I just got one shotted at the van cleef store
Fuck me
everyone said the same thing about cursor like 2 months ago
claude code is so slow, i canโt believe theyโre at $40B ARR. why does anyone trust this $42B ARR company with sensitive workloads. the model isnโt even good, how are they at $44B ARR when everyoneโs churning. theyโre raising again? donโt VCs know this $46B ARR is going to zero?
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there's no fucking way Amazon has people doing this task
the first sign of humanoid robotics not being dogshit will be when it delivers doordash to your home
Day 2 is Live: Watch humanoid robots Bob, Frank, and Gary running 24/7. This is fully autonomous running Helix-02
if your pilots don't have a 75% conversion rate
they weren't real pilots
in enterprise sales, pilots are the very last stage of sales/buying process โ ie bottom-of-funnel
never, ever middle of the funnel โฆ
I love Matt
But zero people on twitter in SF know what an FDE is supposed to do
The FDE teams at the labs & the DeployCos arenโt doing anything remotely similar to what Palantir FDEs do
Actual cargo cult
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If I were a16z Iโd trying to convince Roy to turn Cluely into the next Mr Beast Studios / TBPN all day
easy $1b outcome
@lulumeservey are you fucking serious?
of ALL the things you can say about me, you chose to loop me in with engagement farmers?
if there is anything real about me, it is my ability to get engagement
go fuck urself u old shit
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Data warehousing companies building BI to try to lock in captive storage w their customers while paying lip service to iceberg will never win analytics in the long term
CIOs know what 250% NDR means for their budgets in those pitch decks
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Similarly weโve been using motherduck dives (prompt to BI dashboards) and I have to imagine this will eat a lot of AI analyst and BI companies. Itโs becoming a feature rather than a product
holy fuck Anthropic's a monster
Our agreement with @SpaceX means we will use all the compute capacity at their Colossus 1 data center.
This will give us over 300 megawatts of additional capacity to deploy within the month.
interest in claude design has returned to the same levels as before the announcement - zero people gave a fuck whatsoever
figma stock has recovered completely from the 4% drop it took when claude design was announced
collective AI psychosis
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this kind of story is so stupid
whatsapp had 500m users w/ ~35 engineers maintaining it
ftx was doing $10 billion in daily volume w/ like ~10 engineers
braindead misattribution of ai companies scaling fast to "ai automation" right now... everyone's talking their book
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@TheEthanDing The gains from automation are being traded off against human capital. A complex app serving millions of people is now maintained by a tiny handful of people.
In the past, you might have seen a team of a hundred devs thrown at it.
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For the uninitiated, $50m in โqualifiedโ ~= $12.5m ARR (good outcome if trueโฆ but attributing qualified to brand marketing isโฆ)
Legora at $100m in ARR on a 56x multiple means they need likely $800m in pipeline to hit their EOY target, 16x this
Reasonable stat
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Wild stat: the Jude Law campaign Legora ran last month generated $50M in qualified pipe in the subsequent 30 days. ๐คฏ
i have yet to meet a single person who feels like claude code is getting exponentially better on some kind of fast take off
Anthropic pays $750K/ year per senior engineer.
The creator of Claude Code just revealed his coding setup at the Sequoia AI session.
Boris Cherny: "100% of my code is written by Claude Code. I run around 100 agents at one time."
free. 24 minutes. watch it
then read article below
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i'm gonna go get diagnosed
real men know the name of this battle by eye
working on my most schizophrenic article yet...
this guy's the "subtle art of not giving a fuck" of tech thinkers
IRL denpok from HBO silicon valley
AIs replace UIs and APIs.
if china built github
"can i pay you an obscene amount of money w/ a 80% markup on the inference costs?"
"yes"
