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shirish
@shiri_shh
Generalist | AI | Tech | Startups ▪︎ Locked in ▪︎
1.6K Following    47K Followers
"It's not about how much you earn. It's about what you're worth."
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might be one of the greatest comebacks of all time
I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model. Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1# on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching. We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards. As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
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most people still have NO clue how good AI has gotten at conversation. we are so cooked 😭
introducing prism, the world’s first speech-to-speech model you can’t tell from a human in conversation prism has: > 300ms response time, 4x faster than OpenAI GPT-Live > outperforms every other s2s model on intelligence (with NO reasoning) > the first s2s model customizable through reinforcement learning we’re a team of 35 with $35M in funding, and we’re unlocking s2s model adoption faster than openai, google, and x. the first 100 people to sign up here get 1 month free:
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The new #1# AI model is also CHEAPER Gemini 4 Carbon: $2 / $10 Opus 5.5: $4 / $20 #1# at HALF the price. your move, Anthropic
Gemini 4 Carbon is our next frontier model. It’s state-of-the-art across cybersecurity and long-horizon capabilities.
someone finally built Pinterest with a checkout every pics is made around your taste, and you can buy everything in it
We raised a $7M pre-seed to make shopping fun again. @daletlabs generates media just for you: like walking into a mall built around your taste. And you can buy everything in-app. Built by researchers from Google, Runway and MIT. Backed by @lightspeedvp and amazing angels.
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"It's not about how much you earn. It's about what you're worth."
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last time someone was this CONFIDENT, it looked like this: Clubhouse (2021): • Invite-only beta • $0 revenue • $100M to $4B in 11 months Instinct (2026): • Invite-only beta • $0 revenue • $50M to $30B in 6 months
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Instinct is currently raising @ $30b. $100M → $500M → $2.5B → $10B → ~$30B in sub 1y. If you're still not inside the private market this should be a good signal to pivot aggressively. Wealth creation is going to be heavily skewed toward private investors over the coming decade.
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The formal proof of CFSG may now be among the largest open-source projects ever. Watching agents assemble it is a reminder of the awe-inspiring human achievement behind it. The graph represents some 15,000 pages of intricate arguments developed by mathematicians over decades.
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2021: left OpenAI 2022: $4 billion 2026: ~$2 TRILLION IPO Dario never missed
btw running this 2B param model locally is easy. you just need: - 1–2 GB of memory - your laptop or even your phone - no GPU It sees, hears, and talks, fully offline oh and it competes with Gemini 3.5 Flash Lite and GPT-5.6 Luna
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Introducing 𝙻𝙵𝙼𝟹: our new generation of Liquid Foundation Models. With a new tri-hybrid architecture and new multimodal encoders, the LFM3 family is the ideal model suite for specialized intelligence. > 6 model instances, across text, audio, vision, and omni modalities, generative and decision models. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱: text, 256k context window. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱: vision-language model with video-input support for spatial understanding > 𝙻𝙵𝙼𝟹-𝙰𝚞𝚍𝚒𝚘-𝟸𝙱: tool calls, voice chat, reasoning in 18 languages. > 𝙻𝙵𝙼𝟹-𝙾𝚖𝚗𝚒-𝟸𝙱: an omni model combines vision, audio, and language. > 𝚍𝟷-𝟸𝙱 and 𝚍𝟷-𝙾𝚖𝚗𝚒-𝟸𝙱: decision models with typed outputs and calibrated probabilities in a single pass. Omni adds audio input. > fine-tune on 1 GPU. > a new tri-hybrid architecture > architecture optimized for 14 processor classes across GPUs, CPUs, and NPUs. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱 is a beast. It performs competitively with Gemma 4 12B (6x larger), and Gemini 3.5 Flash Lite, and GPT-5.6 Luna, with 1.9B parameters. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱 is #1# on the Pareto frontier of device intelligence 𝚙𝚒𝚙𝚎𝚝𝚝𝚎.𝚕𝚒𝚚𝚞𝚒𝚍.𝚊𝚒 Every modality for specialized intelligence. Pick the one that fits your use case, customize it, and run it on-device. 1/ 🧵
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my watch has years of my heart rate data my hospital still asks me the same intake questions every visit why can’t the hospital just read my watch? why can’t their systems learn from my history? A hospital that's treated 10 million patients should be smarter on the next one
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Today, we’re introducing the next chapter of Concurrence and the world’s greatest leap toward Superintelligent Care. When I was 13 I lost my mom to cancer that should’ve been caught earlier. We’re building a system that sees every patient’s future in time to change the outcome
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How to ask a girl out? Make no mistakes. This is what happens inside AI when you ask such questions. Introducing Inside AI, our latest AI short film. Now 100% open source, with every prompt and asset now public.
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🚨 Big news today: We’ve raised $100M for our Series A! 🎉 🚀 We believe demand for fast inference is many times larger than demand for slow inference, and it’s about to go exponential. Thanks to our co-leads @BlackbirdVC and @Abstractvc. Two visionary partners join our journey 🎉 🚀
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being top 50 in the world at league takes insane pattern recognition, speed and decision making under pressure that’s the same skillset as a great engineer this is the smartest recruiting filter I’ve seen in a while
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The league of legends championship is in the usa this year.. and we booked the largest private box in the stadium @MeckaAI cofounder @jasontheutopian and first engineer Anthony, both ranked challenger as top 50 players in the world So we’re inviting 30 elite engineers, researchers and operators to join us in the ownership suite to watch the finals front and center Anyone with world-class skill in a video game, not just in league, send us your rank or evidence of exceptional ability in what you do The championship is nov 14 at the barclays center in new york Apply by Nov 8. Link in comments
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5 years from now kids won't believe games used to be made by hand 😭
Excited to share Genie 4 today our most realistic and interactive world model: - steer dynamic environments in real time, shaping events, camera angles, and actions - generate native audio matched to the world, from realistic background sounds to characters who can converse in real time! - simulate photorealistic scenes and real-world physics - create more coherent multi-step events through reasoning from Gemini We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
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the hard part of getting healthier is keeping it going when life changes you get busy, sleep badly, miss a few workouts. suddenly the plan that made sense on Sunday doesn't fit your week that's what makes kicker stood out to me it's a personal health buddy you can text in iMessage. it remembers your goals, food preferences, and routines. with your permission, it can bring in sleep and activity data from things like Oura, Whoop After you chat with it, it actually remembers. “you’ve been going to bed late, try winding down earlier.” “it’s been 11 days, want to get back to your 3 workouts a week?” that's the kind of follow-up i want from a personal agent when a plan keeps falling apart, figure out what's getting in the way. help make the next step manageable. remember what changed for next time the ambition here is an AI that gets to know you, helps you take action, and has a reason to check in when it does
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Most agents wants to 10x your productivity. @kickerai doesn’t. Introducing Kicker: the first personal health agent that actually cares about you. Already used by 150,000 people, ranked #1# for both Proactivity and Permission on the Assistant Benchmark.
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New in CodeRabbit Secure: Deep Scan now follows a vulnerability across your linked repos, then replays the exploit in a throwaway sandbox to prove it's real before it flags anything. Hendrik walks through this and everything else in the new update:
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it took mathematicians generations to write this proof it took AI agents 24 days to translate all 15,000 pages into code a computer can verify
The largest math proof in human history is now computer-verified. Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry." About 15,000 pages, built by over 100 mathematicians across generations.
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the craziest number in Anthropic’s IPO filing isn’t the revenue it’s 900% net revenue retention companies that paid them $100 last year are paying ~$900 now
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Anthropic just opened its books for the IPO. Revenue per employee: $6.6 million. A year ago it was $1.4 million. that’s more than Nvidia, OpenAI, Apple, Google, Meta and Microsoft.
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My quick takeaways on the Anthropic S-1: 1. This is a historical moment 2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense. 3. I always thought OpenAI would drop their S-1 first 4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%. 5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip. 6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t. 7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend. 8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders? 9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here. 10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger. Let’s go! 11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers. 12. Whatever happens, exciting times to be building in AI.
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