"There is this feeling among some journalists and politicians that they're waiting for the bubble to burst. Maybe that works 99 times out of 100, but this is the time it's wrong."
Sky News (@SkyNews) Technology Correspondent Rowland Manthorpe (@rowlsmanthorpe) says the people still waiting for the AI bubble to burst may be making a historic mistake:
"Something that I get a little frustrated about is not taking AI seriously because that, to me, is the big mistake here."
"I read something recently comparing it to the metaverse and I was like, 'No, no, no, no. We're dealing with something completely different.'"
Claude Code creator on growth:
"I don't write code. I prompt Claude. and mostly I have a Claude that prompts other Claudes. I don't even talk to Claude anymore."
Big Technology sat him down. growth, tokenmaxxing, where agents go next. the numbers don't feel real.
the stat nobody's ready for:
> Claude Code is 100% written by Claude Code
> Cowork. 100% Claude Code.
> across Anthropic, more features ship every week with zero human keystrokes
full system: 15 prompts, CLAUDE.md, session memory
breakdown below:
If you are doing a few million a year and you are in Lovable at midnight rebuilding a tool that already exists, close the laptop.
I get why founders do it. AI made it feel free. Twenty bucks in credits and you can build your own stack, right?
Partly true. The generation is good now.
The part nobody tells you: the second you have to integrate data, connect APIs, and consolidate the apps you already run, you hit a wall. If you are not technical, you do not climb it. You sit there for a week.
Meanwhile, here is what actually needs your attention:
1. Ads. The traffic.
2. Content. The conversion.
3. Offer and positioning. The thing better than any tool you could build.
4. Your customers. The reason any of this exists.
None of those get easier because you spent 3 weeks half-building a worse Klaviyo.
The best founders I work with do not confuse motion with progress. They know what to build, what to buy, and what to consolidate. Then they hand the technical piece to people who read API docs for a living.
Your time is the one input you cannot get back. Spend it on the business, not rebuilding software the business already had.
Finding data from the web is easy. Formatting it is a nightmare.
🚨 Meet BIGSET by @Tiny_Fish.
A new multi-agent AI system that researches the web to build structured, verified datasets from one single prompt 🤯
Open source. BYOK support. Self-hostable.
4 wild use cases 🧵↓
Routing the right model to the right task is exactly the kind of unglamorous, high-leverage work that compounds. Factory is helping make this the default, not a tradeoff. Great to see @matanSF and the Factory team help builders optimize for both quality and cost.
There has been an 800% increase in FDE (forward deployed engineer) job postings in the past year 🤯
So I had to ask the INCREDIBLE Leah McGowen, SVP of Forward-Deployed Engineering at Salesforce .... whose team tripled in just six months btw .... how she actually defines the role and what they look for when they hire.
Last month I attended Agentforce World Tour NY @salesforce & her keynote was absolutely fantastic!!! One of the best speakers I've seen. I was fangirling 🥹
An FDE is a deep technical expert - part tech guru, part business consultant. Leah's description: they're the unicorns on the front line with customers, with a direct line back to product so what they learn in the field shapes the roadmap.
And who they hire for it? The curious ones. The constant learners and tinkerers who want to stay on the brink of the newest tech.
Thank you so much to Leah for taking the time to chat with me! #SalesforcePartner
Anthropic just passed OpenAI at $965B.
Everyone is going to debate which model is smarter. Wrong fight.
The number that matters is $47B in run-rate revenue, growing fast enough that Claude has to throttle users at peak hours. People are not paying for a chatbot. They are paying because Claude is how their work gets done now.
Sit with that for a second.
A company that did not exist 5 years ago is worth more than almost every consulting firm, agency, and dev shop on the planet, combined. Why?
Because the work those firms used to charge for is now a prompt.
I left a corporate job 3 years ago to bet on this. At Zing we ship custom e-commerce builds in 6 days that agencies still quote at 4 weeks. Same scope. Same brand. Different build system.
Here is what the $965B valuation is actually saying out loud:
1. Writing code is not the bottleneck anymore. It moved 18 months ago. Most teams are still pricing the old bottleneck.
2. The retainer model is on the clock. You cannot charge a founder $15k for a 6-week audit when the same founder can run it in an afternoon for $20 in API credits.
3. The companies pulling away are not the ones with more headcount. They are the ones who rebuilt their workflow around AI as the default, not the side project.
The investors who just put $65B into Anthropic are not betting on a chatbot.
They are betting that every business function gets rebuilt around this in the next 24 months, and the firms still selling the old model lose their clients to the founders who stopped waiting on them.
If your dev partner takes 3 days to answer a Slack message, you already know.
⚡️What a week it's been for Enterprise DLT!
So far we've seen...
• Project Agora report by BIS
• DTCC partner with $XLM
• $HBAR FoF award finalist (DTCC sponsor)
Now $QNT is speaking with Lloyds & Barclays on GBTD at a UK Finance x LSEG sponsored event🔥
And don't forget... Both Agora and GBTD/RLN are expected to work together at some point!
All of this made possible thanks to Overledger
.@PsiQuantum SVP of BTO Development Er-Xuan Ping on why @MollySOShea has to wear a bunny suit in their clean room:
"In the silicon semiconductor industry, moisture particles in the air usually causes some defectivity inside the silicon."
"That will cause some degraded performance out of any device you want to make out of silicon."
@mobbin claims to have 600k+ searchable UI screenshots, which makes this new update from @anything pretty huge 🔥
> https://t.co/lgIB5dCnX9
https://t.co/lgIB5dCnX9
Trust the Science!
“There is not the slightest indication that [nuclear energy] will ever be obtainable. It would mean that the atom would have to be shattered at will.”
— Albert Einstein, 1934.
“Anyone who expects a source of power from these atoms is talking moonshine.”
— Ernest Rutherford, 1933.
“There is no likelihood that man can ever tap the power of the atom… The glib supposition of utilizing atomic energy when our coal has run out is a completely unscientific utopian dream.”
— Robert Millikan, 1928.