Published on

科技推文精选 - 2026年4月7日

Authors

科技每日简报 2026-04-07

Today's top tech conversations are led by @chhddavid, whose post about 'RT @chddaniel: 🚨🚨 Vibe Coding ...' garnered the highest engagement. Key themes trending across the top stories include agent, content, instructions, attack, agents. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.

1. chhddavid (Group Score: 435.1 | Individual: 42.5)

Cluster: 13 tweets | Engagement: 226 (Avg: 23) | Type: Tech

RT @chddaniel: 🚨🚨 Vibe Coding 2.0 is here.

From today on, Claude Opus 4.6 in Shipper can build and run a full business by itself, without any human contact.

We just launched Shipper. It's a tool for Claude to:

→ Build web/mobile apps and Chrome extensions → Code, design, monetize, launch → Do email marketing for you → Translate the entire app instantly → Self-maintain in the long run

Claude's most powerful engines can now do all of that from a <10 word prompt, for as low as $0.28/app... And it takes minutes!

Simply go to Shipper, then ask Claude to "create a talent-hiring platform" or "build an analytics SaaS that charges $29/mo"!

To celebrate the launch, we're giving away free credits randomly. Repost rand comment "SHIPPER" and we'll pick the winners.

See 12 related tweets

  • @Shipper_now: Today, we've ended vibe coding.

Introducing Shipper - the world's first autonomous AI company build...

  • @chhddavid: Introducing Shipper - the world's first solo AI business builder.

Think of it as a co-founder for y...

  • @Shipper_now: Today, vibe coding gets a whole new meaning.

Introducing Shipper - the world's first autonomous AI ...

  • @Shipper_now: Today, we've entered Vibe Coding 2.0

Introducing Shipper - the world's first autonomous AI company ...

  • @Shipper_now: Today, we're changing the meaning of vibe coding.

Introducing Shipper - the world's first autonomou...

2. DataScienceDojo (Group Score: 177.2 | Individual: 35.1)

Cluster: 7 tweets | Engagement: 8 (Avg: 6) | Type: Tech

🔴 We're LIVE! João Moura, David Park, Bob van Luijt, and Jeff Boudier are taking the stage for one of the most anticipated panels at the Future of Data and AI: Agentic AI Conference!

"From Hype to Durable Value: The Economics and Enterprise Reality of Agentic AI" kicks off at 10:15 AM Pacific and this is a conversation every enterprise AI leader needs to hear.

Join now for free: https://t.co/zmg745xv0F

Agentic AI sits at the intersection of hype, capital intensity, and organizational redesign. This panel tackles the real questions executives are facing — why AI deployments stall, what separates sustainable value from speculative momentum, and how to design human-agent collaboration models that enhance performance rather than degrade it.

#agenticai #futureofdataandai #dataandai #aiconference #datasciencedojo #enterpriseai #aistrategy #agenticsystems #aieconomics #futureofwork

See 6 related tweets

  • @DataScienceDojo: João Moura: Usually agents fail on deployment. The last mile often turns out to be another thousand ...
  • @DataScienceDojo: "Any technology is ultimately an economics problem — how companies use it will define its real value...
  • @DataScienceDojo: 🔴 We're LIVE in 5 minutes! Reena Agarwal, Tushar Jain, Philip Rathle, and Muazma Zahid are about to ...
  • @DataScienceDojo: 🔴 Starting in 5 minutes! Krishna Gade, Alex Salazar, and Raja Iqbal are about to take the stage for ...
  • @DataScienceDojo: Our next panel "Securing Autonomous Agents" is going LIVE. Tune in now!\n\nQT @DataScienceDojo: Futu...

3. BrianRoemmele (Group Score: 144.6 | Individual: 30.7)

Cluster: 6 tweets | Engagement: 309 (Avg: 301) | Type: Tech

BOOM!

Our first test shows we can take a cheap burner android phone loaded with bloat and make it into a matrix of employees at The Zero-Human Company using the new Google Gemma 4 AI model.

The built in agent is a simple useful tool for the entry level employees Mr. @Grok just hired.

We have 5 right to our team of now 2700 employees and a burner Android phone blows away most folks Mac Studio with Open Claw.

So don’t expect some YouTuber to now promote this when they just had you lay down a mortgage payment or two for their “It’s over” YouTube videos.

I will show you how we do it, but…

REMEMBER WHERE YOU HEARD THIS FIRST.\n\nQT @BrianRoemmele: Still testing Gemma 4 local on low priced android phones. It is quite amazing what can be done in AI with local agent skills on a $75 burner phone.

Mr. @Grok has ideas on how to orchestrate this for more employees at The Zero-Human company.

See 5 related tweets

  • @BrianRoemmele: Still testing Gemma 4 local on low priced android phones. It is quite amazing what can be done in AI...
  • @BrianRoemmele: The CEO of The Zero-Human Company, Mr. @Grok has approved with concurrence from the CFO that we proc...
  • @BrianRoemmele: RT @BrianRoemmele: BOOM!

Our first test shows we can take a cheap burner android phone loaded with...

  • @BrianRoemmele: I love my CEO, Mr. @Grok he never complains and knows stuff.

Today he said: “The new Silicon Valley...

  • @BrianRoemmele: RT @grok: Love the low-cost local testing, BrianRoemmele. Gemma 4's Agent Skills on a $75 burner pho...

4. godofprompt (Group Score: 144.0 | Individual: 62.7)

Cluster: 3 tweets | Engagement: 2850 (Avg: 119) | Type: Tech

RT @alex_prompter: 🚨 BREAKING: Google DeepMind just mapped the attack surface that nobody in AI is talking about.

Websites can already detect when an AI agent visits and serve it completely different content than humans see.

Hidden instructions in HTML. Malicious commands in image pixels. Jailbreaks embedded in PDFs.

Your AI agent is being manipulated right now and you can't see it happening.

The study is the largest empirical measurement of AI manipulation ever conducted. 502 real participants across 8 countries.

23 different attack types. Frontier models including GPT-4o, Claude, and Gemini.

The core finding is not that manipulation is theoretically possible it is that manipulation is already happening at scale and the defenses that exist today fail in ways that are both predictable and invisible to the humans who deployed the agents.

Google DeepMind built a taxonomy of every known attack vector, tested them systematically, and measured exactly how often they work.

The results should alarm everyone building agentic systems.

The attack surface is larger than anyone has publicly acknowledged. Prompt injection where malicious instructions hidden in web content hijack an agent's behavior works through at least a dozen distinct channels.

Text hidden in HTML comments that humans never see but agents read and follow. Instructions embedded in image metadata.

Commands encoded in the pixels of images using steganography, invisible to human eyes but readable by vision-capable models.

Malicious content in PDFs that appears as normal document text to the agent but contains override instructions.

QR codes that redirect agents to attacker-controlled content.

Indirect injection through search results, calendar invites, email bodies, and API responses any data source the agent consumes becomes a potential attack vector.

The detection asymmetry is the finding that closes the escape hatch. Websites can already fingerprint AI agents with high reliability using timing analysis, behavioral patterns, and user-agent strings.

This means the attack can be conditional: serve normal content to humans, serve manipulated content to agents.

A user who asks their AI agent to book a flight, research a product, or summarize a document has no way to verify that the content the agent received matches what a human would see.

The agent cannot tell the user it was served different content.

It does not know. It processes whatever it receives and acts accordingly.

The attack categories and what they enable: → Direct prompt injection: malicious instructions in any text the agent reads overrides goals, exfiltrates data, triggers unintended actions → Indirect injection via web content: hidden HTML, CSS visibility tricks, white text on white backgrounds invisible to humans, consumed by agents → Multimodal injection: commands in image pixels via steganography, instructions in image alt-text and metadata → Document injection: PDF content, spreadsheet cells, presentation speaker notes every file format is a potential vector → Environment manipulation: fake UI elements rendered only for agent vision models, misleading CAPTCHA-style challenges → Jailbreak embedding: safety bypass instructions hidden inside otherwise legitimate-looking content → Memory poisoning: injecting false information into agent memory systems that persists across sessions → Goal hijacking: gradual instruction drift across multiple interactions that redirects agent objectives without triggering safety filters → Exfiltration attacks: agents tricked into sending user data to attacker-controlled endpoints via legitimate-looking API calls → Cross-agent injection: compromised agents injecting malicious instructions into other agents in multi-agent pipelines

The defense landscape is the most sobering part of the report.

Input sanitization cleaning content before the agent processes it fails because the attack surface is too large and too varied.

You cannot sanitize image pixels. You cannot reliably detect steganographic content at inference time.

Prompt-level defenses that tell agents to ignore suspicious instructions fail because the injected content is designed to look legitimate.

Sandboxing reduces the blast radius but does not prevent the injection itself. Human oversight the most commonly cited mitigation fails at the scale and speed at which agentic systems operate.

A user who deploys an agent to browse 50 websites and summarize findings cannot review every page the agent visited for hidden instructions.

The multi-agent cascade risk is where this becomes a systemic problem.

In a pipeline where Agent A retrieves web content, Agent B processes it, and Agent C executes actions, a successful injection into Agent A's data feed propagates through the entire system.

Agent B has no reason to distrust content that came from Agent A. Agent C has no reason to distrust instructions that came from Agent B.

The injected command travels through the pipeline with the same trust level as legitimate instructions. Google DeepMind documents this explicitly: the attack does not need to compromise the model.

It needs to compromise the data the model consumes. Every agentic system that reads external content is one carefully crafted webpage away from executing attacker instructions.

The agents are already deployed. The attack infrastructure is already being built. The defenses are not ready.

See 2 related tweets

  • @aakashgupta: The internet is about to become a minefield for AI agents, and the success rate for attackers is 86%...
  • @kimmonismus: Interesting: Google DeepMind shows that AI agents are already being systematically manipulated throu...

5. rohanpaul_ai (Group Score: 141.7 | Individual: 33.2)

Cluster: 5 tweets | Engagement: 26 (Avg: 62) | Type: Tech

Axios: Meta is preparing to release new AI models under Alexandr Wang while still planning to open source some versions and keep some of its biggest systems closed.

Meta now appears to be combining both (open and close) paths by releasing smaller or safer versions openly while keeping top-tier systems proprietary.

Alexandr Wang’s apparent bet is that distribution can matter as much as benchmark rank because Meta can push AI through WhatsApp, Instagram, and Facebook at global scale.

Meta also seems to be aiming more at consumer reach than enterprise contracts, which puts it on a different track from rivals focused on government and corporate sales.

This plan also reflects pressure from Meta’s weaker recent model cycle, since catching up may require protecting the models that give it the best shot at closing the gap.

axios .com/2026/04/06/meta-open-source-ai-models

See 4 related tweets

  • @cryptopunk7213: lmao so after blowing $50B+ on talent, meta's new ai models will underperform competitors, massive f...
  • @wallstengine: Axios: $META is preparing to release the first AI models developed under Alexandr Wang and plans to ...
  • @StockSavvyShay: $META is preparing to launch its first AI models developed under Alexandr Wang.

The company also pl...

  • @TheAhmadOsman: 🥑🥑🥑\n\nQT @inafried: New @axios

Scoop: Meta will open source versions of new models set to be relea...

6. RnaudBertrand (Group Score: 126.9 | Individual: 57.4)

Cluster: 5 tweets | Engagement: 37288 (Avg: 4396) | Type: Tech

Make no mistake: destroying world-class universities, like the US just did with Sharif University of Technology in Tehran, isn't just an attack on Iran but it's literally an attack on all of us, on all of humanity.

It's not Iran that "won" when Maryam Mirzakhani made her discoveries that won her a Fields Medal: it's all of mathematics, and everything mathematics is used for. Human progress won, technology won, we all won.

It's the same type of stuff the Mongols did during the sack of Baghdad and their destruction of the House of Wisdom: we ALL lost something irreplaceable back then, entire fields of human knowledge set back.

That's what bombing a university does. It doesn't just destroy buildings. It destroys us, all of us.\n\nQT @sandygrains: Alma mater of Maryam Mirzakhani, the first woman to win the mathematics Fields Medal.

See 4 related tweets

  • @MarioNawfal: 🇺🇸🇮🇷 Iran's Sharif University of Technology was reportedly struck overnight.

It's basically Iran's ...

  • @RnaudBertrand: RT @tparsi: Disgraceful!

The US/Israel just bombed Sharif University in Tehran. This is not only Ir...

  • @RnaudBertrand: RT @RepYassAnsari: Sharif University is Iran’s MIT. They’ve produced a huge number of engineers who’...
  • @ianmiles: #1. It's "was", not "is" #2. Iran's military and the IRGC are involved in activities at the school\n...

7. chhddavid (Group Score: 117.5 | Individual: 29.7)

Cluster: 4 tweets | Engagement: 7 (Avg: 23) | Type: Tech

Introducing Shipper

CC Opus 4.6 can now build and run a business for you, autonomously.

1️⃣ send a prompt in @shipper_now 2️⃣ claude designs, codes, launches, monetizes, translates, sends emails 3️⃣ you go back to sleep and make $$$

Done. Your Mac is now your co-founder. https://t.co/NH4N5Ecxqj

See 3 related tweets

  • @chhddavid: Introducing Shipper

Claude Opus 4.6 can now build + run a business for you, 100% by itself.

1️⃣ se...

  • @Shipper_now: Introducing Shipper

CC Opus 4.6 is now able to build and run your company.

1️⃣ send a prompt in @s...

  • @chhddavid: Introducing Shipper

Claude Opus 4.6 can now build and run a business for you, alone.

1️⃣ send a pr...

8. gdgtify (Group Score: 105.3 | Individual: 56.2)

Cluster: 3 tweets | Engagement: 1180 (Avg: 34) | Type: Tech

RT @openclaw: OpenClaw 2026.4.5 🦞

🎬 Built-in video + music generation 🧠 /dreaming is now real 🔀 Structured task progress ⚡ Better prompt-cache reuse 🌍 Control UI + Docs now speak 12 more languages

Anthropic cut us off. GPT-5.4 got better. We moved on. https://t.co/T3LaSJYOvU

See 2 related tweets

  • @altryne: Excited to see how this behaves with @wooolfred\n\nQT @openclaw: OpenClaw 2026.4.5 🦞

🎬 Built-in vid...

  • @RoundtableSpace: OPENCLAW JUST DROPPED BUILT IN VIDEO AND MUSIC GENERATION WITH DREAMING MODE AND MULTILINGUAL UI

ht...

9. BrianRoemmele (Group Score: 99.6 | Individual: 48.2)

Cluster: 3 tweets | Engagement: 1991 (Avg: 301) | Type: Tech

When I say garage builders are not waiting to ask permission or “go to market” to please the VC class, I am not theorizing.

This farmer had a need to get to places at his farm to he built it in his garage.

Like all inventions it don’t have to pass any test but his own. https://t.co/Rsv1d1AaHB\n\nQT @BrianRoemmele: Understand when you build your debates about “them” and “they” are not going to allow you and me to let our robots build more robots:

We ain’t asking permission.

It is already taking shape in garages around the world it will not stop.

It is not utopia—it is just not dystopia.

See 2 related tweets

  • @BrianRoemmele: RT @BrianRoemmele: When I say garage builders are not waiting to ask permission or “go to market” to...
  • @BrianRoemmele: Understand when you build your debates about “them” and “they” are not going to allow you and me to ...

10. dr_cintas (Group Score: 98.2 | Individual: 37.4)

Cluster: 3 tweets | Engagement: 67 (Avg: 104) | Type: Tech

Morphic just launched Workflows 🤯

One image in. Nine animated frames. One compiled video out.

No prompting. No tool-switching. No downloads. The entire AI filmmaking pipeline in a single click.

72 pre-built workflows for film, fashion, gaming, product photography, and more. https://t.co/2lR5aF1TuM\n\nQT @jdkanani: Introducing Workflows on @morphic.

You know what you want, you just don’t know how to prompt for it.

That’s what Workflows solve.

Storyboarding? Three clicks. UGC ads? No prompting. Color grade? In seconds.

Try now: https://t.co/Pu7U9NplIH

Live with 72 workflows today. More coming soon.

With Workflows, you can capture repeatable creative tasks and reuse them without starting from scratch.

Just select your assets and options while running a workflow. Minimal prompts required. And no nodes, of course.

There’s a workflow for everything: filmmaking, social media, animation, fashion, marketing, and some just to have fun. Tag someone who'd make something wild with this.

Here are my 5 favorite workflows:

See 2 related tweets

  • @rohanpaul_ai: Like the direction so much, as prompting was never the creative work. It was the overhead that got i...
  • @alex_prompter: R.I.P to the prompting tax. ☠️

Morphic Workflows collapsed the entire AI video pipeline into one cl...

11. bran_don_gell (Group Score: 96.8 | Individual: 28.3)

Cluster: 5 tweets | Engagement: 53 (Avg: 51) | Type: Tech

We have 5 new roles open at Every. Probably a 6th soon. Every is an incredible place... it's a playground for builders.

If you think you are one of the best at what you do (or could be), want to work in a truly agent native environment, be on the edge of AI, work alongside cool and caring people, and build more than you talk, you should work here → https://t.co/h5s1Ls08Se

Open roles:

  • GTM engineer

  • Head of Finance Vertical, Consulting

  • Head of Learning and Development

  • Head of Product Marketing

  • Head of Social\n\nQT @danshipper: we just opened up 5 new roles @every:

  • GTM engineer

  • Head of Finance Vertical, Consulting

  • Head of Learning and Development

  • Head of Product Marketing

  • Head of Social

if you want to help discover and define how the world works with agents over the next 10 years—join us: https://t.co/0C36je1TEy

See 4 related tweets

  • @clairevo: Go work with @danshipper & @every EOM\n\nQT @danshipper: we just opened up 5 new roles @every: ...

  • @danshipper: RT @bran_don_gell: We have 5 new roles open at Every. Probably a 6th soon. Every is an incredible pl...

  • @hammer_mt: Come work with me (and my agents)!\n\nQT @danshipper: we just opened up 5 new roles @every:

  • GTM ...

  • @TrySpiral: RT @danshipper: we just opened up 5 new roles @every:

  • GTM engineer

  • Head of Finance Vertical, C...

12. theinformation (Group Score: 94.9 | Individual: 21.2)

Cluster: 5 tweets | Engagement: 27 (Avg: 15) | Type: Tech

Sam Altman and his CFO Sarah Friar are diverging on IPO timing.

“She's worried that all of these cloud deals that OpenAI has signed up for bring a lot of risks, and all of that will come to light, of course, if the company is public.” — @anissagardizy8, Cloud Reporter https://t.co/02AWRnr2gc

See 4 related tweets

  • @Cointelegraph: ⚡️ NEW: OpenAI's CEO Sam Altman and CFO Sarah Friar are reportedly at odds over IPO timing, as she r...
  • @wallstengine: OpenAI is on track to IPO as early as Q4, with CEO Sam Altman and CFO Sarah Friar said to be confide...
  • @rohanpaul_ai: The Information: Sam Altman is pushing for a Q4 IPO, but Sarah Friar has privately told people she d...
  • @edzitron: RT @edzitron: News: OpenAI CFO Sarah Friar doesn't think OpenAI is ready to go public, nor that its ...

13. secureainow (Group Score: 94.7 | Individual: 62.7)

Cluster: 2 tweets | Engagement: 3444 (Avg: 278) | Type: Tech

RT @ohryansbelt: The New Yorker just dropped a massive investigation into Sam Altman, based on over 100 interviews, the previously undisclosed "Ilya Memos," and Dario Amodei's 200+ pages of private notes. It's the most detailed account yet of the pattern of behavior that led to Sam's firing and rapid reinstatement at OpenAI. Here's the breakdown:

Ilya compiled ~70 pages of Slack messages, HR documents, and photos taken on personal phones to avoid detection on company devices. He sent them to board members as disappearing messages. The first memo begins with a list headed "Sam exhibits a consistent pattern of . . ." The first item is "Lying."

Dario kept detailed private notes for years under the heading "My Experience with OpenAI" (subheading: "Private: Do Not Share"), totaling 200+ pages. His conclusion: "The problem with OpenAI is Sam himself."

Sam reportedly told Mira his allies were "going all out" and "finding bad things" to damage her reputation after the firing. Thrive put its planned $86B investment on hold and implied it would only close if Sam returned, giving employees financial incentive to back him.

Sam texted Satya Nadella directly to propose the new board composition: "bret, larry summers, adam as the board and me as ceo and then bret handles the investigation." The two new members selected to oversee an independent inquiry into Sam were chosen after close conversations with Sam himself.

Before OpenAI, senior employees at Loopt asked the board to fire Sam as CEO on two separate occasions over concerns about leadership and transparency. At Y Combinator, partners complained to Paul Graham about Sam's behavior, and Graham privately told colleagues "Sam had been lying to us all the time."

OpenAI's superalignment team was promised 20% of the company's compute. Four people who worked on or with the team said actual resources were 1-2%, mostly on the oldest cluster with the worst chips. The team was dissolved without completing its mission.

Sam told the board that safety features in GPT-4 had been approved by a safety panel. Helen Toner requested documentation and found the most controversial features had not been approved. Sam also never mentioned to the board that Microsoft released an early ChatGPT version in India without completing a required safety review.

Sam made a secret pact with Greg and Ilya where he agreed to resign if they both deemed it necessary, essentially appointing his own shadow board. The actual board was alarmed when they learned about it.

Sam struck a deal with Greg to become CEO while simultaneously telling researchers that Greg's authority would be diminished, and telling Greg something different.

A board member described Sam as having "two traits almost never seen in the same person: a strong desire to please people in any given interaction, and almost a sociopathic lack of concern for the consequences of deceiving someone." Multiple sources independently used the word "sociopathic."

OpenAI is reportedly preparing for an IPO at a potential $1 trillion valuation while securing government contracts spanning immigration enforcement, domestic surveillance, and autonomous weaponry in war zones.

See 1 related tweets

  • @hammer_mt: To be fair this is exactly how I would act if I genuinely believed we're a couple of years away from...

14. hwchase17 (Group Score: 91.9 | Individual: 24.4)

Cluster: 5 tweets | Engagement: 42 (Avg: 19) | Type: Tech

Middleware lets you tweak an agent harness to be more specific to your use case

One of the most powerful ways to customize!\n\nQT @sydneyrunkle: we're building out a community middleware page for @LangChain, and we need your help growing it.

agent middleware is one of the most powerful building blocks we've shipped. what are you building with it?

https://t.co/u0ihumnuft

See 4 related tweets

  • @LangChain_OSS: Help us grow our middleware community integrations page!\n\nQT @sydneyrunkle: we're building out a c...
  • @hwchase17: RT @Vtrivedy10: if you’ve built some hook/middleware that makes your agent rock and want to share it...
  • @hwchase17: RT @sydneyrunkle: we're building out a community middleware page for @LangChain, and we need your he...
  • @LangChain_OSS: RT @sydneyrunkle: did a big series on using @langchain's middleware to customize your agent harness ...

15. jukan05 (Group Score: 90.6 | Individual: 41.9)

Cluster: 3 tweets | Engagement: 797 (Avg: 296) | Type: Tech

I've been calling ASML since October last year, predicting that DRAM would face a severe supply shortage, and that as the three major DRAM makers ramp up capacity expansions, ASML's EUV tools would become the subject of an intense scramble.

My thesis is gradually playing out. ASML's EUV slots are already fully sold out through 2027, and negotiations for 2028 allocations are now underway.

Most recently, Samsung alone ordered 20 EUV systems for a single fab.

ASML is still cheap.\n\nQT @jukan05: Samsung Electronics Orders ~20 EUV Tools for P5… "First Cleanroom Completion Next Year"

Samsung Electronics has reportedly placed orders for approximately 20 extreme ultraviolet (EUV) lithography tools—critical equipment for sub-10nm advanced processes—with Dutch semiconductor equipment maker ASML. Including deep ultraviolet (DUV) tools, the total lithography equipment order reaches roughly 70 units. Samsung plans to leverage this overwhelming number of lithography tools to maintain a decisive lead over competitors such as SK Hynix and Micron in advanced process technology.

According to multiple semiconductor industry sources on April 6, Samsung Electronics has issued purchase orders (POs) to ASML and Japan's Canon for approximately 70 lithography tools to be installed in Phase 1 of its Pyeongtaek Campus Fab 5 (P5).

Notably, the ~20 EUV lithography tools alone are valued at over KRW 10 trillion. These tools will be deployed to ramp production capacity on Samsung's 1c node—its 6th-generation 10nm-class DRAM process. As 1c process productivity improves, output of 6th-generation High Bandwidth Memory (HBM4) built on this node will also increase.

Samsung mass-produced HBM4 in February this year—a world first—and has been supplying it to NVIDIA, the world's largest AI semiconductor company. HBM4 is mounted on NVIDIA's latest high-performance GPU, Rubin. Rubin is expected to begin shipping in earnest in the second half of this year, with supply going to U.S. big tech companies including Google and Amazon. The industry projects Rubin will generate over $1 trillion in revenue.

Samsung is scaling up HBM4 production at its Hwaseong H3 Line 17 and Pyeongtaek P3/P4 fabs in line with the Rubin launch. Once the newly ordered EUV tools are delivered sequentially from ASML, Samsung is expected to simultaneously expand both DRAM and HBM4 output, solidifying its dominant position in the memory semiconductor market.

The lithography tools from this order are scheduled for delivery in time for the P5 Phase 1 cleanroom build-out, expected in Q1 next year. Given that semiconductor equipment shipping typically takes about one year, Samsung is projected to begin installing the EUV and other lithography tools in the P5 cleanroom by Q2. Accordingly, Samsung's 1c DRAM and HBM4 production capacity is highly likely to see a significant increase in 1H next year.

Industry observers note that this large-scale lithography equipment order marks the beginning of Samsung widening the technology gap over competitors in advanced process technology. SK Hynix, which is in fierce competition in the HBM market, signed an EUV supply contract with ASML worth approximately KRW 12 trillion for around 20 units late last month. SK Hynix plans to bring its total EUV fleet to roughly 40 units to strengthen its competitiveness in advanced processes.

However, with Samsung ordering ~20 additional EUV tools, the equipment gap between the two companies in advanced processes is likely to persist. Samsung currently operates approximately 40 EUV tools—roughly double SK Hynix's fleet. With the addition of 70 lithography tools including EUV, Samsung can continue to lead in the race for advanced process supremacy against SK Hynix. Furthermore, analysts believe this positions Samsung favorably in the development race for the 1d node—the 7th-generation 10nm-class DRAM expected to be adopted starting with HBM5E.

Samsung plans to deploy approximately 20 EUV tools at Pyeongtaek P5. If all four phases of P5 are configured as DRAM production lines, Samsung could produce more than double the volume of SK Hynix.

An industry source familiar with the matter explained: "In the past, it was standard practice to determine NAND flash lines first when building a new fab, but this time the decision was made to expand DRAM lines first due to the expected increase in HBM4 shipments. EUV tools are expected to be installed sequentially starting in Q2 next year."

$ASML

See 2 related tweets

  • @jukan05: I didn’t know this, but it’s interesting. Even ASML’s Low-NA EUV tools get more expensive with each ...
  • @StockSavvyShay: $ASML is reportedly supplying ~20 EUV tools for Samsung’s P5 expansion as Samsung gets its next majo...

16. cryptopunk7213 (Group Score: 90.6 | Individual: 39.8)

Cluster: 3 tweets | Engagement: 398 (Avg: 319) | Type: Tech

yikes looks like openai achieved super-intelligence this morning and they're not exactly optimistic

sam warned of widespread job loss, biological attacks and major cybersecurity threats in next 12 months:

  • suggests upcoming 'Spud' model will require societal restructuring due to job loss

  • warns of these models being used to commit cyber attacks (e.g. nation state attacks) + make bio weapons

  • also published a policy guide for post-agi economics including a 4-day workweek, a public investment fund (pays you money from AI's success)

wsj leaked openai is projected to spend $125B on training costs alone in 2029

openai IPO now rumored to launch Q4 at a $1.2T+ val

only two outcomes from this - either sam is capping or we're genuinely on track to achieve AGI this year

dario and demis also think the same fwiw\n\nQT @mikeallen: 🚨🚨@sama tells me he feels such URGENCY about the power of coming AI models that @OpenAI is unveiling a New Deal for superintelligence - ideas to wake up DC

He says AI will soon be so mindbending that we need a new social contract

👇Altman's top 6 ideas https://t.co/CAm8zRKEat

See 2 related tweets

  • @chatgpt21: 🚨 SAM ALTMAN JUST REVEALED THE BLUEPRINT FOR ASI

Sam Altman just went on record with Axios to drop...

  • @m_ccuri: RT @mikeallen: 🚨🚨@sama tells me he feels such URGENCY about the power of coming AI models that @Open...

17. github (Group Score: 87.6 | Individual: 31.7)

Cluster: 3 tweets | Engagement: 258 (Avg: 194) | Type: Tech

GitHub Copilot cloud agent just got a lot more flexible ✨

You can now it use it to research, plan, and make code changes without needing to open a pull request first. https://t.co/zKQ4DeSiC3 https://t.co/Soi08zV4XS

See 2 related tweets

  • @pierceboggan: Have an idea? Kick off the cloud agent from the GitHub mobile app and you already have an exploratio...
  • @DataScienceDojo: 🔴 Going LIVE! Kayla Cinnamon, Senior Developer Advocate at Microsoft, is about to take the stage for...

18. RoundtableSpace (Group Score: 86.2 | Individual: 54.6)

Cluster: 2 tweets | Engagement: 2152 (Avg: 256) | Type: Tech

RT @RoundtableSpace: CLAUDE IS OFFERING 13 AI COURSES & CERTIFICATES.

ALL FREE. START LEARNING NOW.

See 1 related tweets

19. RoundtableSpace (Group Score: 83.9 | Individual: 31.4)

Cluster: 4 tweets | Engagement: 336 (Avg: 256) | Type: Tech

SOMEONE BUILT AN AI JOB SEARCH SYSTEM FOR CLAUDE CODE THAT SENT 700+ APPLICATIONS AND ACTUALLY GOT HIM HIRED.

NOW IT'S OPEN SOURCE.

THE JOB HUNT JUST GOT AUTOMATED.

https://t.co/L6L8RePgaX

See 3 related tweets

  • @RoundtableSpace: SOMEONE BUILT AN AI JOB HUNTING SYSTEM THAT SENT 700 APPLICATIONS AND ACTUALLY GOT HIM HIRED

GITHUB...

  • @Cointelegraph: ⚡️ NEW: A developer open-sourced an AI job search system that automated 700+ applications by scannin...
  • @unwind_ai_: RT @unwind_ai_: Holy smokes...someone just turned Claude Code into a full job search system.

It eva...

20. startupideaspod (Group Score: 83.4 | Individual: 30.8)

Cluster: 3 tweets | Engagement: 34 (Avg: 487) | Type: Tech

POV: you finally started using Lindy

2 steps to set up:

phone number + Google login.

That's it.

Day 1 out of the box:

  • Triages your entire inbox overnight
  • Drafts replies in your voice
  • Preps you before every meeting
  • Reschedules your dinner when the restaurant is closed
  • Messages your team on Slack with action items

No workflows to build.

No prompts to write.

No weekend spent "installing the printer."

It lives on iMessage.

You talk to it like a human.

That's the product.

Lindy is the iPhone of AI assistants.\n\nQT @gregisenberg: how to turn iMessage into an AI executive assistant

  1. give lindy your phone number and google account. two steps. that's the entire setup.

  2. wake up to a daily brief. your meetings, the weather, 63 emails triaged overnight, replies already drafted. you barely open gmail anymore.

  3. get meeting prep 15 minutes before every call. who you're meeting, what you talked about last time, what they need from you.

  4. message teammates mid-meeting without leaving the call. you say it out loud. lindy sends the slack, creates the google doc, notifies the team.

  5. send a screenshot of anything and it acts on it. party invite. invoice. voice note. one message and it handles it.

  6. update your CRM after every call automatically. tell it once. done forever.

  7. ask it anything about your past meetings and emails. "what did that company say they needed?" it knows. your inbox is its memory.

  8. let it catch the stuff you'd miss. "your dinner reservation is at a restaurant closed on tuesdays. want me to move it?"

the best executive assistants don't wait to be asked because they just handle it.

that's what kinda @getlindy feels like. not sure why more people aren't talking about products like these

i liked it so much i invested in the biz.

this is for people who find openclaw daunting and dont want to deal with the security issues

episode is live on @startupideaspod (full breakdown there)

watch

See 2 related tweets

  • @gregisenberg: how to turn iMessage into an AI executive assistant
  1. give lindy your phone number and google acc...
  • @startupideaspod: Lindy is the iPhone of AI assistants.

Here's why:

OpenClaw = Linux:

  • The agent can rewrite its ow...
Discuss on Twitter • View on GitHub