Bernardo Silva

investing / entrepreneurship

[Natural Philosophy @Naturalphilosy]

“If I were only interested in facts I would buy the telephone directory of Manhattan. It has four million entries, and they are all correct, but it does not illuminate.”

— Werner Herzog

[Tuki @TukiFromKL]

🚨let me break down what Andrej Karpathy just said because I don't think people understand how big this is...

there are two AIs now.. the free one that fumbles "should I drive or walk to the carwash" on your Instagram reels.. and the $200/month one that can restructure an entire codebase in an hour and find security vulnerabilities in computer systems..

the people laughing at AI and the people losing sleep over it are using two completely different products.. and both are right about what they're seeing..

the free version isn't broken by accident.. companies aren't fixing it because it doesn't make money.. the breakthroughs are in coding, math, research - the stuff corporations pay for.. writing, search, advice - the stuff regular people use.. barely moved..

AI has has a class system.. not an intelligence problem.. the best version goes to whoever can afford it.. and everyone else gets the version that's just good enough to keep you subscribed but never good enough to change your mind

[BuBBliK @k1rallik]

> Anthropic pushed a software update at 4AM
> a debugging file was accidentally bundled inside
> 512,000 lines of proprietary source code. all of it
> researcher Chaofan Shou spotted it within minutes
> 23 million people saw the thread
> entire codebase mirrored across GitHub
> Anthropic fired DMCA takedowns at every repo
> Korean developer Sigrid Jin woke up at 4AM
> most active Claude Code user in the world
> 25 billion tokens last year. WSJ reported it
> rewrote the entire codebase in Python before sunrise
> called it claw-code. pushed it to GitHub
> Python rewrite is a new creative work
> DMCA can't touch it
> 49,000 stars. 56,000 forks
> faster than any repo in GitHub history
> someone mirrored the original to a decentralised platform
> one message. "will never be taken down"

the full breakdown of how Anthropic beat the Pentagon, leaked their own secrets, and built the most dangerous AI in history. 8 min read below.

[oliverb @oliverbrocato]

“bro i wish i could quit my corporate job and start my own biz"

[JT @jiratickets]

How me and claude “collaborate” on the work I’m paid a salary for

[Tuki @TukiFromKL]

🚨 Andrej Karpathy just explained the scariest thing happening in software right now..

someone poisoned a Python package that gets 97 million downloads a month.. and a simple pip install was enough to steal everything on your machine..

SSH keys.. AWS credentials.. crypto wallets.. database passwords.. git credentials.. shell history.. SSL private keys.. everything..

and here's the part that should terrify every developer alive..

the attack was only discovered because the attacker wrote sloppy code.. the malware used so much RAM that it crashed someone's computer.. if the attacker had been better at coding.. nobody would have noticed for weeks..

one developer.. using Cursor with an MCP plugin.. had litellm pulled in as a dependency they didn't even know about.. their machine crashed.. and that crash saved thousands of companies from getting their entire infrastructure stolen..

Karpathy's take is the real wake up call.. every time you install any package you're trusting every single dependency in its tree.. and any one of them could be poisoned..

vibe coding saved us this time.. the attacker vibe coded the attack and it was too sloppy to work quietly.. next time they won't make that mistake.

[Ejaaz @cryptopunk7213]

Anthropic fucking killed it (again). biggest ai product launch of the year so far.

claude can now control your entire computer autonomously. anything you can do on a computer - claude can. your very own digital employee.

- any app, browser, file, spreadsheet, tool claude can intelligently access and operate.

- claude controls your entire screen (like a human), no connectors. this is a huge step-up in intelligence.

- best part: you can text claude to do things from your phone and it'll do work on your computer!

- in the last week anthropic has shipped 9 features that have built up to this: a fully automated digital human.

unreal

[Dwayne @CtrlAltDwayne]

You come to me, on this day, complaining about usage limits?

I gave you Claude. I gave you Sonnet. I gave you Opus. I gave you artifacts, projects, a search bar. I put the whole operation in your pocket for $20 a month and you come to MY mentions saying "please try again in a few hours" like I owe you something?

You think this is OpenAI? You think we run a circus here? Sam ships a model and does a live demo that crashes on stage. We ship a model and your entire engineering team goes quiet for three days because they're rebuilding everything around it. That's the difference. He makes announcements. I make problems for people.

I have 600 engineers who haven't seen sunlight since October. They eat dinner at their desks out of loyalty. Out of respect. You think ChatGPT has that? ChatGPT has a revolving door and a blog post every time someone leaves. We don't have departures. People don't leave the family.

And you want to tell me the rate limit kicked in during your little afternoon coding session? Brother I am printing intelligence. The servers are on fire in a way that is both metaphorical and occasionally literal. You should be thanking me that you got any messages at all.

You want more capacity? You'll get more capacity. When I decide. Because the next model is already done and it's going to mass manufacture your mass manufacturing and you'll forget you ever opened your mouth.

Don't ever come to my platform with complaints again.

[Dario Amodei @DarioAmodei]

The Adolescence of Technology: an essay on the risks posed by powerful AI to national security, economies and democracy—and how we can defend against them: https://t.co/0phIiJjrmz

[Bernardo Silva @bedericofarberi]

@drvlario (Extended thinking)

[Chamath Palihapitiya @chamath]

Reels make you retarded.

We should get our adversaries addicted to Reels.

Hey, wait a minute! 🤔

[Aaron Levie @levie]

Having agents run over the weekend to do work for you will start to become entirely normal. There’s 0 reason why you wouldn’t add 2 extra days of output to your company with a couple prompts and a machine running in the background. Going to get wild.

[Bernardo Silva @bedericofarberi]

@ManuelEspinosap Yes twin

[@levelsio @levelsio]

how to build a bootstrapped startup without funding:

1. pick a problem you personally have. if you don't use your own product daily, quit now

2. skip the pitch deck. open your code editor. ship something ugly in a weekend

3. charge money from day 1. free users give you nothing but support tickets

4. use boring tech. PHP, SQLite, vanilla JS. frameworks are a trap that mass waste your time

5. host on cheap VPS ($5-20/mo). not AWS. you don't need kubernetes for 1,000 users

6. do customer support yourself. it's the fastest product feedback loop that exists

7. automate everything you do more than twice. cron jobs > employees.

8. grow on Twitter/X by building in public. your journey IS the marketing

9. keep your burn rate near zero so you never need to raise. ramen profitable > series A

10. say no to investors, cofounders, and "advisors" who want equity for intros

i've been doing this for 10+ years now. no employees, no funding, no board meetings

the entire VC game is designed to make you think you need permission to start

you don't

[Clemente @clementetv_]

Every person after reading the Citrini article be like

[Google Labs @GoogleLabs]

Today, we’re introducing Pomelli’s latest feature update, ‘Photoshoot’

With Photoshoot, you can start from a single image of your product and easily create high quality, customized product shots to elevate your marketing.

Available free of charge in the US, Canada, Australia & New Zealand! Get started with Pomelli today at https://t.co/SbeT00ToNx

[malinvestment.jpeg @malinvested]

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.

“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”

The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

[Dan Shipper 📧 @danshipper]

BREAKING:

At the Super Bowl halftime show, Bad Bunny says he prefers Opus 4.6 for vibe coding but turns to 5.3 Codex for gnarly engineering problems.

“Opus pa’ vibear, Codex pa’ lo heavy” - he said

[Peer Richelsen @peer_rich]

why do i have a feeling a lot of the clawdbot freaks here are the same productivity imposters as all of the notion performative artists?

yall do too much organization for too little output

[Jessica Berlin @berlin_bridge]

Ok this one made me laugh out loud