今日技术推文精选 - 2026年5月15日

2026年5月15日科技每日简报

Today's top tech conversations are led by @ReutersBiz, whose post about 'Exclusive: The US has cleared ...' garnered the highest engagement. Key themes trending across the top stories include https, about, claude, openai, gemini. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.

1. ReutersBiz (Group Score: 277.4 | Individual: 41.6)

Cluster: 12 tweets | Engagement: 384 (Avg: 19) | Type: Tech

Exclusive: The US has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week. More here - https://t.co/3fM8FNF7y6

See 11 related tweets

@StockMKTNewz: The United States 🇺🇸 has cleared ~10 Chinese 🇨🇳 firms to buy Nvidia's $NVDA 2nd most powerful AI chi...
@CNBC: U.S. clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough https://t.co/nziY...
@StockSavvyShay: $NVDA gained ~$ 150B overnight on H200 approval for China.

China is the world’s #2 compute market, h...

@Reuters: Exclusive: US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough https://...
@KristinaParts: Jefferies on $NVDA in China: hopes for more chip sales could disappoint. China's priority is making ...

2. yagiznizipli (Group Score: 258.3 | Individual: 54.1)

Cluster: 9 tweets | Engagement: 1424 (Avg: 190) | Type: Tech

RT @xai: An early beta of Grok Build, an agentic CLI for coding, building apps, and automating workflows is now available for SuperGrok Heavy subscribers.

Through this early beta, we will improve the model and product based on your feedback.

Try it at https://t.co/bpTHpjivWD https://t.co/Rlg4qMLkrv

See 8 related tweets

@elonmusk: Try this early Grok Build (anything) beta and let us know what to improve.

Much appreciated!\n\nQT...

@SIGKITTEN: ok fine, ill try it https://t.co/B0mhCSn3tC\n\nQT @xai: An early beta of Grok Build, an agentic CLI ...
@chrisparkX: Early beta launch of Grok Build!

Great work by the core xAI team. Bookmark this post. This is the ...

@XFreeze: xAI just released Grok Build CLI and it’s a game changer for developers

Grok Build is a powerful AI...

@Kyrannio: Let’s go!!!!!\n\nQT @xai: An early beta of Grok Build, an agentic CLI for coding, building apps, and...

3. clairevo (Group Score: 249.3 | Individual: 31.9)

Cluster: 9 tweets | Engagement: 296 (Avg: 154) | Type: Tech

I used Claude Design to explain what’s happening to your Claude subscription.

Or at least I tried 🤷🏻‍♀️ https://t.co/QaN6zmhyQl\n\nQT @ClaudeDevs: Starting June 15, paid Claude plans can claim a dedicated monthly credit for programmatic usage.

The credit covers usage of:

Claude Agent SDK
claude -p
Claude Code GitHub Actions
Third-party apps built on the Agent SDK

See 8 related tweets

@Gorden_Sun: Claude限制了订阅额度的可用范围，程序化调用的功能都改成了使用单独的额度（很少）。基本就是让订阅用户就用Claude产品，别把Claude当服务给第三方用，目的是节省成本。\n\nQT @Clau...
@clairevo: i ain't reading all that. im happy for you tho, or sorry that happened. https://t.co/3JHM4C7Z0Z\n\nQ...
@petergyang: Alot of discourse about this announcement today.

I think one thing I learned about engaging your c...

@WesRoth: Claude users will soon get a dedicated monthly credit for programmatic usage starting June 15.

This...

@MLStreetTalk: This is the final straw from Anthropic.

Opus 4.7 had already made Claude so slow and token-ineffic...

4. Shipper_now (Group Score: 200.8 | Individual: 39.1)

Cluster: 6 tweets | Engagement: 182 (Avg: 42) | Type: Tech

RT @shipper_now: Introducing Shipper.

The first AI revenue agent that replaces your 9-5 income.

RT + comment “Shipper” and we'll build your business for FREE. https://t.co/DuzDEKJVV9

See 5 related tweets

@chddaniel: so you're telling me Claude Code Opus 4.7 can now...
build an app
launch it
do email marketin...
@Shipper_now: Absolutely terrifying.\n\nQT @shipper_now: Introducing Shipper.

The first AI revenue agent that rep...

@chhddavid: this is fucking scary.\n\nQT @shipper_now: Introducing Shipper.

The first AI revenue agent that rep...

@chhddavid: did Shipper just kill every AI vibe coding startup?

what's going on here\n\nQT @shipper_now: Introd...

@chddaniel: this is genuinely terrifying......\n\nQT @shipper_now: Introducing Shipper.

The first AI revenue ag...

5. wallstengine (Group Score: 182.0 | Individual: 32.6)

Cluster: 8 tweets | Engagement: 84 (Avg: 121) | Type: Tech

OPENAI-APPLE PARTNERSHIP IS HEADING TOWARD A POSSIBLE LEGAL FIGHT

Bloomberg reports OpenAI lawyers are working with an outside firm on legal options against Apple.

That could include a notice alleging breach of contract before any full lawsuit.

OpenAI expected the 2024 ChatGPT integration into Siri and Apple software to drive major subscription revenue.

Instead, Bloomberg says Apple’s implementation remained limited and hard to find.

Users often need to specifically invoke “ChatGPT” through Siri.

Responses appear in a smaller, more constrained window than the standalone ChatGPT app.

OpenAI now believes the deal has hurt its brand and failed to generate the subscription upside it expected.

Apple is also preparing to open Siri to rival AI models like Claude and Gemini in iOS 27.

See 7 related tweets

@markgurman: For its part, Apple has been furious for over a year about OpenAI’s aggressive recruiting of its har...
@markgurman: “We have done everything from a product perspective,” said an OpenAI executive with knowledge of the...
@business: Apple's two-year-old partnership with OpenAI has become strained, according to people familiar with ...
@MTSlive: Sam Altman getting ready to go to the courthouse again https://t.co/MI1d7K31gu\n\nQT @MTSlive: SITUA...
@MTSlive: SITUATION BREWING: OpenAI is preparing possible legal action against Apple, believing its ChatGPT in...

6. moyix (Group Score: 177.7 | Individual: 46.4)

Cluster: 8 tweets | Engagement: 2702 (Avg: 96) | Type: Tech

RT @OpenAI: You've been asking for this one...

Now in preview: Codex in the ChatGPT mobile app.

Start new work, review outputs, steer execution, and approve next steps, all from the ChatGPT mobile app. Codex will keep running on your laptop, Mac mini, or devbox. https://t.co/9i2Jckjt9z

See 7 related tweets

@Dimillian: Codex in the ChatGPT mobile app is rolling out! We hope you enjoy this new magical experience of wor...
@kimmonismus: Aaaaaaand official: codex in the ChatGPT mobile app!! Love it

Codex is goated. I love it.\n\nQT @Op...

@cgtwts: Sam Altman after getting all the Claude users to switch sides https://t.co/qSviGcHi6W\n\nQT @OpenAI:...
@tunguz: OK, this is awesome!\n\nQT @OpenAI: You've been asking for this one...

Now in preview: Codex in the...

@ChrisHayduk: Codex mobile app is here! This has been one of the most useful tools I've used internally - it feels...

7. AndrewCurran_ (Group Score: 173.0 | Individual: 45.2)

Cluster: 9 tweets | Engagement: 4868 (Avg: 283) | Type: Tech

RT @Jediwolf: What happens when you post a real Monet and say it’s AI? The coolest art social experiment I’ve seen in a while. Thank you @SHL0MS https://t.co/qlxRq1NAiR

See 8 related tweets

@chris_j_paxton: They did an experiment like this with wine tasting. Mislabel a very expensive wine and even experts ...
@mark_k: Brilliant prank: SHL0MS baited AI haters by posting a real painting by Monet, claiming it was genera...
@pmarca: 😳\n\nQT @Jediwolf: What happens when you post a real Monet and say it’s AI? The coolest art social e...
@markgadala: This is definitive proof of what I'm calling:

"AI Slop Derangement Syndrome"

Someone afflicted by...

@chiefofautism: designtards absolutely proved everyone that they live on vibe and there is no any correlaiton in the...

8. techreview (Group Score: 157.0 | Individual: 24.4)

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

RT @michelletomkim: @techreview OpenAI's lawyer Sarah Eddy argues that Elon Musk is lying when he says OpenAI should've remained a nonprofit. "It’s all made up,” she says.

She says during the company's early days in 2017, Musk wanted to create a for-profit and have "unilateral control" over it.

See 8 related tweets

@MTSlive: LIVE TRIAL UPDATE: Defense on Musk's own AI company:

"If what Elon Musk really believed was that AG...

@MTSlive: LIVE TRIAL UPDATE: Musk's attorney rebuts the defense's claim that Musk wanted to convert OpenAI int...
@Z_XSophie: Closing arguments are happening right now in the OpenAI trial. After 11 days of testimony, the evide...
@MTSlive: LIVE TRIAL UPDATE: Musk's attorney presents an early email between Altman and Musk on how OpenAI sho...
@techreview: RT @michelletomkim: Musk has tried to rebut OpenAI's claim that he was never committed to keeping Op...

9. AndrewCurran_ (Group Score: 144.9 | Individual: 28.9)

Cluster: 7 tweets | Engagement: 137 (Avg: 283) | Type: Tech

I got a new permissions request pop up a few days ago so they are getting everything ready ahead of the launch. Spark is a great name, and Gemini will be very good at this. All it's best qualities are made for this. Google I/O is in five days. The agent wars are about to begin. https://t.co/6DXn8rPtHp\n\nQT @testingcatalog: GOOGLE 🔥: A new Gemini Spark Agent is about to be revealed during Google I/O. Gemini Spark will work as a 24/7 assistant that can learn from user behavior and work with connected apps and skills.

Let Gemini do more as your everyday AI agent, ready 24/7 to help with your inbox, online tasks, and more.

The more you use Gemini Spark, the better it understands you and what you want to accomplish. To work on your tasks, it uses your info from sources like Connected Apps, skills, chats, tasks, websites you’re logged into, Personal intelligence, location, and more.

To help you get things done efficiently, Gemini saves remote browser data, like login details and remote code execution data. You can clear this data and turn off Connected Apps and other Personal intelligence features in Settings.

See 6 related tweets

@TeksEdge: Google’s about to release their own Clawdbot/HermesAgent called Gemini Spark. What took them so long...
@WesRoth: Google is reportedly preparing to reveal Gemini Spark Agent at Google I/O.

The feature sounds like ...

@kimmonismus: Big leak ahead of Google i/o - Gemini Spark: an always-on agent that can use Gmail, Calendar, web se...
@inafried: RT @AndrewCurran_: I got a new permissions request pop up a few days ago so they are getting everyth...
@testingcatalog: RT @testingcatalog: GOOGLE 🔥: A new Gemini Spark Agent is about to be revealed during Google I/O. Ge...

10. StefanFSchubert (Group Score: 143.9 | Individual: 34.0)

Cluster: 5 tweets | Engagement: 59 (Avg: 61) | Type: Tech

These kinds of posts are so incredibly shortsighted.

Sure, current trends don’t point to immediate labour displacement. That obviously doesn’t show that will never happen.

It’s an embarrassingly basic logical error.\n\nQT @AndrewYNg: There will be no AI jobpocalypse.

The story that AI will lead to massive unemployment is stoking unnecessary fear. AI — like any other technology — does affect jobs, but telling overblown stories of large-scale unemployment is irresponsible and damaging. Let’s put a stop to it.

I’ve expressed skepticism about the jobpocalypse in previous posts. I’m glad to see that the popular press is now pushing back on this narrative. The image below features some recent headlines.

Software engineering is the sector most affected by AI tools, as coding agents race ahead. Yet hiring of software engineers remains strong! So while there are examples of AI taking away jobs, the trends strongly suggest the net job creation is vastly greater than the job destruction — just like earlier waves of technology. Further, despite all the exciting progress in AI, the U.S. unemployment rate remains a healthy 4.3%.

Why is the AI jobpocalypse narrative so popular? For one thing, frontier AI labs have a strong incentive to tell stories that make AI technology sound more powerful. At their most extreme, they promote science-fiction scenarios of AI “taking over” and causing human extinction. If a technology can replace many employees, surely that technology must be very valuable!

Also, a lot of SaaS software companies charge around $100-$ 1000 per user/year. But if an AI company can replace an employee who makes $100,000 — or make them 50% more productive — then charging even$ 10,000 starts to look reasonable. By anchoring not to typical SaaS prices but to salaries of employees, AI companies can charge a lot more.

Additionally, businesses have a strong incentive to talk about layoffs as if they were caused by AI. After all, talking about how they’re using AI to be far more productive with fewer staff makes them look smart. This is a better message than admitting they overhired during the pandemic when capital was abundant due to low interest rates and a massive government financial stimulus.

To be clear, I recognize that AI is causing a lot of people’s work to change. This is hard. This is stressful. (And to some, it can be fun.) I empathize with everyone affected. At the same time, this is very different from predicting a collapse of the job market.

Societies are capable of telling themselves stories for years that have little basis in reality and lead to poor society-wide decision making. For example, fears over nuclear plant safety led to under-investment in nuclear power. Fears of the “population bomb” in the 1960s led countries to implement harsh policies to reduce their populations. And worries about dietary fat led governments to promote unhealthy high-sugar diets for decades.

Now that mainstream media is openly skeptical about the jobpocalypse, I hope these stories will start to lose their teeth (much like fears of AI-driven human extinction have).

Contrary to the predictions of an AI jobpocalypse, I predict the opposite: There will be an AI jobapalooza! AI will lead to a lot more good AI engineering jobs, and I’m also optimistic about the future of the overall job market. What AI engineers do will be different from traditional software engineering, and many of these jobs will be in businesses other than traditional large employers of developers. In non-AI roles, too, the skills needed will change because of AI. That makes this a good time to encourage more people to become proficient in AI, and make sure they’re ready for the different but plentiful jobs of the future!

[Original text in The Batch newsletter.]

See 4 related tweets

@HedgieMarkets: 🦔Cisco is cutting nearly 4,000 jobs, just under 5% of its workforce, on the same day it reported rec...
@ylecun: RT @AndrewYNg: There will be no AI jobpocalypse.

The story that AI will lead to massive unemploymen...

@WesRoth: RT @WesRoth: Andrew Ng is pushing back hard on the AI “jobpocalypse” narrative and honestly, it is a...
@MTSlive: We asked @jasminewsun about her viral article "Silicon Valley is Bracing For a Permanent Underclass"...

11. brunoborges (Group Score: 143.5 | Individual: 31.7)

Cluster: 7 tweets | Engagement: 340 (Avg: 58) | Type: Tech

RT @github: Cooking up something new 🧑‍🍳

Join the waitlist for early access to technical preview of the GitHub Copilot app 👇 https://t.co/ODODKdvzOA https://t.co/1h7AJPAhiH

See 6 related tweets

@GHchangelog: GitHub Copilot app is available in technical preview as a native desktop tool to start, isolate, ste...
@pierceboggan: RT @OrenMe: It’s alive!!! What if @github and @GitHubCopilot had a love child

Say hello to GitHub A...

@ibuildthecloud: I'm on the wait list. We'll see if they're brave enough to let me in. If GitHub is gonna save itself...
@pierceboggan: RT @sinclairinat0r: Y'all! The new #GitHub Copilot App is HERE!

I've been piloting this for a few ...

@burkeholland: This is my daily rn and it's been really hard to share anything because I can't share this.

You're ...

12. TeksEdge (Group Score: 141.2 | Individual: 28.1)

Cluster: 7 tweets | Engagement: 0 (Avg: 16) | Type: Tech

🆕 OpenAI's views on Chinese AI 🇺🇸 🔹 Views DeepSeek & Chinese models as a real threat 🔹 Accused China of distilling US models 🔹 Competition led OpenAI to release open-weight models 🔹 Backs chip export controls to limit China ⚠️ Altman: US may be underestimating China’s AI progress\n\nQT @AnthropicAI: We've published a paper that explains our views on AI competition between the US and China.

The US and democratic allies hold the lead in frontier AI today. Read more on what it’ll take to keep that lead: https://t.co/TgJBeodWYK

See 6 related tweets

@firstadopter: Please tilt the playing field in our favor, while sabotaging long-term U.S. national security, harmi...
@AnthropicAI: We've published a paper that explains our views on AI competition between the US and China.

The US ...

@MatthewBerman: Oh damn! Anthropic talking about US vs China in the AI race. Something I’ve been thinking about quit...
@SIGKITTEN: thanks. i was really wondering what your views on that were\n\nQT @AnthropicAI: We've published a pa...
@Cointelegraph: 🚨 LATEST: OpenAI says it would back a US-led global AI governance body that includes China, likening...

13. kimmonismus (Group Score: 138.5 | Individual: 36.3)

Cluster: 6 tweets | Engagement: 1904 (Avg: 320) | Type: Tech

Rumors about the new Gemini Flash coming in. And holy, if true then big:

92% of GPT-5.5’s coding and reasoning performance, reportedly at 15–20x lower inference cost. And the latency? Sub-200ms for most queries.

That would be nuts. no joke.\n\nQT @bindureddy: Gemini 3.2 Flash - Capitalizing on DeepMind's clever distillation techniques...

Rumors are that benchmarks show it's hitting 92% of GPT 5.5's performance on coding and reasoning tasks while being 15-20x cheaper on inference costs. The latency improvements are insane - sub-200ms for most queries.

Google's distillation + sparsity techniques are paying off massively. They've essentially compressed a frontier model into a flash variant without the usual quality cliff.

See 5 related tweets

@bindureddy: Gemini 3.2 Flash - Capitalizing on DeepMind's clever distillation techniques...

Rumors are that be...

@yacineMTB: yeah its over\n\nQT @bindureddy: Gemini 3.2 Flash - Capitalizing on DeepMind's clever distillation ...
@inafried: RT @alexeheath: Sources: Google plans to announce a new Gemini model next week. It’ll be in the same...
@TeksEdge: Interesting rumor on Gemini 3.2 Flash.

“benchmarks show it's hitting 92% of GPT 5.5's performance o...

@ShanuMathew93: 👀👀 intelligence x cost x speed… the holy trinity

“Rumors are that benchmarks show it's hitting 92%...

14. clairevo (Group Score: 135.1 | Individual: 40.1)

Cluster: 4 tweets | Engagement: 427 (Avg: 154) | Type: Tech

On topic: there is a mistake I saw large companies make in late 2025/early 2026 which is they picked their coding model provider, chat tool, and harness and put the whole company on it. There was a big leap in model ability and folks felt confident.

I have been walking into these teams and they have no idea how good codex is or that notion AI is sick af, of what’s what in the agent world.

And now they’re sunk in a contract AND internal intertia while missing out on the best & most efficient tools of the moment.

Let me say it again for people in the back: We are pre convergence on tools!!! Keep your organizational options open!!!

Consumer (well, enterprise) choice is a gift when everyone is competing for your business and capabilities jump every month.

Leverage it.

See 3 related tweets

@sydneyrunkle: everything we build at LangChain is provider/model agnostic for these reasons!

our harness is open ...

@wadefoster: Interoperability is key. Don’t get locked in to models too soon.\n\nQT @clairevo: On topic: there is...
@Zapier: Sources say Zapier connects any AI to your whole stack for this exact reason 👀\n\nQT @clairevo: On t...

15. peterwildeford (Group Score: 118.0 | Individual: 32.2)

Cluster: 4 tweets | Engagement: 16 (Avg: 197) | Type: Tech

NVIDIA's ties to potential Chinese chip smuggling are suspicious 🤔\n\nQT @fiiiiiist: If true, the facts alleged here are pretty damning for NVIDIA. Claims from the report:

While NVIDIA claims that its compute revenues from China have dropped to zero, over 20% of its FY2026 AI compute revenue was driven by China, both through illegal chip smuggling and the use of intermediaries in SE Asia.
This revenue seems to have come from an overlapping network of SE Asian companies and shell intermediaries who use a common playbook: install dummy servers in their data centers to fool inspections, then smuggle the actual servers into China.
At the center of this is the Singaporean company Megaspeed, which seems to be implicated in a bunch of different smuggling cases. The report also alleges that they maintain very close ties with NVIDIA, including Jensen personally.

About Megaspeed:

Allegedly, Megaspeed was secretly financed by the Chinese company Alibaba via a series of shell companies.
They received $4B worth of AI servers from Aivres Systems. Aivres was formerly known as Inspur Systems but was rebranded after its parent company was added to the US Entity List (a blacklist used to restrict exports of controlled items, such as AI chips, to particular entities). Aivres is one-third owned by the Chinese state.
Bridge Data Centers (BDC), a Singaporean hyperscaler backed by Bain Capital, dropped Megaspeed as a client. A source cited by the report claims that BDC had found that Megaspeed was installing dummy servers in their Malaysian data centers and smuggling the actual AI servers into China.
Megaspeed also appears to be linked to a shell entity called OBON - they have overlapping websites and shared officers/shareholders. OBON was reportedly an intermediary used by Supermicro (a server manufacturer) in smuggling at least $2.5B worth of NVIDIA servers to China. The DOJ indicted three Supermicro individuals for this case, including one of the co-founders. The pattern here was the same – dummy servers placed in inspection locations while the real AI servers are shipped to China.
According to a Megaspeed employee, Jensen visits their data centers every few months, almost always at the same time as Alibaba representatives. He has also been spotted on several occasions meeting with one of Megaspeed’s execs, Alice Huang (a Chinese national).
NVIDIA reportedly has several partners that work with Megaspeed, including Giga Computing and YTL, which recently opened a $4.3B Blackwell-based data center in Malaysia.

Also of note:

Many of these sales involved indicators that should have flagged NVIDIA’s KYC protocols to prevent smuggling, such as recently incorporated customers suddenly placing large orders. Multiple former NVIDIA employees agreed with this.
As of October 2025, NVIDIA changed the way it reports geographic revenue, eliminating Singapore as a reported geography. This was at the same time that Singapore went from ~9% to 20% of revenue, and was facing heavy scrutiny as a smuggling hub.

See 3 related tweets

@AlecStapp: Trump should ask Jensen about this while they’re together in China\n\nQT @fiiiiiist: If true, the fa...
@theobearman: Worth noting the shop peddling this short thesis is not one of the classic “take a short position an...
@MTSlive: SITUATION ANALYSIS: NVIDIA officially reports zero China compute revenue following US export bans on...

16. cgtwts (Group Score: 113.4 | Individual: 32.5)

Cluster: 5 tweets | Engagement: 92 (Avg: 338) | Type: Tech

Eric Schmidt (ex Google-CEO): “If you really want to make money, found an agentic AI company.

I mean, build an agent to do something. This is the agentic period in AI. Everyone’s going to build agents. The agents are all going to compete.”

This is probably the article you need to read to build your first AI agent. Bookmark it.\n\nQT @eng_khairallah1: https://t.co/37oPylYoOt

See 4 related tweets

@codewithimanshu: RT @codewithimanshu: KIMI FOUNDER JUST DROPPED A 40-MINUTE MASTERCLASS.

The exact architecture behi...

@eng_khairallah1: RT @cgtwts: Eric Schmidt (ex Google-CEO): “If you really want to make money, found an agentic AI com...
@nalinrajput23: Worked with top AI companies, then decided to create something bigger himself. https://t.co/8ytCNE88...
@javinpaul: RT @javinpaul: The Complete Agentic AI Engineering Guide https://t.co/F8DnRZbDwU...

17. lmsysorg (Group Score: 107.7 | Individual: 32.2)

Cluster: 4 tweets | Engagement: 6 (Avg: 36) | Type: Tech

🎉 Congrats on the release of Ring-2.6-1T, a trillion-parameter flagship for complex, real-world tasks. Day-0 support is now live in SGLang! ☑️ Enhanced Agent Execution: stable multi-step, tool-calling & long-horizon workflows ☑️ Reasoning Effort Control: high & xhigh modes to tune depth, speed & cost ☑️ Async RL + IcePop: efficient, stable trillion-parameter RL training

Run it now with SGLang!\n\nQT @AntLingAGI: 🚀 Ring-2.6-1T is now open source.

A trillion-scale flagship thinking model built for real-world complex tasks: Agent workflows, coding & engineering, long-horizon tasks, complex reasoning, research, and enterprise automation.

It is designed to move beyond “answering” toward execution: understanding context, planning steps, calling tools, and staying stable across long task chains.

Highlights：

Advanced agentic workflow support.
Reasoning effort levels: high for agentic tasks, xhigh for complex reasoning.
Scalable asynchronous RL via the IcePop algorithm, enabling stable, trillion-scale training for long-horizon agentic RL.

See 3 related tweets

@vllm_project: Congrats to @AntLingAGI on Ring-2.6-1T going open! 🎉

The thinking sibling of Ling-2.6-1T — trillion...

@ModelScope2022: Ring-2.6-1T is now open source! 1T-parameter thinking model with two reasoning gears and SOTA Agent ...
@ying11231: RT @lmsysorg: 🎉 Congrats on the release of Ring-2.6-1T, a trillion-parameter flagship for complex, r...

18. negligible_cap (Group Score: 101.1 | Individual: 28.9)

Cluster: 5 tweets | Engagement: 69 (Avg: 70) | Type: Tech

*MYTHOS HELPED FIND BUGS IN APPLE DESKTOP OPERATING SYSTEM: WSJ

Mythos built software that exploited 2 MacOS bugs and a handful of techniques to corrupt the Mac’s memory in 5 days - $AAPL

Mythos is insane https://t.co/bhR5GwKsO7

See 4 related tweets

@Cointelegraph: 🚨 JUST IN: Anthropic’s Mythos AI reportedly found macOS flaws that could bypass Apple security, per ...
@negligible_cap: Cybersecurity names cruising today https://t.co/USnpmGDRhq\n\nQT @negligible_cap: *MYTHOS HELPED FIN...
@MSBIntel: BREAKING: Claude Mythos discovered Apple OS bugs that could’ve affected security, per WSJ. https://t...
@WSJTech: Anthropic’s Mythos helped find bugs in Apple’s desktop operating system https://t.co/Xunh4Q4Li4...

19. StockSavvyShay (Group Score: 89.6 | Individual: 24.5)

Cluster: 4 tweets | Engagement: 571 (Avg: 636) | Type: Tech

$CBRS INDICATED OPEN AT$ 365/SHARE IMPLIES A ~ $100B VALUATION https://t.co/7MShoYUqch\n\nQT @StockSavvyShay: The long-awaited$ CBRS IPO is here.

I’ll be tracking it closely because Cerebras is attacking one of the biggest AI infrastructure bottlenecks by running massive models faster, cheaper and more efficiently as the market shifts from training to deployment.

The biggest validation point is OpenAI agreeing to buy up to 750 MW of Cerebras compute capacity over three years with capacity rolling out through 2028.

That is a serious demand signal from one of the largest compute buyers in the world.

See 3 related tweets

@StockSavvyShay: The long-awaited $CBRS IPO is here.

I’ll be tracking it closely because Cerebras is attacking one o...

@edzitron: So cool! They have three customers and one of them is OpenAI who cannot afford to pay them long term...
@cryptopunk7213: so cerebras at a $400 per share IPO means:

foundation cap’s $37M investment is worth$ 6 billion (16...

20. a16z (Group Score: 89.5 | Individual: 35.8)

Cluster: 3 tweets | Engagement: 451 (Avg: 465) | Type: Tech

We are thrilled to lead Stitch’s Series A, and honored to make this our first investment in Saudi Arabia.

@StitchHQ is building an operating system for modern financial institutions, starting in the Middle East. Its API-first platform enables banks, fintechs, and non-financial institutions to launch, scale, and operate financial products across a modular stack.

In the last six months alone, more than $5 billion has been transacted on the Stitch platform. Customer numbers grew 10x in 2025, revenue grew 20x, and Stitch has seen pull beyond the GCC into Africa and Southeast Asia.

Mohamed, Stitch’s founder, has the rare combination of relationships, sales instinct, and grit to win in a market where trust and distribution matter as much as product.

After years building conviction around the global fintech infrastructure opportunity, we believe Stitch represents the clearest expression we’ve found of what the next generation of this infrastructure looks like.

@arampell @jamdac\n\nQT @MoOueida: Stitch raised a $25M Series A, led by @a16z, with continued backing from Arbor, COTU, Raed, and SVC.

Grateful to our customers, who trust us with the systems that run their business.

Financial institutions still run on infrastructure that should have been left behind 20 years ago. Every other industry is being transformed by AI. Financial institutions are falling behind. Not because they don't want to. The infrastructure underneath won't let them.

@StitchHQ fixes that with a single operating system for financial institutions, unifying the ledgers, primitives, and workflows. One stack to build and run financial products on.

Thrilled to have @arampell, @jamdac, @dhaber, and the a16z team alongside us. And thanks to @ArborVentures1, @COTUVentures, @RaedVC, and @SVC_SA for the continued support.

See 2 related tweets

@dhaber: RT @a16z: We are thrilled to lead Stitch’s Series A, and honored to make this our first investment i...
@dhaber: Thrilled to be partnering with @MoOueida and the team at @StitchHQ to build modern AI native infrast...