cos

in the lab

[cos @cosjams]

@marcelkargul ?

[cos @cosjams]

Fye

[cos @cosjams]

These the Hot Ass 3s 😮‍💨😮‍💨

[Vinod Khosla @vkhosla]

ChatGPT designed it and @modaway_ai in Italy made it in days! https://t.co/UGxBB3ydv4
I just sent them this image:

[Vinod Khosla @vkhosla]

ChatGPT designed it and @modaway_ai in Italy made it in days! https://t.co/UGxBB3ydv4
I just sent them this image:

[cos @cosjams]

Jimothy spotted in Roku city 🫶

[cos @cosjams]

@krathish Fire

[cos @cosjams]

@pidgethan @MrBeast

[cos @cosjams]

@djangodegree @LarryJuneTFM Great vid

[cos @cosjams]

Sick

[Merciv @merciv_ai]

We first built Merciv to serve enterprise teams handling complex, fragmented data at scale.

Now, we’re bringing that same technology to individuals and emerging brands to help them make better, more confident decisions faster.

Identify whitespace opportunities, conduct market research, synthesize reviews, build and talk to user personas, and validate and test ideas.

We just moved Merciv’s self serve product into open beta. Link to sign up below.

https://t.co/NRMjMihnzc

[cos @cosjams]

Lowkey starting to like this Claude-produced aggregator content on the feed. Removes the friction of switching apps and just asking C-man to summarize the news myself

[Aakash Gupta @aakashgupta]

Cursor is raising at a $50 billion valuation. Elon just pulled two of its product leaders into a $1.25 trillion company and told them to build xAI’s coding product. Both report directly to him.

Milich and Ginsberg ran engineering and product at the company that went from $0 to $2 billion ARR faster than any SaaS product in history. They shipped the web app, the CLI, the background agents, Cursor 2.0.

AI coding is now a $5 billion+ market. Cursor at $2B ARR. Claude Code at $2.5B run-rate, doubling since January 1. GitHub Copilot past $1B with 4.7 million paying subscribers. Every frontier lab has a coding product printing money. xAI is the only one that doesn’t.

That changes fast when you hand two people who already built a $2B coding business the keys to Grok’s model stack and tell them to ship. xAI has 100,000 H100s in the Memphis Colossus cluster. It has Grok 3 and whatever comes after it. What it lacked was product leadership that has actually scaled a coding tool through the $0 to $1B to $2B arc. Now it has both.

Milich interned at SpaceX ten years ago working on Dragon 2 crew displays, back when the company was still figuring out barge landings. He left, co-founded Skiff, sold it to Notion, joined Cursor before it was Cursor, and helped build the product that now has more annualized revenue than GitHub did when Microsoft bought it for $7.5 billion. The return to SpaceX with a decade of shipping product and the entire AI coding playbook is the kind of hire that compounds for years.

SpaceX generated $15B in revenue and roughly $8B in profit last year. The AI side is burning cash. A coding product that captures even 5% of a $5B+ market in year one changes the unit economics of the entire xAI division.

Every major AI lab figured out that developers are the highest-willingness-to-pay users on the planet. Elon just hired the two people who proved it.

[cos @cosjams]

Not the cactussy 💀

[jboogx.creative @jboogx_creative]

The Cactus uses the smallest drop of water efficiently in order to survive the heat.

[cos @cosjams]

make it gay

[cos @cosjams]

@starter_story @thepatwalls Cheeky uno reverse into platform ownership 🙏🏾

[Colt @RealMrDorsey]

Jason Whitlock outting himself bc he doesn’t know how targeted ads and cookies work is such a sensational start to 2024.

[Daily Loud @DailyLoud]

Little man was feeling that old school Lil Wayne and Lloyd 💀🤣

[cos @cosjams]

this will be cool when it is probably 1000x faster than it is now

[cos @cosjams]

Mfs will tweet anything these days.

[Paul Klein IV @pk_iv]

the iphone upgrade program is seriously slept on:

* pay for your phone monthly over 24 months. no interest!
* after 12 payments, you can trade in for the new model. this starts a new 24 month payment and ends your old one.
* free apple care (covers theft, loss or damage)

[NBAGotNews @NBAElitenewsAcc]

This is the greatest photo of all time

[Sleeper @SleeperHQ]

Marvin Harrison Jr ever since I drafted him: