Misha Raev

AI + Enterprise SaaS

[Misha Raev @MishaRaev]

@kimmonismus it's not only margins but also giving more compute for models training. Big wins from any side

[Misha Raev @MishaRaev]

@gokulr Completely agree.
High level direction - opus
Low level design - 5.5
Implementation - 5.5
Code review - both in parallel

[Misha Raev @MishaRaev]

@kimmonismus Even with a new powerful N1X, I think that it's more logical to have a thin client (like Macbook Neo/Air) connected to a powerful server (like DGX Station) with Tailscale

[Demis Hassabis @demishassabis]

I’ve always believed the No.1 application of AI should be to improve human health.

That work started with AlphaFold, and now at @IsomorphicLabs with the mission to reimagine drug discovery and one day solve all disease!

We are turbocharging that goal with $2.1B in new funding.

[GC Newsroom @NewsroomGC]

Government of Canada and TELUS advance work to build sovereign AI infrastructure
https://t.co/zAlHzbi5uU

[Misha Raev @MishaRaev]

Very important announcement

[GC Newsroom @NewsroomGC]

Canada launches national initiative to build large-scale AI supercomputing capacity
https://t.co/vtwamndcLO

[Misha Raev @MishaRaev]

@realsigridjin Add me please!

[Misha Raev @MishaRaev]

The new org structure needs new tools to organize. It’s not a CRM or an ERP - it’s a new type of system.
Business Operational System

[jack @jack]

https://t.co/jgZkBvYOPt

[Misha Raev @MishaRaev]

I just claimed my .agent domain and joined the .agent community! get yours now and help shape the future of autonomous agents https://t.co/PX1A5wFUP1

[Google Research @GoogleResearch]

Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc

[Misha Raev @MishaRaev]

@sama @grok how resilient these technical safeguards are? Theoretically, can Department of War break them if they need it?

[Misha Raev @MishaRaev]

@emollick Expansion and augmentation have a limit based on the market share. AI can automate some work but it cannot generate paying customers

[Misha Raev @MishaRaev]

The result of the conflict between Anthropic and the Department of War is very important for humanity

This raises a fundamental question: one day AGI will be developed. Who will control it?

The only right path is broad access, so humanity can prosper together

This is a stress test for democratic values itself and it will set a precedent

[Misha Raev @MishaRaev]

And this will continue further

AI models’ performance from Dec 2025 is enough to automate a significant portion of tasks

Governments need to act quickly

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[Misha Raev @MishaRaev]

@pmarca Linus is a great enabler for AI - it can adjust the system on the fly

[Misha Raev @MishaRaev]

@jarredsumner @cirospaciari Isn’t it easier to rewrite its code in Go instead of optimizing bun?

[Misha Raev @MishaRaev]

@karpathy CLI is efficient for LLM because they are based on text and they are not different from bash commands. But CLI requires OS to install those CLI-based tools. I'm curious why we cannot just create a REST API which will behave like CLI but it will use external server instead?

[Misha Raev @MishaRaev]

1. Not all job functions require to burn so many tokens. SWE is one of the most token hungry areas.
2. Open source models are becoming more and more powerful. They are already on the level of Sonnet 4.5 for a fraction of the price. Not every job requires SOTA performance

But at the same time SWE definitely requires higher budget and performance benefits needs to be calculated for sure

[Misha Raev @MishaRaev]

@SkylerMiao7 Congrats! The progress is incredible!

[Misha Raev @MishaRaev]

Agents are Swivel Chair Integration 2.0

"Swivel Chair Integration." The term always makes me smile.

The image of a user physically rotating between screens to manually copy-paste data sounds comical—a sign that we aren't ready to build a "proper" integration.

But now, we have the next generation of the swivel chair and... it’s not that bad!

1. Take your favorite Agent harness.
2. Use an LLM with strong agentic capabilities.
3. Connect it to your systems via MCP/tools.
4. Add Browser/Computer Use skills for legacy systems without APIs.

Voila: Swivel Chair Integration 2.0.

Is it ideal? No. Does it hallucinate? Sometimes. But it works and it’s getting better and better.