科技推文精选 - 2026年5月2日

2026年5月2日科技每日简报

Today's top tech conversations are led by @WSJ, whose post about 'Breaking: The Pentagon struck ...' garnered the highest engagement. Key themes trending across the top stories include https, agents, intelligence, points, agent. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.

1. WSJ (Group Score: 257.6 | Individual: 26.6)

Cluster: 16 tweets | Engagement: 423 (Avg: 113) | Type: Tech

Breaking: The Pentagon struck deals with Nvidia, OpenAI and other tech giants for the use of AI in classified work following the Anthropic feud https://t.co/HMZokpj3W5

See 15 related tweets

@wallstengine: $NVDA$ MSFT $AMZN SIGN PENTAGON AI DEALS

The Pentagon says Nvidia, Microsoft, AWS and Reflection AI...

@KatrinaManson: NEW: Nvidia, Microsoft, AWS Expanding Classified Military AI Use

The Pentagon has struck agreements...

@FirstSquawk: PENTAGON TO INCREASE NVIDIA AND MICROSOFT AI USAGE IN SECRET SYSTEMS AND ENTERS DEALS WITH AWS AND R...
@StockMKTNewz: The 🇺🇸 Military has signed deals with Nvidia $NVDA, Amazon Web Services$ AMZN, Microsoft $MSFT, and ...
@Forbes: OpenAI, Nvidia, Alphabet And More Sign AI Deal With Pentagon For Classified Military Use https://t.c...

2. TheRealAdamG (Group Score: 187.1 | Individual: 40.1)

Cluster: 6 tweets | Engagement: 482 (Avg: 99) | Type: Tech

RT @OpenAI: One week since the launch of GPT-5.5, and it’s already our strongest model launch yet.

API revenue is growing more than 2x faster than any prior release, while Codex doubled revenue in under seven days as enterprise demand for agentic coding tools keeps climbing.

See 5 related tweets

@scaling01: OpenAI:
"API revenue is growing more than 2x faster than any prior release"
"Codex doubled re...
@cryptopunk7213: there it is - openai codex revenue doubled in <7 days.

gpt 5.5 is a monster and matches up to my...

@kylebrussell: toward intelligence valuable enough to meter\n\nQT @OpenAI: One week since the launch of GPT-5.5, an...
@PaulSolt: It’s so much fun to make progress on apps with Codex.

Last year at this same time it was so slow to...

@alex: well goddamn\n\nQT @OpenAI: One week since the launch of GPT-5.5, and it’s already our strongest mod...

3. wallstengine (Group Score: 184.6 | Individual: 36.4)

Cluster: 7 tweets | Engagement: 205 (Avg: 102) | Type: Tech

$META ACQUIRED ASSURED ROBOT INTELLIGENCE

...a startup building AI models for robots, as it expands its humanoid technology push. The team will join Meta Superintelligence Labs and work with Meta Robotics Studio. Terms were not disclosed. https://t.co/YNu0uXsJ07

See 6 related tweets

@StockSavvyShay: $META acquired Assured Robot Intelligence which is a startup building AI models for robots.

The tea...

@Cointelegraph: 🔥 NEW: Meta acquired Assured Robot Intelligence, a startup building AI models for robots, as part of...
@StockMKTNewz: Mark Zuckerberg and Meta Platforms $META just announced they have agreed to acquire Assured Robot In...
@business: Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelli...
@negligible_cap: *META ACQUIRES ROBOTICS AI COMPANY TO HELP BUILD HUMANOID TECH

$META acquiring a robotics company –...

4. Scobleizer (Group Score: 163.3 | Individual: 32.6)

Cluster: 6 tweets | Engagement: 288 (Avg: 98) | Type: Tech

RT @ArtificialAnlys: xAI has launched Grok 4.3, achieving 53 on the Artificial Analysis Intelligence Index with improved agentic performance, ~40% lower input price, and ~60% lower output price than Grok 4.20

The release of Grok 4.3 places @xAI just above Muse Spark and Claude Sonnet 4.6 on the Intelligence Index, and a 4 points ahead of the latest version of Grok 4.20. Grok 4.3 improves its Artificial Analysis Intelligence Index score while reducing cost to run the benchmark suite.

Key Takeaways:

➤ Grok 4.3 improves on cost-per-intelligence relative to Grok 4.20 0309 v2: it scores higher on the Intelligence Index while costing less to run the full benchmark suite. Grok 4.3 costs $395 to run the Artificial Analysis Intelligence Index, around 20% lower than Grok 4.20 0309 v2, despite using more output tokens. This makes it one of the lower-cost models at its intelligence level

➤ Large increase in real world agentic task performance: The largest single benchmark improvement is on GDPval-AA, where Grok 4.3 scores an ELO of 1500, up 321 points from Grok 4.20 0309 v2’s score of 1179 Grok 4.3, surpassing Gemini 3.1 Pro Preview, Muse Spark, Gpt-5.4 mini (xhigh), and Kimi K2.5. Grok 4.3 narrows the gap to the leading model on GDPval-AA, but still trails GPT-5.5 (xhigh) by 276 Elo points, with an expected win rate of ~17% against GPT-5.5 (xhigh) under the standard Elo formula

➤ Grok 4.3’s performs strongly on instruction following and agentic customer support tasks. It gains 5 points on 𝜏²-Bench Telecom to reach 98%, in line with GLM-5.1. Grok 4.3 maintains an 81% IFBench score from Grok 4.20 0309 v2

➤ Gains 8 points on AA-Omniscience Accuracy, but at the cost of lower AA-Omniscience Non-Hallucination Rate of 8 points, so Grok 4.20 0309 v2 still leads AA-Omniscience Non-Hallucination Rate, followed by MiMo-V2.5-Pro, in line with Grok 4.3

Congratulations to @xAI and @elonmusk on the impressive release!

See 5 related tweets

@kimmonismus: Grok 4.3 is a very good model especially when you think its only 500m parameters!

xAI's Grok 4.3 sc...

@XFreeze: Grok 4.3 is sitting in the top 7 with literally just 500B parameters. The lowest size by far

Meanwh...

@testingcatalog: Grok 4.3 got to the 7th spot on the Artificial Analysis Index, surpassing Muse Spark from Meta. http...
@TeksEdge: 🚨 Big jump for Grok 4.3 (beta?), BUT the real news is it still lags behind Kimi K2.6 and MiMo-V2.5-...
@theobearman: RT @ArtificialAnlys: All three leading open weights models were released last week. Progress continu...

5. Shipper_now (Group Score: 153.2 | Individual: 34.4)

Cluster: 5 tweets | Engagement: 16 (Avg: 27) | Type: Tech

Introducing Shipper.

Your idea can now become a full app and business without hiring a team. One prompt. Live in minutes. Your users get:

Full apps, websites, and mobile experiences Payments, auth, emails, analytics built-in Automated marketing: blogs, leads, outreach Continuous improvements from AI agents Native integrations and deployment out of the box

Design, code, infra, deployment, we handle it.

Shipper is live now @ https://t.co/o23vnMPfgh!

See 4 related tweets

@chhddavid: this is f*king scary\n\nQT @shipper_now: Introducing Shipper.

Your idea can now become a full app a...

@chhddavid: Introducing Shipper 🚢

Your ideas are scattered across notes, chats, and tools that don’t connect. S...

@chddaniel: so you're telling me Claude 4.7 Opus can now...
build an app
launch it
do email marketing
s...
@chddaniel: Today, we’re introducing the next UI for building apps: a team.

Shipper Agents are the product team...

6. kimmonismus (Group Score: 130.3 | Individual: 28.1)

Cluster: 6 tweets | Engagement: 236 (Avg: 299) | Type: Tech

No Anthropic\n\nQT @DoWCTO: Today, the @DeptofWar entered into agreements with SEVEN of the world's leading frontier AI model and infrastructure companies to deploy frontier capabilities on the Department's classified networks:

• SpaceX • OpenAI • Google • NVIDIA • Reflection • Microsoft • Amazon Web Services

This is just the latest initiative in our mandate to create an AI-FIRST WAR DEPARTMENT 🇺🇸

See 5 related tweets

@damianplayer: this is wild.

the pentagon signed AI deals with Spacex, Google, Openai, Nvidia, Microsoft, AWS and ...

@PatrickMoorhead: I can’t help to wonder how much of this infra is created overseas and the potential risk of conflict...
@Cointelegraph: 🔥 LATEST: Pentagon completes agreements with OpenAI, Google, SpaceX, Microsoft, Amazon, Nvidia, and ...
@Reuters: Pentagon reaches agreements with top AI companies, but not Anthropic https://t.co/g4GbOYtX38 https:/...
@mkratsios47: We are committed to ensuring our warfighters have the best tools at their disposal.

Today, the @Dep...

7. testingcatalog (Group Score: 125.2 | Individual: 29.8)

Cluster: 6 tweets | Engagement: 159 (Avg: 213) | Type: Tech

OpenAI made it easier to switch to Codex, as now you can import settings, plugins, agents, and project configuration from other tools.

At launch, Codex will also automatically detect new configs and suggest importing them.

ALLYOURCONFIGSBELONGTOUS 👀 https://t.co/ltljrnS5Nd\n\nQT @OpenAI: Bring your workflow to Codex in just a few clicks.

Import settings, plugins, agents, project configuration, and more so you can keep working with fewer interruptions.

Your move. https://t.co/uRu5VSeWuz

See 5 related tweets

@dkundel: Bring your existing setup into Codex 🔥\n\nQT @OpenAI: Bring your workflow to Codex in just a few cli...
@OpenAIDevs: It’s really that easy.\n\nQT @OpenAI: Bring your workflow to Codex in just a few clicks.

Import set...

@ajambrosino: one more thing\n\nQT @OpenAI: Bring your workflow to Codex in just a few clicks.

Import settings, p...

@romainhuet: Moving to Codex should be seamless.

We’ve made it easier to bring your projects, settings, and plug...

@TheRealAdamG: RT @OpenAI: Bring your workflow to Codex in just a few clicks.

Import settings, plugins, agents, pr...

8. chhddavid (Group Score: 119.7 | Individual: 34.8)

Cluster: 4 tweets | Engagement: 5 (Avg: 262) | Type: Tech

This is a $3,000-$ 5,000 service hiding in plain sight.

Most local businesses still don’t have a mobile app because they assume it costs $50K+ and takes months to build.

The play:

< Find businesses with solid websites but no app: restaurants, gyms, salons, clinics, etc. < Use this tool to turn their existing website into a native mobile app < Customize the design, add push notifications, booking, payments, or loyalty features < Charge $3,000-$ 5,000 for the build + $200/month to maintain it < Deliver it in days instead of months

To them it's black magic. To you it's just copy/pasting a URL.

10 clients = $2,000 MRR before even counting the setup fees.

Let that sink in...\n\nQT @chddaniel: Introducing Website ↔ App. Turn any website into a mobile app.

Just paste a URL.

Claude Opus 4.7 will code, design, launch and translate a mobile app inspired by the original website and vice-versa.

We’ve been using this internally a ton @shipper_now! https://t.co/v3zJapEPup

See 3 related tweets

@chhddavid: so you're telling me Claude Code with Opus 4.7 can now...
scan an entire website
build it as a ...
@chddaniel: Introducing Website ↔ App. Turn any website into a mobile app.

Just paste a URL.

Claude Opus 4.7 w...

@chhddavid: this is genuinely terrifying...\n\nQT @chddaniel: Introducing Website ↔ App. Turn any website into a...

9. Vtrivedy10 (Group Score: 119.2 | Individual: 39.0)

Cluster: 4 tweets | Engagement: 55 (Avg: 24) | Type: Tech

many sensitive Agent Workloads today require some sort of human feedback

LangGraph supplies the runtime primitives for LangChain + Deep Agents and makes it easy to durably pause, resume, and replay agents over any time scale through checkpointing

Humans are becoming less and less in the loop though their feedback is still needed, we know this use-case is important and it comes out of the box here!

works across any of our OSS libraries and also with Deep Agents Deployment if you need easy to use managed infrastructure\n\nQT @sydneyrunkle: most of the time, you want an agent loop to run uninterrupted. that's where the utility comes from! but some decisions shouldn't be delegated to the agent. two situations come up consistently:

1/ before a consequential action, like sending an email, executing a transaction, or deleting files, you want to see exactly what the agent is about to do. approve it, edit it, or push back with feedback so it can revise and try again. 2/ when the agent hits a judgment call it can't resolve alone. not because it's missing a tool, because the answer depends on your preference. "which config file should i modify?" or "should this go to staging or production?" your answer gets fed directly back into the run.

here's the part that matters for production: these pauses can last indefinitely. seconds, hours, days. that's only possible if the runtime persists state across the response gap. when the human responds, whenever that is, the agent reloads full context and continues from exactly where it stopped.

in langgraph, interrupt() saves state to a checkpointer and surfaces a payload to the caller. command(resume=...) reloads it and picks up execution.

langchain and deep agents build on top of those primitives with HITL middleware, so instead of wiring this yourself, you attach HITL policies directly to tool calls.

https://t.co/xeOI5w5FSV

See 3 related tweets

@sydneyrunkle: most of the time, you want an agent loop to run uninterrupted. that's where the utility comes from! ...
@LangChain_OSS: Human in the loop (HITL) support is critical for sensitive workflows. We just shipped an update to o...
@hwchase17: RT @Vtrivedy10: many sensitive Agent Workloads today require some sort of human feedback

LangGraph ...

10. hwchase17 (Group Score: 115.2 | Individual: 34.6)

Cluster: 5 tweets | Engagement: 86 (Avg: 17) | Type: Tech

one future trend i'm very excited by:

models getting good enough where they can power agents that browse the web

deepagents + @browserbase is a glimpse of that future

See the full example here: https://t.co/RTk0kOY8ML https://t.co/7p7UbjkPyH\n\nQT @LangChain: Build agents with LangChain + @browserbase.

Give your Deep Agents search, fetch, and browser subagents to access the full web.

All with full observability with the Browserbase dashboard. https://t.co/0FoU1OCJsv

See 4 related tweets

@pk_iv: deep agents need the web, and it’s super exciting to team up with @LangChain to make that happen!\n...
@LangChain: RT @hwchase17: one future trend i'm very excited by:

models getting good enough where they can powe...

@Vtrivedy10: shoutout to the man @kylejeong for cooking this up 🔥

every agent can now get a dedicated browser su...

@hwchase17: RT @LangChain: Build agents with LangChain + @browserbase.

Give your Deep Agents search, fetch, and...

11. rickasaurus (Group Score: 110.3 | Individual: 20.4)

Cluster: 6 tweets | Engagement: 34 (Avg: 499) | Type: Tech

RT @GregKamradt: We just posted scores for GPT-5.5 and Opus 4.7 on ARC-AGI-3

Neither model made material progress, but the more interesting story is about why they didn't make progress

We reviewed every session they played to find common failure modes and studied what this tells is about real world tasks

There were three that surfaced:

True Local Effect, False World Model - The models understand which action produced a change, but they fail to translate the effect into a global rule
Wrong Level of Abstraction From Training Data - The models mistake an ARC-AGI-3 environment for another game
Solved The Level, Didn’t Learn The Game - Even if a model beat a level, it’s unable to use that reward signal to enforce the correct actions

This analysis is important because aggregate scores (like most other benchmarks) mask a models thought process.

See 5 related tweets

@chatgpt21: GPT-5.5 Scores .43% on ARC AGI 3!
GPT-5.5: 0.43%
Opus 4.7: 0.18%
GPT-5.4: 0.20%
Claude ...
@TeksEdge: 🤯 Oh wow, check out ARC Prize's new ARC-AGI-3 results for the latest SOTA models. Benchmarks are har...
@AiBattle_: ARC-AGI-3 scores for GPT-5.4, GPT-5.5, Opus 4.6, and Opus 4.7

GPT-5.4 (High) : 0.2% GPT-5.5 (High) ...

@mikeknoop: We did something special for our first major ARC v3 test results - we analyzed the major failure mod...
@scaling01: RT @arcprize: GPT-5.5 & Opus 4.7 on ARC-AGI-3
GPT-5.5: 0.43%
Opus 4.7: 0.18%

We found 3 ...

12. zephyr_z9 (Group Score: 104.3 | Individual: 29.1)

Cluster: 4 tweets | Engagement: 304 (Avg: 175) | Type: Tech

Anthropic's ARR at $44B WTF!!!\n\nQT @SemiAnalysis_: AI Value Capture - The Shift To Model Labs Vera Rubin VR NVL72: V for Value - Rubin delivers a step jump in performance per TCO. ROI accruing to users, Neoclouds, Hyperscalers, AI Labs, Memory Vendors or GPU Manufacturers?

READ NOW: https://t.co/5qaLkO4ksV https://t.co/NX0zvTuueT

See 3 related tweets

@scaling01: Anthropic at $44B ARR according to SemiAnalysis https://t.co/LEWCncxLG1\n\nQT @SemiAnalysis_: AI Val...
@JoshKale: This Anthropic ARR story is truly insane. Doubling every 6 weeks and today reaching $44 Billion 🤯

A...

@SemiAnalysis_: AI Value Capture - The Shift To Model Labs Vera Rubin VR NVL72: V for Value - Rubin delivers a step...

13. badlogicgames (Group Score: 104.3 | Individual: 36.8)

Cluster: 3 tweets | Engagement: 261 (Avg: 140) | Type: Tech

ok, i already posted this but holy shit it's built on pi?!

https://t.co/twV4rMAecs

this makes me super happy!\n\nQT @FredKSchott: Introducing Flue — The First Agent Harness Framework

Flue is a TypeScript framework for building the next generation of agents, designed around a built-in agent harness.

Flue is like Claude Code, but 100% headless and programmable. There's no baked in assumption like requiring a human operator to function. No TUI. No GUI. Just TypeScript.

But using Flue feels like using Claude Code. The agents you build act autonomously to solve problems and complete tasks. They require very little code to run. Most of the "logic" lives in Markdown: skills and context and AGENTS.md.

Flue is like Astro or Next.js for agents (not surprising, given my background 🙃). It's not another AI SDK. It's a proper runtime-agnostic framework. Write once, build, and deploy your agents anywhere (Node.js, Cloudflare, GitHub Actions, GitLab CI/CD, etc).

We originally built Flue to power AI workflows inside of the Astro GitHub repo. But then @_bgiori got his hands on it, and we realized that every agent needs a framework like Flue, not just us.

Check it out! It's early, but I'm curious to hear what people think. Are agents ready for their library -> framework moment?

See 2 related tweets

@nummanali: RT @FredKSchott: Introducing Flue — The First Agent Harness Framework

Flue is a TypeScript framewor...

@badlogicgames: this is really really nice and i will steal from it ruthlessly!\n\nQT @FredKSchott: Introducing Flue...

14. WIRED (Group Score: 102.6 | Individual: 44.5)

Cluster: 4 tweets | Engagement: 412 (Avg: 36) | Type: Tech

RT @TaylorLorenz: SCOOP: A pro-AI dark money group backed by a powerful super PAC funded by execs tied to Palantir and OpenAI, has been secretly paying influencers to push pro-AI, anti-China propaganda on TikTok and IG. https://t.co/3UBYLRWMlH

See 3 related tweets

@clairevo: You guys I’m right here 👋💰\n\nQT @TaylorLorenz: SCOOP: A pro-AI dark money group backed by a powerfu...
@natolambert: Whether or not intentional this has collateral damage turning people against open models. Has been p...
@WIRED: RT @TaylorLorenz: A Pro-AI Dark Money Group Tied to Palantir and OpenAI Is Paying Influencers $5K Pe...

15. wallstengine (Group Score: 100.6 | Individual: 29.1)

Cluster: 5 tweets | Engagement: 277 (Avg: 102) | Type: Tech

$NBIS TO BUY EIGEN AI FOR$ 643M

Nebius says the deal will add Eigen AI’s inference and model optimization tech to its Token Factory platform, aimed at improving model performance and unit economics at scale.

The deal is expected to close in the coming weeks. https://t.co/nxyRrI6L8t

See 4 related tweets

@StockSavvyShay: $NBIS BACK ABOVE$ 150 https://t.co/TYtQzl6n0y\n\nQT @StockSavvyShay: $NBIS agreed to acquire Eigen A...
@StockSavvyShay: $NBIS agreed to acquire Eigen AI for ~$ 643M strengthening Nebius Token Factory as a frontier inferen...
@StockMKTNewz: Nebius $NBIS just announced it has agreed to acquire Eigen AI in a deal worth ~$ 643M https://t.co/vx...
@Techmeme: Cloud computing provider Nebius agrees to buy Eigen AI, which optimizes the performance of chips run...

16. ajambrosino (Group Score: 100.2 | Individual: 27.6)

Cluster: 4 tweets | Engagement: 161 (Avg: 200) | Type: Tech

so so so so good\n\nQT @JamesZmSun: We added a device tool bar to the Codex in-app browser, so it's easier to build and test responsive apps!

Now, you can have Codex test your app in different dimensions, so it can fix bugs & improve UI for every device.

Just click the 3 dots on the right of the URL bar to use it!

As part of this change, we also:

improved the speed of browser use (~30% in my vibe testing)
tightened the animation of the cursor
added a way to hide the composer in full screen mode
fixed a few bugs for browser use in Windows

@olivertepman and @jnpdx cooked on this one!

Try it out and let us know what you think!

See 3 related tweets

@TheRealAdamG: Sometimes the small things are actually big things.\n\nQT @JamesZmSun: We added a device tool bar to...
@dkundel: One more feature from today! Easier multi-device testing in the Codex in-app browser\n\nQT @JamesZmS...
@OpenAIDevs: RT @JamesZmSun: We added a device tool bar to the Codex in-app browser, so it's easier to build and ...

17. HarryStebbings (Group Score: 99.5 | Individual: 34.5)

Cluster: 3 tweets | Engagement: 104 (Avg: 160) | Type: Tech

Why Google is a mega-buy on the back of the Anthropic investment

"Google becomes a win on multiple fronts.

They benefit whether usage goes to Gemini or Anthropic.

They have unmatched compute capacity and cash flow, letting them allocate resources across their own models and partners.

That flexibility means they win regardless of which model succeeds." @jasonlk\n\nQT @HarryStebbings: This podcast will make you smarter than Leopold Aschenbrenner at an AI investing conference.

Anthropic Raises $45BN but Falls Short on Compute
Are OpenAI Back in the Game with GPT5.5 & Codex?
Why Google is a Bigger Buy Than Ever Before
China Blocks Manus $2BN Deal to Meta
Thoma Bravo Hand Back Medallia Keys to Creditor

I sat down with @rodriscoll and @jasonlk and my notes below:

Why does Dario at Anthropic have such a hard job predicting the compute demands?

The capital intensity of building an AI leader is unprecedented; every $1 of run-rate revenue requires approximately$ 4 to $5 of CapEx to support it. A CEO must forecast demand two years in advance, which is incredibly risky. Underestimating demand leaves you with insufficient compute to serve users, while overestimating it results in billions of dollars in "stranded capacity".

What the public markets are getting wrong about the SaaS-pocalypse

The market currently believes specific coding vibes or models are the primary threat, but the true danger is what AI agents decide to pick. Agents will ultimately choose the vendors and LLMs for most workflows, rendering tools like project management software useless because agents have no need for them. Companies like OpenAI are racing to win the "agent wars" to ensure their APIs are the default choice for these autonomous systems.

Why Google is a mega-buy on the back of the Anthropic investment

Google is positioned as a primary winner because it benefits whether users choose Gemini or Anthropic. They possess "infinite capacity" compared to other players, allowing them to route compute surplus between their own needs and their various customers. This massive cash flow and infrastructure flexibility make them a "win-win-win" in the current AI arms race.

Multi-year contracts don't matter. Deferred churn is still churn.

Multi-year contracts are often a place where "mediocre" management hides to mask underlying business problems. While a customer might be locked into an eight-year cycle through standard upfront terms and renewals, they are essentially just taking that time to find a better enterprise solution. If a customer eventually leaves, the churn was merely deferred, and the terminal value of the company remains impacted.

What happens to the distributions from Manus? Do the investors have to give the money back?

When a regulatory body like China attempts to "unwind" an acquisition like Meta's purchase of Manus, there is a near-zero chance that venture investors will return the capital already distributed. The real pressure point is on the acquiring corporation and the technology itself, rather than the VC funds. Such rulings are primarily designed to prevent similar deals from occurring in the future.

The two great wars that no one is talking about

Two subtle but massive "battles" are currently unfolding: the US vs. China AI war and the resulting social dislocation. We are seeing a rise in "social unrest" expressed through billionaire taxes and penthouses taxes as layoffs from AI automation begin to impact the workforce. These themes of geopolitical competition and internal inequality will be the defining political stories of the decade.

(links below)

See 2 related tweets

@HarryStebbings: Why Dario at Anthropic has such a hard job predicting compute demands?

"The stakes are enormous and...

@HarryStebbings: The two great wars that no one is talking about.

"There are two big forces playing out beneath eve...

18. VaibhavSisinty (Group Score: 98.7 | Individual: 37.5)

Cluster: 3 tweets | Engagement: 95 (Avg: 90) | Type: Tech

Anthropic just shipped the most disruptive cybersecurity product of the decade. 🤯

Claude Security is live in public beta for Enterprise customers.

It scans your code, finds bugs no human caught in a decade, writes the fix.

Anthropic didn't disrupt the Big 4. It made them dealers\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 2 related tweets

@WesRoth: Anthropic released Claude Security into public beta, specifically for Claude Enterprise customers.

...

@lukOlejnik: Claude solves the problem of application security?\n\nQT @claudeai: Claude Security is now in public...

19. rohanpaul_ai (Group Score: 97.9 | Individual: 38.7)

Cluster: 3 tweets | Engagement: 197 (Avg: 87) | Type: Tech

Brilliant economic paper directly models the "Structural Jevons Paradox" happening right now in the AI industry.

The cost of running an LLM is dropping, but total computing energy is exploding anyway.

It mathematically proves that as the unit cost of digital intelligence and coding drops, the aggregate demand for complex AI agents and the infrastructure to support them surges exponentially, creating a massive new downstream ecosystem that requires human management.

Reveals a massive paradox where dropping the price of AI usage does not save money, but instead encourages developers to build vastly more complex agents that eat up exponentially more computing power.

Because of this relentless progress, small companies building simple applications on top of these models get completely crushed as the core AI naturally absorbs those exact same features over time.

They also discovered a brutal dynamic where a perfectly working LLM becomes economically worthless the moment a competitor releases a smarter version.

Ultimately, the researchers prove that this combination of massive computing costs and the need for constant user data naturally pushes the entire AI industry toward an unavoidable monopoly.

arxiv. org/pdf/2601.12339v1

"The Economics of Digital Intelligence Capital"

See 2 related tweets

@blyons151: The AI Investment Supercycle Hypothesis Here is my original post from August 11, 2025. Releasing the...
@StefanFSchubert: I think that’s a point that’s often missed. I don’t expect AI companies becoming really valuable req...

20. thdxr (Group Score: 88.7 | Individual: 26.6)

Cluster: 4 tweets | Engagement: 62 (Avg: 445) | Type: Tech

it's crazy that it's not more obvious that this is the correct messaging

it's been obvious to so many people

more and more it feels like being in sf is not useful for building something for a lot of people\n\nQT @firstadopter: Nvidia CEO Jensen Huang says don't listen to CEOs with a god complex on AI (lol, Dario) $NVDA

On AI destroying jobs: "these kind of comments are not helpful .. somehow they became CEOs, you adopt a god complex and before you know it, you know everything"

"ground ourselves to talking about the facts" AI will "generate hundreds of thousands of jobs .. trillions of dollars [to the U.S. economy]"

See 3 related tweets

@pmarca: Co-sign.\n\nQT @firstadopter: Nvidia CEO Jensen Huang says don't listen to CEOs with a god complex o...
@StockMKTNewz: Nvidia $NVDA CEO Jensen Huang just said:

"The facts are AI has created more than half a million job...

@TFTC21: Nvidia CEO Jensen Huang criticizes AI industry leaders for a “god complex” and overstating existenti...