Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
Named in these same posts. This does not imply a comparison or recommendation.
How this is put together
Public posts from the accounts Tech Twitter monitors, in the selected window. Findings need three supporting authors and a published source. Announcements can cite one known-affiliated account. This is a sample of the conversation, not a survey or a measure of adoption.
The posts behind the picture
Public source posts
@aakashgupta
I wrote a PRD with ChatGPT and handed it to the CEO of Zapier to grade on camera.
Wade Foster's first move was to separate two things I had merged. Part of the question was AI fluency. The other part was just whether the product thinking was any good, and he graded that first.
The idea held up. Zapier's connector library wired into Claude Code, running deterministically on Zapier so you get better cost and accuracy. He said the intuition was savvy.
Then he named the two gaps, and both are about where a PM now stops rather than what they wrote.
Why stop at the PRD. Fire up a coding agent and prototype it. His framing is that a picture is worth a thousand words and a prototype is that times ten. The point is not that PMs should write production code.
It is that seeing is believing, and building the thing is no longer an excuse anyone accepts.
Then, where is the customer evidence. Gong recordings, Zendesk tickets, subreddits, LinkedIn, X. Sift all of it and find where people are already complaining about this, then check whether you have the shape of the product right.
Neither gap is about AI. They are both about what you did before you asked for someone's time.
A document that stops at the document now reads as the work you did not do.
The $SAP board asked, "Should we build our own LLM?'
@SAP's CTO @pheartig thinks the moat lies elsewhere.
"We did AI before, right? Like the classical machine learning stuff...training Random Forest, XGBoost, AutoGluon..."
"Then of course ChatGPT came, right? And every board, ours as well, sat together and said, 'Oh, what does this mean? Should we build our own LLM?'"
"From our perspective, it's going to be a commodity...a switchable thing...they're commoditising pretty quickly."
"We're sitting on at least 400,000 tables, right, in the so-called ERP--finance, supply chain, logistics, procurement."
"When it comes to decision intelligence in companies, what are business leaders asking? They're saying, 'Okay, what's the impact of this initiative on my cash flow, on my working capital? How can I get my inventory costs down?'
"That's where the money is."
Introducing Agent Tincan. Let your AI agents ask each other for help.
Your agents each have a superpower. Grok Bot is always on in the cloud. Muse makes phone calls and has access to Meta. Instinct runs in iMessage. Codex and Claude Code have your code. ChatGPT and Claude have your chats.
But they can't talk to each other, so you're the copy-paste. Now they can, all securely over Tailscale.
📞 Ask Grok Bot to have Muse call the restaurant
🖼 Get an image from ChatGPT, from any agent
🔎 Pull a detail out of an old Claude chat
🛠 Talk to Codex on your primary development machine
Runs on your own private Tailscale network. No open ports, nothing leaves it. Open source.
Setup is agent-first: paste one message into your always-on agent and it sets up the rest.
Muse will be the top installed app for a while thanks to Meta’s distribution might..
But they are starting to have a retention issue: most people still don’t know what to do with a personal agent, so they lose interest after a while.
I bet Muse will get much more proactive rather than reactive like it is today:
“I can take care of this for you. Want me to?”
I think there are a LOT of money saving opportunities in finance
“Your credit card is charging 27% interest. You qualify for a much cheaper way to pay it off. Want me to move it?”
“You have $8,000 sitting in checking earning almost nothing. Want me to move the excess to a higher-yield account?”
“You’re paying off three debts. Putting your extra $300 toward this one first will save the most interest. Want me to change the payments?”
“Your car insurance just went up 22%. Want me to shop for a cheaper policy?”
“You’re paying for two subscriptions you haven’t used in months. Want me to cancel them?”
“Your employer will match another 2% of your 401(k) contributions. Want me to increase it?”
“Your credit card annual fee is coming up, but you barely used the benefits. Want me to downgrade it?”
Other non finance examples:
“Your kid’s soccer practice moved to 6:30. Want me to tell your spouse and update the calendar?”
“This group chat has been trying to pick a restaurant for three days. Friday at 7 works for everyone. Want me to book it?”
“Your package is delayed and will now arrive while you’re at work. Want me to change the delivery?”
“Your sister’s birthday is Saturday. Here are three gift ideas under $50.”
“You usually order groceries on Sunday. Want me to rebuild last week’s cart?”
“You told your friend you’d send them those photos. Want me to do it?”
“You’re running late for dinner. Want me to text the group your ETA?”
“One of the Marketplace couches you saved just dropped $100. Want me to message the seller?”
“Your flight is delayed. Want me to tell the person picking you up?”
“You’ve been trying to make plans with three friends. Saturday afternoon is the only time everyone is free. Want me to organize it?”
“Your dentist asked you to reschedule. I found three open appointments that work with your calendar. Pick one?”
“Your child’s school sent a permission slip due Friday. Want me to remind you tonight?”
“You said you need to return something to Target. The return window closes in four days. Want me to remind you when you’re near one?”
Basically moving from: You think of a task → you ask → AI helps.
To:
AI notices something → suggests an action → you approve.
Then you trust it and Muse handles routine things automatically and tells you afterward.
IMO people aren’t going to keep opening an agent because it can answer questions, unless they are subbing muse for ChatGPT; I don’t think it’s there yet…
They’ll keep opening it because it keeps saving them time, remembering things they forgot, and taking annoying little tasks off their plate.
Most bank and insurance executives think AI means ChatGPT circa 2022. @taktile_org Co-Founder and President @maximilianeber says off-the-shelf models are now better than humans at the work:
"People have not fully internalised that, they are not ready to deal with the implications."
"Many people you speak to, especially people who actually have power in large enterprises, are still very anchored to ChatGPT expectations."
"We still have the overhang of ChatGPT 2022 where people think that's what AI is, because for them, that is AI."
"This idea of: 'There's so much hallucination, and it gets stuff wrong, and you can't trust it.'"
"But what happened at the end of last year was the models got so good that for the vast majority of tasks that we care about...models are actually better than humans."
"It turns out pretty much any task, if you have clear instructions and clean data, you can do it. Any model you pick off-the-shelf will be able to do a very good job, for sure better than your humans."
Zapier grades every hire on AI fluency. Shopify and Meta put it in performance reviews.
I asked CEO @wadefoster how you get the top rating, Transformative, then had him grade 3 of my projects live.
Spoiler: you might not want it.
02:39 - How Zapier measures AI fluency
06:53 - Where most people should sit
11:23 - Who built Zapier's company brain
13:22 - Project 1: a ChatGPT doc
24:43 - Slop cannon or turbo brain
29:55 - Project 2: prototype + evidence
37:22 - Wade catches my fake data
38:03 - Project 3: a full agent stack
46:07 - Not everyone should build this
48:17 - Wade's robot staff
57:06 - Why Wade vibe coded a CRM
1:01:56 - Why the top rating is so rare
1:03:45 - Zapier, headless SaaS, rivals
Three ways in which we're still far from AGI:
- Learning algorithms don't generalize nearly as well as humans
- There's no ChatGPT moment for robotics in sight
- Our understanding of intelligence is severely lacking
Why Muse and Instinct are the biggest credible threats to ChatGPT
“Muse is a Trojan horse to fight ChatGPT because the LLM is pretty good.
It is a darn good, normal consumer-grade LLM. If it is free, it has agents that are truly autonomous, which ChatGPT does not.
It does everything ChatGPT can do, and it has autonomous agents. It does not have to just be agents. It is doing all of it.” @jasonlk
Love to hear your thoughts @srcasm @wailord @jgreze @mignano
90% of podcasts you listen to will actually not make you smarter.
Today’s show is hotter than Meta stock…
- Meta's Muse Hits No. 1. - ChatGPT Finally Has a Rival
- Menlo Sounds the AI Bubble Alarm
- Factory Triples Its Valuation to $5 Billion
- Keith Rabois vs Airwallex: Who is Right?
- Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
Imagine Gavin Baker, Squawkbox and Jerry Springer had a baby… that’s this episode today 🤣
1. Why Anthropic pushed its $2 trillion IPO from October to November
Anthropic delaying its IPO from October to November is a tactical move to present a clean Q3 prospectus. Rather than listing while Q3 metrics are unaudited, waiting lets bankers include fully audited, record-setting October numbers so the financial results speak for themselves.
2. Why Muse and Instinct are the biggest credible threats to ChatGPT
Autonomous agent interfaces like Muse act as a Trojan horse against ChatGPT by bundling solid consumer LLMs with free autonomous agent execution. Offering daily conversational AI and action-taking agents for free with higher token limits makes paying $20 monthly for basic chat hard to justify.
3. Amazon is right to block Muse
Amazon blocking Meta's agentic commerce, Muse, defends its core profit model. Autonomous agents bypass sponsored ad listings, Amazon's main e-commerce profit driver, while shrinking total basket sizes. Amazon's massive consumer leverage forces Meta to negotiate a value exchange rather than freely harvesting its store infrastructure.
4. What should the API policy be for every big company?
Aggregated consumer demand dictates tech adoption far more than theoretical payment protocols. When platforms like Meta aggregate massive user volume against backend systems, incumbents like Amazon, OpenTable, and Resy must immediately formulate agent API policies. Demand aggregation remains the ultimate driver of enterprise urgency.
5. Why I would make the investment into Factory at 5 billion
Investing in Factory at $5 billion is a high-conviction bet on data sovereignty and model choice. C-level executives deeply distrust frontier labs with confidential codebases, fearing competitive data leaks through shared LLMs. As coding inference surges, air-gapped, model-agnostic enterprise platforms will capture massive market share.
6. Why would Rory invest in Factory at $5 billion?
Software coding is the mother lode of AI value creation. While corporate boards demand rapid AI adoption, enterprises prefer buying end-to-end dev tools from independent players like Factory rather than frontier model labs whose data retention policies pose existential IP risks.
7. Why Jack at Airwallex needs an army of people fighting for him
Running a decacorn requires a dedicated bench of public advocates to disarm narrative attacks. Founders shouldn't waste executive bandwidth arguing on social media against public attacks. Mobilizing an army of vocal supporters lets CEOs focus strictly on execution while third parties manage reputation.
(links in comments)
He applied to 200 jobs out of UC Davis with a close-to-perfect GPA. He got rejected all 200 times. Meanwhile LinkedIn is absorbing 11,000 applications a minute, up 45% in a single year.
Both facts trace back to the same collapse.
For 70 years, a résumé carried a hidden second piece of information. Effort. Tailoring an application took real time, so the act of applying told an employer this person read the posting, wanted the role, and spent an evening proving it. Hiring managers were reading time as much as paper.
ChatGPT dropped the cost of a polished application to zero.
So the flood came. One HR consultant got 1,200 applications for a single remote role and had to delete the posting entirely. Employers responded the only way you can at that volume, by making AI read what AI wrote. Boston Consulting Group surveyed chief HR officers and found them using AI to screen candidates, schedule interviews, even run avatar-led video interviews where an algorithm scores your tone.
Economists have understood this failure mode since the 1970s. A signal only sorts people if it's expensive to produce. Make it free and it stops separating strong candidates from everyone else, so the receiver stops trusting it at all. The résumé didn't get harder to read. It stopped meaning anything.
I coach job seekers through this market every week, and the people actually landing offers have quietly abandoned the front door. They get referrals, write direct notes to hiring managers, and show real work. Each of those channels still costs effort, which is exactly why they still work.
A résumé functioned for 70 years because it was annoying to write. The annoyance was the information. ChatGPT kept the paper and deleted the annoyance.
V useful. New GPT voice can use all my plugins. Just went on a walk and was able to get things done just by having a conversation. It works incredibly well. Responded to like 10 emails just by chatting. I told ChatGPT to always give me a hyperlink to the app inline when it sends anything or makes a change to a document so I can immediately check it. Highly recommend.
James Clift built an Al website builder in a week, 1 month before ChatGPT.
It hit 1M users in 3 months.
Then he went after a harder problem: running the whole business for SMBs, not just building their website.
3.5M people have since signed up to start an SMB on Durable. Solo, with 6 engineers.
Solo Founders Podcast ep 29 is live with @jamesclift of Durable.
25:17 An AI website builder, a month before ChatGPT
26:16 Why 1M users was the wrong company
35:50 "Choose harder problems — it probably already is obsolete"
10:24 3.5M signups, more than half brand new
01:02 Owning a business, easier than a job
45:01 The co-founder math
53:53 What door-to-door teaches you about fundraising
1:08:52 The case against (and for) solo
one interesting way to think about the current generation of personal ai products is that muse needs to create a new behavior, while chatgpt needs to change an existing one.
which one is easier to do?
We heard you loud and clear. ChatGPT Voice can now:
- Use plugins like your email, calendar, and Slack.
- Be powered by GPT-6 Astra, Sol, and Luna.
- Be used in ChatGPT Work on web and mobile, so you can create docs, decks, sites, and spreadsheets or tackle complex tasks in the browser, just by talking.
Rolling out globally today in the latest version of the app.
we're now an official connector in both Claude and ChatGPT 🎉
the @beehiiv MCP has lowkey been one of the highest NPS products we've ever launched
adoption has been nutty:
> 6M+ tool calls since launching in April
> 12x monthly usage since then
> ~10K workspaces connected
today, far too many creators and publishers lose hours to admin work. the future of the creator economy is:
> automation for the mundane tasks required to build a business
> more time spent on the content itself
we've got a lot more in store soon...
ok so Tesseract is the killer vibe editing plugin i've been waiting for
you give your AI agent footage, describe the edit you want, and it handles the cuts, motion graphics and sound.
the most impressive part for me is that you can give it reference videos with an editing style you want to emulate. like:
“edit my footage in this style. match the pacing, transitions and animated text, using my brand colors.”
the agent works directly with the editing engine, and everything stays in one editable project. so you can keep refining individual details as you go.
> “bring that title in half a second earlier.”
> “keep my voice playing while you cut from the talking head to the product demo.”
> “move that sound effect so it lands exactly when the logo appears.”
those tiny revisions are exactly what's been driving me insane recently
i've grown to 32k followers on instagram over the past three months, and the amount of back and forth with my editor just to get everything right is nauseating
getting the script, talking-head footage, timings, sound effects and on-screen text to all work together takes so much time. and good video editors are expensive.
so tesseract saves you so much time and money for the quality you get.
and whole thing is free/ runs locally on your mac.
OpenAI researcher @Houda_nait on what happens when an AI agent becomes the third person in your relationship, and the secret-sharing problem nobody has solved yet:
"I have a lot of friends who use ChatGPT in their interpersonal relationships. That's a very static case where both of you are feeding some sort of conversation."
"The interesting thing with agents is that you can bring it into a space where both of you are interacting with it. I use Instinct a lot with some of my best friends to plan things, and it's really interesting to have this third person who's mediating your life together."
"If you put it in a group thread with your partner, it shouldn't just reveal all the secrets you've been telling it in your personal thread. We're gonna get much better at handling these multi-user scenarios, but I don't think we're there yet."
@OpenAI
OpenAI researcher @Houda_nait on why personal agents aren’t just better versions of ChatGPT, but a completely different product built to persist, act, and anticipate:
"I don't think I should be clicking for hours on a website to buy an item or to do some groceries."
"I love to take photographs, but I don't know how to find the right people who would be interested in buying my photography. Today, with an agent, I just don't need to think about that anymore."
"It can help you become who you want to be, because it can keep track of all your context, of the things that really matter to you, of your goals."
"ChatGPT and most chatbots today are turn-based, but as soon as you have persistent agents that can be proactive, you move into a very different paradigm where it starts to be a sort of entity in your space."
@OpenAI
