Emmanuel Marques 🎗️

We keep moving forward, opening new doors, and doing new things, because we're curious and curiosity keeps leading us down new paths- Walt Disney

[Emmanuel Marques 🎗️ @emmanuelmarques]

Enjoyed my first ride in a CyberCab! #WeRobot

[Elon Musk @elonmusk]

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.

Also, altitude will be 350km vs 550km, so min latency can be cut in half.

Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[The All-In Podcast @theallinpod]

Bill Gurley: Anthropic Thinks It’s Building God

@Jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God.

@bgurley:

“Anthropic is a mystery to me. I've never, ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.

And my initial theory was the regulatory capture theory. Quite frankly, I think they're very close to achieving that.

But then they just got so loud that I've literally, in the past 30 days, read everything I can about Anthropic, and I've come up with a new theory.

I call it the Dr. Frankenstein theory.

The more I dig, I've met people who, I dare say, think it's their responsibility, and they're excited about, building a species that's superior to humans.

Dario wrote this blog post called ‘Machines of Loving Grace.’ It was based on a poem.

The last stanza of the poem says, ‘I like to think of a cybernetic ecology where we are free of our labors, and joined back to nature, returned to our mammal brothers and sisters, and all watched over by machines of loving grace.’

Sounds like an overlord to me.

And then in Dario's post, he says, ‘It could be a capitalist economy of AI systems which then give out resources to humans based on some secondary economy of what the AI systems think makes sense to reward in humans…’

So I don't think they think they're writing software. I think they're midwifing a deity here.”

Jason:

“These are delusions of grandeur. Let's call it what it is.

They believe that they're so powerful, these individuals, that they can create God, and that by creating God, they are like this Prometheus kind of species.

It literally is the ultimate level of narcissism and delusion of grandeur to think you can create God.”

[Chamath Palihapitiya @chamath]

Yup.

[GREG ISENBERG @gregisenberg]

Claude Code just dropped "dynamic workflows" and it's pretty cool.

You type "create a workflow" or turn on "ultracode" in the effort menu and it spins up hundreds of parallel agents that check each other's work.

The unit of work you can hand off jumps from a file to an entire codebase. Migrations, audits, rewrites, framework swaps, stuff you used to plan in sprints now finishes overnight.

The part that got me:....the agents argue with each other before showing you the result. Independent attempts at the same problem, then adversarial agents trying to break the answer. It keeps iterating until they converge. That's how senior engineering teams work. Except this team runs at 3am and never gets tired.

Also if the workflow gets interrupted, it picks up where it left off. That means you can kick off work that runs for days. Not sessions. Days.

Fair warning though: this burns through tokens FAST.

Anthropic says so themselves. But if the task is a codebase migration that would have taken a team 3 months, spending $500 in tokens to do it in a week is the best trade in software.

The ceiling on what one person can build just moved again. Classic.

Going to be playing with this all week.

Pretty cool.

[Anthropic @AnthropicAI]

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.

This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

[James Stephenson @ICannot_Enough]

🚨BREAKING:
Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA

[PfizerForAll @PfizerForAll]

@FernandoMendoza knows that football is a game of inches. It comes down to early mornings, extra reps, and showing up every day on and off the field.

Winning the fight against cancer is a game of inches, too. Small steps now, like getting a cancer screening, can make a big difference later. Every screen matters. Talk to your doctor and prioritize cancer screenings. Visit https://t.co/bNfj197gRK today.

This post is directed to a U.S. audience and may not be suitable outside of the U.S. This video is intended to be viewed as it was originally produced in partnership with Pfizer. Remember, this content is for educational purposes only and is not intended to replace discussions with a healthcare provider.

PP-UNP-USA-8180

[GREG ISENBERG @gregisenberg]

I just got back from SF and I FEEL INSPIRED.

I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.

My takeaways:

1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.

2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.

3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)

4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.

5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million

6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.

7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.

8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.

9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.

10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.

11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.

12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.

13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.

14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....

15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.

16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.

17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.

It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.

But I'm so happy to be back home, locked in and building.

We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.

What an incredible time to be building.

[Anatoli Kopadze @AnatoliKopadze]

Anthropic CEO: "there are jobs that took generations to build that may disappear"

this is one of the best interviews I've seen in a long time

Dario Amodei talks about how to prepare for what's coming

here's what to expect:
> high GDP growth and high unemployment at the same time
> software becoming essentially free to build
> the gap between people who use AI and people who don't

the scariest part this is not a prediction, this is already happening

to stay competitive you need to adapt fast and you can't do that while ignoring AI

that's why I put together a guide on Claude features that 99% of users have no idea exist

it will completely change how you work with Claude

you can find it below

[Spencer Pratt @spencerpratt]

People always ask me, “how can we fix LA? We don’t have the money!”

We have the money…it’s just being stolen! You wanna fix the budget? END THE FRAUD. I will bust the scammers and put your tax dollars back to work for YOU.

[OpenEvidence @EvidenceOpen]

Until now, physicians using AI in clinic had to assemble the patient’s context themselves. Allergies, comorbidities, medications, prior procedures, copy-pasted in from the chart.

Today we’re announcing a partnership with @CedarsSinai. OpenEvidence now works directly inside Epic, drawing on the patient’s full record and interpreting the medical literature through the lens of that specific patient.

Cedars-Sinai is the first academic health system to deploy patient-aware clinical intelligence at enterprise scale. The clinician asks a complex question in natural language. The answer reflects both the best available evidence and the patient in front of them.

Patient data is never stored after the clinical session or used for any other purpose.

[TechNode @technodechina]

Tesla rolls out supervised Full Self-Driving in China in wider global push https://t.co/HzJB6wd0Zw

[Sawyer Merritt @SawyerMerritt]

Wow, Anthropic has agreed to pay @SpaceX $1.25 billion per month through May 2029 for AI compute capacity, with capacity ramping in May and June 2026 at a reduced fee.

Huge deal

[Sawyer Merritt @SawyerMerritt]

SpaceX's IPO prospectus (S-1 filing) is now officially public!

You can read the full document here: https://t.co/zlYx39Hco9

[SpaceX @SpaceX]

Now targeting launch as early as Thursday, May 21 → https://t.co/2gZQUxS6mm

[IPO Newsroom @IPONewsroom_]

JUST IN: SPACEX HAS OFFICIALLY FILED FOR ITS IPO

The company intends to list on the Nasdaq under the symbol SPCX.

The numbers inside the filing tell the real story:

Q1 financials:
- Revenue: $4.69 billion
- Operating loss: $1.94 billion

Revenue by segment:
- Connectivity (Starlink): $3.26 billion
- AI: $818 million
- Space: $619 million

The IPO:
- Underwriters: Goldman Sachs, Morgan Stanley, BofA, Citigroup, and J.P. Morgan
- Elon Musk is a 5% or greater shareholder
- By the end of the decade, SpaceX intends to deploy its first modular orbital AI compute shells and monetize that capacity by selling AI software and compute

The company that started as a rocket maker now generates most of its revenue from internet.

[Nick Fox @thefox]

Big day at #GoogleIO! Bringing together the best of a search engine + the best of AI to help you ask what's really on your mind:
+ New intelligent Search box + seamless AI Search
+ Information agents
+ Antigravity in Search
+ Universal Cart
My run down on what we shared below 👇

💬 New intelligent Search box & seamless Search experience: This is our biggest upgrade to our iconic Search box since its debut 25 years ago! Now, it expands as you type, you can ask questions across modalities (with text, images, files, Chrome tabs, videos), and it offers AI-powered suggestions to help you formulate your *whole* question. We’re also making it simpler to continue the conversation with Search, bringing AI Overviews and AI Mode into a seamless AI Search experience. So you can flow from your question, to your response on the main Search Results Page, to follow-ups in AI Mode.

👀 Information agents to keep you updated on whatever you’re looking for: We’re entering the era of Search agents! To start, you can set information agents to work for you in the background, searching 24/7 to find you exactly what you’re looking for so you can get updated the moment it changes. Your information agents give you intelligent, synthesized updates and hyper-relevant links, so you can discover fresh content from websites and creators and stay on top of whatever matters to you most.

🔍 Bringing Antigravity into Search: We’re bringing Gemini 3.5 Flash’s agentic coding capabilities and Antigravity right into Search. So Search can now custom-code responses, on the fly, totally personalized to your question. You can get interactive visuals to help you understand a tough concept. And you can even ask Search to build you dynamic tools, dashboards, or planners for long-running projects you want to keep coming back to.

🛍️ Introducing the Universal Cart: We've been building the foundation for agentic shopping with the world’s most comprehensive catalog of products in our Shopping Graph, a common language for agents and systems with the Universal Commerce Protocol (UCP), and the payments infrastructure to make agentic checkout seamless. Now we’re introducing the Universal Cart, an intelligent shopping cart that enables you to shop across merchants and will be available across Search, Gemini app, YouTube, and Gmail.

With over 1B monthly active users on AI Mode, overall Search queries in Q1 reaching an all-time high, and the new frontier capabilities we announced today, it’s clear that AI is fueling Search’s next wave of growth.

[Google AI @GoogleAI]

By now, you've probably heard about Gemini Omni, our new model designed to create anything from any input, starting with video.

But... what's the big deal?

Let’s break it down 🧵👇