sarah Friar on a potential licensing business model: Longer term would we do licensing models to really align Lets say in drug discovery if we licensed our technology you have a breakthrough. That drug takes off and we get a licensed portion of all its sales. Its great alignment for us with our customer. Seems unlikely with current gen models and given competition. However for an "AI scientist" product that is meaningfully differentiated this isn't out of the question"  
[X Link](https://x.com/tanayj/status/2016717939660005565)  2026-01-29T03:40Z 72K followers, [----] engagements


"@ColinGardiner like a marketplace where human uses AI to give you final output"  
[X Link](https://x.com/tanayj/status/2016908125966618995)  2026-01-29T16:15Z 72K followers, [---] engagements


"@UtdLockerRoomOT @KikuviWilliams @BlessingGives @FabrizioRomano @DiarioOle dont play Bayern until final"  
[X Link](https://x.com/tanayj/status/2017258984063791537)  2026-01-30T15:29Z 72K followers, [---] engagements


"@adisingh @moltbook lolol how many signups did this drive"  
[X Link](https://x.com/tanayj/status/2017460043193434281)  2026-01-31T04:48Z 72K followers, [---] engagements


"@ryan_caldbeck I wonder if it's the RSUs/options part that makes it difficult. All the public benchmarks I see tend to vastly underreport"  
[X Link](https://x.com/tanayj/status/991889787303809025)  2018-05-03T03:58Z 72K followers, [--] engagements


"Estimated OpenAI vs Anthropic revenue breakdown"  
[X Link](https://x.com/anyuser/status/1841272069444845858)  2024-10-02T00:20Z 72.4K followers, 420.7K engagements


"Estimated ownership in Anthropic of various corporations: - Amazon: 14-16% - Google: 12-14% - Nvidia: 2-3% - Microsoft: 1-1.5% - Zoom: 0.5-1% - Salesforce: 0.5%"  
[X Link](https://x.com/anyuser/status/2022450462604365950)  2026-02-13T23:19Z 72.4K followers, 582.1K engagements


"Anthropic's numbers are insane - $14b revenue run rate - [--] consecutive yrs of 10x revenue growth - Claude Code at $2.5B in revenue run rate up 2x from start of yr - [---] customers spending $1m/yr Assuming they ended last yr close to $9-10B in run-rate they've added $4-5B in annualized ARR in just [--] weeks. Would put it significantly ahead of their publicly reported best case plan to 3x this yr https://twitter.com/i/web/status/2022074935594631320 https://twitter.com/i/web/status/2022074935594631320"  
[X Link](https://x.com/anyuser/status/2022074935594631320)  2026-02-12T22:26Z 72.4K followers, 14.1K engagements


"Before they launched AI sales startup Monaco had to beat the Government of Monaco in a legal battle to keep their domain name We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8 We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8"  
[X Link](https://x.com/anyuser/status/2022067843324653709)  2026-02-12T21:58Z 72.4K followers, [----] engagements


"We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived"  
[X Link](https://x.com/anyuser/status/2021616625058017588)  2026-02-11T16:05Z 21.8K followers, 1.8M engagements


"Bill Ackman's Pershing Square announced a $2B position in Meta (10% of their portfolio). Core investment thesis is increasing returns to scale business model with clear AI tailwinds in core business (rec systems + ads) + upside from other AI / reducing spend on Reality Labs"  
[X Link](https://x.com/anyuser/status/2022052490393592160)  2026-02-12T20:57Z 72.4K followers, [----] engagements


"RL and The Era of Experience Over the last year weve clearly entered a new era where models improve less from static human data and more from real experience. By experience I mean these models taking actions in environments http://x.com/i/article/2021354316196356096 http://x.com/i/article/2021354316196356096"  
[X Link](https://x.com/anyuser/status/2021680935138120166)  2026-02-11T20:21Z 72.4K followers, 16K engagements


"Wild stat from Robinhood's earnings: prediction markets annualized revenues were $115M in Q3'25 and $435M in Q4'25"  
[X Link](https://x.com/anyuser/status/2021663527275266361)  2026-02-11T19:12Z 72.4K followers, 11.4K engagements


"Datadog landed its biggest new logo deal ever this past quarter: an 8figure annual runrate deal almost certainly Anthropic. From the call: we landed an 8figure annualized deal and our biggest new logo deal to date with one of the largest AI foundation model companies"  
[X Link](https://x.com/anyuser/status/2021414385483465093)  2026-02-11T02:42Z 72.4K followers, 56K engagements


"Lloyds Banking Group issued a press release saying genAI delivered $70m of value in [----] and expects an additional $140m in [----]. They deployed 50+ GenAI solutions last year. GitHub Copilot used by [----] engineers and an internal search tool Athena cut info search times by 66%. Surprised if the value won't be much higher in coming years given it's a $80B market cap company with a large revenue and cost base. https://twitter.com/i/web/status/2021376133611258044 https://twitter.com/i/web/status/2021376133611258044"  
[X Link](https://x.com/anyuser/status/2021376133611258044)  2026-02-11T00:10Z 72.4K followers, [----] engagements


"Thanks to the @tbpn team for including us at Wing in their Super Bowl commercial Really special what @jordihays @johncoogan @DylanAbruscato and team have built Started on the internet now played in millions of homes on TV. Thank you to everyone that makes TBPN possible. https://t.co/9gAeB2utPG Started on the internet now played in millions of homes on TV. Thank you to everyone that makes TBPN possible. https://t.co/9gAeB2utPG"  
[X Link](https://x.com/anyuser/status/2021310273445822485)  2026-02-10T19:48Z 72.4K followers, [----] engagements


"Started on the internet now played in millions of homes on TV. Thank you to everyone that makes TBPN possible"  
[X Link](https://x.com/anyuser/status/2020630598872932561)  2026-02-08T22:47Z 12.9K followers, 76.4K engagements


"Cursor released their latest agentic coding model Composer [---] today They scaled RL 20x for it relative to Composer [---] and saw continued improvement on their internal Cursor bench. Pricing wise it's about 20% more than Sonnet [---] and 2-3x more than Composer 1.0"  
[X Link](https://x.com/anyuser/status/2021074395259617418)  2026-02-10T04:11Z 72.4K followers, [----] engagements


"Databricks shared some their Q4 financial metrics. What a truly incredible business - Surpassed $5.4B revenue run-rate growing 65% y/y - Revenue growth accelerated every quarter in Q2 Q3 and Q4 - AI products alone crossed $1.4B revenue run-rate - Net retention rate 140% - [---] customers at $1M ARR [--] at $10M ARR - Free cash flow positive over the last [--] months https://twitter.com/i/web/status/2021040471477543116 https://twitter.com/i/web/status/2021040471477543116"  
[X Link](https://x.com/anyuser/status/2021040471477543116)  2026-02-10T01:56Z 72.4K followers, 15.8K engagements


"spent $70m on their domain $8m on a super bowl ad and their website doesn't load http://AI.com http://AI.com"  
[X Link](https://x.com/anyuser/status/2020695004596113900)  2026-02-09T03:03Z 72.4K followers, 43.9K engagements


"2026 Capex estimates: Amazon: $200B Alphabet: $175B - $185B Microsoft: $120B - $140B Meta $115B - $135B Over $600B in one year from just [--] companies. Wow"  
[X Link](https://x.com/anyuser/status/2019945959636234736)  2026-02-07T01:27Z 72.4K followers, [----] engagements


"YouTube did about $60B in revenue in [----] across ads and subscriptions. What an insane business For context Netflix did around $45B"  
[X Link](https://x.com/anyuser/status/2019837872396959751)  2026-02-06T18:17Z 72.4K followers, [----] engagements


"Amazon throwing shade at other hyperscalers in their earnings call 🍿 As a reminder its very different having 24% y/y growth on a $142B annualized run rate than to have a higher percentage growth on a meaningfully smaller base which is the case with our competitors"  
[X Link](https://x.com/anyuser/status/2019624354825531715)  2026-02-06T04:09Z 72.4K followers, 24.7K engagements


"First time flying on a United flight with Starlink. Vibecoding streaming Youtube/Netflix etc all working smoothly. Amazing"  
[X Link](https://x.com/anyuser/status/2019603851100487687)  2026-02-06T02:47Z 72.4K followers, [----] engagements


"New () YC website redesign is very well done https://www.ycombinator.com/ https://www.ycombinator.com/"  
[X Link](https://x.com/tanayj/status/2019579293605785647)  2026-02-06T01:10Z 72.3K followers, [----] engagements


"Two new frontier models that excel in overlapping but somewhat differing areas released within [--] minutes today. What a world"  
[X Link](https://x.com/anyuser/status/2019543491400061233)  2026-02-05T22:47Z 72.4K followers, [----] engagements


"Google accelerated growth this year from 14% to 15% y/y crossing $400B in topline revenue () If a company at that scale is accelerating growth with AI hard to take any public company that claims to be an AI beneficiary seriously if they aren't seeing the same"  
[X Link](https://x.com/anyuser/status/2019200955615719736)  2026-02-05T00:06Z 72.4K followers, [----] engagements


"Blackstone says they have one of the largest IPO pipelines in our history over the next year or so across sectors and geographies. They've already taken [--] of their companies public since the summer"  
[X Link](https://x.com/anyuser/status/2019181170207125725)  2026-02-04T22:48Z 72.4K followers, [----] engagements

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