Mitch

[shmidt @shmidtqq]

ANTHROPIC HAS AN OFFICIAL PROMPT LIBRARY FOR CLAUDE CODE

Most people have never opened it.
So they write every prompt from scratch.

It is copy-paste, tagged by task and by role,
across the whole lifecycle:

discover → design → build → ship → operate

Straight from the page:

> what would break if I deleted this helper?
> plan this refactor, list the files, do not touch code yet
> write tests for this, run them, fix what fails
> the test is failing, find out why and fix it

This is not a cheat sheet.
It is a map of what Claude Code already does for you.

Bookmark it before you forget it exists.

[Ray Dalio @RayDalio]

https://t.co/ZNaQtDhoH6

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[shirish @shiri_shh]

The laptop hasn't changed in 30 years. NVIDIA just changed it

RTX Spark is their first PC chip ever.

- RTX 5070 level GPU
- 128GB unified memory
- 1 petaflop of local AI
- thin, light, barely throttles unplugged

Your AI agent lives on the machine. 24/7. No cloud.

This is step one of the agentic AI PC, and everyone else is about to copy it.

[a16z @a16z]

The majority of new jobs created since 1940 didn’t even exist in 1940.

There is no fixed "lump of labor". Again and again, new technologies create new jobs.

a16z's David George dismantles the "AI job apocalypse" myth: https://t.co/0gL5mdffKD

[Mitch @mitchgainer]

Low carbon tech is adopted for better economics - tax credits help temporarily, red tape hurts permanently. At minimum, we should do no harm

[Ramez Naam @ramez]

Everyone who cares about climate should understand this. Texas, with no pro-climate policies, has blown passed California in clean energy. In large part because Texas has less red tape and makes it easier to build.

[David Sacks @DavidSacks]

It’s time to demystify Mythos.

Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can automate cyber tasks (just like coding).

OpenAI’s GPT-5.5-cyber can now do the same. And all the frontier models (including those from China) will be there within approximately 6 months.

It’s important to recognize that these models do not create vulnerabilities; they discover them. The bugs are already in the code. Using AI to discover and patch them will actually harden these systems.

The leap from pre-AI cyber to post-AI cyber means that there will be a big upgrade cycle. After that, however, the market is likely to reach a new equilibrium between AI-powered cyber-offense and AI-powered cyber-defense.

Obviously it’s important that cyber defenders get access before cyber attackers. That process is already underway but needs to happen quickly (see point above about Chinese models).

Unlike Mythos, GPT-5.5-cyber appears not to be token constrained so it may be the first cyber model that defenders actually get to use.

[Paul Graham @paulg]

Ten years ago I wrote an essay explaining the source of America's increasing polarization. If you want to understand how we got from the unity (and uniformity) of the mid 20th century to the way things are now, this is what happened: https://t.co/Luw9oajZyu

[Connor Davis @connordavis_ai]

This shocked me.

Google’s Gemini team barely uses “normal prompts.”

Their internal structures look nothing like what Twitter teaches.

I reverse-engineered them from DeepMind examples.

Here are 5 that change everything 👇

[Mayank Vora @aiwithmayank]

GEMINI JUST TURNED MARKET RESEARCH INTO A ONE PERSON SUPERPOWER

You are wasting weeks interviewing customers, stalking competitors, and digging through reports when Gemini can compress the entire process into minutes with 5 prompts that feel like you’re plugging into a McKinsey analyst on caffeine.

Here's how:

[Barry Ritholtz @Ritholtz]

The most interesting thing you will read today, via Howard Marks (@Oaktree):

"Is It a Bubble?"
https://t.co/l5opowDG45

[Ramez Naam @ramez]

Data center-driven electricity demand growth is still slower than the pace of electricity growth in the 50s and 60s.

From an excellent report by @RobGramlichDC, via @ShanuMathew93

[Matthew Leisten @LeistenEcon]

Ok a lot of people are making claims here without models to keep those claims honest. Let's build a simple one.

Price of tickets p_x, price of concessions p_y.

[Object Zero @Object_Zero_]

US Grid Expansion

Over the past 15 years the US grid has expanded by 36% going from 972GW to 1,322GW capacity.

But maybe the bigger story is the growth of projects waiting in the queue to connect to the grid?

The US has almost 2x its current power generation capacity waiting in the queue for grid connections.

America’s grid infrastructure is not the infrastructure it needs. The grid is both unsuitable for;

i) the level of expansion needed.
ii) the level of expansion already in the queue.

America needs long distance HVDC infrastructure spanning multiple Wide Area Synchronous Grids.

[Jesse D. Jenkins @JesseJenkins]

This estimate shows a new AP1000 reactor coming in cheaper than recent offshore wind costs for the Atlantic coast, without moving to the rightmost two (optimistic) columns (and it would deliver more value per MWh). Notable for those in NE and Mid-Atlantic considering future energy options.

[Ramez Naam @ramez]

Texas is building out renewables at a blistering pace. California isn't. The impediments to clean energy in the US aren't the repeal of the IRA or NEPA: They're state level permitting, environmental review, and interconnection policies. Charts by @JEBistline & @curious_founder

[Ray Wang @rwang07]

A very important question by a JPM analyst in Wistron's Q3 call yesterday, which has been circulated in the supply chain since October.

"NVIDIA appears to be planning a major shift in its business model—moving away from selling the board (Bianca Port UPB) and instead directly supplying Level-10 systems.

- My first question is:

Because we are currently also delivering Level-10 systems to our major U.S. customer, if NVIDIA begins supplying Level-10 systems directly, how should we adjust our business model with this U.S. customer?

- My second question is:

Looking at it from the opposite angle, NVIDIA supplying Level-10 systems directly could actually be beneficial for NVIDIA’s suppliers—and we are one of the few suppliers included."

Wistron: "Let me address the first point: it’s not appropriate for me to comment on our customer’s business model. What I can say is that regardless of whether it’s NVIDIA or any of our other customers, and regardless of who the end customer is, the work is still done by Wistron. So from Wistron’s perspective, this business model doesn’t really create a major impact. In fact, I believe this is all positive for Wistron."

[Gordon Johnson @GordonJohnson19]

Ummm... $NVDA is currently trading at 27.6x sales, which means the "market" expects $NVDA to pay it, as a dividend, 100% of its sales, every yr, for the next 27.6yrs. I'll remind you of this quote from Sun Microsystems' CEO when the https://t.co/ThQz52tZgT bubble burst in 2002.

[Michael Thomas @curious_founder]

Over the last month, I've spent most of my time trying to understand how America's electric grid is changing.

Here's what I learned:

🧵