And that's why computer use and browser use are so important. You can record actions on people's computers, and the AI will do the work end to end.
This is crucial for old software with no APIs.
@codeOfTee@_blanqk@NigeriaStories Been running a DC for years with no downtime caused my network. His point is an assumption that nobody has solved this already.
It's clear that growth for coding tools such as Claude Code has decelerated from the pace it was since the start of the year.
It might be compute- constrain related or due to many clients blowing their full-year AI budgets.
Monitoring this trend very closely with all the alt data. I will provide regular updates.
The FOMO in semis is palpable, and investor positioning is now heavily crowded in that space.
At the same time, the sentiment is negative on hyperscalers, because of concerns regarding their CapEx spend on semis and questions on the ROI of that spend.
But the catch is that if hyperscalers don't see good returns on their AI CapEx (semi spend), there won't be sustainable demand for semis, like the valuations and margins of many of these stocks are now pricing. So both can't be true. Either semis valuations have gone too far, or hyperscalers are too low.
Anthropic pays $750,000+ a year for engineers who know how to build LLMs from scratch.
Stanford just released the exact lecture that teaches it - 1 hour 44 minutes, free, straight from CS229.
Bookmark and watch it this weekend.
It'll teach you more about how ChatGPT & Claude actually work than most people at top AI companies learn in their entire careers.
🚨 SECURITY ALERT: Vercel Infrastructure Compromise via 3rd-Party AI Tool
Vercel has confirmed a security breach linked to a compromised third-party AI tool called Context AI.
Hackers gained unauthorized access to Vercel’s internal systems through Context AI, exposing API keys, passwords, and environment variables.
If you use Vercel, take action immediately:
Read below 👇🏽