MECE Mike

former powerpoint artist (consultant at mckinsey), current fugitive of the law (self-explanatory)

[MECE Mike @MECEMike]

The All In Podcast is free and without ads because you are not the customer, you’re the product

[MECE Mike @MECEMike]

@gurishsharma there is only a fraction of the financial upside left in joining historically unprofitable $1T companies vs. joining Facebook in 2009

[MECE Mike @MECEMike]

Layoff announcements used to be a guaranteed >5% stock bump. Now it seems like investors don’t care at all.

[Official Layoff @LayoffAI]

CLOUDFLARE CEO EXPLAINS HOW HE CHOSE WHICH EMPLOYEES TO LAY OFF DUE TO AI

This man just laid off 1,100 people during Cloudflare's best quarter in company history. $639.8 million in revenue. 34% growth. Record free cash flow.

He then wrote a Wall Street Journal op-ed explaining how he decided which employees to replace with AI.

His framework: every company has
1) builders (engineers)
2) sellers (salespeople)
3) measurers (middle managers, operations, HR, finance, analytics)

According to him: AI replaces the measurers.

He admitted he could not find a single example in U.S. business history of a public company growing at 30%+ that simultaneously cut 20%+ of its workforce. So he made himself the first.

The stock dropped 24% before rebounding steadily the past two weeks.

Nearly 1 million people applied for 1,111 Cloudflare internships. He cited that as a sign of opportunity. Read that ratio again. That is 900 rejections for every single acceptance.

So, I wonder: if AI truly made your employees more productive, wouldn't the rational move be to keep them and capture more output? You only cut if this is about margins. Not transformation. Margins.

Cloudflare has over a dozen roles open in India on LinkedIn, and has filed for 251 H-1B employees in the past 24 months.

[MECE Mike @MECEMike]

@OfficialLoganK @tunguz @mercor_ai how do you square these positive benchmarks with the consistently negative feedback everyone is sharing?

[MECE Mike @MECEMike]

@BarneyFlames @johnawahba You sound like you get all your information from this website. Amazon and Apple are widely known to be the cheapest of the group.

[MECE Mike @MECEMike]

You launched a broken app and a busted model. The self-congratulations in these replies from the DeepMind team are profoundly embarrassing. Please burn it all down and start over @demishassabis

[Andy Zhang @andyzhang]

I’m so proud of the @antigravity team for everything we’ve launched today.

We introduced Antigravity 2.0, a desktop application to manage all of your agents. The team poured a lot of heart into this and I can’t wait for you to try it alongside Gemini 3.5 Flash.

[MECE Mike @MECEMike]

Excellent attitude and engineering rigor from the head of Antigravity!

[Varun Mohan @_mohansolo]

@afdz_dev Thought we fixed that but luck of the draw

[MECE Mike @MECEMike]

I have 20% of my net worth in this stock, and I still feel compelled to highlight how shockingly terrible Antigravity is. @_mohansolo should be fired and the Windsurf acquisition should be trashed so Google can start over from a less cursed foundation.

[Google Antigravity @antigravity]

Introducing Antigravity 2.0, a new standalone desktop application that delivers fully on that original glimpse of a truly agent-optimized experience.

Rebuilt from the ground up with multi-agent teams, scheduled tasks, native voice and one-click integration with other Google products.

Learn how to get started with Antigravity 2.0 👇

[MECE Mike @MECEMike]

@draecomino This post had a very short shelf life. Within minutes of your post, Google had shown Gemini running with 1480 tokens/sec on TPUs

[MECE Mike @MECEMike]

@catboosted @0xAlec I thought everyone knew this by now

[MECE Mike @MECEMike]

@TheTranscript_ Read the next sentence. They’re scared of Anthropic. Enjoy the earnings report but this business has no longer term future.

[MECE Mike @MECEMike]

@JerryCap Nobody ask Mercor how their revenue is ARR

[MECE Mike @MECEMike]

@MTSlive has he also testified about how none of his company’s publicly stated timelines have been realized?

[MECE Mike @MECEMike]

Complete nonsense. HBS and GSB mean nothing anymore, and their students are all begging for jobs. These degrees should be pursued pretty much exclusively if you came from a dead-end job (i.e., Walmart FP&A pencil pusher) or were in the military.

- someone admitted to both

[Sag Harbor Capital @sagharborcap]

@BoringBiz_ M7 MBA is arguably the best thing you can do in 2026 to escape the permanent underclass

[MECE Mike @MECEMike]

in case you’re wondering where OpenAI’s absurd and arrogant revenue projections come from

[Mark Gurman @markgurman]

OpenAI expected the deal to bring in billions of dollars per year. In reality, it’s been a dud financially. Internal data indicates that users overwhelmingly prefer the ChatGPT app over Apple’s integrations.

[MECE Mike @MECEMike]

@MelindaBChu1 @AndrewCurran_ Congratulations, do you also have a Nobel prize?

[MECE Mike @MECEMike]

nobody will come out looking worse from this trial than greg brockman

[MECE Mike @MECEMike]

@edzitron What exactly do you think drove a >60% surge in Cloud revenue and a $400B+ backlog? Looker dashboards?

[MECE Mike @MECEMike]

He is basically the American Airlines Twitter account. Immediate responds to all concerns with his contact information to look responsive, and then nothing changes.

[Logan Kilpatrick @OfficialLoganK]

@georgejrjrjr @teortaxesTex would love to chat live and try to fix this! Pls ping me via DM or [email protected]

[MECE Mike @MECEMike]

the biggest bear case for Mercor is that they’re hiring every mba from harvard and stanford that couldn’t find a job

[MECE Mike @MECEMike]

so this 3 week article randomly started getting boosted as soon as Elon gains an interest in it?