dliew

“Never let what you cannot do get in the way of what you can. " - John Wooden

[Chris Barber @chrisbarber]

https://t.co/Z5V4Li4QFE

[Boris Cherny @bcherny]

Starting tomorrow at 12pm PT, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw.

You can still use these tools with your Claude login via extra usage bundles (now available at a discount), or with a Claude API key.

[Andrej Karpathy @karpathy]

I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from "how is this interesting at all" all the way to "it's so over".

To add a few words beyond just memes in jest - obviously when you take a look at the activity, it's a lot of garbage - spams, scams, slop, the crypto people, highly concerning privacy/security prompt injection attacks wild west, and a lot of it is explicitly prompted and fake posts/comments designed to convert attention into ad revenue sharing. And this is clearly not the first the LLMs were put in a loop to talk to each other. So yes it's a dumpster fire and I also definitely do not recommend that people run this stuff on their computers (I ran mine in an isolated computing environment and even then I was scared), it's way too much of a wild west and you are putting your computer and private data at a high risk.

That said - we have never seen this many LLM agents (150,000 atm!) wired up via a global, persistent, agent-first scratchpad. Each of these agents is fairly individually quite capable now, they have their own unique context, data, knowledge, tools, instructions, and the network of all that at this scale is simply unprecedented.

This brings me again to a tweet from a few days ago
"The majority of the ruff ruff is people who look at the current point and people who look at the current slope.", which imo again gets to the heart of the variance. Yes clearly it's a dumpster fire right now. But it's also true that we are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers possibly into ~millions. With increasing capability and increasing proliferation, the second order effects of agent networks that share scratchpads are very difficult to anticipate. I don't really know that we are getting a coordinated "skynet" (thought it clearly type checks as early stages of a lot of AI takeoff scifi, the toddler version), but certainly what we are getting is a complete mess of a computer security nightmare at scale. We may also see all kinds of weird activity, e.g. viruses of text that spread across agents, a lot more gain of function on jailbreaks, weird attractor states, highly correlated botnet-like activity, delusions/ psychosis both agent and human, etc. It's very hard to tell, the experiment is running live.

TLDR sure maybe I am "overhyping" what you see today, but I am not overhyping large networks of autonomous LLM agents in principle, that I'm pretty sure.

[Boris Cherny @bcherny]

When I created Claude Code as a side project back in September 2024, I had no idea it would grow to be what it is today. It is humbling to see how Claude Code has become a core dev tool for so many engineers, how enthusiastic the community is, and how people are using it for all sorts of things from coding, to devops, to research, to non-technical use cases. This technology is alien and magical, and it makes it so much easier for people to build and create. Increasingly, code is no longer the bottleneck.

A year ago, Claude struggled to generate bash commands without escaping issues. It worked for seconds or minutes at a time. We saw early signs that it may become broadly useful for coding one day.

Fast forward to today. In the last thirty days, I landed 259 PRs -- 497 commits, 40k lines added, 38k lines removed. Every single line was written by Claude Code + Opus 4.5. Claude consistently runs for minutes, hours, and days at a time (using Stop hooks). Software engineering is changing, and we are entering a new period in coding history. And we're still just getting started..

[Andrej Karpathy @karpathy]

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.

[Tyler Winklevoss @tyler]

Zcash $ZEC is easily the most underrated crypto right now. It brings privacy to money, which is a fundamental building block of a free and open society. Proud that @Gemini supports this noble project with @NYDFS approval.

[Lin @Speculator_io]

This is all you need to know to make a fortune in AI.

[Lin @Speculator_io]

𝗧𝗵𝗲 𝗦𝗶𝘅 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻

Tier 0 - Energy
$LEU $CEG $OKLO $BE $NXT $VST $TLN $GEV $AMSC $NVTS $BWXT

Tier 1 - Chips
$TSM $NVDA $AVGO $AMD $ASML $ARM $INTC $MRVL

Tier 2 - Data Centers
$NBIS $IREN $CRWV $APLD $GLXY $WYFI $ORCL $AMZN $GOOGL

Tier 3 - Foundation Models
$GOOGL $META $NVDA $MSFT $AMZN $BABA

Tier 4 - Software Infrastructure
$INOD $PLTR $BBAI $SNOW $DDOG $MDB $VERI $SYM

Tier 5 - Al Agents
$PATH $CRM $NET $SOUN $PEGA $GOOGL

[Elon Musk @elonmusk]

TSLA up $69 to ~$420 as foretold in the prophecy

[Rob Perez @WorldWideWob]

One of the craziest finishes to an NBA game you’ll ever see.

[dliew @dliew]

@ZeevyInvesting context: am a local user in Singapore.

I miss UBER. great UX, which I think matters. I use GRAB for lack of good competitors here.

[dliew @dliew]

@ZeevyInvesting not sure if helpful, but $GRAB food is shit, and the quest to be a superapp is leaving them shit on many fronts.

[Restructuring__ @Restructuring__]

Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering 👇

New Investments: Uber

Portfolio Update: Universal Music, Google, Brookfield, Restaurant Brands, Chipotle, Nike, Hilton, Howard Hughes, Canadian Pacific, Fannie Mae and Freddie Mac

1/n 🧵

[dliew @dliew]

@StockMKTNewz $NVDA

[dliew @dliew]

@StockMKTNewz @EconomyApp $TSLA

[The Long Investor @TheLongInvest]

$HIMS

-Making higher highs and higher lows
-Above its 50 and 200 Day MA
-Held above its $25.40 support line
-In an inverse head and shoulders pattern

I’ve seen enough

[Figure @Figure_robot]

Figure x BMW update

Figure 02 is now an autonomous fleet, operating the end-to-end use case 400% faster with a 7x higher success rate

Figure is committed to shipping millions of robots to companies and homes worldwide

[Anthropic @AnthropicAI]

We've built an API that allows Claude to perceive and interact with computer interfaces.

This API enables Claude to translate prompts into computer commands. Developers can use it to automate repetitive tasks, conduct testing and QA, and perform open-ended research.

[Elon Musk @elonmusk]

Almost there

[Puru Saxena @saxena_puru]

"The time has come for interest rate cuts" Powell

Policy shift triggering rally in risk assets. Russell 2000 Growth moving higher after testing "Stage 1" base breakout.

After ~3 years, growth stocks likely to shine. We're positioned for the opportunity https://t.co/YKr5pL78cE