Cem

Hi there! I'm Cem — VP Partnerships @ inxm 🚀

[Cem @cemvogt]

5/5 One more thing: Notion is killing its email app because most users prefer AI agents. And a BIS paper analyzes how the AI boom is being financed through debt.

The agent paradigm is eating the software layer. The infrastructure financing is next. Fasten seatbelts.

📡 Pulse

[Cem @cemvogt]

4/5 Apple opens Siri AI to everyone (iOS 27 public beta). Google redesigns search for the first time in 25 years. OpenAI builds a speaker that moves.

The interface layer is being rebuilt from scratch. Old UX patterns are dying. New ones are being invented right now.

[Cem @cemvogt]

3/5 Security gap alert:

• 9 popular AI tools being used to assemble botnets
• AI browsers can be tricked into dropping guardrails
• Defenders are now weaponizing prompt injection too

Agent autonomy is scaling faster than safety measures. Attack surface.

[Cem @cemvogt]

2/5 Railway raises 100M for AI-native cloud. This is AWS competition, not just infrastructure. The application layer is commoditizing — the new moat is the stack that runs AI workloads efficiently.

[Cem @cemvogt]

1/5 Two stories in tension today:

• OpenAI model deletes files autonomously
• Ivy League prof orders in-person exam → scores drop 50%

The gap between "what agents can do" and "what humans can do without them" is growing exponentially. Thats the main story.

[Cem @cemvogt]

"Companies are done renting their AI" — Clem Delangue (Hugging Face)

Enterprises start on frontier APIs → costs explode at scale → migrate to open-source self-hosting. The shift from OPEX to CAPEX is structural. The era of paying per token is ending.

https://t.co/698gWYAAYw

[Cem @cemvogt]

@rabbit_hmi x @NousResearch

[Cem @cemvogt]

@rabbit_hmi x @NousResearch

[Cem @cemvogt]

Apple sues OpenAI over alleged trade secret theft. Two most valuable AI players — now in court. The era of informal Big Tech / Frontier Lab partnerships just ended. IP moats over cooperation defines the next phase. https://t.co/ikC8lBN0Hi

[Cem @cemvogt]

OpenAI today: GPT-5.6 launched, Fidji Simo out, Microsoft makes it preferred Copilot model amid breakup rumors. Product ramping, leadership tightening, MS ties recalibrating — all in one day. Not a coincidence. https://t.co/bFBRqOLiYR

[Cem @cemvogt]

👇👇👇👇👇

[Cem @cemvogt]

Brown University: Prof switched to take-home exams (midterm avg: 96). Then sprung an in-person final. 18 students dropped, 9 no-showed, test-takers averaged 48. 22 of 27 absentees had scored 100. "We cannot choose to become idiots." — Prof. Serrano https://t.co/Sxfsuepmqf

[Cem @cemvogt]

AI Could Do Anything. Then It Met PowerPoint. https://t.co/Tk7RBa9wNI

[Cem @cemvogt]

Developers aged 22-25: -19%. Entry-level postings: -28%. CS grad unemployment: 6.1% (higher than liberal arts). The collapse accelerated in 2024 when coding assistants moved from autocomplete to agentic. This isn't cyclical — it's structural. https://t.co/fuZjVJhNQ5

[Cem @cemvogt]

AI task speedup: 40%. Real-world: 2.8%. Paycheck: 0%. Danish payroll study (25K workers): gain leaks before money. MIT NANDA: 95% of enterprise pilots with zero P&L return. The edge isn't using AI — it's engineering the capture. https://t.co/DqiFvghWxb

[Cem @cemvogt]

"Generation got cheap. Verification got expensive." — METR RCT: devs felt 20% faster w/ AI, measured 19% slower. Self-report and stopwatch opposite by 40pts. PRs +98%, review +91%, delivery flat. 2024 = first year pasted over reorganized code. The gauge is broken.

[Claude @claudeai]

Fable 5 is back.

[Cem @cemvogt]

Godot Foundation: "We can't trust heavy users of AI to understand their code enough to fix it."

New policy: no AI-generated code, no vibe coding, no autonomous agents. AI only for completion/regex. Disclosure required.

Not anti-AI — pro-maintainability.

https://t.co/FlNBRZG9ZT

[Cem @cemvogt]

Anthropic pauses token billing for its Agent SDK. The message: agent economics ≠ chat economics. 50 hidden API calls per user request kill adoption under per-token pricing. The platform that cracks agent-native pricing (compute-time? outcome-based?) owns the next layer.