·
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.
PLUS: Nvidia enters the open source war
The U.S. races toward AGI while China optimizes AI for industrial productivity. They're not playing the same game.
Nvidia just bet $6B on open source, directly competing with the frontier labs it's invested billions into. The compute war got messy.
Legal teams saw 108x growth in AI tool adoption since February. Sales and recruiting both hit 41x. Power users live outside tech now.
Sol became Vercel's fastest growing model after price cuts. Demand for intelligence is wildly elastic when inference costs drop.
Hugging Face is exploring a sale that could value them north of $13 billion.
Sam Altman says the AI industry has a messaging problem when leaders talk extinction risk while promising abundance.
Stripe paid $8B for OpenRouter betting agents become the main users of the internet. AX is the new UX.
AI evals require taste. Claude helps with top down criteria, but it's terrible at bottom up evals from real output feedback.
If your win rate tops 35% your pricing is too low. You should be losing half your deals.
Inspect silently copied and stored user emails on their servers. AI agent startups create massive silent data risks you can't delete.
Chinese robotics companies are advancing fast and the U.S. doesn't have good answers except Tesla.
Paul Graham's advice for 17 year olds: Learn to build LLMs from scratch and train them on whatever hardware you can access.
Open source Chinese models now own 62% of token traffic. They won the price war while closed models won intelligence.
Diminishing returns on intelligence for many tasks. Products won't auto switch to every new frontier model anymore.
Most humanoid robot demos are for show. Stationary robots with arms are more commercially viable than bipedal complexity.
Research showing AI is bad at something needs more care. Negative capability claims are less durable than positive ones across model generations.
MrBeast is back to using AI for thumbnails after all the controversy over taking jobs from thumbnail artists last year.