Bing

I like crypto AI and wings. SWE in big tech.

[litquidity @litcapital]

“Series L”

[sankalp @dejavucoder]

claude and codex to me when i realise i am the background agent

[@levelsio @levelsio]

So I bought over $1M in Google today

Kinda crazy but also not so crazy

I've been the biggest Google hater for years, it was completely mismanaged, destroyed by politics and lack of any leadership, fumbled inventing Transformers etc.

Then Sergey returned and suddenly Google is dominating not just in the AI benchmarks and leaderboards but in real usage

AI benchmarks can and are easily rigged

But me running an AI startup and always wanting to use the best models makes me conclude something basic now: it's really just Google and Elon Musk and the Chinese in the end who will probably win

The models I use are all by either Google, xAI, or the Chinese (ByteDance, Kling, Minimax)

As you know Google now has its own chips (TPUs), Google has the biggest data set in video (YouTube), images (Google images) and generally the web (for LLMs), still the one of the biggest general user bases (Google Search etc), and they finally have a real engineer being the de facto CEO now (Sergey Brin)

Elon Musk with xAI you can't bet against cause he simply has the sheer willpower to get things done

The Chinese are similar, sheer willpower and they don't sleep and they really want to win, and companies like ByteDance (TikTok) have massive data sets in video too of course

In my opinion everyone is still staring too much at LLMs, I've always been more interested in image models, video models and now the nascent 3d and world models, that's where it's going and where we'll be able to prompt entire worlds or apps or whatever, it's hard to imagine WHAT exactly

With my app Photo AI I try be a little part of that journey there of course

Now I can't invest in xAI, I'm a bit invested in the Chinese via the ICHN ETF, but of course Google anyone can invest in and so I think I should

I've reduced my Nvidia investments already months ago, as it was inevitable there'd be real competitors to their chips at some point, with Google's TPUs there are now

I'm not an expert, and you should mostly just buy ETFs, and you shouldn't listen to me and this is not financial advice

[Bing @bingsync]

@dkardonsky_ the tables have turned

[Naval @naval]

UI is pre-AI.

[Bing @bingsync]

@dkardonsky_ dropshippers will abuse this hahah

[Daniel @growing_daniel]

AGI is not happening my dudes

[Yuchen Jin @Yuchenj_UW]

Sam Altman’s playbook is clear:

When a model becomes usable, OpenAI rushes to turn it into a blockbuster app:

ChatGPT – chat app
Codex – coding app
Sora – video app

Raw model power isn’t a strong moat in a crowded field (Google, xAI, Anthropic).

But once an app embeds into daily life, its value goes far beyond the model. Even if Claude 4.5 or Veo 4 make significant gains in model capability, it's still hard to immediately pull OpenAI users away.

[signüll @signulll]

so many people’s brains are running a background process called “is this ai.exe” right now so hard core, & triggering it is the cheapest way to hijack attention.

[Matt Shumer @mattshumer_]

the person that uses Sora 2 to create a better Game of Thrones ending will be a hero

[Bing @bingsync]

Anthropic has the Mandate of Heaven

[Bing @bingsync]

It’s not enough to take their jobs we must take their IQ too

[Casey Neistat @Casey]

so cooked.

[sophie @netcapgirl]

we were promised super intelligence, we got the infinite ai video slop machine

[Bing @bingsync]

@dkardonsky_ 💀💀

[Bing @bingsync]

@dkardonsky_ lmao real??

[Nikita Bier @nikitabier]

Many of the things you learn in consumer product development are counterintuitive, especially with how you test & validate your ideas.
Here's a clip I recorded with @solana a few months ago where I dive in.

[Bing @bingsync]

@dkardonsky_ real

[Bing @bingsync]

@dkardonsky_ AI is writing 90% of the code, but the code is retarrded