Most enterprise AI dies at POC.
๐ POC: tiny bill.
๐ Production: cloud bill explodes.
๐ญ AI factory: own the racks.
Break-even โ 500M tokens/mo. Above that, owned wins 8-18x cost/token.
The flywheel starts AFTER the crossover.
โ https://t.co/rRUFt5x7ft
Is your AI agent actually working?
๐งช Golden set (regression)
โ๏ธ LLM-as-judge (quality)
๐ Real-user signals (revealed truth)
The trap: tests pass, prod doesn't. Eval drift.
Pick ONE metric mapping to revenue.
โ https://t.co/BDcwwAO0I4
An AI agent has three layers, not one:
๐งญ USER INTENT
๐ ๏ธ JOB-TO-BE-DONE
๐ TOOLS + LOOP
Same model + same tools, opposite outcomes. One solves the right job. The other loops perfectly on the wrong task.
โ https://t.co/4KqkygFalA
What is an "AI agent," actually?
A model + tools + a loop:
model โ tool โ observation โ repeat
It breaks 3 ways:
1. Loops the same call forever
2. Calls a real tool with made-up args
3. Forgets the goal mid-task
That's it. Strip the marketing.
Most adults aren't tired โ they're under-recovered.
The 5-step fix:
โ Same wake time
โ Morning light
โ Cool, dark, quiet bedroom
โ Calm wind-down
โ Up after ~20 min? Leave bed.
Full cheat sheet โ
https://t.co/4bedbMp390
Heimlich Maneuver in 5 panels:
1. Ask: are you choking?
2. Call 911 (000 in AU)
3. 5 back blows between the shoulder blades
4. 5 abdominal thrusts above the navel
5. Repeat โ start CPR if they collapse
Not for pregnant/infants <1.
https://t.co/DVyKfrRXFx
The water cycle in one page.
A water molecule spends ~3,200 years in the ocean and ~10 days in the atmosphere.
5-panel cheat sheet. Free.
โ https://t.co/r3IDMAMOhQ
Hoopy Explains How to Fix Your Left-Wing Three
Hoopy explains the left-wing three-point shot in 4 panels: square the hips to the rim, stack shoulder-elbow-wrist in one vertical plane, snap a 45-60 degree arc on the way up, and โฆ https://t.co/O6mIQfldbc
TL;DR
Be a sniper, not a poet.
Think like your guessers, not yourself.
Avoid the assassin like it's radioactive.
Pick risk size by board state.
Play like the next 3 turns matter, not just this one.
Full cheat-sheet โ https://t.co/hHQ92UjYSS
How to win at Codenames ๐ต๏ธ
5 spymaster tips most teams get wrong (a thread):
1/ ONE WORD. ONE NUMBER. NO POETRY.
A clue is a sniper rifle, not a flashlight. If your "clever" word also fits a neutral or enemy card, it's not a 4-clue. It's a coin flip.
5/ Plant breadcrumbs. Win the next turn before it starts.
Advanced move: set up themes across turns. Your team learns your style and connects dots faster. Opponents can't decode the pattern from outside.
Compounding advantage.
The bet: data-centre hardware depreciates over 6 years. At ~35% cloud op margins, the math works IF AI workload demand keeps compounding through 2030.
If it doesn't, we'll find out together.