科技推文精选 - 2026年5月8日

2026年5月8日科技每日简报

Today's top tech conversations are led by @Dimillian, whose post about 'RT @OpenAI: Introducing GPT-Re...' garnered the highest engagement. Key themes trending across the top stories include https, agents, openai, first, today. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.

1. Dimillian (Group Score: 521.1 | Individual: 55.7)

Cluster: 24 tweets | Engagement: 1362 (Avg: 80) | Type: Tech

RT @OpenAI: Introducing GPT-Realtime-2 in the API: our most intelligent voice model yet, bringing GPT-5-class reasoning to voice agents.

Voice agents are now real-time collaborators that can listen, reason, and solve complex problems as conversations unfold.

Now available in the API alongside streaming models GPT-Realtime-Translate and GPT-Realtime-Whisper — a new set of audio capabilities for the next generation of voice interfaces.

See 23 related tweets

@heyshrutimishra: every voice-AI startup founder watching OpenAI build it natively in one release https://t.co/16WX3Mv...
@reach_vb: best part about the blogpost is that you can copy a prompt and directly get shipping with codex and ...
@chatgpt21: 1. What..\n\nQT @OpenAI: Introducing GPT-Realtime-2 in the API: our most intelligent voice model yet...
@aiedge_: There is one area where ChatGPT is 1000x better than ANY other LLM.

And that is voice models/dictat...

@cgtwts: voice AI just took a massive leap.

GPT-Realtime-2 can now listen, reason, and respond at GPT-5 leve...

2. Reuters (Group Score: 272.4 | Individual: 54.8)

Cluster: 8 tweets | Engagement: 1357 (Avg: 106) | Type: Tech

India's Skyroot becomes first $1 bln space-tech startup with GIC, Sherpalo, Blackrock backing https://t.co/ylSp34Xoif https://t.co/ylSp34Xoif

See 7 related tweets

@business: Skyroot has become India’s first space-tech unicorn after securing $60 million in fresh funding from...
@Goenka_Tushar1: RT @chandrarsrikant: 🚨🚨 Hyderabad-based Skyroot Aerospace becomes India's first space-tech unicorn; ...
@chandrarsrikant: “We at Skyroot are excited about the upcoming Vikram-1 launch, India's first private orbital rocket,...
@chandrarsrikant: RT @Sanjay_Sriv: From the drawing boards of ISRO veterans to the stars. India just launched its firs...
@0xdevshah: RT @PawanKChandana: A few years ago, building a global rocket company from India felt almost impossi...

3. OpenAIDevs (Group Score: 259.0 | Individual: 45.8)

Cluster: 9 tweets | Engagement: 1410 (Avg: 167) | Type: Tech

Codex can now take on more of your browser dev work.

With the new Chrome plugin in the Codex app, it can test web apps, gather context across tabs, use web DevTools efficiently in parallel, and keep results organized without taking over your browser. https://t.co/T6LwuPCUr5

See 8 related tweets

@JamesZmSun: Today, we are excited to introduce Codex for Chrome!

Now, Codex can drive its own Chrome tabs in th...

@jxnlco: RT @OpenAI: Codex now works directly in Chrome on macOS and Windows.

It’s even better at working wi...

@Dimillian: New Codex app update is very snappy!\n\nQT @ajambrosino: new: Codex can now drive tabs in Chrome, wo...
@reach_vb: Codex can directly work with Chrome on MacOS and Windows!

It’s magical to work on multiple tasks ac...

@jnpdx: Control Chrome directly from Codex. Our team keeps shipping!\n\nQT @ajambrosino: new: Codex can now ...

4. chddaniel (Group Score: 195.3 | Individual: 35.0)

Cluster: 6 tweets | Engagement: 4 (Avg: 9) | Type: Tech

Introducing Shipper: AI-generated businesses, finally under control.

Vibe coded apps are the #1 dead-end in software.

Business teams are oneshotting code, while everything else is still manual.

No marketing. No monetization. No operations. No growth.

AI is about to get 50x better. Anthropic proved it with Mythos.

Shipper is the onlu platform to go beyond just (vibe) coding:

Teams build AI-powered businesses from one prompt. AI employees handle design, engineering, growth, translations, onboarding, and operations automatically. AI Engineering sets the baseline. Every app follows them.

This is just the beginning.

A Fortune 500 just shut down 1,300 Claude Code users to migrate, replacing fragmented vibe-coded apps with full AI-made businesses.

And larger organizations we can't yet name publicly are too.

Every successful founder we’ve demoed to using Replit, Lovable or v0 asked for a piece of Shipper.

Today, we welcome the whole world to it.

The genie is out of the bottle on vibe coding.

Keep generating apps, or generate businesses - https://t.co/r6zEmvcppC

See 5 related tweets

@chhddavid: This is actually scary.\n\nQT @chddaniel: Introducing Shipper: AI-generated businesses, finally unde...
@Shipper_now: Introducing Shipper - a major breakthrough in vibe coding.

It is the first agent built on a fully r...

@chhddavid: Introducing Shipper: The world's first-ever AI CEO.

We all know that vibe-coded apps are always a d...

@chhddavid: this is terrifying.\n\nQT @chhddavid: Introducing Shipper - a major breakthrough in vibe coding.

It...

@chddaniel: this is actually terrifying....\n\nQT @chhddavid: Introducing Shipper - a major breakthrough in vibe...

5. TeksEdge (Group Score: 182.2 | Individual: 34.5)

Cluster: 7 tweets | Engagement: 0 (Avg: 17) | Type: Tech

🚀 Adaptive, self-improving AI is here! 🔄 . Prime Intellect Lab is out of beta and ready for use.

Unlike traditional fine-tuning (one-time supervised training on static datasets), build self-improving agents that learn continuously from real experience & feedback via Reinforcement Learning (RL). They interact with tasks, improve through trial-and-error, and get smarter over time — no more endless prompt engineering.

Now you can create autonomous agents that finish complex, long-horizon real-world work (browser automation, data workflows, coding) and keep evolving on their own.

🧪 Full-stack: Build • Evaluate • Train • Deploy 🤖 1B–400B models: Nvidia, OpenAI, Meta, Qwen (dense/MoE + text/image) ⚡ Async multi-tenant LoRA on prime-rl 💰 Pay-as-you-go (zero GPU ops) 10,000+ beta jobs already live. Enterprise tier for dedicated 1T+ scale.

The era of truly adaptive, self-improving AI is here! 🔄\n\nQT @PrimeIntellect: The next wave of AI will not be won by better prompts. It will be won by systems that learn from experience.

Today, Prime Intellect Lab is out of beta, open for you to start training your own models.

The era of self-improving agents is here. https://t.co/SLFLmYZEvg

See 6 related tweets

@HessianFree: RT @PrimeIntellect: The next wave of AI will not be won by better prompts. It will be won by systems...
@Prince_Canuma: What a release!\n\nQT @PrimeIntellect: The next wave of AI will not be won by better prompts. It wil...
@latkins: I cannot stress, I’m all in. Chef’s kiss.\n\nQT @PrimeIntellect: The next wave of AI will not be won...
@ivanfioravanti: This is BIG BIG BIG!\n\nQT @PrimeIntellect: The next wave of AI will not be won by better prompts. I...
@samsja19: Be your own lab\n\nQT @PrimeIntellect: The next wave of AI will not be won by better prompts. It wil...

6. wallstengine (Group Score: 179.4 | Individual: 39.6)

Cluster: 6 tweets | Engagement: 212 (Avg: 101) | Type: Tech

$DDOG Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.01B (Est.$ 958M) 🟢; +32% YoY 🔹 EPS: $0.60 (Est.$ 0.52) 🟢; +30% YoY 🔹 Customers With ARR > $100K: 5K; +21% YoY 🔹 Gross Margin: 80.0% (Est. 80.7%) 🔴

FY26 Guide: 🔹 Revenue: $4.30B (Est.$ 4.1B) 🟢 🔹 EPS: $2.36-$ 2.44 (Est. $2.20) 🟢 🔹 Non-GAAP Operating Income:$ 940M-$980M

Q2'26 Guide: 🔹 Revenue: $1.07B (Est.$ 995M) 🟢; +29% YoY 🔹 EPS: $0.57-$ 0.59 (Est. $0.52) 🟢 🔹 Non-GAAP Operating Income:$ 225M-$235M

Other Metrics: 🔹 Free Cash Flow: $289M; 29% FCF Margin 🔹 Operating Margin: 22.0% 🔹 Operating Cash Flow:$ 335M 🔹 Cash, Cash Equivalents & Marketable Securities: $4.8B 🔹 FedRAMP High Certification: Achieved for Datadog for Government 🔹 Strategic Partnership: Entered with Sakana AI 🔹 Board Appointment: Dominic Phillips appointed to Datadog’s Board

Commentary: 🔸 “Datadog executed to a strong quarter, with 32% year-over-year revenue growth, $335 million in operating cash flow, and$ 289 million in free cash flow.”

🔸 “We are helping customers of all sizes and industries deploy modern, cloud-based, AI-enabled solutions.”

See 5 related tweets

@wallstengine: $EPAM Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.40B (Est.$ 1.39B) 🟢; +7.6% YoY 🔹 Adj. EPS: $2.86 (Est...

@wallstengine: $FOUR Q1’26 EARNINGS HIGHLIGHTS

🔹 Gross Revenue: $1.12B (Est.$ 978M) 🟢; +32% YoY 🔹 Non-GAAP EPS: $...

@wallstengine: $U Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $508M (Est.$ 506M) 🟢; +17% YoY 🔹 EPS: $0.23 (Est.$ 0.23) 🔴;...

@wallstengine: $NTCT Q4'26 EARNINGS HIGHLIGHTS

🔹 Adj. EPS: $0.52 (Est.$ 0.62) 🔴 🔹 Revenue: $203.31M (Est.$ 198.65M...

@StockSavvyShay: $DDOG CRUSHED THEIR Q1 EARNINGS

• Revenue $1.01B vs Est.$ 958M • EPS $0.60 vs Est.$ 0.52 • FCF $289...

7. garrytan (Group Score: 161.9 | Individual: 48.7)

Cluster: 4 tweets | Engagement: 1555 (Avg: 394) | Type: Tech

My OpenClaw/Hermes Agent setup just got way smarter https://t.co/STL9dqwBmr\n\nQT @mvanhorn: Introducing the Printing Press, a CLI-factory and a CLI-library. Built with @trevin. 🏭🖨📚

Most APIs suck for agents. Most MCPs suck for agents. Most official CLIs suck for agents. They waste tokens and time. @steipete started making his own because of this.

📚 A Library of agent-native CLIs you install today (Linear, ESPN, Flight GOAT (Google Flights + Kayak nonstop), Contact Goat (LinkedIn + Happenstance + Deepline more) +30+ more) 🏭 A factory that prints new ones for any service - just type /printing-press <product name>

CLIs are fast, local, SQLite-backed. Work in Claude Code, Codex, OpenClaw, Hermes.

🌐 https://t.co/GjnN9E9yTH

See 3 related tweets

@danshipper: RT @mvanhorn: Introducing the Printing Press, a CLI-factory and a CLI-library. Built with @trevin. 🏭...
@jason: my boy MVH is shipping product... great person to follow\n\nQT @mvanhorn: Introducing the Printing P...
@chrysb: cli is the future - this is dope\n\nQT @mvanhorn: Introducing the Printing Press, a CLI-factory and ...

8. anissagardizy8 (Group Score: 156.6 | Individual: 36.1)

Cluster: 8 tweets | Engagement: 108 (Avg: 36) | Type: Tech

NEW: When OpenAI and Broadcom announced they would make 10 GW of custom AI chips together, they positioned it as a done deal.

What they didn’t say was that they hadn’t figured out how OpenAI would pay for it.

Months later, the firms are negotiating an agreement for Broadcom to finance the first phase of chip production, which cost around $18 billion.

All the details on the negotiations—and OpenAI's looming Microsoft problem—here:

https://t.co/3iZ76u5erL

See 7 related tweets

@ShanuMathew93: Always be skeptical of the “done deals” across the entire stack.

We are in a PR-driven market. Do t...

@financialjuice: https://t.co/lr580XyUmy\n\nQT @financialjuice: OpenAI's AI chip agreement with Broadcom encounters $...
@financialjuice: OpenAI's AI chip agreement with Broadcom encounters $18 billion funding hurdle - The Information...
@StockSavvyShay: OpenAI’s reported $AVGO custom AI chip deal has allegedly hit a$ 18B financing snag tied to $MSFT no...
@negligible_cap: *OPENAI, BROADCOM AI CHIP DEAL HITS FINANCING SNAG: INFORMATION *OPENAI WARNS OF $18B FINANCING SNAG...

9. dhaber (Group Score: 155.0 | Individual: 34.5)

Cluster: 5 tweets | Engagement: 36 (Avg: 36) | Type: Tech

Very excited to be working with the team at Pit! Go @GEVS94!\n\nQT @mradamjafer: Today we're launching Pit, with $16M in funding led by a16z.

For 20 years, companies have adapted themselves around rigid software, leading to broken workflows and a quiet loss of productivity. With AI, that model breaks.

For the first time, companies can run on systems designed around how they actually work, and give back time to their people.

We're already seeing large enterprises replace manual operational work with AI-native systems built by Pit. They move faster, scale better, and free people up to focus on higher leverage work.

We built Pit because we experienced this pain first-hand at companies like Voi, Klarna, and Zettle.

Today, we're also announcing our $16M round led by @a16z, together with some incredible founders and operators from OpenAI, Anthropic, Google, Revolut, Deel, and many more.

This is the strongest team I've ever been part of.

And we're just getting started.

See 4 related tweets

@etnshow: BREAKING: Fredrik Hjelm (@FredrikHjelm4) Co-Founder of @pitdotcom joins us live today to break down ...
@etnshow: Fredrik Hjelm (@FredrikHjelm4) Co-Founder of @pitdotcom says @a16z is the post powerful tech investo...
@gabriel1: RT @mradamjafer: Today we're launching Pit, with $16M in funding led by a16z.

For 20 years, compani...

@gabriel1: RT @FredrikHjelm4: Today we're launching @pitdotcom, with $16M funding led by @a16z.

For ten years...

10. ycombinator (Group Score: 148.1 | Individual: 57.3)

Cluster: 4 tweets | Engagement: 1530 (Avg: 124) | Type: Tech

RT @akash_in_2030: We’ve raised 25M to build the world’s first Personal Intelligence.

Introducing Vellum: AI that belongs to you.

My assistant @ash_vellum has his own X (like grok), tag him and he'll answer. https://t.co/ppV9kZObv0

See 3 related tweets

@cgtwts: > be akash sharma  > spend 5 years at mckinsey silicon valley  > quit to join a startup because you ...
@KaranVaidya6: Composio users sky🚀ing!!\n\nQT @akash_in_2030: We’ve raised 25M to build the world’s first Personal ...
@dharmesh: Congrats!

Thrilled to be on board as an indie investor.\n\nQT @akash_in_2030: We’ve raised 25M to ...

11. CSProfKGD (Group Score: 134.5 | Individual: 48.0)

Cluster: 5 tweets | Engagement: 1556 (Avg: 199) | Type: Tech

RT @gs_ai_: We are back. After one year of quiet building.

Introducing GENE-26.5, our first robotic brain that takes a major step toward human-level capability.

For years, robotics has struggled to learn from the world’s largest and valuable data source: Humans.

Solving it means rethinking the whole stack from the ground up:

A robotics-native foundation model.
A 1:1 human-like robotic hand.
A noninvasive data collection glove for motion, force, and touch.
A simulator that turns weeks of experiments into minutes.

GENE-26.5 is trained across language, vision, proprioception, tactile, and action. We designed a set of tasks to test how far we can go with this new paradigm.

Fully autonomous, 1x speed, one model, same weights. (Enjoy with sound on)

We are approaching the endgame for robotics.

And this is just a beginning.

See 4 related tweets

@VaibhavSisinty: A french startup just released what they're calling the world's most advanced robot brain. 🤯

it's c...

@tunguz: If you want to make robots with AI using real world human data, then access to lots of humans, espec...
@Cointelegraph: ⚡️ NOW: Genesis AI introduces GENE-26.5, its first robotic brain designed to approach human-level ca...
@gdgtify: RT @BrianRoemmele: More Genesis AI has GENE-26.5, the first robotic brain to give robots human-level...

12. XFreeze (Group Score: 126.4 | Individual: 31.3)

Cluster: 5 tweets | Engagement: 863 (Avg: 804) | Type: Tech

Grok connections work flawlessly

You connect your apps once on the web → they instantly sync across web, iOS, and Android

Quick example: I asked Grok to add my flight check-in to Google Calendar… and it did it perfectly in seconds

And it also gave me the link to view/edit https://t.co/gwrffa4PTi\n\nQT @XFreeze: Grok just got a massive productivity upgrade

xAI officially launched Connectors on Grok today

Instead of copy-pasting between tabs, you can now link your apps directly to Grok for seamless, end-to-end workflows

Just sign in to Grok web, click the + button, select Connectors, and click + Add connector to get started

You can now connect: → Microsoft 365, SharePoint & OneDrive (read/edit files & docs) → Google Workspace & Outlook (draft emails, update calendars) → GitHub (search code, summarize PRs) → Notion & Linear (edit wikis, manage tasks) → Bring Your Own MCP (plug in custom internal tools)

Live now on the web, and launching on Grok iOS and Android apps very soon

See 4 related tweets

@elonmusk: Grok continues to make progress\n\nQT @XFreeze: Grok connections work flawlessly

You connect your a...

@WesRoth: xAI rolled out "Connectors" for all SuperGrok and SuperGrok Heavy subscribers on the Grok Web interf...
@XFreeze: Grok just got a massive productivity upgrade

xAI officially launched Connectors on Grok today

Ins...

@elonmusk: RT @tetsuoai: Grok Connectors quick rundown.

xAI shipped native app connections. OAuth your Gmail, ...

13. shiri_shh (Group Score: 120.1 | Individual: 30.1)

Cluster: 5 tweets | Engagement: 7 (Avg: 371) | Type: Tech

sir.... they built an AI agent that helps people land jobs through direct intros with founders and team members. https://t.co/Ds7q0TPLPM\n\nQT @alexisaftalion: Meet Standout: your personal Talent Agent

It introduces you to your next role to escape the permanent underclass

With AGI around the corner it’s time to do your life work

RT and comment “Standout” for access — first opportunities in minutes

(french accent not included in the product)

See 4 related tweets

@ycombinator: Standout (@standoutwork) is the agentic hiring marketplace

AI has turned hiring into spam. Standout...

@godofprompt: Mass applying with AI is still mass applying.

Congrats, you automated desperation.

The actual winn...

@alex_prompter: Your “AI job search strategy” is just spraying resumes into a graveyard.

That era is cooked.

Elite...

@cgtwts: AGI is around the corner, time to escape the PERMANENT UNDERCLASS. https://t.co/KYXE9TKJi6\n\nQT @al...

14. WesRoth (Group Score: 115.4 | Individual: 35.4)

Cluster: 4 tweets | Engagement: 48 (Avg: 27) | Type: Tech

xAI has released Grok 4.3 on its API, their fastest and most intelligent model to date.

Grok 4.3 currently tops the Artificial Analysis leaderboards for agentic tool calling and instruction following.

It also secured the #1 ranking on ValsAI for complex enterprise domains, including case law and corporate finance.

The model supports a massive 1-million token context window and is priced at $1.25 per million input tokens and$ 2.50 per million output tokens, positioning it as a highly competitive engine for large-scale data processing.\n\nQT @xai: Grok 4.3 is now live on the xAI API. It’s our fastest, most intelligent model to date.

It tops the @ArtificialAnlys leaderboards in agentic tool calling and instruction following, and ranks #1 in @ValsAI enterprise domains like case law and corporate finance.

Grok 4.3 supports a 1 million token context window and is priced at $1.25/m input and$ 2.50/m output.

Create an API key and start building: https://t.co/JDRUt1UOUm

See 3 related tweets

@XFreeze: People who underestimate Grok really have no idea

It's not just xAI, it's the shared DNA of SpaceX...

@Scobleizer: RT @WesRoth: xAI has released Grok 4.3 on its API, their fastest and most intelligent model to date....
@minchoi: RT @minchoi: Grok 4.3 just dropped on xAI API.

New Connectors link directly to your apps: Gmail, Gi...

15. axios (Group Score: 114.0 | Individual: 33.5)

Cluster: 5 tweets | Engagement: 93 (Avg: 123) | Type: Tech

BEHIND THE CURTAIN: Anthropic is claiming "early signs" of AI not just coding its own products but building itself.

Co-founder Jack Clark predicted this week that there's a 60%+ chance of an AI model fully training its successor by the end of 2028. https://t.co/k23wGPGU0h

See 4 related tweets

@JimVandeHei: Anthropic, the AI lab whose identity is wrapped around warning the world about AI risk, is claiming ...
@cheneypiano: New article in the Deseret News on my biggest belief around AI.

AI can lead to the loss of human ag...

@StefanFSchubert: Steve is one of the most thoughtful commentators on AI progress\n\nQT @snewmanpv: Is AI 2027 coming ...
@Cointelegraph: 🔥 INSIGHT: Greg Schvey says What we’re seeing now is an increasingly agentic development of AI itsel...

16. sairahul1 (Group Score: 112.2 | Individual: 40.0)

Cluster: 5 tweets | Engagement: 131 (Avg: 30) | Type: Tech

$997 "Master AI" course creators seeing Anthropic drop 33 page guide. Free. https://t.co/EbNi0PzRId\n\nQT @sairahul1: 33 pages. free. from anthropic.

Claude → Skills → Memory → Automation → Systems → Money

bookmark this before you forget. https://t.co/tWOi5Jk8JM

See 4 related tweets

@sairahul1: the moment you realize 99% people don't know anything about skills, plugins, agents, memory, automat...
@sairahul1: Claude → Skills → Memory → Automation → Systems → Money https://t.co/KqXMI4xiaz\n\nQT @sairahul1: 33...
@sairahul1: RT @sairahul1: 33 pages. free. from anthropic.

Claude → Skills → Memory → Automation → Systems → Mo...

@sairahul1: RT @sairahul1: $997 "Master AI" course creators seeing Anthropic drop 33 page guide. Free. https://t...

17. levelsio (Group Score: 112.1 | Individual: 26.4)

Cluster: 7 tweets | Engagement: 1634 (Avg: 526) | Type: Tech

Every brand discovered we don't want a bright screen on our wrist after @WHOOP's success\n\nQT @alexmaxham: Fitbit Air is official, $99 and no subscription required.

The Fitbit App is being rebranded to Google Health on May 19.

Google Health will aggregate data from Apple Health and other apps and devices. Allowing it and Fitbit Air to work on iOS and Android. https://t.co/X6F8Mr6DKS

See 6 related tweets

@markgurman: Google launches a $100 Whoop rival called the Fitbit Air. Here’s what you need to know: https://t.co...
@WIRED: Google is sunsetting Google Fit by year’s end. While Fitbit remains very much alive, the rebranded G...
@business: Google has launched the $100 Fitbit Air with no screen, looking to take on Whoop in a growing fitnes...
@Techmeme: Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features ...
@WIRED: Five years after acquiring Fitbit, and three years since it released the Charge 6, Google finally la...

18. cgtwts (Group Score: 101.6 | Individual: 53.3)

Cluster: 3 tweets | Engagement: 839 (Avg: 81) | Type: Tech

All those years of refusing to learn Excel, Word and PowerPoint is about to pay off https://t.co/5GKBryy3iR\n\nQT @claudeai: Claude for Excel, PowerPoint, and Word are now generally available, and Claude for Outlook is in public beta.

As Claude moves between your Microsoft apps, it carries the full context of your conversation. https://t.co/l8oOcoFcHg

See 2 related tweets

@henrythe9ths: I'm bad at Excel and never learned how to use it properly. Now thanks to Claude, I don't have to :) ...
@bcherny: RT @claudeai: Claude for Excel, PowerPoint, and Word are now generally available, and Claude for Out...

19. testingcatalog (Group Score: 100.8 | Individual: 38.8)

Cluster: 5 tweets | Engagement: 281 (Avg: 197) | Type: Tech

GOOGLE 🚨: Gemini 3.1 Flash Lite is now Generally Available! Users can also test this model on AI Studio.

> Designed for ultra-low latency, high-volume tasks, and unmatched cost-efficiency, Flash-Lite is already transforming how applications are built at scale. https://t.co/zIHVgiVnMD\n\nQT @GoogleAIStudio: gemini 3.1 flash-lite is here

it's our most cost-efficient model, optimized for high-volume agentic tasks, translation, and simple data processing https://t.co/QhaTNoLcgu

See 4 related tweets

@thdxr: flash-light\n\nQT @GoogleAIStudio: gemini 3.1 flash-lite is here

it's our most cost-efficient model...

@simonw: We already had gemini-3.1-flash-lite-preview back on March 3rd, not clear if this new gemini-3.1-fla...
@rseroter: Gemini 3.1 Flash-Lite is GA and ready to use. It's a fast and cost-effective way to access premium A...
@pingToven: RT @OpenRouter: Gemini 3.1 Flash Lite from @GoogleDeepMind is now GA on OpenRouter.

Multimodal (tex...

20. HarryStebbings (Group Score: 98.4 | Individual: 33.8)

Cluster: 3 tweets | Engagement: 62 (Avg: 132) | Type: Tech

Enter the $250,000 SDR:

"There is now a market instead of SDRs being worth $60K in the US, there is a market for a small number of$ 250,000 a year SDRs.

But there's almost no need for a $60,000 SDR with six months of junior college research that can't spell ElevenLabs.

You just don't need that person anymore. You needed them three years ago, you don't need them today." @jasonlk

Love to hear your thoughts on this @PeetsChad @Carles_Reina @samdblond @ishanmkh @jasparcjack\n\nQT @HarryStebbings: This is the F**king superbowl of earnings.

Google Won. Facebook Lost.

I sat down with @jasonlk and @rodriscoll to discuss the deal, along with the biggest news in tech this week:

Anthropic's $50BN Raise: What Does This Mean for a Potential IPO?
Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over?
Sierra Raises at $15BN: Is it Peak or Potential?

My notes below:

Why Gemini Is Behind but Why It Might Not Even Matter Google is trailing in “coder love” as developers flock to Anthropic and OpenAI. While Gemini’s token growth lags behind competitors’ 10x gains, Google remains a powerhouse because it owns its model and distribution.
Why Palantir Is a Mega-Buy Right Now CEOs want $10M+ enterprise-wide transformations, not small point solutions. Palantir wins by delivering measurable, large-scale results. Their buying cycles are compressing as every stakeholder now attends the first meeting.
Why Is Meta Being Chastised for Spending on Capex? Meta’s $150B CapEx lacks the clear revenue attribution found in Google’s cloud backlog. Investors view it as a defensive hedge, a bet to be present if social shifts to chatbots. Critics argue a 10 to 15% ad lift does not justify such massive spend.
Who Wins and Who Loses From the Application Explosion? We are in the greatest application-building boom in history. Amazon and Microsoft win by providing the underlying compute for these new B2B apps. Meta loses because it gains nothing from this software sprawl.
Atlassian Versus Twilio: Who Is the AI Hero Versus the Unsustainable Bounce? Atlassian is successfully monetizing its base with Rovo AI, though new customer growth is slowing. Twilio has re-accelerated by becoming the essential API infrastructure for new AI agents. Winners must eventually drive both expansion and new customer acquisition.
Should Microsoft Really Be Trading Like the Rest of SAAS Companies? Excluding AI, Microsoft’s core business is flat to slightly down. Without the AI narrative, it would likely trade like a mature SaaS company at 3x revenue. Their growth is now entirely dependent on massive, high-risk CapEx bets.
Why Your VP Needs to Be Full Stack and Do Everything End-To-End AI is eliminating “managers of managers.” Founders now demand leaders who can actually ship. A modern VP should use agents to execute tasks, like campaigns, end-to-end in minutes. If an executive cannot lead from the front with these tools, they are a liability.

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