热门科技推文 - 2026-05-22

2026年5月22日科技每日简报

Today's top tech conversations are led by @tunguz, whose post about 'Brutal, honest, and direct.\n...' garnered the highest engagement. Key themes trending across the top stories include their, engineers, people, systems, anthropic. The community is actively discussing recent developments in AI, engineering practices, and startup strategies.

1. tunguz (Group Score: 280.3 | Individual: 47.3)

Cluster: 8 tweets | Engagement: 336 (Avg: 78) | Type: Tech

Brutal, honest, and direct.\n\nQT @DJ_CURFEW: Today we reduced headcount by 22%. The business is the strongest it's ever been. So I think it's important to be direct about what I'm seeing and why.

First, I made this decision and I own it. I did it because the way to operate at the highest level of productivity is changing, and to win the future, ClickUp needs to change with it.

Second, this wasn't about cutting costs. Most savings from this change will flow directly back into the people who stay. We'll be introducing million-dollar salary bands. If you create outsized impact using AI, you'll be paid outside of traditional bands.

Most importantly, I have the deepest gratitude for those affected. We're doing this from a position of strength specifically so we can take care of people properly. Everyone affected receives a package aimed at honoring their contributions and easing the transition.

I only see two options: wait for this to play out gradually in the market or be honest about what I'm seeing and act proactively.

THE 100X ORGANIZATION The primary change is that we're restructuring around what I call 100x org. The goal is 100x output. The roles required to build at the highest level are fundamentally different than they were a year ago.

Incremental improvements to existing systems won't get us there. We need new ones. That means creating enough disruption to rebuild rather than iterate on what's already broken.

The common narrative is that AI makes everyone more productive. It doesn't. Many of the workflows of today, if left unchanged, create bottlenecks in AI systems.

These roles will evolve. But waiting for that to happen naturally means falling behind now.

The 100x org is actually heavily dependent on people - infinitely more than today. This is only possible with 10x people that have embraced and adopted new ways of working.

THE BUILDERS, AGENT MANAGERS, AND FRONT-LINERS

— THE BUILDERS: 10X ENGINEERS I don't think most companies have internalized what's actually happening with AI in engineering. The common narrative is that AI makes all engineers more productive. That may be true in isolation, but at an organization level - that is the farthest thing from reality.

Here's what we've validated recently at ClickUp: the great engineers, the ones who can orchestrate, architect, and review, are becoming 100x engineers. They're not writing code. They're directing agents that write code. The skill is judgment.

AI makes the best engineers wildly more productive, and everyone else using AI slows these engineers down. Think about it - the bottlenecks are (1) orchestration - telling AI what to do, and (2) reviewing - what AI did. Everything is leapfrogged and no longer needed. So who do you want orchestrating and reviewing code?

And how do you want your best engineers to spend their time?

If your best engineers are spending time reviewing other people's code, then this is inherently an inefficient bottleneck. These engineers can review their agent's code much faster than reviewing human code.

The new world is about enabling your 10x engineers to become 100x.

The wrong strategy is to push every engineer to use infinite tokens. Companies doing this are celebrating 500% more pull requests. But customer outcomes don't match the volume of code being generated.

I call this the great reckoning of AI coding, and every company will face this soon if not already.

More code is just another bottleneck to the best engineers, and ultimately to your company's impact as well.

— THE BUILDERS: 10X PRODUCT MANAGERS Product management and design roles are merging.

Designers that have customer focus, become more like product managers.

And product managers that have intuition for UX become more like designers.

The bottleneck of user research is gone. It takes us just one mention of an agent to kickoff research and analyze results.

The bottleneck of product <> design iteration is also gone. The product builder iterates on their own, along with agents and skills that ensure alignment with quality and strategy.

Also controversial today - I believe that the wrong strategy is to have your PMs shipping code - that just introduces another bottleneck that the best engineers will waste their time on.

To be clear, PMs should be coding but they should do this in a playground to iterate, validate, and scope. That code should not go to production.

Everything outside of managing systems, orchestrating AI, and reviewing output becomes a bottleneck. That's why the other roles that are critical along with these are the systems managers (to reduce bottlenecks) along with a bottleneck you can't replace - customer meeting time.

— THE SYSTEM MANAGERS Ironically, the people that automate their jobs with AI will always have a job. They become owners of the AI systems - agent managers. We have many examples of these people at ClickUp.

The underlying systems in which we operate are absolutely critical to get right. I think most companies are delusional to think they can iterate on existing systems and compete in this new world.

You must create enough disruption so that old systems are deprecated entirely. If there's any definition for 'AI native' that's what it is.

— THE FRONT-LINERS In a world that will become saturated with AI communication, the human touch will matter more than anything to customers.

This is a bottleneck that you shouldn't replace - even when agents are high enough quality to do video meetings.

One-on-one meeting time with customers is something that shouldn't be automated. The systems around the meetings should be - so that front-liners spend nearly 100% of their time with customers.

REWARDING 100X IMPACT In a world where companies are able to do so much more with less, where does that excess money go? In our case, much of the savings in this new operating model will flow directly back to those that enabled it.

We must reward people that create productivity accordingly. This aligns incentives on both sides. Plus, in a world where your best people create 100x impact, you can't afford to lose them.

You should aim to retain these employees for decades. The context they have and their ability to efficiently orchestrate and review will be nearly impossible to replace.

Compensation bands of today should be thrown out the door. We're introducing $1 million cash/year salary bands with a path available to nearly everyone in the company if they produce 100x impact by creating or managing AI systems.

THE FUTURE Nearly every company will make changes like these. The ones that do it proactively will define what comes next.

The future is not fewer people. It's different work, new roles, and better rewards for those who embrace it. We're already seeing entirely new roles emerge, like Agent Managers, that didn't exist a year ago.

ClickUp is positioning to lead this shift, not just internally, but for our customers too. I've never been more certain about where we're headed.

See 7 related tweets

@badlogicgames: > These engineers can review their agent's code much faster than reviewing human code.

wat\n\nQT...

@AlexFinn: Another round of massive layoffs

All CEOs using the same script of "We are dominating right now! Bu...

@alex: RT @DJ_CURFEW: Today we reduced headcount by 22%. The business is the strongest it's ever been. So I...
@aiedge_: Another round of mass layoffs

< Clickup -22% cut < Meta -10% cut < Intuit -22% cut < Co...

@jason: If you’ve lost your job in the AI apocalypse (I kid, I kid), please find two qualified friends and c...

2. NathanpmYoung (Group Score: 251.4 | Individual: 46.2)

Cluster: 12 tweets | Engagement: 5454 (Avg: 218) | Type: Tech

RT @OpenAI: Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946.

For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids.

An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better.

This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.

See 11 related tweets

@kimmonismus: OpenAI made history today.

An internal reasoning model autonomously disproved a famous conjecture i...

@WesRoth: OpenAI just crossed the rubicon into original scientific discovery. 🚨🧠

An internal general-purpose ...

@MTSlive: We asked @ElliotGlazer why OpenAI’s model could solve a famous math conjecture that humans hadn’t re...
@OfirPress: Noga Alon's comment about the new result: https://t.co/oaV4rHZzKh\n\nQT @OpenAI: Today, we share a b...
@jerryjliu0: proof too complicated, Claude help ELI5\n\nQT @OpenAI: Today, we share a breakthrough on the planar ...

3. Hadas_Gold (Group Score: 215.6 | Individual: 35.2)

Cluster: 11 tweets | Engagement: 131 (Avg: 38) | Type: Tech

President Trump on why exec order on AI was delayed: "I didn't like certain aspects of it. I postponed it. I think it gets in the way of... you know we're leading china, we're leading everybody, and I don't want anything that's going to get in the way of that lead. We have a very substantial... on AI it's causing, it's causing tremendous good. And it's also bringing in a lot of jobs. Tremendous numbers of jobs. Again, we have more people working right now than we've ever had. I really thought that could've been a blocker, and I want to make sure that it's not."

See 10 related tweets

@Reuters: US President Trump said he had postponed signing an executive order ‌on AI because he did not like c...
@deredleritt3r: Trump on why the Executive Order on AI has been postponed:

"We're leading China... and I don't want...

@WSJ: President Trump postponed the signing of an executive order that would have given the government mor...
@MarioNawfal: 🇺🇸🇨🇳 Trump postponed the EO that would’ve forced AI companies to hand over their advanced models to ...
@ReutersBiz: WATCH: US President Trump said he had postponed signing an executive order ‌on AI because he did not...

4. HedgieMarkets (Group Score: 200.8 | Individual: 67.9)

Cluster: 4 tweets | Engagement: 8642 (Avg: 561) | Type: Tech

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

See 3 related tweets

@tunguz: Try to build as much code as possible over the next few months. The prices you are seeing now for AI...
@Thom_Wolf: New inflection point in the accelerating growth of open-source models usage is coming\n\nQT @HedgieM...
@irl_danB: I'll say it again https://t.co/RVCDaecNBJ\n\nQT @HedgieMarkets: 🦔Microsoft canceled its internal Cla...

5. WesRoth (Group Score: 184.2 | Individual: 30.2)

Cluster: 10 tweets | Engagement: 36 (Avg: 27) | Type: Tech

Gemini 3.5 Flash has officially landed generally available, and it outright beats the previous flagship Gemini 3.1 Pro on coding, tool-use, and agentic benchmarks.

It runs at a staggering 289 tokens per second. 🧠⚡

That makes it roughly 4x faster than other frontier models.

Google moved frontier intelligence down to the cheap, high-throughput tier, destroying the trade-off between speed and logic.

Optimized specifically for the Antigravity 2.0 framework, it’s built to orchestrate complex multi-agent swarms and long-horizon pipelines at a fraction of the cost ($1.50/1M input tokens).\n\nQT @GoogleDeepMind: Gemini 3.5 Flash has landed. https://t.co/FiiBrK1De1

See 9 related tweets

@WesRoth: Gemini 3.5 Flash is a major jump over Gemini 3.1 Pro, especially for coding, real-world agentic task...
@TheEconomist: The release of Gemini 3.5 Flash, which Google says is four times faster than other frontier models, ...
@WesRoth: Gemini 3.5 Flash at 49.8% with an average cost of $1.94 per task, behind Composer 2 and ahead of GPT...
@OfficialLoganK: Gemini 3.5 Flash ranks #1 on Automation Bench (from Zapier), beating every other frontier model at a...
@firstadopter: Google Gemini 3.5 Flash. Ouch. https://t.co/PgVDDYAJYd\n\nQT @mntruell: Gemini Flash 3.5 is now on C...

6. every (Group Score: 179.6 | Individual: 28.9)

Cluster: 10 tweets | Engagement: 5 (Avg: 26) | Type: Tech

AI progress creates more work for humans, not less. Dive into our new report from @danshipper — and use the companion repo to read it with your agent 👇\n\nQT @danshipper: We’ve automated every single thing we can @every with AI agents.

And yet there’s way more human work to do than ever. We’ve gone from 4 -> 30 human employees since GPT-3.

I wrote a report on the structural reasons: how AI makes expert competence cheap, why that drives up demand for experts, and why the dynamic only intensifies as we approach AGI.

After Automation: https://t.co/Lb7SUCduAg

See 9 related tweets

@lennysan: This is good\n\nQT @danshipper: We’ve automated every single thing we can @every with AI agents.

An...

@every: RT @danshipper: We’ve automated every single thing we can @every with AI agents.

And yet there’s wa...

@bran_don_gell: You’ve felt it too… the past 2 years is the most you’ve ever worked. What happened to AI automating ...
@bigwilliestyle: I'm living proof of "AI took my job and now I work more than ever"

Read this and you'll understand ...

@hammer_mt: Finally a positive take on automation\n\nQT @danshipper: We’ve automated every single thing we can @...

7. javarevisited (Group Score: 175.7 | Individual: 43.7)

Cluster: 9 tweets | Engagement: 39110 (Avg: 450) | Type: Tech

RT @elonmusk: SpaceX is actively hiring world-class engineers/physicists for SpaceXAI, even if you have zero prior experience in AI. Smart humans figure it out fast.

Please send an email with ~3 bullet points demonstrating evidence of exceptional ability to [email protected].

See 8 related tweets

@XFreeze: This is your chance to work with the top talent on Earth

This is where ruthless engineering actuall...

@tetsuoai: The frontier moves faster than anyone's resume. Send the email.\n\nQT @elonmusk: SpaceX is actively ...
@MarioNawfal: If you ever wanted to work at SpaceX, here’s your golden opportunity

They’re on the hunt for world-...

@Scobleizer: People without a credential work cheaper.

But in an AI world a different thinker has more value tha...

@Cointelegraph: 🚨 NOW: Elon Musk announces SpaceX is actively hiring world-class engineers and physicists for SpaceX...

8. AdinaYakup (Group Score: 169.5 | Individual: 36.7)

Cluster: 5 tweets | Engagement: 742 (Avg: 222) | Type: Tech

RT @Alibaba_Qwen: 📣Meet Qwen3.7-Max — our latest flagship, made for the Agent Era.

A versatile foundation for agents that actually get things done: 🧑‍💻 Coding agent, end to end. Frontend prototypes, multi-file refactors, real debugging — nails it. 🗂️ A reliable office and productivity assistant. Get your work done through MCP integrations and multi-agent orchestration. ⏱️ Long-horizon autonomy. 35 hours straight on a kernel optimization task — 1,000+ tool calls, zero hand-holding. 🔌 Scaffold-agnostic. Claude Code, OpenClaw, Qwen Code, or your own stack. Consistent reliability everywhere.

API's up on Alibaba Model Studio. You can also take it for a spin on Qwen Studio.

Go build something wild!🏃🏃‍♂️

📖 Blog: https://t.co/y3AupX3Pa0 ✅ Qwen Studio: https://t.co/qpTnrCBjWt ⚡️ API：https://t.co/0sys00osKn

See 4 related tweets

@kimmonismus: Alibaba released Qwen 3.7 max. Benchmarks incredible.

Their new model ran autonomously for 35 hour...

@rohanpaul_ai: Alibaba just released Qwen3.7-Max.

Their best flagship model built for real-world tasks and produ...

@cgtwts: Sir…Qwen 3.7 Max is here and it’s benchmarking close to Opus 4.6 while costing 4× less. https://t.co...
@TeksEdge: Qwen3.7 Max is officially released. The Preview of the model has been out for a bit and performing w...

9. MTSlive (Group Score: 160.9 | Individual: 25.1)

Cluster: 8 tweets | Engagement: 249 (Avg: 133) | Type: Tech

SITUATION BREWING: Manus founders are exploring raising $1B to buy the company back from Meta after China’s top state planner ordered the$ 2B acquisition unwound, per Bloomberg.

See 7 related tweets

@exec_sum: The founders of Chinese AI startup Manus are exploring raising $1B to re-acquire the company from Me...
@rileybrown: How on earth does this work?\n\nQT @MTSlive: SITUATION BREWING: Manus founders are exploring raising...
@wallstengine: MANUS MAY RAISE $1B TO BUY ITSELF BACK FROM META

Bloomberg reports Manus founders are exploring a r...

@cgtwts: Dude. https://t.co/RGw7VIo5qy\n\nQT @MTSlive: SITUATION BREWING: Manus founders are exploring raisin...
@Techmeme: Sources: Manus' co-founders are in talks to raise $1B+ to buy back the Chinese-founded company, afte...

10. cryptopunk7213 (Group Score: 157.3 | Individual: 33.2)

Cluster: 6 tweets | Engagement: 115 (Avg: 400) | Type: Tech

anthropic executing an absolute masterclass this week across literally everything:

signed massive compute deal with spacex to train/inference claude. they now have enough compute to serve bigger models (mythos?)

just acquired fractional AI a major enterprise ai services provider for openAI (basically stole them from the competition).

mythos confirmed multiple major exploits across apple infra, firefox and top operating systems meaning their model is likely #1

1st AI lab to be profitable by end of next month. $11B rev with$ 559M profit.

courting microsoft for more compute, deal likely already inked.

raising massive $30B round at 1 trillion val, prjected$ 100B arr end of year

this is all happening while their enterprise adoption continues to accelerate, they're designing their own chip AND their fortune 10 customers are paying 500% higher bills because they're using claude so much

its easy to get lost in all the news but this trend is headed in a very obvious way. huge win.\n\nQT @jukan05: The Information: Anthropic Reportedly in Talks to Use Microsoft AI Chips

: Discussions underway to lease servers based on Microsoft's in-house designed AI chip 'Maia' to address rising AI demand

: Talks remain at an early stage and may not result in an actual agreement

: MS pursuing reduced Nvidia dependence and building its own AI chip ecosystem similar to Google TPU and Amazon Trainium

: Maia focuses on reducing inference costs and improving speed for existing models rather than training new models

: MS has demonstrated cost savings on Copilot tools — which run on OpenAI and Anthropic models — through Maia 200

: Anthropic expects to coordinate with MS to reflect its own requirements in the design process of next-generation Maia chips

: MS is one of Anthropic's largest customers, with Claude model usage for powering Copilot reaching at least $500M

: MS announced plans late last year to invest up to $5B in Anthropic; Anthropic has committed a total of$ 30B in spending on Azure

: MS has recently allocated additional existing Nvidia server resources to Anthropic and is also building out dedicated new server clusters

See 5 related tweets

@jukan05: I used to think that even if Qualcomm built an ASIC, who would actually buy it?

Well, maybe Anthrop...

@rohanpaul_ai: The Information: Anthropic is currently in early-stage talks to lease and deploy Microsoft's custom ...
@StockSavvyShay: OpenAI and Anthropic are locking up capacity years in advance because whoever controls compute contr...
@PatrickMoorhead: It was great to see @MichaelDell cite the testing @Signal_65 did in his opening Dell Technologies Wo...
@wallstengine: ANTHROPIC EYES MICROSOFT CHIPS

Anthropic is in early talks to rent Azure servers powered by $MSFT’s...

11. rohanpaul_ai (Group Score: 156.0 | Individual: 35.6)

Cluster: 6 tweets | Engagement: 15 (Avg: 81) | Type: Tech

SpaceX just filed for a Nasdaq IPO under SPCX that could turn Elon Musk’s SpaceX stake into the first $1T personal fortune.

Major underwriters include Goldman Sachs (lead), Morgan Stanley, Bank of America, Citigroup, and J.P. Morgan, among others. The IPO is widely expected to be one of the largest in history.

The bet is not only rockets, because SpaceX now looks like a combined launch company, Starlink internet network, and AI infrastructure firm.

Starlink is the cash engine because thousands of low-orbit satellites can sell internet directly to homes, ships, aircraft, militaries, and remote regions without waiting for fiber cables.

Investors are being asked to price SpaceX less like an aerospace contractor and more like a platform company that owns transport, communications, and possibly off-planet computing capacity.

The risk is that this still needs huge spending, flawless execution, regulatory approval, and public-market patience with losses.\n\nQT @FT: SpaceX has revealed its audacious IPO plan that if successful could make Elon Musk a trillionaire https://t.co/OsPzIMiCaU https://t.co/lYrBHgTQvg

See 5 related tweets

@MarioNawfal: 🇺🇸 SpaceX is opening its IPO to retail investors.

Shares will be available through Charles Schwab, ...

@business: SpaceX is marketing itself to IPO investors as an artificial intelligence play targeting a $26.5 tri...
@Reuters: SpaceX IPO filing lays bare losses and Musk control as it stakes future on AI https://t.co/IlvBfHDYA...
@CNBCMorningCall: .@MorganLBrennan reports SpaceX’s IPO filing highlights booming Starlink growth, surging AI infrastr...
@MorganLBrennan: .@SpaceCapital CEO @chadsonofchad Anderson invested in @SpaceX back in 2017. Started in 2012 it was ...

12. MTSlive (Group Score: 150.3 | Individual: 33.8)

Cluster: 5 tweets | Engagement: 40 (Avg: 133) | Type: Tech

1982: Renaissance

David Rumelhart and Geoffrey Hinton proved calculus could flow backward through any network, automatically adjusting every connection based on the error.

The fix had been sitting in a Harvard thesis since 1974.

This was backpropagation. John Hopfield showed that networks are essentially physical systems that settle into stable states, like magnets aligning. This led to the end of AI winter with funding returning.\n\nQT @MTSlive: We built a way to explore the lore of the AI industry.

Everything from Turing machines to neural networks to LLMs.

Visualize the historic research papers at our latest drop: https://t.co/33vOPpop2V https://t.co/XiIOJfaVgA

See 4 related tweets

@MTSlive: 1960: The Wall

Marvin Minsky and Seymour Papert proved mathematically that neural networks couldn't...

@MTSlive: 1943: The Origins of AI

The first machine that learned from its mistakes.

Two researchers asked a ...

@MTSlive: 1995: Statistical Learning

Neural nets were still slow and unreliable. Bell Labs took a different a...

@MTSlive: We built a way to explore the lore of the AI industry.

Everything from Turing machines to neural ...

13. Polymarket (Group Score: 132.1 | Individual: 44.3)

Cluster: 6 tweets | Engagement: 8598 (Avg: 1439) | Type: Tech

JUST IN: Starbucks retires AI inventory tool across North America after it reportedly miscounted & mislabeled store items.

See 5 related tweets

@TrungTPhan: While Starbucks AI inventory tool is a flop, am pretty happy with the Starbucks AI ordering integrat...
@Techmeme: Sources: Starbucks shut down an AI program for automating inventory counts, nine months after deploy...
@MikeIsaac: it would be really funny if the AI was incorrectly cancelling orders bc it couldn’t handle the ameri...
@Reuters: Exclusive: Starbucks terminated an AI program workers used for automating certain inventory counts t...
@ReutersBiz: Exclusive: Starbucks terminated an AI program workers used for automating certain inventory counts t...

14. theinformation (Group Score: 128.6 | Individual: 22.5)

Cluster: 8 tweets | Engagement: 12 (Avg: 12) | Type: Tech

Exclusive: Anthropic’s push for more computing power could make it one of the first major outside customers for Microsoft’s in-house AI chips.

15. Malay4Product (Group Score: 117.7 | Individual: 31.5)

Cluster: 5 tweets | Engagement: 0 (Avg: 371) | Type: Tech

It's depressing but Zuck has a specific playbook and it's the same one Cisco ran just last week.

Meta hit $48 billion in quarterly revenue, up 33%, profits at all-time highs. The 10% layoff is roughly 7,500 people. And the stock jumped on the news.

The market doesn't see this as a sign of weakness. It sees it as reallocation.

Here's what Meta is actually doing.

The company is in the middle of the biggest internal bet in its history. AI infrastructure, custom chips, Llama development, AI agents, Reality Labs continuing to burn $15-20 billion a year, smart glasses launch, AI-native ad systems.

Total AI and infra capex is projected at $60-65 billion this year. That's larger than the GDP of 100+ countries.

To fund that bet without spooking investors, you need to shrink everywhere else. The 7,500 people being laid off aren't being cut because Meta is struggling.

They're being cut because Zuck is reallocating their cost line into GPUs.

When you look at where the cuts are concentrated, it is clear;

Recruiting, HR, corporate functions, layers of middle management, mature product teams that don't need their old headcount because AI tooling has compressed the work.

Mark publicly said earlier this year he wants Meta to operate with smaller teams and AI doing more of the work.

Brutally speaking, a senior engineer at Meta on Llama or AI agents earns $1-2 million in total comp. A recruiting coordinator earns$ 150K. Meta is funding 1 of the first by removing 7-10 of the second. From a corporate finance lens it's the rational move. From a human lens it's devastating.

Essentially, Big Tech is going through what manufacturing went through in the 90s. Automation, but for white-collar work. Cisco posted record revenue and cut 4,000. Salesforce cut while profitable. Microsoft cut while profitable. Google cut while profitable.

Each one says the same thing. We need to be leaner to fund the AI bet.

What investors are quietly cheering is the demonstration that these companies can grow revenue without growing headcount. That breaks the historical software-company model where revenue growth required hiring growth.

If Meta can grow 33% with a smaller team, the operating leverage in the model jumps massively. That's why the stock goes up on layoffs.

Zuck wants Meta to be one of two or three winners in foundation AI models. He's burning $60+ billion this year to compete with OpenAI, Anthropic, Google. If Llama wins, Meta becomes the operating system of consumer AI and the layoffs look like genius. If Llama loses, the layoffs look reckless and the burn will haunt him.

The depressing part is that 7,500 talented people lose their jobs not because they failed but because the company succeeded so spectacularly that the CEO can reorganise without consequence.

This is the new shape of Big Tech. Record revenue plus aggressive cuts plus massive AI investment plus a smaller, AI-leveraged workforce. It's the template now.\n\nQT @GergelyOrosz: Meta laying off 10% of staff when revenue is at an all-time high, revenue growth is a beast (33% YoY!!), profits at an all-time high:

just depressing

These layoffs are not because Meta needs to lay off, but because Zuck wanted to lay off for whatever reason

See 4 related tweets

@jasonlk: We're back!!\n\nQT @HarryStebbings: In the last week I have had 7 $10BN CEOs tell me this show is th...
@HarryStebbings: AI Mega-Rounds Offer Better Value Than Series A

"If ARR multiples are the metric, the best value is...

@jasonlk: "Salesforce is spending $300,000,000 a year on Anthropic.

Anthropic is probably spending ... $3,000...

@Hesamation: Zuck burned $88.1 BILLION on the metaverse illusion, even changed the company’s name for it, has no ...

16. sairahul1 (Group Score: 115.5 | Individual: 62.2)

Cluster: 2 tweets | Engagement: 1012 (Avg: 85) | Type: Tech

RT @sairahul1: 18-year-old American found a roofing company on Google Maps with 4.9 stars and no website, copied their reviews and pasted them into ChatGPT 5.5.

2 minutes later - a complete brief.

Pasted it into AI and just waited while the system built a full website with all pages, reviews and a booking button.

Called the owner and showed him the live preview. He said yes immediately because he'd been meaning to fix this for years and never had the time.

Invoice for $1,000. 47 minutes of work from the first search to a closed deal.

Then he built a machine.

AI pulls 200 businesses from Google Maps in 10 minutes, writes a personalized email for each one with their real business data - 500 emails a day, 3% respond.

Month one - $4,000, month six -$ 15,000-20,000. Five million businesses on Google Maps are still waiting for that call.

See 1 related tweets

@sairahul1: 18-year-old American found a roofing company on Google Maps with 4.9 stars and no website, copied th...

17. TFTC21 (Group Score: 112.8 | Individual: 27.2)

Cluster: 6 tweets | Engagement: 17 (Avg: 253) | Type: Tech

Trump postponed the signing of an executive order on AI and cybersecurity that was scheduled for Thursday at the White House with top tech CEOs present.

"Because I didn't like certain aspects of it, I postponed it," Trump told reporters. "I didn't like what I was seeing."

He added that AI is "causing tremendous good" and was concerned the order "could have been a blocker."

The order had been in the works for over a month, drafted by Chief of Staff Susie Wiles, Science Adviser Michael Kratsios, and National Cyber Director Sean Cairncross.

It would have established a voluntary framework where AI labs share frontier models with the government 90 days before public release, and created a cybersecurity clearinghouse through Treasury and other agencies to find vulnerabilities in unreleased models.

The delay reflects an ongoing internal split within the administration. MAGA-aligned figures including Steve Bannon and Amy Kremer have been pushing for mandatory government security testing of frontier AI models before release.

On the other side, tech industry allies like Marc Andreessen and David Sacks have resisted any mandatory requirements. The order had already been weakened from mandatory vetting to a voluntary framework before Trump pulled it entirely.

Axios reports this is "another setback for an effort that has been stalled by internal disagreements." It is not clear when the signing will be rescheduled.

See 5 related tweets

@theinformation: Exclusive: The White House is preparing an executive order that would create a voluntary framework f...
@business: The White House has postponed the signing of an executive order by President Donald Trump that would...
@Reuters: Trump is expected to sign an executive order on AI and cybersecurity as soon as May 21, two sources ...
@Cointelegraph: 🚨 JUST IN: White House reportedly cancels Trump’s planned AI and cybersecurity executive order signi...
@Dagnum_PI: RT @stanleybb50: 👀

"The directive also tasks the Treasury Department with leading voluntary work wi...

18. theinformation (Group Score: 109.6 | Individual: 29.8)

Cluster: 5 tweets | Engagement: 14 (Avg: 12) | Type: Tech

Anthropic and OpenAI now generate 89% of revenue among 34 leading AI startups tracked by The Information. Their lead is raising doubts about how much value will be left for app makers built on their models.

More insights: https://t.co/QlUNo3J7Mu

See 4 related tweets

@kimmonismus: OpenAI made $5.7B in Q1. Anthropic made ~$ 4.7B.

But Anthropic's annualized revenue recently hit $45...

@wallstengine: OpenAI generated about $5.7B in Q1 revenue, roughly$ 1B ahead of Anthropic, per The Information.

An...

@Techmeme: Sources: OpenAI generated about $5.7B in revenue in Q1, nearly$ 1B more than Anthropic (@srimuppidi ...
@scaling01: RT @EpochAIResearch: OpenAI kicked off the AI compute buildout in 2023. But today it uses ~10% of th...

19. IamEmily2050 (Group Score: 109.0 | Individual: 27.8)

Cluster: 6 tweets | Engagement: 44 (Avg: 116) | Type: Tech

Is Microsoft holding back the Codex app on Windows to make sure Copilot numbers look good for the shareholders??? Or there is something else? Because they should have a team working with OpenAI to ensure Windows gets day one support? The same could be said about Claude / Gemini /Grok? What exactly is happening?\n\nQT @OpenAIDevs: It’s Codex Thursday, and yes, we have updates for you.

First up: Appshots, a new way to bring the context of what you’re working on into Codex.

On your Mac, press Command-Command to attach your app window to a Codex thread. Codex gets both a screenshot and text from the window, including content beyond what’s visible onscreen.

Appshots are available across plans on Mac, with enterprise access coming soon.

See 5 related tweets

@Dimillian: Amazing lineup in the Codex desktop app this week! /goal within the app is now generally available!...
@testingcatalog: OPENAI 🔥: Codex on macOS now supports Appshots, allowing users to quickly add context from any app d...
@dkundel: This experience is so sleek 😍 what else to expect from @AriX and team ✨\n\nQT @OpenAIDevs: It’s Code...
@RoundtableSpace: OPENAI JUST ADDED APPSHOTS TO CODEX, LET YOU ATTACH ANY APP WINDOW TO A CODEX THREAD WITH ONE DOUBLE...
@charliermarsh: RT @OpenAIDevs: It’s Codex Thursday, and yes, we have updates for you.

First up: Appshots, a new wa...

20. Teslaconomics (Group Score: 104.7 | Individual: 33.7)

Cluster: 4 tweets | Engagement: 12062 (Avg: 2116) | Type: Tech

RT @elonmusk: As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.

We are in discussions with other companies to do the same.

Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

See 3 related tweets

@cryptopunk7213: elons repeatable superpower is taking hardware 0-1 then scaling the shit out of it.

he did it with...

@WesRoth: Elon Musk is expanding SpaceX’s AI infrastructure ambitions beyond Anthropic, with discussions under...
@StockSavvyShay: Anthropic is reportedly in talks to rent servers powered by $MSFT Maia AI chips as it looks for more...