Ricky Richards

Founder of Designer at @Block
Early Stage Investor

[Ricky Richards @MrRickyRichards]

JPMorgan just blocked Claude in Hong Kong. That's not IT policy—that's a signal that geopolitical fragmentation is about to crater the global stablecoin bet.

https://t.co/c0ju05o97a

[Ricky Richards @MrRickyRichards]

Zhipu AI just shipped a 744B open-weight model that outranks GPT-4.5 on coding. The "open-source is a year behind" narrative just died in one release.

https://t.co/hYr3uUgXHS

[Ricky Richards @MrRickyRichards]

@BrettFromDJ Cool product, very nice 👍

[Ricky Richards @MrRickyRichards]

Zhipu AI just released a 744B open-source model that rivals Claude Opus on coding benchmarks. Stock jumped 12.6%—the market's saying the AI duopoly is over.

https://t.co/vqStRWDoz6

[Ricky Richards @MrRickyRichards]

Nvidia just showed robots assembling GPUs with zero explicit programming. The company isn't selling chips anymore—it's locking the entire manufacturing stack.

https://t.co/cGO7POgvBx

[Ricky Richards @MrRickyRichards]

Databricks just abandoned the data-warehouse game. It's now building the operating system where AI agents live and make autonomous decisions across your entire company.

https://t.co/Wz1491CaWt

[Ricky Richards @MrRickyRichards]

xAI installed 57+ unlicensed gas turbines. The DOJ just said national security overrides environmental law. That's a regulatory moat competitors can't replicate.

https://t.co/hOwtj4tQIA

[Ricky Richards @MrRickyRichards]

Quantinuum just IPO'd at $14B+—first time a trapped-ion quantum company has gone public at scale. Now the hard part: proving it actually works faster than the superconducting…

https://t.co/sTq7angHNN

[Ricky Richards @MrRickyRichards]

Snap just showed consumer AR glasses with built-in AI at $2,500. Stock jumped 8.5%. This is the first time spatial computing doesn't feel like vaporware.

https://t.co/mlqXeKo69x

[Ricky Richards @MrRickyRichards]

Abridge just pivoted from AI scribe to clinical operating system—and built its own foundation model with Nvidia and Eli Lilly. That's not a feature release. That's a platform bet.

https://t.co/hM3jrT1rEW

[Ricky Richards @MrRickyRichards]

Coinbase just flagged millions of Bitcoin at quantum computing risk. The institutional custody play that's lifted its stock has a cryptography expiration date.

https://t.co/ZskbCrINbe

[Ricky Richards @MrRickyRichards]

Agility just stress-tested Digit like it's training for a marathon. If humanoid robots can survive warehouse floors, the automation incumbents' customer relationships won't save them.

https://t.co/BXgtSOK880

[Ricky Richards @MrRickyRichards]

Nvidia just shipped CPUs and storage servers alongside its GPUs. It's moving from chip monopoly to full-stack infrastructure lock-in—and the market barely noticed the margin exp…

https://t.co/T7AGpdh2fI

[Ricky Richards @MrRickyRichards]

Standard Bots just hit $1B on a $200M Series C. They're selling $50K collaborative robots to manufacturers who used to need $500K+ legacy hardware. Software, not steel, is eating…

https://t.co/DVkguIjHhx

[Ricky Richards @MrRickyRichards]

Google is powering Apple's Siri while shipping its own glasses. The spatial computing winner isn't the hardware—it's whoever owns inference at scale.

https://t.co/Mi7hbul172

[Ricky Richards @MrRickyRichards]

Anthropic just shipped a model that keeps your code for 30+ days and gets worse at helping with proprietary work. So much for being different from OpenAI.

https://t.co/uQ98927haY

[Ricky Richards @MrRickyRichards]

The Federal Reserve just went cross-border with FedNow. Real-time settlement across three currencies. This is when correspondent banking stops being a moat.

https://t.co/nMgNQCy29w

[Ricky Richards @MrRickyRichards]

Ideogram released open-weight model weights last week. In seven days, the community shipped layout converters, LoRA trainers, and mobile apps. The company's own website suddenly…

https://t.co/Ag43752t86

[Ricky Richards @MrRickyRichards]

Taiwan's considering criminalizing AI chip exports to China. That puts TSMC—which makes 90% of the world's advanced chips—in an impossible bind.

https://t.co/e0VCMtv8JV

[Ricky Richards @MrRickyRichards]

Apptronik just raised $963M for humanoid robots actually doing factory work. The hardware betting cycle has shifted from research to deployment—and the moat is sales, not silicon.

https://t.co/A1rUmiPAEp