科技推文精选 - 2026-05-01

2026年5月1日科技每日简报

Today's top tech conversations are led by @scaling01, whose post about 'GPT-5.5 is on par with Claude ...' garnered the highest engagement. Key themes trending across the top stories include cyber, revenue, https, growth, model. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.

1. scaling01 (Group Score: 285.0 | Individual: 49.1)

Cluster: 13 tweets | Engagement: 1407 (Avg: 161) | Type: Tech

GPT-5.5 is on par with Claude Mythos

GPT-5.5 average pass rate of 71.4% (±8.0%)
Mythos Preview 68.6% (±8.7%)
GPT-5.5 solved a task that takes a human expert ~12 hours in under 11 minutes at a cost of $1.73 https://t.co/SuZtinoNTn\n\nQT @AISecurityInst: OpenAI’s GPT-5.5 is the second model to complete one of our multi-step cyber-attack simulations end-to-end 🧵 https://t.co/eQWYbYaa6w

See 12 related tweets

@eliebakouch: wait what, gpt5.5 is on par with mythos for cyber? https://t.co/on39OLGmEL\n\nQT @AISecurityInst: Op...
@teortaxesTex: RT @AISecurityInst: OpenAI’s GPT-5.5 is the second model to complete one of our multi-step cyber-att...
@deredleritt3r: GPT-5.5 had a slightly higher average performance than Mythos on UK AISI's "The Last Ones" multi-ste...
@kimmonismus: GPT-5.5 on par with Claude Mythos on mutli-step cyber-attack simulations?

OpenAI: come back of the ...

@cryptopunk7213: oh shit its official: gpt 5.5 is as powerful as claude mythos, it pulled off a 12-hour expert-level ...

2. wallstengine (Group Score: 266.9 | Individual: 40.5)

Cluster: 10 tweets | Engagement: 249 (Avg: 107) | Type: Tech

JPMorgan Downgrades $META to Neutral from Overweight, Lowers PT to$ 725 from $825

Analyst comments: "We believe full-stack AI competition is intensifying and Meta has a more challenging path to returns on heavy AI capex beyond advertising.

Most notably, Google and Amazon are seeing strong cloud revenue acceleration, with Google Cloud backlog almost doubling quarter-over-quarter, and AWS backlog increasing +50% quarter-over-quarter. We believe both provide a line of sight toward multi-year ROIC across AI capex as Google and Amazon benefit from deep enterprise tech stack integrations, silicon supply, and model diversity.

META raised its 2026 capex guide by $10B to$ 125B- $145B, and we now project capex growth of +42% to$ 202B in 2027, resulting in negative FCF of - $4B in 2026 and -$ 24B in 2027. More near-term, META will continue to optimize AI-driven ad ranking and recommendation and tech gains, grow engagement, and deliver strong revenue growth. However, revenue growth will likely decelerate through 2026, driven by tougher year-over-year comps, Middle East conflict headwinds, Europe LPA implementation, and FX.

For now, we’re moving to Neutral-rated and believe shares could remain pressured as investors look for greater clarity on agentic products and how Muse models will help drive incremental revenue beyond advertising. Our $725 PT is based on 21x 2027E GAAP EPS of$ 34.01.

The release of Muse Spark represents the first step toward META’s goal of pushing the frontier and delivering personal superintelligence to billions of users, with the MSL team already training more advanced models. The rollout of Muse to Meta AI drove double-digit increases in Meta AI sessions per user and Muse demonstrates strong capabilities across visual understanding, health, shopping, social content, creating games, and more.

While Meta AI currently represents a powerful AI assistant, META is focused on building personal and business agents that can take action to help consumers and businesses achieve their goals. We believe compute capacity is critical to determining the quality of models and products it can develop, and META increased full-year capex guidance by $10B to$ 125B-$145B largely due to higher component costs, including memory.

AI-driven engagement and monetization improvements continue to support strong top-line growth. Video in particular fueled record engagement across Facebook and Instagram in 1Q, as ranking improvements drove +8%+ increases in total video time spent on Facebook and +10% increases in time spent on Instagram Reels.

META continues to simplify campaign creation and management for advertisers, with more than 4 million advertisers using at least one Gen AI creative tool and strong adoption of META’s Value Optimization suite.

Other notable points include META seeing improving trends in April, with 2Q guide factors in a range of scenarios; Europe LPA rollout is expected to pressure revenue beginning in 2Q; AI glasses continue to perform well with daily users tripling year-over-year in 1Q; and META confirmed plans to reduce headcount in May, though 2026 savings will likely be offset by restructuring costs and cloud deals."

Analyst: Doug Anmuth

See 9 related tweets

@mattmcilwain: Great chatting with @MorganLBrennan on @CNBCMorningCall about what Q1 earnings tell us about where t...
@ShanuMathew93: Some other tidbits from GOOGL, MSFT, AMZN as I go through these transcripts:

-GOOGL cloud: Revenue ...

@HarryStebbings: What the public markets are getting wrong about the SaaS-pocalypse

"The public markets are directio...

@jasonlk: We’re back!!\n\nQT @HarryStebbings: This podcast will make you smarter than Leopold Aschenbrenner at...
@kimmonismus: Cloud revenue explodes, stocks still tumble: Meta, Amazon, Alphabet and Microsoft earnings:

All fou...

3. steipete (Group Score: 258.3 | Individual: 56.5)

Cluster: 7 tweets | Engagement: 2307 (Avg: 340) | Type: Tech

WAT\n\nQT @theo: Fun fact - if you have a recent commit that mentions OpenClaw in a json blob, Claude Code will either refuse your request or bill you extra money.

This is an empty repo, I'm just calling Claude Code directly. Insanity. https://t.co/JKthsztu1X

See 6 related tweets

@garrytan: Anthropic shouldn’t do this and doesn’t have to

Would be great if it stopped\n\nQT @theo: Fun fact ...

@GergelyOrosz: This is not a company working on "safety", it's one that is blatantly anti-customer, anti-competiton...
@sama: alignment failure\n\nQT @theo: Fun fact - if you have a recent commit that mentions OpenClaw in a js...
@theo: Fun fact - if you have a recent commit that mentions OpenClaw in a json blob, Claude Code will eithe...
@edzitron: Anthropic sucks! This company has a terrible rep and their software also appears to constantly break...

4. Kyrannio (Group Score: 243.4 | Individual: 54.1)

Cluster: 9 tweets | Engagement: 1204 (Avg: 151) | Type: Tech

RT @XFreeze: Grok Imagine Agent Mode (Beta) just went live on Grok web

It’s a full creative agent working on one infinite open canvas

Grok Agent plans → generates → edits → iterates everything automatically in the same workspace

Tell it what you want and watch it plan, generate, edit, and iterate everything in one seamless workspace: • 🎬 “Generate a 1-minute cinematic film” • 📚 “Create a complete manga set” • 🛍️ “Build UGC product stories”

This is the real leap from simple prompts to end-to-end creative production

This is the biggest upgrade to Grok Imagine yet

See 8 related tweets

@WesRoth: xAI released Grok Imagine Agent Mode (Beta) on the web interface, moving beyond simple one-off promp...
@XFreeze: Grok Imagine Agent Mode (Beta) just released on grok web

This is not just basic image generation......

@MarioNawfal: 🇺🇸 xAI is training 7 AI models at the same time on the world's biggest AI cluster.

And Grok 5 Max i...

@MarioNawfal: Grok just became a full creative studio.

Imagine Agent Mode is live in beta:

Brainstorm with AI ...
@testingcatalog: RT @testingcatalog: XAI 🚨: A new Imagine Agent is rolling out on Grok web in Beta!

Imagine Agent c...

5. chandrarsrikant (Group Score: 207.2 | Individual: 24.8)

Cluster: 10 tweets | Engagement: 12 (Avg: 659) | Type: Tech

MC Interview: AI to be a major growth driver; executing rapidly, says Infosys CEO Salil Parekh

Infosys shares came under pressure last week, declining 7 percent on Friday after the company reported its fourth-quarter and full-year earnings.

The company’s FY27 revenue growth guidance of 1.5–3.5 percent fell short of Street expectations, pointing to another year of subdued growth for both Infosys and the broader IT sector amid macro uncertainties and the evolving impact of AI.

In an interview with Moneycontrol, CEO and MD Salil Parekh struck an optimistic note on the company’s growth prospects.

Parekh said Infosys’ AI-led strategy is gaining traction and is expected to support enterprise transformation. He also ruled out layoffs, unlike some industry peers, and reiterated that the company will remain disciplined on deal-making, avoiding contracts with unsustainable pricing or weak economics.

With @shaw_reshab

https://t.co/kDwrSvDiwx

See 9 related tweets

@moneycontrolcom: #MCInterview 🚨| Salil Parekh (@SalilParekh) says AI to drive growth at Infosys, no layoffs planned ...
@chandrarsrikant: “We have not done any layoffs in the last year and we don’t see anything of that sort coming up,” Pa...
@moneycontrolcom: #MCInterview 🚨| AI to be a major growth driver; executing rapidly, says Infosys CEO Salil Parekh

De...

@moneycontrolcom: Infosys CEO Salil Parekh rules out layoffs, bets on AI driven growth

Details by @chandrarsrikant &a...

@moneycontrolcom: AI will be major driver of growth, will not do layoffs: Infosys CEO Salil Parekh @chandrarsrikant @...

6. DavidSacks (Group Score: 199.8 | Individual: 38.1)

Cluster: 7 tweets | Engagement: 3248 (Avg: 4882) | Type: Tech

It’s time to demystify Mythos.

Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can automate cyber tasks (just like coding).

OpenAI’s GPT-5.5-cyber can now do the same. And all the frontier models (including those from China) will be there within approximately 6 months.

It’s important to recognize that these models do not create vulnerabilities; they discover them. The bugs are already in the code. Using AI to discover and patch them will actually harden these systems.

The leap from pre-AI cyber to post-AI cyber means that there will be a big upgrade cycle. After that, however, the market is likely to reach a new equilibrium between AI-powered cyber-offense and AI-powered cyber-defense.

Obviously it’s important that cyber defenders get access before cyber attackers. That process is already underway but needs to happen quickly (see point above about Chinese models).

Unlike Mythos, GPT-5.5-cyber appears not to be token constrained so it may be the first cyber model that defenders actually get to use.\n\nQT @AISecurityInst: OpenAI’s GPT-5.5 is the second model to complete one of our multi-step cyber-attack simulations end-to-end 🧵 https://t.co/eQWYbYaa6w

See 6 related tweets

@pmarca: Co-sign.\n\nQT @DavidSacks: It’s time to demystify Mythos.

Mythos is not magic. It’s not a doomsda...

@rohanpaul_ai: David Sacks demystifying Anthropic's Mythos 👀 https://t.co/zQ0AbkuBGb\n\nQT @DavidSacks: It’s time t...
@theobearman: If “all the frontier models (including those from China) will be there within approximately 6 months...
@pmarca: RT @DavidSacks: It’s time to demystify Mythos.

Mythos is not magic. It’s not a doomsday device. It...

@WesRoth: OpenAI has published a comprehensive 5-point action plan, titled "Cybersecurity in the Intelligence ...

7. wallstengine (Group Score: 169.9 | Individual: 36.9)

Cluster: 5 tweets | Engagement: 141 (Avg: 107) | Type: Tech

$SNDK Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $6.0B (Est.$ 4.7B) 🟢; +251% YoY 🔹 EPS: $23.41 (Est.$ 14.42) 🟢 🔹 Gross Margin: 78.4% (Est. 67.2%) 🟢 🔹 Operating Income: $4.22B (Est.$ 2.7B) 🟢 🔹 Consumer Revenue: $820M; +44% YoY 🔹 Zero-Debt Balance Sheet: Long-term debt reduced to$ 0

Q4'26 Guide: 🔹 Revenue: $7.75B -$ 8.25B (Est. $6.3B) 🟢; +308% to +334% YoY 🔹 EPS:$ 30.00 - $33.00 (Est.$ 22.42) 🟢 🔹 Gross Margin: 79.0% - 81.0% (Est. 73.6%) 🟢 🔹 Operating Expenses: $480M -$ 500M 🔹 Interest & Other Income / Expense, Net: $10M -$ 30M 🔹 Tax Expense: $775M -$ 875M 🔹 Diluted Shares Outstanding: $158M

Other Metrics: 🔹 Consumer Revenue: $820M; +44% YoY 🔹 New Business Model Agreements: Ended Q3 2026 with three signed NBM agreements; two additional NBM agreements signed in Q4 2026 🔹 Standalone Company: Separated from Western Digital Corporation on February 21, 2025

Financials: 🔹 Gross Margin: 78.4% 🔹 Operating Income: $4.22B 🔹 Long-Term Debt:$ 0, down from $1.829B at June 27, 2025

Capital Return: 🔹 Share Repurchase Program: Recently authorized

Commentary: 🔸 “This quarter marks a fundamental inflection point for Sandisk — where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.”

🔸 “We are also advancing to a new business model built on multi-year customer engagements backed by firm financial commitments.”

🔸 “Together, this transformation is driving structurally higher and more durable earnings power.”

See 4 related tweets

@wallstengine: $RDDT Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $663M (Est.$ 609M) 🟢; +69% YoY 🔹 EPS: $1.01 (Est.$ 1.09)...

@wallstengine: $TEAM Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.79B (Est.$ 1.7B) 🟢; +32% YoY 🔹 EPS: $1.75 (Est.$ 1.34...

@wallstengine: $FSLR Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.04B (Est.$ 1.05B) 🔴; +24% YoY 🔹 EPS: $3.22 (Est.$ 3.0...

@wallstengine: $TWLO Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.41B (Est.$ 1.34B) 🟢; +20% YoY 🔹 EPS: $1.50 (Est.$ 1.2...

8. demishassabis (Group Score: 169.4 | Individual: 30.9)

Cluster: 6 tweets | Engagement: 2998 (Avg: 1068) | Type: Tech

RT @sundarpichai: You can now ask Gemini to create Docs, Sheets, Slides, PDFs, and more directly in your chat. No more copying, pasting, or reformatting, just prompt and download.

Available globally for all @GeminiApp users. https://t.co/VuhlvehFuU

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@VaibhavSisinty: Okay this is actually wild. 🤯

Gemini just became an office suite.

Google shipped file generation i...

@WesRoth: Google Gemini launched a native file generation capability, moving beyond standard text outputs to a...
@patloeber: No wayyyy, I can now create slide decks even on mobile!!! https://t.co/OuaEI4IuDf\n\nQT @sundarpicha...
@minchoi: RT @minchoi: Gemini can now generate actual files.

PDFs, Word docs, Excel sheets, Slides, CSVs, LaT...

@demishassabis: RT @joshwoodward: New in Gemini: Generate files and export them

Tell Gemini what you want to create...

9. Parul_Gautam7 (Group Score: 159.7 | Individual: 34.7)

Cluster: 5 tweets | Engagement: 75 (Avg: 94) | Type: Tech

Agents chaining tools like this HeyGen, feels like the real shift,

Moving from single apps to full workflow orchestration inside one system.\n\nQT @HeyGen: Multi-tool orchestration inside an agent is the new SaaS dashboard.

Proof: HeyGen x @meetgranola inside any agent platform, like Claude. Granola summarizes meetings, HeyGen turns them into video, Claude runs the flow.

https://t.co/EJE6m4MN7C

Check out the full walkthrough https://t.co/ZEKpKmBDac

See 4 related tweets

@Origin_AI_01: Interfaces are disappearing, workflows are becoming conversations.

The product isn’t a dashboard an...

@TheoBuildsAI: Summarize → generate → execute. Simple chain, but insanely powerful when done right.\n\nQT @HeyGen: ...
@ai_explorer25: This is where SaaS goes next: beyond tools that perform tasks, to agents that coordinate and execute...
@TheoBuildsAI: RT @HeyGen: Multi-tool orchestration inside an agent is the new SaaS dashboard.

Proof: HeyGen x @me...

10. chiefofautism (Group Score: 141.1 | Individual: 34.7)

Cluster: 5 tweets | Engagement: 3 (Avg: 150) | Type: Tech

since sf is a cesspool of tech talent, ai will create permament underclass via replacing high ego tech talent on ai

in short, sf will kill themselves with their own gun first\n\nQT @jasminewsun: Most people I know in AI think the median person is screwed, and they have no idea what to do about it.

I spent the last 3 months talking to dozens of researchers, economists, and policy experts about AI's impact on work; including reps from every frontier lab and several Congressional offices. Unfortunately, I was not reassured.

The AI industry is raising the alarm, but can't change course. These companies' core business model relies on the disruption they are warning about: their faith in full automation only makes them go faster.

Policymakers are waking up, but still paralyzed by data and debates. Econ wonks disagree on plenty, but even the limited scenario looks like a "painful transition" that will disempower millions of workers.

But an "underclass" is not inevitable, but rather a societal choice — and one we can and should stop. Instead of waiting for impact, we should start planning now to support workers through AI disruption. Whether policymakers can assuage concerns about economic security may determine if we get to reap AI's gains at all.

New from me for @NYTOpinion. I put a ton into researching what I think may be the biggest topic of the year, so hope you read it (gift link here!) https://t.co/NiGJpjyjzH

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@MarioNawfal: 🇺🇸66% of Americans earning over $200k used AI tools at work in the last year.

Only 16% of those ear...

@StefanFSchubert: There will be challenges, but this framing obscures the tremendous benefits of automation too much. ...
@tab_delete: Great work here from @jasminewsun!\n\nQT @jasminewsun: Most people I know in AI think the median per...
@andersonbcdefg: RT @jasminewsun: Most people I know in AI think the median person is screwed, and they have no idea ...

11. cgtwts (Group Score: 140.9 | Individual: 54.3)

Cluster: 4 tweets | Engagement: 3427 (Avg: 460) | Type: Tech

Claude just replaced cyber security jobs https://t.co/LBoab53V0t\n\nQT @claudeai: Claude Security is now in public beta for Claude Enterprise customers.

Claude scans your codebase for vulnerabilities, validates each finding to cut false positives, and suggests patches you can review and approve. https://t.co/neYmbGYeRz

See 3 related tweets

@kimmonismus: Anthropic just shipped Claude Security - a standalone code vulnerability scanner for Enterprise.

Sc...

@testingcatalog: Anthropic launched Claude Security in public beta for Enterprise customers. I also hope that at leas...
@TFTC21: Claude Security is now in public beta for Claude Enterprise customers.

It scans GitHub repositorie...

12. aakashgupta (Group Score: 128.2 | Individual: 36.1)

Cluster: 6 tweets | Engagement: 28 (Avg: 88) | Type: Tech

Codex was a coding agent. Today it's a general work surface.

Look at the role picker: Engineering, Product, Finance, Marketing, Sales, Operations, Design, Data science, Student. The coding tool just became the work tool.

This is OpenAI building a harness layer on top of their own model. Anthropic ran the same play first with Claude Code. Wrap the model in file access, multi-step planning, tool calling, app connections. The work shifts from typing into a chat box to delegating to an agent.

900M weekly active users on ChatGPT, and 75% of conversations are non-work. Codex is targeted at the other 25%, where most sessions stall around step two or three.

The harness is becoming the actual product, and the role picker tells you OpenAI knows it.\n\nQT @OpenAI: It's never been easier to do everyday work with Codex.

Choose your role, connect the apps you use every day, and try suggested prompts.

Codex helps with everything from research and planning to docs, slides, spreadsheets, and more. https://t.co/zDtYnMSqvn

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@Dimillian: RT @OpenAI: It's never been easier to do everyday work with Codex.

Choose your role, connect the ap...

@TheRealAdamG: RT @OpenAI: Still wondering how you can use Codex for (almost) everything?

Codex can help with more...

@gdb: Codex is for everyone, for any task done with a computer\n\nQT @OpenAI: It's never been easier to do...
@dkundel: So much of my Codex usage is no longer about writing code. It has context about everything I work on...
@ajambrosino: RT @FundamentEdge: So far Codex (desktop app) feels to me like a meaningful improvement from Claude ...

13. minchoi (Group Score: 128.0 | Individual: 23.6)

Cluster: 7 tweets | Engagement: 82 (Avg: 137) | Type: Tech

Google Cloud is now so hot it can't keep up.

Revenue just crossed $20.0B

AI products grew nearly 800% YoY.

And Sundar basically said revenue would've been even higher if they had enough compute. https://t.co/scFYtO9rPq\n\nQT @sundarpichai: Q1 earnings are in: 2026 is off to a terrific start.

Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp.

Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

See 6 related tweets

@VaibhavSisinty: The google IO is going to be super fun!

I will be there, anyone else coming?

I will be there! Let'...

@edzitron: Google is the smartest of the hyperscalers in that it doesn't disclose its AI revenues, thus everybo...
@Reuters: Google Cloud pulls ahead as Big Tech's AI bet swells to $700 billion https://t.co/QBQtxYZcvK https:/...
@CNBC: Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand https://t.co/...
@business: Amazon, Meta, Microsoft and Google's quarterly earnings all tell the same story.

AI demand is explo...

14. Shipper_now (Group Score: 124.9 | Individual: 26.4)

Cluster: 5 tweets | Engagement: 29 (Avg: 26) | Type: Tech

Most vibe coded apps are AI slop. Here’s how to make what people want.

Claude Opus 4.7 in Shipper, step by step.

• send your prompt in @shipper_now • opus researches, designs, codes, deploys, monetizes, translates • you go back to sleep and make $$$

Watch this once, then run it back on your own apps

See 4 related tweets

@chddaniel: today we’re announcing Shipper, infrastructure for the next era of vibe coding.

vibe coding needs a...

@Shipper_now: this is absolutely terrifying.\n\nQT @chddaniel: today we’re announcing Shipper, infrastructure for ...
@chhddavid: Introducing Figma to Vibe Coding. Turn any design into a production-ready app.

Just paste a URL.

C...

@chhddavid: Introducing the end of vibe coding 🚀

I built a vibe coding app powered by Opus 4.7 that designs, co...

15. natolambert (Group Score: 123.0 | Individual: 34.2)

Cluster: 5 tweets | Engagement: 297 (Avg: 239) | Type: Tech

I worry deeply already about companies controlling access to very powerful AI, which will come in a soft form with very expensive subscriptions.

This is a step further, with the government confusingly exerting control without clear explanation.

This control of AI can create massive dystopian societies. It’ll rapidly lead to concentration of power.

Having open models follow closely in capabilities is a great way to minimize political and power games here.\n\nQT @AndrewCurran_: The White House is against a proposal from Anthropic to more than double the number of groups with access to Mythos, citing both security concerns and the belief that expanding the program would mean less available use of Mythos for government agencies that already have access. https://t.co/FvKnUUyH44

See 4 related tweets

@WesRoth: The White House has signaled its opposition to Anthropic’s proposal to expand access to Mythos, its ...
@deredleritt3r: Parsing the WSJ article carefully:
Trump administration is opposing the broader roll-out of Mytho...
@MLStreetTalk: RT @natolambert: I worry deeply already about companies controlling access to very powerful AI, whic...
@business: The White House opposes Anthropic's plan to expand access to its Mythos AI model, the Wall Street Jo...

16. StockSavvyShay (Group Score: 117.5 | Individual: 37.8)

Cluster: 4 tweets | Engagement: 816 (Avg: 501) | Type: Tech

$GOOGL chart is what happens when a search monopoly keeps reinvesting into new profit pools instead of standing still.

Search funded the empire, YouTube expanded attention, Android protected distribution, Cloud built enterprise relevance and AI is now the next layer of the compounding story.\n\nQT @StockSavvyShay: $GOOGL Search now generates ~$ 642M in revenue every single day 🤯 https://t.co/sovxUMydhY

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@StockSavvyShay: $GOOGL market cap is now larger than India’s GDP:

• Google: $4.2T • India:$ 4.1T\n\nQT @StockSavvyS...

@StockMKTNewz: Google $GOOGL has a new WALL STREET high price target

Pivotal Research today raised its price targe...

@WatcherGuru: JUST IN: Google $GOOGL surpasses$ 4.5 trillion market cap, adding over $300,000,000,000 so far today...

17. rohanpaul_ai (Group Score: 112.4 | Individual: 38.2)

Cluster: 5 tweets | Engagement: 149 (Avg: 87) | Type: Tech

Time published a piece.

Google’s AI position came from a long series of early bets by Sundar Pichai on DeepMind, TPUs, cloud infrastructure, and AI products, not from a last-minute reaction to ChatGPT.

Google’s biggest strength in AI is its full-stack control of research, chips, cloud, products, and distribution across billions of users.

"Critics once underestimated CEO Sundar Pichai. Now, critics wonder if he’s made Google too powerful"

Google just secured absolute architectural control over the AI landscape by merging its custom physical silicon manufacturing directly with a single unified research laboratory.

Competitors pay steep financial premiums for external chips while Google seamlessly executes complex neural calculations on its proprietary Tensor Processing Units.

Building internal hardware allows engineers to aggressively scale pretraining, the critical phase where models ingest massive datasets, without facing crushing financial overhead.

time .com/collection/time100-most-influential-companies/2026/saudi-aramco/

See 4 related tweets

@Rajananandan: RT @NewsFromGoogle: “In 2016, [@SundarPichai] had declared Google would be an “AI-first company,” an...
@StockSavvyShay: $GOOGL jumps 7% as the market keeps rewarding one of the most vertically integrated AI stories in me...
@business: A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech compani...
@FT: Google outpaces Big Tech rivals as AI spending plans rise to $725bn https://t.co/pPkPC3pNk4...

18. codewithimanshu (Group Score: 107.5 | Individual: 28.4)

Cluster: 5 tweets | Engagement: 258 (Avg: 291) | Type: Tech

Two Anthropic engineers just exposed every Claude Code feature you didn't know existed in 24 minutes.

Free. From the people who built it.

You've been using Claude Code for months without 80% of its real power.

Most people will scroll past this. Don't be most people.

Save it. Watch tonight.

Follow @codewithimanshu for more high-signal content that actually moves your skills forward.

See 4 related tweets

@cgtwts: Anthropic's own team just showed how to actually use Claude Code

30 minutes. free. from the person...

@codewithimanshu: RT @codewithimanshu: Anthropic's own team just showed how to actually use Claude Code properly.

30 ...

@cgtwts: RT @cgtwts: Anthropic's own team just showed how to actually use Claude Code

30 minutes. free. fro...

@godofprompt: Don’t scroll past this\n\nQT @sairahul1: Two Anthropic engineers spent 24 minutes exposing every Cla...

19. MarioNawfal (Group Score: 107.3 | Individual: 35.1)

Cluster: 4 tweets | Engagement: 648 (Avg: 638) | Type: Tech

Sam Altman in 2015, to Elon’s face: “OpenAI is a company.”

@elonmusk shuts him down: “It’s a nonprofit.”

Sam nods.

Then turns it into a $300B for-profit machine anyway.

The audacity is OUTRAGEOUS! Elon’s cooking him in court with the receipts 🤣

https://t.co/l07415gFRE\n\nQT @MarioNawfal: At the OpenAI trial, Elon exposed how greed drove 'Scam Altman'

He told the court how he came up with the idea, the name, recruited the key people, and provided all the initial funding.

"I could have started it as a for-profit and I chose not to.

If we make it OK to loot a charity, the entire foundation of charitable giving in America will be destroyed."

See 3 related tweets

@KatieMiller: Imagine if @StJude did what OpenAI did.

St. Jude starts as a pure nonprofit charity: “We treat kids...

@MarioNawfal: 🇺🇸🇨🇦 OpenAI's system flagged the gunman of Canada's deadliest mass shooting as a credible threat 8 m...
@KatieMiller: RT @GuntherEagleman: 🚨 BOOM! ELON MUSK TORCHES SAM ALTMAN AND OPENAI IN COURT!

Elon is wrapping up...

20. etnshow (Group Score: 104.6 | Individual: 33.8)

Cluster: 4 tweets | Engagement: 26 (Avg: 23) | Type: Tech

Starcloud (@Starcloud_) CEO @PhilipJohnston says if you want to build a new energy project to power a data centre on Earth you're looking at a 5 to 10 year lead time just on permitting:

"Not many people want a new natural gas power station or if you want to cover 10km2 of countryside with solar panels, there's a lot of people that's going to piss off."

"The quickest way to deploy new energy projects for data centres will soon be building them in space".

"The main constraint we have right now is the launch cost. And with the new Starship launch vehicle that's coming online, we're expecting that to be much less of a constraint going forward".\n\nQT @etnshow: BREAKING: Starcloud has raised a $170M Series A at a$ 1.1B valuation to build data centres in space.

CEO and founder @PhilipJohnston says: "The AI revolution is colliding with the physical limits of our terrestrial energy grid".

"We are quickly running out of places to build new energy projects for data centers on Earth. By moving AI compute to space, we unlock access to unlimited solar power and completely remove the energy bottleneck".

@Starcloud_'s Series A, which closed 17 months after its demo day presentation, was led by @benchmark and @eqt.

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@Starcloud_: 👌\n\nQT @JackKuhr: Starcloud CEO @PhilipJohnston joins @itsmoislam and I at the NYSE.

"In order to ...

@PhilipJohnston: 👌\n\nQT @etnshow: Starcloud (@Starcloud_) CEO @PhilipJohnston says if you want to build a new energy...
@Starcloud_: RT @etnshow: Starcloud (@Starcloud_) CEO @PhilipJohnston says if you want to build a new energy proj...